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BRX Pro Tip: 2 Best Ways People Make B2B Decisions

May 14, 2025 by angishields

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BRX Pro Tip: 2 Best Ways People Make B2B Decisions
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BRX Pro Tip: 2 Best Ways People Make B2B Decisions

Stone Payton: Welcome back to Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, you and I have both maintained, and I think it’s a product of our experience, that B2B sales is different. People make B2B buying decisions differently than B2C, but speak to that a little bit if you would.

Lee Kantor: Sure. There’s a lot of stats around this that, number one, in a B2B decision, referrals are usually the most powerful decision-making influence over a B2B sale. If somebody recommends something, a trusted buyer is recommending this, that’s going to build instant credibility and trust. They’re going to be way far ahead of somebody who just, you know, maybe saw a brand name on a lanyard at a trade show. You know, that type of referral is really critical, so definitely you should be focusing in on things like that.

Lee Kantor: There’s some supporting evidence, I think a recent survey or a study said B2B companies with referrals experience a 70 percent higher conversion rate, 84 percent of B2B sales begins with a referral. So, there’s definitely evidence that supports trying to get referrals in any way you can.

Lee Kantor: Number two is for B2B sales, a lot of sales comes from upsells from the current vendor or whoever selling them something. So, buyers will buy more stuff from you if they’ve had a positive experience with you. So, upselling leverages established relationships and satisfaction and then they’re open to a higher value option. There’s, again, evidence to support that, upselling increases customer lifetime value by 20 to 40 percent.

Lee Kantor: So, these are two areas that you can focus in on. If you’re trying to grow sales, try to get more referrals, try to upsell more to existing customers. These two decision-making factors, referral and upselling, they highlight the importance of building trust, leveraging existing relationships, maintaining visibility. So, by aligning these strategies with these factors, your business can effectively influence more B2B buyers and hopefully drive growth.

Transforming Tech Management: How LMI Tech Systems Simplifies IT for SMBs

May 13, 2025 by angishields

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Cherokee Business Radio
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Brought to you by Diesel David and Main Street Warriors

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In this episode of Cherokee Business Radio, Joshua Kornitsky interviews TJ Blackmon, Vice President of LMI Tech Systems. The discussion centers on LMI’s innovative Technology as a Service (TaaS) model, which helps small to medium-sized businesses (SMBs) manage technology costs and needs. TJ shares his 25-year journey with LMI, highlighting their evolution from high-end home systems to comprehensive tech solutions for SMBs. Key services include hardware, software, managed services, cloud solutions, telephony, and security. The episode underscores LMI’s commitment to making advanced technology accessible and affordable for all businesses.

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TJ-Blackmon-headshotTJ Blackmon is a 30 Year IT Professional, focused on the Managed Services. He’s the CIO/Vice President Managed Services, LMI Tech Systems, LLC.

TJ began his career in the tech industry right out of high school, working for a technology store at age 19. Prior to joining LMI Systems, he worked for Decision Digital managing more than 1000 servers and overseeing the daily operations of 10 engineers.

He currently resides in Lawrenceville with his wife and 19-month-old daughter. When TJ’s not working, he spends time fishing and soaking up the outdoors.

Follow LMI on LinkedIn and Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back. My name is Joshua Kornitsky. I am the host of Cherokee Business Radio and a professional EOS implementer. And today in studio, my guest is TJ Blackmon, vice president of LMI Tech Systems. Good morning TJ, how are you?

TJ Blackmon: Morning, Josh. Thank you for having me over today.

Joshua Kornitsky: It’s a pleasure to have you here. So I understand from the conversation we were having earlier that you’ve been with LMI for a little while.

TJ Blackmon: I have, um, it’s a bit of a long story, but I’ll shorten it here. Um, I have actually been with and involved with LMI since I was about 19 years old.

Joshua Kornitsky: And he’s almost 22 now.

TJ Blackmon: So age is getting to me.

Joshua Kornitsky: There you go. So no. So how many years has that been?

TJ Blackmon: Um, this April, it was 25 years. Because I’ll be married 25 years in a month, so I better keep that date, right?

Joshua Kornitsky: Yes. Yes, sir. Um, wonderful. So when, uh, when you started with LMI, you were functioning in the role of a technician, weren’t you?

TJ Blackmon: Yes. I worked for a managed services provider at the time. Um, and this was, you know, late 90s. It was very different than it is today. We were actually on site, uh, all the time because there was no remote access. You drove.

Joshua Kornitsky: That was remote access was. You opened the door.

TJ Blackmon: Yeah. And you and you got in your car. Um, and we got a call that LMI had a server down, and at that time, LMI had a server.

Joshua Kornitsky: Okay.

TJ Blackmon: And, you know, things change. And, uh, I was dispatched there and met the principal owners there. Got the server back up.

Joshua Kornitsky: Okay, good. Yeah. Good.

TJ Blackmon: Um, back in the day, when it was hard. You know, us old guys in it, we joke about that. Everybody today has it easy.

Joshua Kornitsky: There you.

TJ Blackmon: Go.

Joshua Kornitsky: Um, and Hershey bars were a nickel.

TJ Blackmon: Yeah, and I worked for that MSP, uh, until about 2006, and then had the opportunity at another MSP to become the network services manager. Did that for about ten years and then moved on and to LMI to become the CIO at LMI.

Joshua Kornitsky: Well, so let’s back up for a minute, because I guess I should ask you, what’s Lmi’s mission? What do you do?

TJ Blackmon: Again, I don’t have to give you a short answer to a very long explanation.

Joshua Kornitsky: That’s okay. So so let’s let’s start simply. How does LMI help businesses? How about that?

TJ Blackmon: Well, first and foremost, LMI tech Systems, who I work for.

Joshua Kornitsky: Right.

TJ Blackmon: Uh, and LMI systems are two different companies.

Joshua Kornitsky: Forgive me. Okay.

TJ Blackmon: But we have one parent company who owns both, uh, LMI systems is an electrical contractor. Been in business since 1962. Um, LMI as a whole has been in business since 1962.

Joshua Kornitsky: That’s pretty. That’s pretty long. The technology space.

TJ Blackmon: It’s a long time. I haven’t been around that long. Um, but LMI just continued to morph over the years and really to customer needs take on different types of things, from the electrical industry to low voltage to large scale deployments. That division started in about 2012. Um, prior to that, LMI had what’s called LMI home systems, um, which was high end luxury homes, audio visual.

Joshua Kornitsky: Oh, wow. Uh, lighting, home theater, lighting.

TJ Blackmon: Things like that. Um, that business was acquired, uh, and then LMI Tech Systems was really formed around that time where we were doing large scale deployments for very large enterprise type companies, um, multi-site Multi-location US and Canada locations.

Joshua Kornitsky: And I know it may seem obvious to to you and I, but just for clarifying for folks that these were technical implementations.

TJ Blackmon: That’s correct.

Joshua Kornitsky: That’s correct. So what type of technology are were you implementing versus help us still bring us to date of how you’re helping now?

TJ Blackmon: So what we’re what we were doing then was very, like I said, very large scale deployments for us, these larger corporations, multi sites, uh, Wi-Fi installations, point of sale installations. Okay. Um, those type of things. In 2018, we made a decision internally to start take what we were doing on the enterprise level and move it back down to the small business space, the SMB. Now, when I say SMB, that’s anything from one person to 5000 people.

Joshua Kornitsky: So wait, you you kind of made your way based on the enterprise class stuff and you’re able to offer what you’re offering now down to the individual level. That’s true. So let’s talk about what is it that you’re offering? Because right now it’s a mystery.

TJ Blackmon: Well, so our big offer is, uh. And really, our brand is what we call testpac. Everybody’s going to get when you.

Joshua Kornitsky: Spell that.

TJ Blackmon: It’s t a p a k.

Joshua Kornitsky: Okay.

TJ Blackmon: It’s not like the Tasmanian devil.

Joshua Kornitsky: I get that a lot. Okay.

TJ Blackmon: Uh, it stands for technology as a service. All right. So.

Joshua Kornitsky: Okay.

TJ Blackmon: Broad term. Uh, what does that mean? Uh, the best the best way to explain this is to give you an example.

Joshua Kornitsky: That’d be perfect. Thank you.

TJ Blackmon: October this year, Microsoft says Windows 10 are no longer supporting that.

Joshua Kornitsky: Okay. Yeah, I read that.

TJ Blackmon: Um, if you are a small business owner and you have, let’s say, ten computers that are not compatible with Windows 11, which, by the way, thanks, Microsoft. A lot of them aren’t okay. And they can be less than three years old and they’re not compatible.

Joshua Kornitsky: So you’re looking at a big expense.

TJ Blackmon: You’re looking at a very large expense right now, especially with economic factors.

Joshua Kornitsky: The way things are.

TJ Blackmon: The way things are. The average laptop is running about 1200 bucks right now. Wow. Yeah. We’re talking about business.

Joshua Kornitsky: Not state of the art. That’s just business class.

TJ Blackmon: That’s a very standard basic laptop. Okay. Well, let’s let’s do the math on that. You got to replace ten of them. That’s 12 grand, right? That’s $12,000.

Joshua Kornitsky: Sure. Uh, well, and that’s just to sit them on the desk in a box, right?

TJ Blackmon: Yeah, that’s just to get the equipment. Then you’re going to pay somebody to come install it, configure your software. Um, then what what do you do with long term support on that?

Joshua Kornitsky: Right, right.

TJ Blackmon: So we create these packages. That’s the pack piece.

Joshua Kornitsky: Right.

TJ Blackmon: Where we do it all for you. Uh, not only do we do it all, we’re looking at a capital expense versus a rather than a capital expense. You’re spreading that cost out over a contract term.

Joshua Kornitsky: So wait a minute. Because usually I would, you know, I might work with somebody like you to, to buy the $12,000 worth of laptops. And then I got to pay you to come in and set each one of them up and however many hours that is per laptop. Times whatever your hourly rate is. So by the time we’re done, it’s probably 2020 $5,000. Right. So what are you saying that you’re offering that’s different.

TJ Blackmon: What we’re offering is one package that that takes that cost and spreads it out over a contract term. Right.

Joshua Kornitsky: So I don’t have to write the $12,000 check.

TJ Blackmon: No, you don’t have to write the $12,000 check.

Joshua Kornitsky: That’s fantastic.

TJ Blackmon: Yeah. So we have and we’re we have contract terms that go 12 2436 we’ll even take it up to 60. Um, most people, the sweet spot is that 36 months, right?

Joshua Kornitsky: Sure. Well, because the equipment’s going to be old at that point, too.

TJ Blackmon: All right. So what else happens during that 36 month? What if you get one of these computers in six months and it dies? Right?

Joshua Kornitsky: Right. Then I got to pay you to come back out, take a look at it and get on the phone under our program.

TJ Blackmon: You don’t do.

Joshua Kornitsky: That. Really?

TJ Blackmon: We replace that equipment, okay? We come out and we reinstall it. By the way, as part of that, you’re getting our managed services, right? We’re backing that machine up on an image based backup. We’re going to cast that image back to that machine, and it’s just like you left it the day before.

Joshua Kornitsky: So you do this on laptops, on on desktops. What else? What else do you do? You do you handle server and infrastructure stuff?

TJ Blackmon: We do. Um, that has become less and less of a thing these days. Um, we’ve had we we are now in 2025, we are doing more migrations towards cloud based services rather than servers or Microsoft Azure or Amazon Web Services, uh, rather than physical hardware. In, in these large server rooms like we used to have even ten, 15 years ago. Um, it’s more cost effective.

Joshua Kornitsky: Well, so back up a minute, though. You just said that that large server room. So in that server room, you got a UPS, you got switches, you’ve got routers. Do you. How does that get handled?

TJ Blackmon: You don’t need it anymore. You just simply do not need it.

Joshua Kornitsky: Well I mean switches you would always need right.

TJ Blackmon: Switches you’ve always got to have.

Joshua Kornitsky: Right, right. So do they buy their own switches?

TJ Blackmon: We include everything.

Joshua Kornitsky: Down to the cable. So literally turnkey.

TJ Blackmon: Turnkey.

Joshua Kornitsky: Wow. Okay.

TJ Blackmon: So? So we have the capabilities to even handle the electrical, the low voltage wireless and and those, those hardware switches like you’re talking about.

Joshua Kornitsky: So it sounds like it’s a million bucks a month.

TJ Blackmon: It’s not a million bucks a month.

Joshua Kornitsky: It sounds like it’s an awful lot of services that you’re offering. And as you had said, it’s sort of that that cap expenditure versus operational expenditure. So it’s going to help small businesses keep their money in their pockets.

TJ Blackmon: You can budget. Right. That’s it. You don’t have this enormous oh my goodness. I’ve got this $12,000 expenditure that I got to spend in six months. Right, right. You can now budget that out. And we work. We work with customers all the time. All right. Let’s let’s help you work this into your budget so that, you know, every month I’ve got X amount of dollars rather than this. Oh my gosh moment.

Joshua Kornitsky: Well, so you have the variability, a term like you mentioned earlier so that you can help mitigate that cost. Right. What other services do you provide? Because I know that that sitting in an office these days usually still means that you’ve got to deal with other forms of infrastructure like Wi-Fi and telephones and things like that. Right.

TJ Blackmon: So telephones has been a huge thing for us. Um, really, I have a very funny story about this.

Joshua Kornitsky: Okay.

TJ Blackmon: Um, my boss walks into my office about five years ago.

Joshua Kornitsky: Okay.

TJ Blackmon: And we have a customer who says, I’m going to give you all of my IT support and infrastructure and all that. You have to do my phones. All right.

Joshua Kornitsky: Okay.

TJ Blackmon: Remind. Reminder that here that I’m an old school I.T. guy. What’s the one thing I asked you guys hate?

Joshua Kornitsky: Telephones.

TJ Blackmon: Absolutely hate them. Right? You see, you have those old school phone guys who did the punch clock thing.

Joshua Kornitsky: Sure.

TJ Blackmon: That’s not what it is anymore. It is true. Voice over IP. It’s more like a computer. So, Scott, my boss, walks in and says, hey, we’re doing phones. And I said, no sir, we are not. And he said, let me know when you’re done. Okay, so fast forward, the big joke in our office is now TJ’s a phone guy because I do love doing them. Um, ironically, I cannot believe I still say that, but, uh, it really has moved it from something that is less analog to. It’s more like a computer, right? We’re cloud hosting these PBX. They’re no longer a physical piece of equipment in your office that can go bad. It’s all cloud hosted, um, and voice over IP, and you can do anything. These large phone systems usually cost tens of thousands of dollars, right?

Joshua Kornitsky: Absolutely.

TJ Blackmon: For a a small monthly fee, inclusive of all those fees and taxes, those those still exist and those still are there. Um, but we include all that in our packages.

Joshua Kornitsky: So realistically, if I’m sitting in and I have a dozen customers that fit into this myself, right, that they’re sitting in an office where the machines are all of varying ages. They’re running off of an old server that’s been there forever. That’s running Lord knows what version of what. Right, right. And their phone system is sitting in another corner, and all of it’s running in a closet that’s older than dirt and full of dust. One phone call. All of that can be in in a single bill.

TJ Blackmon: Yeah. And really, what we like to do is come into a situation like that and just baseline everything. We really like to do that. We don’t have to do that. Sure, there’s customers who we just do their managed services, right? We just take care of their computers. There’s customers where we do everything.

Joshua Kornitsky: Well, what? So I want to ask you, what about things like security and antivirus and anti-phishing and all of that stuff? Is that is that, uh, a service that you offer, or is that part of the package? How does it work?

TJ Blackmon: It is part of the package. And we’ll also call this the stuff that keeps you up at night if you’re an IT guy. Sure.

Joshua Kornitsky: Um, well, I think at this point it’s an everybody guy, right? It is because everybody has gotten at least one emailer or letter in the mail that tells them that their data has been compromised.

TJ Blackmon: It’s daily and it’s scary. Uh, just saw an article this morning that said all your data is for sale, and you wouldn’t believe how cheap it is.

Joshua Kornitsky: That’s terrifying.

TJ Blackmon: Um, especially when it comes to business data. Sure. Right. It’s one.

Joshua Kornitsky: Thing for your personal that’s the lifeblood.

TJ Blackmon: But it’s your business data. Um, all that is included in our package, right? We brought something to the small business that small business normally don’t get. And we brought EDR. Okay. Endpoint endpoint detection and response.

Joshua Kornitsky: So tell me. Tell me what EDR actually is.

TJ Blackmon: So EDR is the only easy way to explain it is it’s modern day antivirus. Okay. Back in the day, we had our Norton’s and our McAfee’s and all.

Joshua Kornitsky: Sure. Well, you had to run your antivirus. Then on your mail server, you had to have some kind of anti-spam or anti-phishing.

TJ Blackmon: Those days are gone.

Joshua Kornitsky: Really?

TJ Blackmon: We’ve moved to this EDR and XDR. Xdr is extended data response detection.

Joshua Kornitsky: Okay.

TJ Blackmon: It’s real live monitoring of computers and servers that it’s watching more for patterns in data manipulation and how data is being moved around your computer and your server, and your internet in your internet connection. And it knows based on the way that data is moving. Something’s fishy here. Stop it. There’s no there’s no. Let’s quarantine. It has something called quarantine, but it doesn’t quarantine it like old school antivirus did. It just really stops that process.

Joshua Kornitsky: And so let’s say that it’s detected something bad. What? What is it? Does it notify you? Does it know?

TJ Blackmon: Yeah. It notifies. It notifies us. We get we get blinky, flashy things happening on our boards and on our computers.

Joshua Kornitsky: Okay.

TJ Blackmon: We’re monitoring. And then we remediate that. Right. And that remediation is really what the core of our of our managed services is. Right. We still do your normal. My outlook one. Open. This email is not coming through. My printer won’t print all those things. But really we’ve taken that to the next level bringing that to people who normally that would be just cost prohibitive, right? Right. Bringing that to the small business.

Joshua Kornitsky: So you had mentioned earlier you said anything from from really one person and up. When you talk about the the types of businesses that you currently help, I know you had shared with me that, that you’ve got some of the larger organizations and I won’t ask you to name names. Um, just if you give us a sense of scale of of what you’ve got on the high end versus what you’ve got on the smaller side, so that people understand that this isn’t priced to just be for the giant company.

TJ Blackmon: Yeah, I call it uptown to downtown. Okay. Right. Um, I, I come from a very small town, so I appreciate the downtown people, the small business owner, the flower shop down the road. Uh, the restaurant owner. Right. These people are typically cannot afford the level of technology that they can. And they and they do need to be successful. Right. Right. Um, I’ll give you some examples of types of business. We’ve got a few restaurants that we do mom and pop type style restaurants.

Joshua Kornitsky: Okay.

TJ Blackmon: Um, we’ve got, uh, print companies. We’ve got, uh, print supplier companies, um, on up to very large scale, you know, 5000 user enterprise type things that we co-manage it.

Joshua Kornitsky: With their staff.

TJ Blackmon: Right. They have a staff. We just augment them through various different methods. Right. We may supply we may supply the software we talked about. Okay. Monitor that. We may watch their backups. Right. For business like that, backups are critical. Still to this day, uh, or we may help them implement projects. We may be, uh, we’ve got one very large company that we just do project level managed services for. Right.

Joshua Kornitsky: On an as needed.

TJ Blackmon: On an as needed. Okay. Um, they have their continuously growing and acquiring different businesses. We come in and cable their infrastructure, put our switches in and and assist them in the move. Right. So it’s very different than than most MSPs. Sure. Today.

Joshua Kornitsky: Well, and so we were talking earlier before we went live about the fact that the what I always call the the thousand dollar printer. Right. And it sounds like that doesn’t happen with you guys. And to clarify what I mean by that is, is you call somebody to come help you with a printer that cost you $200 and they spend seven, eight hours on it, when it would have been cheaper to throw it away and buy a new printer. But it sounds like the because you’re providing the service, you’re providing the hardware. That bill doesn’t come.

TJ Blackmon: That bill doesn’t come. And I can’t afford $1,000 printer and they can’t either.

Joshua Kornitsky: Sure. Right. No, no, I understand that. So so that makes perfect sense to me that it’s a way on on the small to medium business because I don’t want to call them mom and pops or however you want to refer to them. The biggest roadblock for them with technology is typically access either to the hardware or to the support. And it sounds like you’ve kind of created a way to help make that much more approachable.

TJ Blackmon: Yeah, exactly. Um, we’ve got a local, uh, where we’re headquartered. We’ve got a local brewery.

Joshua Kornitsky: And where are you headquartered?

TJ Blackmon: Tucker, Georgia.

Joshua Kornitsky: Okay.

TJ Blackmon: Uh, just right outside the perimeter. Um, we’ve got a local brewery who needed access control doors. Right? They needed to keep people from going into places through health code and stuff like that. Those things are very expensive.

Joshua Kornitsky: Right.

TJ Blackmon: Um, and it was really just they were lock and key in it. And then if they had to let an employee go or an employee didn’t show up for work, those keys are just floating out there. We we we’ve modernized that facility with access control doors controlled through Bluetooth on their phones or through a little card so that if that happens, they can call us directly 24 over seven and say, hey, lock this person out and lock them out.

Joshua Kornitsky: So it sounds like you’re able to bring people kind of state of the art technology all the way around, but but still keep it at a manageable price.

TJ Blackmon: That’s correct.

Joshua Kornitsky: Wow. So as you work and grow with different organizations, what are some of the things that that you’ve learned with regards to how how you best deliver your service, I guess is, is the way that I, that I’d ask that question.

TJ Blackmon: Yeah, it’s a great it’s a great question. And doing this as long as I’ve, I’ve done this, uh, I’ve seen it done wrong and I’ve seen it done right and I’ve seen it done in between. One of the things that I am continuously trying to get my staff and the people in our organization is the customer is always first. And everybody says that, right?

Joshua Kornitsky: Sure.

TJ Blackmon: In our world, when I go sit down with somebody who’s had a data incident or their managed service provider currently just isn’t doing a good job. The thing I always hear, and I can almost tell you every time I go into those meetings, I always hear this. I don’t know what I’m paying for. I get the I don’t know what I’m paying for.

Joshua Kornitsky: So they just get the the big bill.

TJ Blackmon: Or I get the they do an okay job but and that but.

Joshua Kornitsky: There’s always that.

TJ Blackmon: But I don’t know what I’m paying for. Um, they’re not really looking out for us. They’re just looking.

Joshua Kornitsky: So sort of reactive versus proactive.

TJ Blackmon: Exactly.

Joshua Kornitsky: Okay.

TJ Blackmon: And in, in Atlanta, especially within a three mile radius of here, you could throw a baseball and hit probably two MSPs.

Joshua Kornitsky: Okay.

TJ Blackmon: We all say the same thing. We we do this differently. And all this thing that I have done with this is we put in some something called a CRM. All right. Customer engagement manager.

Joshua Kornitsky: Okay.

TJ Blackmon: That person is our customer advocate.

Joshua Kornitsky: So, wait, you mean they don’t have 11 other jobs?

TJ Blackmon: No. They do one thing.

Joshua Kornitsky: Really?

TJ Blackmon: They are. They are talking to our customers on a really quarterly basis. Right? But they’re engaged with the customers all the time, right? Um, they don’t call them for support. They call them if they don’t feel like they’re getting the support they need.

Joshua Kornitsky: So you have a you have a role specifically designated just for the customer to have someone to, to connect with, right? That’s pretty impactful.

TJ Blackmon: And it has fundamentally changed the way we do business from the aspect of the customer always knows they have somebody on their side, and they know that because a lot of times a customer, if they have a problem, right. If they’re not happy with the way a technician did something, they’ll hold that back. And that just grows and that festers and that becomes the they do a good job. But gotcha. Right. I’m preventing that by having that person and this person is going to call on them. This person is there if they need to add a service, if they really take away a service, if they need to readjust, if they had a, you know, goodness forbid, they have like a layoff and they need to scale back.

Joshua Kornitsky: Or they hire for more.

TJ Blackmon: Or they hire for more, this person makes sure all that gets handled.

Joshua Kornitsky: So that only because you had mentioned this to me earlier, right. What does it look like? So let’s say I add four more people, um, based on the scale that you’re operating at, is that like a three week wait to get the equipment? How long is it?

TJ Blackmon: So current economic issues make things hard to get right now. But for the most part, it’s within a week we’re turning around.

Joshua Kornitsky: Well, and you operate it sounds like at a scale that you probably have a level of inventory.

TJ Blackmon: We warehouse a lot of the common things, um, laptops, desktops, people don’t really buy desktops anymore. So we have mostly laptops. We have a couple desktop phones. We keep a vast inventory of those because it’s the biggest thing.

Joshua Kornitsky: So when you say you do phones, you actually do phones all the way down to the handset on the desk.

TJ Blackmon: That’s it. We take care of everything.

Joshua Kornitsky: I didn’t realize that.

TJ Blackmon: The whole idea of task pack is one hand to shake. Right.

Joshua Kornitsky: Okay.

TJ Blackmon: One hand to shake. We do it all. We handle the wiring. We handle the electrical if need be. We handle, in the case of a phone, the entire phone system, the installation, the norm reporting number. Reporting is huge when it comes to phones, it’s.

Joshua Kornitsky: Yeah, it’s the biggest nightmare I remember from my distant past.

TJ Blackmon: It has gotten no better. It has gotten no better. And now you.

Joshua Kornitsky: Have. It sounds like you’ve got people that do nothing but manage that process with phones.

TJ Blackmon: Now you have more people involved that make it. Everybody’s different. As far as number porting goes. It’s the number one thing that we deal with. Um, but we handle all that. And that CRM person is guiding our customer through this and saying, here’s what’s going to happen next.

Joshua Kornitsky: So no more mushroom theory. Keep them in the dark and shovel stuff on them.

TJ Blackmon: Look, an MSP is constantly battling what I call the 8020 rule.

Joshua Kornitsky: Okay.

TJ Blackmon: All right. And if my guys. If you’re listening and you don’t know this, we’re going to have talk. 80% of everything that we do as an organization is communication 80%.

Joshua Kornitsky: I would agree with that. I would definitely agree with that.

TJ Blackmon: 20% of what we do is technical. And you’re like, well, that doesn’t sound right. Trust me, 80% is communication. As long as you’re communicating with somebody and they understand where you’re at and what you’re doing, the technical part can always be figured out. But if you break that communication, well, that’s it.

Joshua Kornitsky: That’s where trust lives, right?

TJ Blackmon: Sometimes you can’t build that. You, you you can’t fix a communication problem if you if it’s too far down the road.

Joshua Kornitsky: It’s amazing the impact that openness and honesty can have.

TJ Blackmon: For.

Joshua Kornitsky: Sure. And you know, it sounds like in in the traditional model. It’s about as as I would imagine from the managed service provider’s perspective. It’s about to some degree, yes, obviously satisfying your customer, but you’re always looking to make sure you’re preserving your revenue stream. And it sounds to me like you’ve sort of taken that equation off the table because everything’s in there is no added charge.

TJ Blackmon: Yeah. Exactly right. Again, back to the task. Back. I keep going back to that.

Joshua Kornitsky: But no, that’s that’s that’s everything. Right. Because it’s it’s a turnkey from the sound of it for.

TJ Blackmon: Exactly. Um, let’s go back to our computer scenario. Right. We put ten computers in. You’re paying.

Joshua Kornitsky: 12,000 bucks plus plus.

TJ Blackmon: Plus. Then the following morning, you open up in your your outlook just not working, right?

Joshua Kornitsky: Right.

TJ Blackmon: You’ve been charged for the hardware. You’ve been charged for the setup. Now you’re going to be charged to fix that. To fix that support. Right. We take that off the table. Right.

Joshua Kornitsky: So it’s just one bill.

TJ Blackmon: It’s one bill, right.

Joshua Kornitsky: Seems like it’s got to be a lot more predictable.

TJ Blackmon: Oh, it is.

Joshua Kornitsky: So it’s not one bill that that ebbs and flows. It’s just one bill.

TJ Blackmon: It’s just one bill. Okay. And by the way, here’s the other thing. As long as they’re under contract with us, the cost never increase.

Joshua Kornitsky: Really.

TJ Blackmon: As long as you’re under contract. Right. Full hardware replacement. If we run wire as part of that and the wires broke, we’ll fix that.

Joshua Kornitsky: It sounds to me like you don’t upsell, and I mean that in a complimentary way. It sounds to me like you’ve got it all wrapped in.

TJ Blackmon: We do. Uh, and it’s a it’s a testament, really, to what we’ve done over the years and how we develop the business and grew into that. Right.

Joshua Kornitsky: Well, it sounds like your customers wanted predictability.

TJ Blackmon: Yeah. I mean.

Joshua Kornitsky: And you found the ultimate mechanism to deliver it.

TJ Blackmon: As part of the owner of this business.

Joshua Kornitsky: Sure.

TJ Blackmon: I want predictability in everything because I want to be able to budget that. Sure. Right. Um, that goes for insurance and all those different things. We’ve really taken technology and made it a predictable.

Joshua Kornitsky: That’s that’s a pretty big accomplishment when you think about it, because that’s got to be, as I think about the businesses that I work with, that remains one of their largest, most variable expenses because something bad can come around the corner very quickly or just an unforeseen failure. Right? Whether it’s a phone system or server or just two laptops, if they’re the wrong laptops to fail and there aren’t a backup that gets expensive in a hurry.

TJ Blackmon: Yeah, I’m taking that risk. I’m taking the risk off of the customer and putting it on me. Really? Right in in this case.

Joshua Kornitsky: So so it sounds to me like it’s a pretty compelling offer. Um, you know, so one of the things that that I want to make sure that, that we get to is ask how people will get Ahold of you. And obviously, we’ll put everything on our website, uh, so that folks can find you. But before we get there, I always like to ask kind of a a a thinking question a little bit as, as we get towards the close. And, you know, I always you’ve taken us on a journey today, right from from walking in the door as a kid, trying to fix the computers at a place that you’re now part owner of, which is pretty cool in and of itself. And, and I think that says a lot about the culture of your organization, that that opportunity exists. Uh, what about today? Do those opportunities for your employees still exist where there’s the ability to to move up?

TJ Blackmon: It’s funny, we just had this conversation last week internally.

Joshua Kornitsky: Okay. Not not with me.

TJ Blackmon: Not with you. Right. With with my guys. I’m constantly looking for someone to step up to that next level because as we’re growing as a business and I’m bringing in technicians, one of the hardest things we face is getting that mindset right. Right. That customer focused mindset. Sure, I deal with tech guys and, you know, tech guys don’t like to talk to people.

Joshua Kornitsky: Some do, some don’t. Right. But yeah, I broadly follow.

TJ Blackmon: But getting getting that mindset and getting somebody to step up internally, I, I never want to go out and hire somebody to take that next step. So internally, as we’re hiring people, I’m looking for people who I know can take that next step and lead a small group of tech people down this path.

Joshua Kornitsky: Right. So are you looking for people now?

TJ Blackmon: We’re always looking for people.

Joshua Kornitsky: Wonderful. So. And how would somebody get Ahold of you? It’s a perfect opportunity.

TJ Blackmon: Oh. That’s easy. Um, you can contact me on my email address. Uh, that’s t b l a c k m o n. Everybody spells that wrong m o n right at com, or our phone number is 56785782171.

Joshua Kornitsky: All right. And we will have all that information on the website as well. But but coming back to my closing question I wanted to ask you what are what are some of the things that made an impact on you in your in your professional life?

TJ Blackmon: It’s a great question. And, you know, a lot of people say, I have to sit and think about that. I don’t.

Joshua Kornitsky: Okay.

TJ Blackmon: I have been truly blessed to have a core group of about five people that have made me who I am today and have not just parents and grandparents, but professionally, who took chances for me, right? I was 19 years old when I moved here from a small town in Alabama because somebody said, you have the ground floor of what it takes. Right. So they took a risk. And then throughout my career, you know, and now where we’re at at LMI, you’re right. At 19 years old, I walked in that building really not knowing how to get around Atlanta.

Joshua Kornitsky: Sure. Sure.

TJ Blackmon: And now. And now I’m a minority owner in the company.

Joshua Kornitsky: That’s just amazing.

TJ Blackmon: So.

Joshua Kornitsky: So it sounds like there’s been a lot of people that have contributed to that. Yes. Well, TJ, I can’t thank you enough for your time. And I think that we’ve we’ve spelled out what LMI tech systems can offer to, to small businesses. You gave us your phone number. You gave us your email again. We’ll have all of that on our website. Any closing thoughts you’d like to share?

TJ Blackmon: Well, there’s a couple of things, if you don’t mind.

Joshua Kornitsky: Not at all. What’s next, I guess?

TJ Blackmon: Yeah. So we are excited about a big event. We have recently partnered with the Georgia Dental Association. Um, we’re doing their internal IT and uh, have also partnered with them for their upcoming member conference in Amelia Island. Oh, that I believe is on June the 18th. So obviously it’s a private members only event. But there are a I think it’s 3800 dentist offices under that association. Oh, wow. So we’re going to be there and present, uh, to speak to all the owners of those dental associations. We’re excited about that. We’re excited about that opportunity. And we’re looking to further expand that, uh, that team that we’ve built with Georgia Dental, uh, into the next level there.

Joshua Kornitsky: That’s fantastic.

TJ Blackmon: Um, and I have a super secret announcement that will come back in July and talk about. We’ve been working on something internally for two years that we’re very excited about, but I can’t talk about it right now, so we’ll leave that on a cliffhanger.

Joshua Kornitsky: So, yeah. Yeah, we’ll definitely have you back on and you’ll have to tell us what that is and who and how it helps. Um, again, TJ Blackmon Vice president of LMI Tech Systems, thank you for coming in today. I sure appreciate it. And I think it was a really interesting discussion and gave people a lot to think about, because it turns out that there can be one solution to multiple problems.

TJ Blackmon: Yeah. Thank you again, Josh. We appreciate it.

Joshua Kornitsky: My pleasure. So this is Joshua Kornitsky I’m a professional EOS implementer and I am your host here on Cherokee Business Radio. And we will see you again real soon.

 

Tagged With: LMI Tech Systems.

BRX Pro Tip: Audit Your Website Content

May 13, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Audit Your Website Content
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BRX Pro Tip: Audit Your Website Content

Stone Payton: And we are back with Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, candidly as of this conversation, it’s been a while since I have dived into our own website and really reviewed what are we saying it, how are we saying it, how are we presenting it. Talk a little bit about reviewing your website content. What are you learning?

Lee Kantor: Yeah. You know, I’m a big fan of periodically auditing different things you’re doing to make sure they’re still delivering what you want them to deliver, and your website is no exception to that.

Lee Kantor: Number one, you got to understand the job of your website. Maybe it’s changed from when it first started. And if it has, the website better reflect what that new change is. So, define the purpose of your website. What’s its job? You know, what is your website meant to do? Is it generate leads? Is it sell products? Is it to build brand awareness? Whatever that is, make sure it’s doing its job and hold it accountable to that.

Lee Kantor: Number two, make sure your messaging is clear and focuses on benefits over features. Make sure that your messaging is telling the story you want it to tell. Because if you’re telling a story that made sense ten years ago and it’s still out there today, all you’re doing is creating confusion and you’re stopping people from doing business with you.

Lee Kantor: So, highlight how your product or service solves problems. How it improves the lives rather than just listing features. Obviously, use clear, concise language. Don’t use jargon. Don’t use overly technical terms that might confuse people. Communicate your value proposition very straightforwardly. And ask key questions. Is it clear what you’re offering or selling? Does the copy reflect your brand’s tone and the values that you’re striving for? Are the visitors guided towards specific actions like signing up for something or buying something? Is there any place you can get rid of words? Can you put a photo or a video on the page somewhere to replace some of the words?

Lee Kantor: If you follow some sort of structured auditing process, you can refine your website’s copywriting and messaging, and it’s going to better connect with the people that are most important to you.

Molly Flanagan With OpenField Solutions | Molly Flanagan Coaching

May 13, 2025 by angishields

High Velocity Radio
High Velocity Radio
Molly Flanagan With OpenField Solutions | Molly Flanagan Coaching
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Molly Flanagan is a coach, facilitator, and organizational-culture expert who champions Pleasure-Powered Leadership—the idea that joy is a strategic asset, not a side effect.

With 19 years’ experience, including 16 as a United Nations international civil servant, she helps visionary leaders harmonize personal well-being with high-impact results.

Through her firm, Molly Flanagan Coaching, she guides purpose-driven executives to stop over-giving, align with their deepest values, and create lives that are abundant and fun.

As co-founder of OpenField Solutions, she partners with organizations to craft intentional, values-driven cultures that boost engagement and performance.

Her mission: to weave intimacy, embodiment, and flourishing into the systems that shape our world.

Connect with Molly on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • When Molly realized that bringing pleasure—not just productivity—into your day-to-day leadership was the key to beating burnout
  • What Pleasure-Powered Leadership means for business owners and executives
  • How pleasure shows up on a P&L

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Lee Kantor: Lee Kantor here, another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Molly Flanagan, who is a founder and coach with Openfield Solutions and Molly Flanagan coaching. Welcome.

Molly Flanagan: Thank you Lee. Great to be here.

Lee Kantor: Well I’m so excited to learn what you’re up to. Let’s start first with Openfield solutions. How are you serving folks there.

Molly Flanagan: Yeah. So Openfield solutions is an organizational culture design firm. So we work with mid-sized companies and organizations to support them in designing an intentional workplace culture. And really that means aligning their business strategy, what they do with their culture. So how they do their work together, how they be in relationship with each other.

Lee Kantor: Now, isn’t it true that even if you aren’t putting much effort or thought into a culture, it’s happening anyway?

Molly Flanagan: That’s absolutely true. And so we talk about the difference between culture by design and culture by default. So at the end of the day, if you’re not intentionally designing your culture, then you have a culture by default. And eventually maybe not right away, but eventually it’s going to stand in the way of your success.

Lee Kantor: Now, um, who is the the type of client that you have for this kind of work? Are they kind of startups, people at the beginning, or are they people that are like, what happened here? We I’m not happy with the culture we have.

Molly Flanagan: So we do work with some very enlightened startups, but more often than not, it’s an organization that’s gotten a little further down the road and realizing, uh oh, some things have gone awry. So there might be conflict within their leadership team. There might be silos. Often organizations come to culture design when there’s been some kind of a merger and acquisition, and there’s two cultures clashing, or there’s a big pivot that needs to happen, and there’s the realization that the culture that worked when they were, say, 50 or 100 employees doesn’t really work when they’re now scaling and redirecting at, you know, 1000 or 2000 employees. So those are some of the times when we find that organizations are really ready to take on culture design.

Lee Kantor: Now, you mentioned silos. Are there other symptoms that, hey, maybe my culture has gone awry. Is it like, maybe you’re losing people or it’s hard to hire the right person? Are there some clues that maybe you need some help?

Molly Flanagan: Yeah, absolutely. Certainly attrition is one big signal. And today there’s many different surveys out there in terms of engagement and culture surveys that can give you that data. But we really take a more bespoke approach. And so we’re looking at primarily the starting point is usually what’s happening in your leadership team. So how is the communication flow between the leaders. Are we able to actually talk about the difficult things or what’s really going on, or are we sort of pretending that everything’s fine here, just move along. And and so usually the, the symptoms are going to be an executive saying like something’s really off in my leadership team and I’m not sure what it is. And that’s when we come in and we observe and diagnose and and come up with a strategy.

Lee Kantor: So how is your work different as working in the open field solutions with your open field solutions hat on as opposed to the Molly Flanagan coaching hat?

Molly Flanagan: Yeah. So open Field solutions is really about systemic transformation at the organizational level. And we can’t have successful organizational transformation if we’re not also doing that deep personal transformation. And so in my own private coaching practice, I’m working with visionary leaders who are doing that deep inner work to transform themselves so that they can have the impact that they want out in the world.

Lee Kantor: So what was the impetus to have a private coaching practice separate from the open field solutions business?

Molly Flanagan: Well, my open Field Solutions is a partnership. I have a co-founder and we work together and we each have our own separate executive coaching business. Um, in my private practice, I do blend both coaching with energy work. And so it’s a much more holistic approach, you could say, with different modalities than I use in my open field solutions practice.

Lee Kantor: And what was the, um, kind of what’s the backstory of getting involved in just coaching in general?

Molly Flanagan: Yeah, well, I worked in human resources for about a decade and round about, yeah, ten years into the United Nations, which is where I sort of came up as a professional. I had my marriage, my first marriage fell apart, and the UN implemented a major ERP system, which completely changed my role as an HR professional. And those two events happened in the same week. So, um, it was it was one of those signals from the universe for me that it was time for me to look at relationships, because in my personal life, as well as mirrored in my professional life, I was really being asked to change how I related and how I led. And it was it was really a faded moment for me. So a few months later, I landed myself in a coaching class and the rest was history. It was. It was the medicine I needed both to heal my own marriage and transform that relationship into something else. And also to it showed me, you know, this is what I’m here for. Actually.

Lee Kantor: Now, was that coaching class pre-scheduled before all that, you know, change was thrust upon you, or was that something you decided in the midst of that? Hey, maybe let me check out this coaching class.

Molly Flanagan: That’s a good question. Thinking back it all. It’s all a little bit of a blur, to be honest, but it was scheduled right around the same time. Yeah. So there was certainly a faded aspect to it.

Lee Kantor: Sometimes the universe knows some things.

Molly Flanagan: Yeah, indeed.

Lee Kantor: Um, so then you go through, you go through that coaching. Um, class did that, was that an aha moment of, hey, maybe I should look into coaching. Um, or did they give you a methodology that you were just really liked and said, oh, I can help other people with this methodology.

Molly Flanagan: Well, it’s been a journey and I’m I’m really a lifelong learner. So that was just the first of many programs and certifications and, um, ongoing learning journeys that I’ve been on. But certainly something clicked for me in the Co-active classroom, which was my first coach training school. And then I also heard about something called Organization and Relationship Systems coaching. And that’s where the real light bulb went off for me, because I realized that there are certain life skills when it comes to communication, in particular, that most of us don’t get, uh, in our families of origin. It’s just not taught. And and so when I realized, oh, there are things that I can learn, there’s ways for me to become a more effective communicator and to have more generative relationships and be able to engage in conflict in a way that doesn’t make me want to Retreat or put up a wall, but that that can actually be part of a creative process. I felt like this is the thing I need to bring to the world.

Lee Kantor: So do you have kind of your own, uh, Molly Flanagan secret sauce that you add to your coaching based on all, you know, all the different modalities you’ve learned over the years?

Molly Flanagan: Yeah, absolutely. And that’s really what I’ve been spending the last several months, um, birthing out into the world. And really, my focus now is on what I call pleasure powered leadership. So it’s really about centering pleasure in our work and in our lives. Um, as, as the, the the primary orienting framework. Yeah.

Lee Kantor: So how did that come about?

Molly Flanagan: Well, going back to really still to the early days of my UN career, you know, I joined the UN at a very entry level and I rapidly ascended. So I had like seven promotions in ten years, and I had my eye on the prize. I was going to become an HR leader in the organization, and I had to pass a big competitive exam to get there, and I had to sacrifice a lot along the way. I had to do a master’s degree while I was working full time, and I finally got this big promotion that I had been striving towards, and the immediate feeling that I felt was disappointment. And that really surprised me. And I realized that I had been working towards something that I wasn’t even sure why I wanted that in hindsight. And so from that point on, I really started orienting towards this core question of what would please me now? And that’s a question that I keep coming back to. And when I get lost or confused or I’m dissatisfied if I can attune to that question and come back to not just my mental desires, but my whole body desires. I find that I can usually get clarity, not just usually. Without a doubt. I can get clarity of, um, perspective and purpose in a much faster way than any of the other strategies that I’ve tried to date.

Lee Kantor: So, um, how are you defining pleasure?

Molly Flanagan: Mm. Good question. It’s it’s a little bit audacious these days to be standing for pleasure when our world is upside down in so many ways. But for me, I take a much broader lens on pleasure. So my definition of pleasure is it’s a movement towards wholeness. But how do we hold pleasure in that way? It helps us discern from behaviors that may feel like pleasure, or we may think they’re pleasurable, but they’re not actually moving us towards wholeness. And so they’re not actually life giving, their life diminishing. So that’s a really important aspect of discernment. That’s that’s essential to be at what I call a pleasure powered leader.

Lee Kantor: Right? Because, I mean, I, I could see some people saying, oh, you’re just giving me permission to, you know, get high and play video games all day.

Molly Flanagan: Right? And and so the key here is awareness. So pleasure is something that can only happen in the present moment. And so in order to find out am I enjoying myself right now. Are we enjoying ourselves together. We need to actually get present. We need to be able to say, is this actually serving me? Not just is it feeding some addiction that I have or, um, protecting me from feeling something uncomfortable. And so it really is a deep, a deep personal inquiry to be on a path of pleasure.

Lee Kantor: And I would think that, um, this is something you need an expert to guide you through. Because if you’re doing this yourself or you just hear these words, it’s easy to maybe fall into bad habits that aren’t really serving you. But they might feel good in the moment.

Molly Flanagan: Yeah, absolutely. Um, and that’s why I developed my six part framework called Pleasure on Purpose. And that includes what I look at as the aperture for pleasure. So how can we actually expand our capacity for and experience of pleasure? How can we increase our wholeness both as individuals and as organizations? And it includes first pausing. So if we can’t pause, if we can’t interrupt our downward spirals, it’s going to be hard to have pleasure. The second one is presence. So having some kind of a practice to come into present moment awareness and connect with our essence and what, what’s really true for us. The third part is pruning. So moving the stuff out of the way that’s actually no longer needed or actively obstructing our path. And then we can get into giving ourselves permission to what do we really want? And not again, just at a mental level, but as at a whole body level. And once we start to give ourselves permission for maybe many desires that we never thought that we could have, then we need to start bringing more focus. So the next step is to prioritize. So what is it that I really want? Among all of these amazing choices that I could make, what’s the most important thing? And from there we move on to pursuit. So that’s not only about can I take action inspired action towards my desires, but can I also allow myself to receive? And that’s really where the question becomes, am I willing to be changed by my desire? So, so many times I have clients that come. They want a new job, they want to change careers. But it’s like, but are you actually willing to be changed by that desire? Because things are going to come up that are going to need to shift. So that’s when it gets really real and the cycle starts again.

Lee Kantor: Now when you’re working with clients, are they coming to you, um, with their I’m in business hat or their, um, you know, this is my personal life hat or does this work? Does this type of coaching work in the business setting, or is this something that is kind of an after hours? This is more my life rather than my business? Or is there even do people even separate the two anymore?

Molly Flanagan: Yeah. I mean, I think it varies, but like I said, my definition of pleasure is a movement towards wholeness. And so that does mean not looking at ourselves as a work persona separate from our private life. Although, of course we have boundaries and that’s healthy. It’s not about bringing every aspect of yourself into your work life. But yeah, most of my clients are organizational leaders. They’ve had a lot of success. They’ve mastered, um, drive and ambition and discipline. But something’s not working. Usually they’re encountering some level of burnout. They’re aware that they’ve been sacrificing or over giving and that it’s not sustainable. And they care about their careers. They’re passionate. They’re mission driven. So they’re really feeling like they’re faced with a tough choice between, well, do I have to give up on this life and this career that I’m actually committed to and care about? Or do I have to give up on my satisfaction and my well-being and my happiness? And so that’s where pleasure on purpose comes in.

Lee Kantor: Now, do you help your potential client. Um, with the language or the framework to get this in their boss’s hands to approve it, uh, for them to go through the class. Like. Like how does that. Hey, I’m taking this pleasure powered leadership class. Um, can you sign off on this? Like, does. You know, I would think that that’s not an easy. Yes, that there has to be some explaining to do.

Molly Flanagan: Certainly. And, you know, the truth is that we could probably have this whole conversation without using the word pleasure. Um, if you notice in the framework that I shared with you, none of those six P’s are actually the word pleasure.

Lee Kantor: Right? But you didn’t choose that word accidentally. Like there’s semantic weight to that word. That wasn’t an accident, I’m sure.

Molly Flanagan: No, no, it wasn’t an accident at all. And, you know, this is still a fairly new offering. I only launched pleasure on purpose as a as a course in the last few months, so it’s still a bit early to answer your question on that front, but I would say that this is a movement that’s not new or unique to me. So we’ve been having conversations at the organizational level around engagement, employee wellbeing. And um, and, you know, psychological safety. I think these are all adjacent to the question about pleasure. And pleasure is really just taking it up a notch. That to say that we’re not just here to be okay, we’re actually here to thrive. We’re actually here to have a great time. And that that is as important as our financial bottom line.

Lee Kantor: And you’re not hedging about it. Like you’re not saying that this is like a small ask. This is a big thing. Like we can shoot for pleasure. It’s okay.

Molly Flanagan: Yeah, absolutely.

Lee Kantor: Now, um, is there some, uh, thing that you can share with our listeners maybe that can illustrate what some of the activities or some of the exercises you do with your clients to give some people an idea of how this can work and the impact it can make in the in themselves.

Molly Flanagan: Absolutely. Thanks for asking. Um, we can do that right now. So, you know, Lee, you can do it too. If you just think about a thorny work challenge that you’ve been dealing with, something where you feel stuck or dissatisfied or you know it’s not working, but you can’t quite figure out what the solution is yet. And probably it’s been spinning around in your mind for some time. So you and our listeners can all bring bring that first thing that pops into your mind, um, and just put it on the shelf and close your eyes and take a couple breaths. And just allow your body to settle into your seat. Connecting with the ground beneath you. And we’ll start with our mind. This is a quick body scan, and we’ll ask one simple question of different wisdom centers in our bodies. So starting with the mind, the question is what would please me now about this thorny work issue that you’ve identified? And probably the mind will start to spin, but just catch like the first word or two that comes to mind. So this isn’t about doing a deep analysis. It’s about trusting what shows up first. So what would please you now at a mental level around this issue and capture that word. Take a deep breath in, and as you exhale, drop down into your heart. Maybe a less familiar place for some of us, but as you bring your attention down into your heart, you’re going to ask the question again about this topic. What would please me now? And listen to what your heart says. Probably a different word. Capture that 1 or 2 words. And drop down once more into your belly. A third wisdom center in our bodies and our final destination on today’s tour. Maybe also less familiar. And here again, ask the question. What would please me now? And listening to the response in your belly. Capturing that word or two. And when you’re ready, you can open your eyes, take a look around. Come back into full present moment awareness. And just take a look at those three words or five words that you captured from your quick body scan.

Lee Kantor: And then what do you do with those words?

Molly Flanagan: Yeah. Well it’s data. It’s data to look at. And whenever I’ve done this exercise and when I do this with clients, what I find is it’s about expanding our perception. So at the mental level, I might think that what I need is, you know, new clients. But at the heart level, what I need is resonance with the clients that I do have. And at a gut level, what I need is transformation for those clients. So taking these words then is a starting place for a whole other exploration and really fleshing out well, what would that look like and how can we weave them all together?

Lee Kantor: And then you find that when you’re working with clients on this, is this something that they kind of get it right away, or is it something you have to do several times to really kind of hone in on what you’re really feeling and not maybe some of the distractions that happen when you are in silence.

Molly Flanagan: Mm. Well, there’s always a learning, a learning curve. If we’re not used to becoming present and connecting with our body. Wisdom. So, yeah, sometimes it takes a few rounds to not necessarily to get access to the information, but to trust it and to start to listen more intently to our bodies. But look, we have neurons all over our bodies. They don’t just live in our minds. So it behooves us to access that whole body wisdom if we want to be able to bring our full creativity to the challenges in front of us.

Lee Kantor: Now, you mentioned that you’re just kind of, um, at the early stages of building out, um, this information and presenting it. Is there any advice you can give when it comes to launching a new initiative like this? Some of the things that you’ve learned thus far.

Molly Flanagan: Yeah, absolutely. Um, you know, I’ve been self-employed for a little over two years now, and I’ve done every marketing course under the sun. Uh, or at least that’s how it feels to me. Um, and I still feel that the best advice that I’ve gotten in any from any of the people that I’ve learned from is really that marketing is about being findable. So for me personally, the like, pushy sales tactics of, um, you know, being aggressively trying to, um, uh, land clients, it really first of all, it’s at odds with my personal ethics. Um, it doesn’t feel good for me or for them. And so I take a much more organic approach. And I will say that the first time I tried to launch pleasure on purpose, I didn’t wait for that attention to come to me. I tried to push it out into the world too fast. And and so it didn’t it didn’t take. But I was able to listen to the feedback I was getting from the people who were tuning in. And I realized, this is really something that people want more as a one on one offering. And once I put that out, I started finding that people were coming to me asking for it. So I think it’s really about tuning in and listening to your audience and also embodying the work that you’re here to bring out into the world. So the more that I focus on that embodiment myself, the more that I find myself naturally connecting with the people that I’m meant to serve.

Lee Kantor: So if somebody wants to connect with you and learn more about either Molly Flanagan coaching or the open field solutions, what are the websites for each?

Molly Flanagan: Yeah. So Molly Flanagan Coaching.com is my personal website, and there’s lots of information about pleasure on purpose there and open field solutions. Dot net is the Open Field solutions website. And then and for folks listening today I have a special that I’m running for pleasure amplification. It’s a three session intensive and you can use the code podcast for 20% off through the end of May.

Lee Kantor: And uh, can you share, like, who the ideal client is for each of those?

Molly Flanagan: Yeah, absolutely. So like I said, my one on one clients tend to be, um, mid to senior level managers or leaders who are experiencing some degree of burnout or loss of, um, enjoyment in their work and are looking for another way, a way that’s more sustainable and generally tend to be going through some kind of major life transition. So I really look with my clients at how does what’s happening in our personal life inform or mirror what’s happening in our professional life. And how do those two how can we get those two in a more harmonious relationship? And in terms of our open field solutions clients, like I said, those tend to be mid mid-sized organizations in the anywhere between 200 and 5000 employees. And they’re usually having to navigate some kind of pivot or they’re scaling or they’re in a merger and acquisition and they’re noticing that their culture isn’t aligned with their business strategy. And so we come in to help with that.

Lee Kantor: Well, Molly, thank you so much for sharing your story today, doing such important work. And we appreciate you.

Molly Flanagan: Thanks, Lee. It’s been a pleasure to be here.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Molly Flanagan, OpenField Solutions | Molly Flanagan Coaching

Ryan Farris with Fortidia

May 12, 2025 by angishields

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Denver Business Radio
Ryan Farris with Fortidia
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ryan-farrisRyan Farris is a business leader, entrepreneur, and growth strategist with a passion for building and scaling companies. He currently serves as Region Executive Vice President of Fortidia, overseeing a portfolio of global brands, and holds multiple leadership roles, including President and COO of AlphaGraphics and PostNet, CEO of Print Speak, and COO of World Options US — supporting seven companies across the U.S., U.K., Australia, and Europe.

Ryan’s career blends hands-on entrepreneurship with high-level executive leadership. He started building websites in the 1990s through his first company, World Web Creations, and later founded urTalker, a communication app designed to support individuals with special needs. This early foundation in technology, innovation, and purpose-driven business has shaped his leadership style ever since.

In the corporate world, Ryan has led brands through transformation, driving double-digit EBITDA growth, launching national sales and digital marketing programs, and building scalable systems across franchising, printing, shipping, and service industries. He has experience working with both founder-led and private equity-backed businesses, always balancing operational excellence with a strong, people-first culture.

Across every chapter of his career, Ryan brings a practical, entrepreneurial mindset focused on building value, empowering teams, and navigating real-world business challenges.

Connect with Ryan on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio. Ready to revolutionize your franchise with AI? Franchise now empowers franchises with advanced AI solutions, automatic processes, and enhanced marketing strategies. From personalized customer interactions to predictive analytics, we help you harness AI to drive growth and efficiency. Transform your franchise with the power of AI. Visit Franchise Now to learn more and take your business into the future. Now here’s your host.

Rob Gandley: Welcome, everybody, to another episode of Franchise Marketing Radio where we explore the ideas, innovations and individuals reshaping the future of franchising. Today, we’re joined by Ryan Farris. He’s the executive vice president of Fortitude Brands, and they’re a newly unveiled brand born of the mailboxes, etc. worldwide US platform bringing together powerhouse franchise names like Alphagraphics, Postnet and others under one United identity for Htatea is more than a rebrand. It’s a bold repositioning aimed at streamlining print marketing, shipping and logistics services across a global footprint. Let’s explore the evolution of Fortidia and how Ryan is leading the charge into a new era of franchising. It’s great to have you back on the show. Yeah, good to talk to you again. Yeah. Welcome back. Ryan.

Ryan Farris: It’s a pleasure. Thank you for having me. I think we were just talking. We’ve been exchanging, uh, or crossing paths for, uh, you know, close to almost a decade now. So it’s it’s great to be on your show and look forward to the discussion.

Rob Gandley: And this, this brand or what you’ve been affiliated with. This keeps growing and keeps multiplying. So it’s it’s fun to watch. And I love franchising. And I love the opportunities it affords and the way we serve communities. So you’re a big part of that. I appreciate you, but tell us, tell us about Fortidia, man. This is a pretty new thing. And big direction shift. You were already leading a big part of this. So tell me, why was the timing right? And what’s the future looking like for that?

Ryan Farris: Yeah. No, this has been an exciting evolution. Uh, we have been operating, you know, really well in the, you know, franchise printing, shipping, logistics business and over the last, you know, several years, our platform acquiring great companies, great franchise companies or great technology and logistics companies has just grown to a point where we needed to elevate our brand name or our platform name. And that’s where the Fortidia brand came in. So you’ll now see the group operating as a for tibia, and it’s fantastic because it gives us a broader platform to help illustrate the power of these ten companies, over half a dozen franchise brands. As you noted, we’ve got several great ones in the United States market with Alphagraphics, Postnet, and now World Options US. We have some great companies in the UK with Parkinson, World Options UK, as well as mailbox etc. UK. The Netherlands is represented by Multi Copy and Australia. We have our Parkinson Australia and New Zealand as well and then all through Europe as a lot of the the group know, we have the mailbox etc. brand that is just massively expanding and we’ve got some great technology companies with prestashop gel proximity and so we just continue to grow, even companies like dingo and it’s great, you know, nearing 1.5 billion in system wide revenue, more than 3200 locations and over 52 countries. So it just continues to grow and it’s super exciting for all of us.

Rob Gandley: Holy mackerel. That’s that’s big leagues. I mean, how many how many kind of frame it though with the industry. You made some big moves to be a big player. Who who would be I mean, is it like who’s your competitor? Not franchising wise necessarily, but just out there in the world? I mean, I think of Fedex office or whatever, but that’s only a piece. But yeah, like, you know, you did this, but who was on your mind when you were, you know, gathering the strength together? And who are some of the big players that you kind of competing with?

Ryan Farris: Yeah. You know, it’s kind of interesting in in our world, you know, especially in particular where you’re talking in the shipping and logistics space in some ways in the US market, you’re we’re very accustomed in the US to have a Fedex store or a UPS store, which certainly does have some competitive attributes to someone like a postnet that operates in the US market. But I would keep in mind that, you know, we actually use the Fedex and the UPS and the DHL of the world as our partner. We’re actually a value added reseller of those, uh, you know, let’s say logistical services. And so in some ways, yes, we might, you know, compete, uh, indirectly with a UPS store or even a post office for that matter. But we tend to, uh, I think, stand out because we’re not dedicated to any one carrier. We’re dedicated to providing the best customer service for any type of logistical services. So you can go to a postnet or a mailbox, etc., or a world Options and pick from any number of carriers and services based on your product, the destination, the type of cargo, etc. and I think that’s really why, you know, it’s hard to nail down a specific competitor, whether it’s franchise or not, because most of the markets we get into, we’re looking to provide that value added service. Uh, and I’ll note again, the US is a little more concentrated, but a lot of the markets that we operate these brands in Europe, South Africa, South America, the UK, you don’t see as many of those typical shipping retail stores. It’s not really common to see a UPS store or a Fedex store. So so the competition almost becomes the the local, you know, postal system, which we all know isn’t any better than the US market. So I don’t know if that’s really competition.

Rob Gandley: Yeah. Yeah. No that’s, that’s helpful to understand that the framing of but but I want to go back to the name for you. I mean obviously it’s a big deal. It’s time went into that. You know, it must be exciting. I don’t know how involved you were with the naming and the branding, but can you help help me understand what does that mean? And you have all these amazing brands and you throw in some technology brands and so, like, what are you trying to gather together in that name in that brand?

Ryan Farris: Yeah. So it’s a really good point. And yes, we took a lot of thoughtful time to, to come to the name. Um, one to have a brand that we could carry into all of these industries, all of these markets, um, internationally, domestically, depending on how you look at that. Um, uh, and that was really important to all of us as well as we wanted to really exude, you know, that aspect of fortitude, perseverance, empowering people. And if you look at our messaging, it’s all about empowering people to power business. At the end of the day, we still want to have a very people focused, people powered business model, and we want to add value to those small and medium enterprises so that they can market their products and services. They can ship their products and service warehouse and manage them. And even now, with companies like Prestashop be able to order and manage that e-commerce aspect. And so we want to be that unique platform that uses diverse people and technology to basically uplift the world of business onwards, upwards and outwards.

Rob Gandley: That’s beautiful, I love it, I love it well. So I know that you have multiple roles, even though you’re the EVP. Evp of the platform brand, but you you go way back to the Alphagraphics running the Alphagraphics Postnet some of I think there’s another brand in there, but you’re still sort of doing president COO role in some of that. How is that informing this, this launch of of the new brand and push forward?

Ryan Farris: I think it’s a really complementary attribute. And yes, I’m very involved in the, in the in the ongoing growth of our US brands as well as some of our international brands. And so bringing to bear, you know, some of my prior, let’s say, entrepreneurship, understanding what it’s like to own and operate your own business so that we carry that passion into every entrepreneur partner we bring into our group. Um, but also staying in tune with the customers and that owner customer relationship we really do believe in, you know, being in the local market, supporting the local market and doing it through people that are highly invested in the business with us. And that’s why we love the franchise business model. So I think you’ll continue to see, you know, throughout the fortitude Group, you know, even in the countries where we directly operate, what we call directly operated countries, we want headquarters, team staff in the local language in the local markets, supporting our local owners so that we have the best possible business model. And so, um, so to that end, yes, I continue to have a heavy at, you know, attribute, let’s say, or access into our networks. In fact, just this week we had our Leadership Council meeting. Um, some people call it their advisory council. And myself and our worldwide chief operating officer, Giuseppe Rudy, attended that with our alphagraphics owners and the prior week with our postnet owners. And so we think that’s a key piece of the the driving growth of our brands is to be connected with our owners and our customers.

Rob Gandley: Well, and, and and we know it. Right. Like this. This that’s a franchising is right. Well, can I can I ask you, is every brand in your umbrella a franchise or is it some of them complimentary to serve the network?

Ryan Farris: Uh, some of them are complimentary. Okay. So we have, like I mentioned, just over a half a dozen our franchise brands, and then we have others that are complimentary largely in the technology, um, arena. Um, so if we look at a company like Prestashop, um, some people in the US would think of it more like a Shopify or somewhere between a Shopify and a WordPress. It’s an e-commerce enablement platform. Okay. So we we acquired that company several years ago to really show that we want an end to end platform of products and services for our small to medium enterprise businesses. We also have companies like Gel Proximity that help with the logistics and maybe some of the technology for last mile services. Other companies like that do the same thing. So we you’ll see all of our holdings fit within the print shipping logistics space with that complementary technology that really provides a 360 platform to our customers.

Rob Gandley: Yeah. And that that’s that’s huge. That’s huge for franchise owners, for customers. It’s smart. Um, yeah. It’s it’s I thought so. I mean, I just couldn’t, you know, just looking at the brand names and there’s some new ones in there that I’m not as familiar with. And I think the e-commerce, I mean, again, another brilliant move. I mean, that thing exploded in the 20 tens. And that channel, you just want to leave that on the table. And it’s so sort of complicated for an everyday business owner, right, to kind of just run an e-commerce, you know, website on top of the, the local presence. But that’s brilliant. Brilliant add on.

Ryan Farris: Um, yeah. And you know, and we recognize that that there is ever and will always be growth in, in let’s say the online ordering arena. But I think it’s important to note that it has to be connected to a physical something. Right? Those products come from a company. Maybe even out of a warehouse. Somebody’s got to ship and deliver that to your front door. And so we want to be part of that ecosystem. And I think we found a really good niche with as many locations as we have and operate in all the countries, we can really help, you know, those small e-commerce companies and platforms have a, you know, high end, you know, world class, end to end platform from not just the online ordering, but making sure they get good shipping rates and then have that warehouse fulfillment, print and marketing to really take it all the way. So it’s I think it’s a really neat platform. I think it’s unique in the space, not just being franchise only platform, but kind of looking at that full integrated solution set so that these, you know, small and medium businesses can really grow substantially in their own rights.

Rob Gandley: Right. And I think of I always say it, but Jeff Bezos was asked about, you know, what’s all the fancy stuff? Amazon should be doing in ten years? It was a few years back. Whatever. And he’s like, well, I’m not sure what the new stuff will be, but I know what the old stuff will never change. And that’s the customers want their packages on time and faster if possible. So having good infrastructure and consistency, it’s you need to do it or else no one’s going to use the website.

Ryan Farris: So yeah. Absolutely.

Rob Gandley: Well okay. So I’ve been dying to get into it. So let’s talk a little bit about AI. Obviously that’s in everybody’s uh, at least it’s out in everybody’s mind. Right. On some level for me it’s every day for you probably every day. Um, tell me how you guys, first, as a leader, how do you take such a fast moving target with so much promise and potential and harness it and do it in a way where you got to do this globally, across brands? So tell me a little bit about the just sort of the foundation of even being able to implement AI and how that works.

Ryan Farris: It’s a great question. And, um, you know, you know, um, a little bit more about my history, but I love technology. I’ve always believed technology is the ultimate enabler for a fast growing business. It doesn’t even matter what industry. And it’s really interesting when people think about printing or shipping logistics, you know, technology doesn’t always jump to mind. Although I think the Amazons have helped kind of push that. But, um, in that respect, we believe technology continues to be a key foundation to our operations and our revenue growth. And when I really started to become viable, right, a technology that we could use and scale, we decided to break it into a couple key areas. We looked at it first and foremost, as a franchisor, how can we use this to be better in servicing our franchise partners? How can we be more effective with our entrepreneurs helping them be productive and more scalable in their business. And and we broke it into four lanes. So we put together a worldwide steering committee. We looked at every brand and every region. We looked at our headquarter team, and we said the first thing we really need to do is get our own team members, right. Those those headquarter staff members, to actually understand what this is and use it for their own purpose. So what we did was we called that the functional work stream. So we said we need, you know, if you’re an LMD, how do you use the different AI tools to be more effective in LMD? Could be recording a class, writing the class, doing the operations manual, conducting training, moderating testing and and benchmarking the training.

Ryan Farris: Um, and then we just department by department, wrote out kind of a game plan of how we would bring a department together by similar skill sets, train them on the different AI tools that they should consider, and then actually monitor, measure and kind of cheer on those successes. And so that was a really productive exercise. And and the outcomes were fascinating because you kind of go in sometimes with technology. I think everybody does with a preconceived notion that the younger you are, the better you’ll do. And the older you are, the, you know, the less effective you might or the more the resistance you might put into place. I almost saw the complete opposite. It was really fascinating. You know how many people really saw this as an amazing way to make their job easier, to do a territory analysis, to do a customer analysis, to to understand that complex data that you get and benchmarking and, and have these amazing, you know, enabling tools to make you more efficient and effective at your job. So so that was one of our first initial, you know, swim lanes. Then we moved into utility. And I think you can see this as well, especially more than a year later with a lot of AI tools out there.

Ryan Farris: It gets a little bit annoying to see like ten note takers jump into a meeting and all, you know, all different note takers, right? When you only need one, you just need one. And so the utility track was designed to begin to align to, you know, what is our best policies and practices so that we’re using the same tools we’re maximizing, you know, the capability that tool. And we also have some just good policies and behaviors so that, you know this is our calendar management tool. This is our email tool. This is our note taker tool. Right. Our meeting recording tool. Um, so that we’re not all spending money differently or, you know, kind of being inefficient. And to me, I know those sound really simple. Everybody wants the really high end AI tool, but those two tracks are probably provided us the most effective runway. And inside of that, subtly, you’re also establishing credibility and knowledge that you can then build on right when the network when your franchise brands owners say, well, why would I use AI for my business? I’m just a retail shipper. Now I’ve got my, you know, franchise consultant saying, well, let me show you how it could actually make it. Now we’re, you know, teaching the teachers, if you will. And I think that was a a really good foundational step, if that makes sense.

Rob Gandley: That makes tremendous sense. And, uh, the, uh, the comment about the older folks, it’s totally true. I one of the encouraging things, we were doing workshops early on, and one of the slides we would talk about is you actually are at an advantage if you’re an older folk because you have real life experience. And now you have an assistant you can talk to. You don’t have to push buttons anymore and mess around. You can just use your, your, your knowledge and and amplify it. So really, when you’re coming right out of college, you don’t got the 2030 years of. So the older folks are in a better position. I agree if they understand that. But you gotta show them that.

Ryan Farris: Yeah. You know, I think I think that’s the reinforcing attribute. You know, there’s a lot of positions that I think were very nervous copywriters, graphic designers, things that it looked like, you know, the eyes of the world would just completely, you know, eliminate. And it turned out to be you needed this skill, the language, the nomenclature to make the AI effective. Right. The more precise you were on. Hey, I need this photo to be at an F5 with this filter, at this distance, with this blur. Then you got quality product. But you have to be skilled in that profession to use that language. So if you’re not a photographer, you don’t know color, you don’t understand color theory. You’re not going to be as efficient with the tool. So so it actually over time we were able to show them that as a professional, that’s the scripting. That’s the output that makes it better, right. Without it then people are getting pretty mediocre at a low quality output. And so the skill is still ever important. You’re just able to do more, right. You’re able to create more content, which is, you know, in a franchise model, you know, we’re never going to have as many employees as our owners, right? So to better keep up with them is only a good thing.

Speaker4: Uh, yes. Yes.

Rob Gandley: No. It’s, uh, I love that. I and it is, it is so true that, uh, these are these are times where I think as much as we kind of were light about it. I mean, people have to take that seriously, right? Because whether you’re your company, which, by the way, the way you just articulated, that was very helpful. I mean, I would replay that and write down notes, because every business leader needs to know that if they’re not already doing that. And and I think some are still waiting right wondering like and people are doing it on their own. But I think that’s the key. Is there some will do it on their own. Maybe do it well some won’t. And you can’t have that mixture when you got guys like you leading the entire network with what you just described, which is what you have to do to sort of normalize it across everybody and get those benefits. Right.

Ryan Farris: Yeah, It’s really interesting even as we deployed it. Right. As you can imagine, ten companies, lots of leaders, great people, even original founder owners in those businesses, you know, some are eager to embrace AI and like gung ho, let’s go. And then others are like, well, I don’t need it, right? I’m not I’m not big enough or I don’t want to spend that much money. And that’s that perception, right? And I still hear that I was just at the International Franchise Association conference in February, and I still heard that from, uh, you know, franchise leaders saying, well, we’re not big enough or ready for AI. And I think that’s a big misconception, is it doesn’t have to be a half $1 million investment to get started. You don’t have to have this massive clean data warehouse. There are really incremental steps that that I think are even more important to grow into it before you do. And that’s my other two swim lanes, is those sales transformation and those operation transformations, because those are bigger endeavors. That does take a little more commitment, more mindful, thoughtful execution and and really a three year view, right. What what do you want to do over time to really enable your system and really your data to work for you, right. You know, when we think about I think sales transformation, I you’re talking about, you know, how do I more quickly find my customers, you know, target those customers remarket those customers retain those customers. That’s where I can be great. But man, you also can’t mess it up, right? No different than the email marketing campaigns of the day. Nobody wants to be blasted. You know the wrong thing, the wrong time.

Speaker4: So yeah.

Ryan Farris: Those are transformational pieces that are much slower and much more methodical.

Rob Gandley: Right? Yeah. Like the upskilling of people is one piece and there’s some low hanging fruit there. And then of course, when you talk about an infrastructure like yours, it’s a whole different ball game in terms of when you say clean data warehouse like that is sort of the idea, like we need to get our data cleaned up because we didn’t know we needed to have it cleaned up five years ago.

Speaker4: Right. It’s a different.

Rob Gandley: Kind of cleanup when you want AI to have access to certain things, right? And it’s secure. And but you’re right. Once that’s done, then so much can be unlocked. But that will take time. And then you still have to. Then once you do have the capabilities, roll things out step by step and get people on board. So being a guy that you kind of have, you’ve run businesses at the top levels of finance and and operations still something you’re very close to and manage. Is there something there that you found even for yourself as a leader in that space, or that you find helpful or anything you’re doing on the finance ops side that is right now working?

Ryan Farris: There’s a tremendous amount. Okay. At a really, really superficial layer is I can take the data that I have available to me and use it to interpolate trends, patterns, industry overlays. Right. So as an example, I could pull some metrics on a territory. Um, maybe, you know, the last, you know, or this year to date data and say, man, what’s going on here? Why are they not year over year improving? What are the micro and macro factors that maybe I’m missing? You know, maybe I don’t understand the Charlotte market very well. Tell me what might be happening there. And that’s where I begins to layer in data that you don’t have. Right. So I think sometimes, you know, taking the data you have is good or bad as it may be, at least data. And then adding in some of those industry competitive similar trends might give you a better picture and also open up avenues of consideration. Maybe we should think about, uh, changing our seasonal marketing. Or maybe we should think about coaching, or maybe we should have a better competitive analysis on this area. And that’s a really, you know, simple utilization of eye on current data. And then we can obviously go deeper, um, which has been fantastic for me in an executive level to do quicker summaries, to do quicker, you know, presentations of data to prepare for those, you know, owner meetings or even board meetings. It is amazing the the formats, suggestions and critique you can get just by bouncing it off of I. I tell people, use it like a consultant, right? If you were to hire, you know your your big six consultant to come in and coach. You talk to your AI, whichever tool you use, whether it’s, you know, ChatGPT or Claude or, you know, uh, you know, any number of tools out there, but if.

Speaker4: You.

Ryan Farris: Talk to it like if you even say, hey, I want you to talk to me like a XYZ consultant and tell me, what am I missing? What should I consider? What is my Swot analysis? You get, you get amazing insights. Um, I’ll give you an example. We were using it to or we were just checking the table of contents. We didn’t want it to write our ops manual. Okay. That’s not that’s not the goal. But we just put the table of contents in and said, does this look reasonable for this industry and this type of, you know, let’s say trainee? And it came back and said, hey, I don’t see disaster recovery in here. I don’t see sustainability in here. I don’t see. And you’re going, oh, that’s brilliant. We have those. But we forgot, you know, we left those out. And so it to me it’s those little I call it incremental. You know bits of advice that this adds.

Rob Gandley: Yeah, yeah. We, we uh, we had a little again I told you we do these workshops and we had one slide where we had a picture of an I pod from 2005 thousand songs in your pocket. You know, they were amazing marketers. You know, it was a great ad. It was an old ad, and it’s like we kind of paralleled that to I is like a thousand experts in your pocket. Like anybody you ever want to talk to on demand, ask them as many questions as you want. I mean, it really is that powerful. But again, the language, right? You got to know what you’re asking and how to ask. But anyone, right? Like, I want to talk to someone like Bill gates, you know? Help me. You know, it’s just. Yeah, it’s amazing the capability. Just how using it as your cognitive super assistant is how we framed it.

Ryan Farris: Yeah. And back to the finance piece. You know, we we we all rely on finance Departmentally functionally executive to tell us what what is this mean? Right. Great. I have all these numbers. But what does it mean? Or you know, what do we need to look at? Is there an area or an opportunity, a weakness, a strength that we need to, you know, minimize, maximize. And, you know, a lot of times you’d have to go to a by department. They would have to write some code and then put it into power BI. And then you can access the report on power BI, maybe 30, 45 days later. You know, all this really sluggish, you know, ability to use the data to steer the ship faster. And now you can take that and it’ll either write the power BI report for you. So great. Done. Or it’ll just do what power BI would have done and and analyze the data real time. So now as a business operator, right. Or a franchise partner coach, you don’t have to wait for someone else to do this interpretation of the data or crunch the numbers. It’s doing it. And so now you can begin to make those micro adjustments faster, right? You don’t have to wait till the 20th of the next month. Right. You can you can take that data and process. And I think that that financially, when you’re asking about the utilization of financial data, I think to me it’s the analysis of what the data means so that I can more quickly adjust if I have a plan. Is my plan working? What adjustments do I need to make to that plan now? Not, you know, a month later, which may be too late.

Rob Gandley: Exactly. I mean, the the actionability right of the insights and the speed. Right. Speed is obviously a key. I don’t know how you guys do it at your level. Like you, you must learn some things about how do we maneuver this many, this complexity and still keep the speed. But I must be. You must be loving it. It must make life a lot easier in such a complex environment. So if we look at okay, so we looked at finance and ops. What about marketing. I mean that seemed to in the early days when ChatGPT first was released, it was real obvious that it could create certain types of content quickly. And we’re like, oh my goodness, how have you guys looked at content and also marketing like related to supporting the franchisees? Are you using it in different places? What have you found helpful? Anything planned there?

Ryan Farris: It’s quite expansive. I mean, one, we have an entire, you know, franchise set of franchise companies that focus on print and marketing. And so it’s not even at the HQ level at that point. It’s also making sure that our alpha graphics are multi-copy, you know, and even our postnet owners understand. Hey, did you know that you can add that AI is built into Adobe, built into Canva, you know, so as you’re doing design, you can do it faster, smarter, better. You can give customers faster examples, illustrations and and that’s been amazingly powerful for, you know, for for a franchise owner, if you if you think about the average size of an Alphagraphics or Postnet, you can be talking 3 to 8 people. So trying to provide marketing expertise, multiple design mockups, multiple concepts, if you will, can take a lot of time and need a lot of revisions. This greatly speeds that up, right? You take that, you’re able to give a client a quick turn, give them a quick proof, move the product into production faster. So so production wise, it is literally a fantastic enabler. Um, you know, with the different tools, with good training on just the general marketing side, you noted content’s super, super enhanced by this, right? So if you use your your team, everybody can have better written content, more professional looking content.

Ryan Farris: Um, which which obviously is fantastic. So things like, you know, weekly updates, network wires, you know what’s happening. You know, all of that now becomes, you know, ten X, right? You can do a lot more. Used to be constrained. Right? I can only do so much because I got to write it, check it, proof it, blah, blah, blah, you know now now the speed to market is faster. What I think is even, uh, super powerful in that world is all these industry reports you get right now. You can quickly have a summary, make it nice and concise, send it out to the network. Like here’s what you know. We talked about the trade environment before and all of our owners. You know what does this mean. What’s it going to happen. Right. We can grab five different reports, get a key summary, send them the notes, send them the source links. And, uh, you know, now we’re not waiting a week just to compile the research and understand. And by then it’s changed again, as we know.

Speaker4: So who knows.

Ryan Farris: What comes out of this next China meeting, right? So. So I think things like that make the content part of marketing super powered, right? And I think, uh, we know communication is the number one opportunity and it’s the biggest challenge. And so to me the content is improving communications at all levels. Then we get into the design and some of the imagery and all of that. And um, you know, we we just, you know, you know, you know, you we talked about the branding. Well, we needed to rebrand our entire office, right?

Speaker4: Yeah.

Ryan Farris: Well, you know, a lot of times you’re out there, you know, with the tape measure and you’re trying to figure out, you know, how to make that wall look like you know, this and what’s what’s going to look great. Well, now I steps in, you give it a picture, you tell it a few dimensions and you say, hey, give me a few different ideas. Here’s my color palette. Here’s my brand. You know, all of a sudden, you know, it is just transforming our ability to be productive so much faster. So it’s just endless, endless, endless, you know, especially in the marketing world. I mean, I could give you hundreds of examples, but those are.

Rob Gandley: Yeah. No, I, uh, I think of it like meta learning too. Like I’ve created so much content that I would have never bothered to try, you know, because it’s like, well, what if we layer this idea in this perspective in and, you know, it just things you would never do and then it bangs it out and then you can read it and edit and kind of learn and then and then and then deploy. But so it’s like the learning process you can learn while creating. You don’t have to use everything, but you can do so much more, so much faster, which just wouldn’t have asked. You wouldn’t have, you wouldn’t have bothered to try.

Ryan Farris: Yeah. No, I think something neat, you know, for, you know, your various audience to consider is, you know, by playing with these things and learning what can really help, you know, take a complex thing and make it simple. Okay. I’ll give an example. Uh, a vehicle wrap for a car is quite complex. All cars are different sizes, makes doors, panels, coverage. But yet vehicle wrapping and adding graphics to a vehicle is a wildly profitable business. But you make a mistake, you can lose a lot of margin. And so that was a typically complex initiative. Well, using, uh, we’re kind of transforming our own gpts. By using AI, our owners can now put in the car, make model how they want to do it, what coverage and it’ll it’ll spit out exactly the film, the materials, the time, you know using our cost model what the cost is. So we’ve taken something complex and made it hyper simple and still deliver maximum value to our customer, which is faster quotes, more accurate quotes, more accurate production schedules. And, you know, and that’s really to me where you take it next, right? You use it initially, you know, individually department function, but then you start building these GPT right that are highly refined, highly controlled so that you can have the alpha graphics vehicle wrapping GPT. You can have the Postnet shipping logistics GPT. So now you’re taking your best practices models and then tweaking it for removing complexity. It’s really.

Speaker4: Right.

Rob Gandley: So when you say, are you using the open AI platform or is that, you know, just another word for agent, or do you find that that’s been helpful using the open AI platform for the GPT specifics that.

Speaker4: You’re we really.

Ryan Farris: For for a lot of our uses, we like the the ChatGPT model right now.

Speaker4: We.

Ryan Farris: Certainly go down the, the pro and even the, the, the various upgraded versions of ChatGPT. But the fact that we can publish one, control the link and access to it, have it learn from itself in a in a kind of, let’s say, brand specific environment has been really, really rewarding. Um, it’s been very helpful for, again, making the complex simple. Right? Things like setting up your system, programing your inventory, setting up your pricing was a video, an instruction sheet, a checklist. Okay, still great. But what if I forgot one piece, right? Going back to my GP and saying, hey, how do I add a custom inventory line? And boom, there’s the information, there’s the illustration. Um, it really is, to me, almost enhanced learning. Um, and that may be a good way to think about it.

Speaker4: Yeah.

Rob Gandley: No, you learn as you use it. It’s not like you stop. It’s amazing. It’s been great for me, I love it. I of course I’m the wrong guy to ask. Um, me and you, we could talk all day, so. But I do want to get into Fran Dove, too. Um, and your thought of that, like, obviously you got a lot of thing. A lot of a lot of markets, a lot of different markets. Let’s talk about the United States. Let’s talk about your legacy brands, like just in terms of your growth goals in Fran Dove, where do you see AI playing or where have you leveraged it in? In that side of the business?

Ryan Farris: Yeah. Franchise development. Um, several several areas. And we’re continuing to expand. I would say at the most progressive end, we literally have for certain brands, I let’s say calling agents that will do outbound and inbound calls. Right. So, um, what we what we believe in strongly is that when someone’s interested in learning about your franchise opportunity, they need to get answers fast. And unfortunately, a lot of times they’re not calling you during business hours because they’re thinking about a franchise after work. Right? They they’ve had that day at work that says, I don’t want to do this anymore. And maybe I do want to, you know, own an postnet or own an Alphagraphics. Well, what a bummer. If you get a voicemail or you can’t get an answer. And so we’ve just decided to start pushing into and you can you can check it out with our World Options US brand and soon to be the rest of our brands, where you can call a number and you’re going to get an AI agent that knows the brand, can answer those questions quickly, can make sure that this is the right opportunity for you, and then actually put you on the calendar the very next day with a sales consultant.

Ryan Farris: And so that has been fantastic. Right now we’re moving people, you know, getting through the qualifying questions, making sure that they’re, you know, thinking about the right brand the right way and then set that appointment immediately. So that time the deal right is is exponentially faster. And that’s been fantastic. Right. So whether they call us or we know that they’re a fit right. We know that demographically on on LinkedIn let’s say that they’re a fit. Well, why not just proactively reach out to them and say would you be interested in, you know, becoming your own, you know, your own boss and doing it in a business that’s been around for 50 years and blah, blah, blah, blah, blah. You know, if they’re interested, then great. I would love to set a time with our our franchise consultant. And so it’s not closing a deal, but it is greatly, you know, think about this, that one agent can make 300 calls in a few minutes, right?

Speaker4: Um.

Ryan Farris: It’s unbelievable. I mean, seriously, I mean, I can take my entire target list and crush all of them in, in less than an hour.

Speaker4: So, yeah.

Ryan Farris: It’s fantastic on on just that side of it. On the other parts, I think there’s small little pieces where, you know, territory analysis, um, helping make sure, you know, we’re really thinking through the, the location, um, the traffic, the density, the ideal customer target, so that we can really be confident in a candidate saying, you know, this is a fantastic market based on your needs and the market opportunity, or, hey, we need to modify. We know you want to. You’re thinking here, but, you know, really you should you should think over here. And then also just the the we have a very structured 7 to 9 nine step sales process.

Speaker4: Okay, so.

Ryan Farris: Getting that where they can self-serve properly and then they can get a consultant properly and know where it’s at. Right. So just using AI to monitor where people are at in the funnel so that they they move through. We’ve gone from uh, almost 90 days as kind of an average, you know, initial contact to signing cycle, let’s say. And we’re now getting under 60 and we think we might be able to get to 45. So so that’s an amazing, you know, let’s say sales cycle improvement by just using more formal processes, proper technology and a little bit of AI enablement.

Rob Gandley: Yeah. And I was thinking on the front end and you outline that very eloquently. Um, but that that problem at the top of the funnel has been something we just never, like I said earlier, like, I wouldn’t think to ask it because it was just impossible. Like I wasn’t going to do that. But when you have AI doing, it’s a different, different way of looking at it. So the two big metrics that we know, and I’ve been in the friend of marketing space most of my career too, and it’s like the connection rate or the lead and the, the, the number of people to book a meeting. Number two and then thirdly, the number of people that show up for a meeting, that introduction meeting. So those gates typically and all brands are a little different, but those are typically gates that no one paid much attention to. It’s like, yeah, we get 100 leads a month and we’re getting this many appointments and that’s it. Well, why why do you only get that many? If you change those and the AI will change those rates and boom, same marketing, same leads, better output, which is amazing.

Ryan Farris: Well, and honestly, um, better may not be the initial output. It may be that, you know, what we learned is, oh, maybe your marketing is not working right. So that very top of the funnel we have, our first two steps are very marketing driven. You know, whether it’s organic, paid or broker. People are still largely going to the website or trying to learn more there. So if it’s not converting, even though the actions are right, then maybe your message is wrong, your persona is wrong, or whatever. Okay, so we learn quickly how to see it and fix it just because the reporting is getting you know, the analysis of the reporting is telling us more insights. Then we very clearly delineated that these steps are sales driven steps. Did the salesperson call them back timely? Did they say the right things? Uh, you know, did they push to close properly or qualify them out? Right. You got to move them up or out. And did they do it? And that’s helped us coach the sales people. Right. So some sales coaches are are being highly refined and getting a better close rate. So. So I think it’s it’s not as much about it makes it better. It makes you more uh, let’s say wise or, or you have better insights into how to make it better. And so by doing so staying rigid in your systems and processes, then you start getting better results. You know we’ve moved from the US is a little bit better in conversions. But you know.

Speaker4: You.

Ryan Farris: Know most brands are a half to 1% you know lead to conversion. We were already moving into the two point fours in the US and now we’re pushing almost three. And so you know that means quality leads, quality marketing quality conversions. And more importantly, you know, good spend right. And that’s what you’re looking for.

Speaker4: Yeah.

Rob Gandley: And and moving the needle with the time to sale which again is another area that most. Why would how do you do that. Right. Prior to AI. How do you really move that needle to move it? 45 days is pretty ridiculous. I mean, I can’t wait to you probably can’t wait to look at your panels from a couple of years ago to next year. Right.

Speaker4: The.

Ryan Farris: You know, the the number of signings has been record month after month starting in Q4 last year. Right. So it takes a little time to get all the tweaks and people and processes in place. But now it is. I mean, the excitement the franchise development team has now just winning and winning and winning is is is fantastic. And then the brand itself, right. New owners coming in, growth in markets. It is an energy that every brand wants and needs. And this this can be a really neat way to get better insights and optimization into that process. It’s it really is fantastic.

Speaker4: Yeah.

Rob Gandley: It’s exciting to be in business right now isn’t it?

Ryan Farris: It really I mean, I, I think, uh, um, it’s interesting that the perceptions, uh, my daughters are, are two good examples. So I present.

Speaker4: You know.

Ryan Farris: I showed them, I just showed them this is a year ago. And my, uh, let’s say at the time, my 18 year old daughter looked at it and said, this is so cool. This is going to be fantastic and great. I can’t wait for it. And my younger daughter at the time was 15, said, this is the worst thing I’ve ever seen. I don’t have a future, I don’t have a job. And so I think that’s literally almost encapsulates, you know, the different reactions you can see on the extremes, right? Super excited. This is going to make my life better or oh my goodness, I’m going to be out of work. You know so it is neither one right. But but.

Speaker4: It is.

Ryan Farris: A fantastic, you know, middle of the road. Make your life a little bit better if you embrace it properly.

Rob Gandley: Thanks for for sharing that because that is so true. What you just said. You and I again we we love it. We can talk all day about AI, but you’re right. That’s sort of the world I see when I’m interacting with different people. And it’s like, oh, I would say is we want human AI to serve humanity. That’s my focus. I don’t it’s not about being twiddling your thumbs in the future, having nothing to do. Right. Fear of boredom. It’ll be all right. We’re going to we’re going to find new things to do.

Speaker4: Um, exactly. Yeah.

Ryan Farris: Humans will always navigate around it. I, I, I remind, you know, you know, on the on the more comical side of it, we all enjoy a hot shower. We love cars that drive us from point A to B. We appreciate planes. These were all technologies that scared some industry, some worker, some whatever, but it just opens up a new set of industries, jobs and performance. And so I think improved, improved anything is always good and we’ll just change the way that we support ourselves in that economy.

Rob Gandley: Yeah, exactly. So alright, so you you got a lot going on, but I’m gonna I’m just going to try to ask a high level question because I’m just kind of curious. Like obviously M&A is in your strategy, right? Like, you know, expansion that way. And I know you can’t maybe talk about certain things on your roadmap, but is there anything you could share about okay, we’re we’re really rolling now. We’re really improving things. Ai’s been great. Is there anything strategic in the roadmap that you’re just dying to see or want to accomplish that’s related to tech and innovation?

Ryan Farris: Yeah, I mean, I would say even across the board, I mean, we’ve noted some some pretty substantial tech. Um, we probably minimize some of the smaller ones that we’ve integrated in. But I think a neat one that we bought several years ago is called a print speak out of Australia as a technology company for CRMs, right? So it built custom CRMs that fit well into our franchise model. Now they’re almost moving into, you know, a high end of the AI side of that, as you can imagine. So that’s been neat. Um, I think we’ll continue to explore, you know, lots of technology opportunities, whether it’s people, processes and systems that just further fuel that. Right. You know, you don’t always you know, we don’t have the, the, the hardcore philosophy that we got to build it. Um, we don’t mind buying it. So as we run into partners, I think we’re going to continue to see partners on, let’s say, the lead generation. I think that’s really attractive to us.

Speaker4: Yeah.

Ryan Farris: Everything from appointment setting to conversion management, those are really exciting areas for us. And then also, you know, just in the managing logistics and And managing print flow. You know that real time tracking improvement automation side is going to continue to be an exciting area for it in some areas. Right. When we get into design and we get into the creative technology, partnerships really do make a, you know, a lot more strategic sense. Um, but but I think it’s a good mix. I think you’ll continue to see some great announcements this year and for years to come. On continued acquisitions and the franchise and the technology space that really still fit into our core products and services, which is going to be that print marketing, shipping, logistics and e-commerce.

Speaker4: Yeah, yeah.

Rob Gandley: Well, you know, your tribe is going to be surrounded by companies that help the network or more network based companies. So it’ll be fun to watch it grow. Um, I wanted you to wrap things up, and just one thing I wanted to get a chance to do is to see, because you had said it a few times in this conversation that a lot of people are sort of sitting and waiting, you know, in the franchise industry. And, you know, when you look at the industry, there’s so many that are under the 100 unit mark right there trying to get to that next level. They’re not where you are, right? What kind of advice would you give to these these leaders, these presidents, founders of these brands about AI and about what they what what would be a good next step or what advice would you share?

Ryan Farris: Yeah, I would I would very, you know, blatantly and confidently say AI is that professional franchise consultant coach mentor you need. Right. And everyone on your team needs because again, you know, being a franchisor and not having a tremendous amount of center count means your revenue is and your cash flow is very limited and has to be very strategically deployed. So if you can make your people Both superpowers. Even better, whether they’re sales coaches, whether they’re operations coaches, trainers on borders, whatever that is. Imagine if they were 50% more productive, 50% more effective, or even just 30%. You know, our goal was really 20 to 30% more effective. That means that’s that many fewer people. You need to still drive the current or future success of your brand. So, um, so it is it is a critical area to invest in. It is worth every penny, even if that is just time. And I think that’s a lot of the the consternation is you’d be surprised how much of the effort is mostly time. Time to focus on it, train on it, encourage it, celebrate it so that it really takes root in your business. And you can start to see that, you know, ten, 20, 30% improvement without a tremendous investment. So I think it’s a fantastic opportunity to look like, you know, the 3500 unit business, while still having the funds and team size of a 50 unit business.

Speaker4: Yeah.

Rob Gandley: Very doable. It’s it’s like you said, it’s not like you have to wait or it’s not affordable or you’re not big enough. It’s it’s for everybody. I is for everybody. But yeah, making 30%. It’s funny you say it like it’s. Yeah, we were shooting for 20 or 30%. Right. Like, can you imagine doing that prior. Right. Like to make someone that much more productive. I there was a study done by Harvard and it was Procter and Gamble, and I don’t know the name of the study, but I know the result and essentially was they had 3 or 400 employees of Procter, Procter and Gamble use a specific like a GPT, like you had mentioned, like a specific set of GPT that would help them with certain projects, not even their whole job, just these certain projects. And they reported back these numbers, like basically someone without experience was as impactful as an expert with a team if they used AI. So I think I think training your people is a smart move.

Speaker4: It’s absolutely so.

Rob Gandley: Yeah, yeah. I appreciate you, man. I appreciate the work. You do appreciate you being on the show and sharing these insights today.

Ryan Farris: It was fantastic. Thanks for having me on. It was great to do this with you and uh, look forward to, uh, being on again soon.

Speaker4: Absolutely.

Rob Gandley: And can we just share, like, the best way? What would be the best way to get Ahold of the new brand, the the platform company?

Ryan Farris: Absolutely. Just go to. Com and you can connect to any of our brands in any region of the world. And, uh, we would love to continue the conversation. Just reach out to us anytime.

Rob Gandley: Beautiful. Appreciate you. And to our audience, thanks again for tuning in. Please share if you found it valuable. And bye for now.

 

Tagged With: Fortidia

Yves Lamothe with Rockbox Fitness Rockledge

May 12, 2025 by angishields

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Denver Business Radio
Yves Lamothe with Rockbox Fitness Rockledge
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Yves-LamotheYves Lamothe is a results-driven NASA Project Manager, serial entrepreneur, certified life coach, and visionary community leader committed to making impact at every level. At NASA, Yves leads high-stakes projects supporting ground systems and human spaceflight, applying expert-level precision, strategic foresight, and cross-functional leadership to ensure mission success.

Outside of NASA, Yves is the founder and CEO of multiple thriving ventures: Rockbox Fitness Rockledge, DJ Yves Entertainment, SNY Vending, and the nonprofit RockinLife Corp. His entrepreneurial portfolio spans fitness, entertainment, tech, and community outreach—each business built with purpose and a commitment to improving lives.

As a life coach, Yves empowers individuals to unlock their potential, embrace discipline, and live with intention. Whether he’s training teams, speaking at events, or mentoring clients, he brings the same Marine Corps grit and motivational energy to every interaction. Rockbox-Fitness-logo

Yves is also a published author, diversity advocate, and innovator behind multiple startup platforms that blend technology with human connection. His nonprofit work through RockinLife uplifts people affected by Parkinson’s, autism, trauma, and more—proving that business can be both profitable and profoundly meaningful.

From launching rockets to launching dreams, Yves Lamothe doesn’t just lead—he transforms lives, builds movements, and inspires greatness.

Connect with Yves on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio. Ready to revolutionize your franchise with AI? Franchise now empowers franchises with advanced AI solutions, automatic processes, and enhanced marketing strategies. From personalized customer interactions to predictive analytics, we help you harness AI to drive growth and efficiency. Transform your franchise with the power of AI. Visit Franchise Now to learn more and take your business into the future. Now here’s your host.

Rob Gandley: Welcome back, everybody to Franchise Marketing Radio, where we connect with the most dynamic minds in franchising, marketing, innovation, and entrepreneurship. I’m your host, Rob Gandley, and today we’re diving in to a powerhouse conversation with Someone who is literally launching rockets by day and launching dreams by night. Joining us today is Yves Lamothe. I got him laughing. If you can hear him in the background there. He is a NASA project leader, serial entrepreneur, certified life coach, and the visionary franchise owner behind Rock Box Fitness in Rockledge, which is in Florida. Yves brings a truly unmatched fusion of leadership, discipline and purpose to everything he does, from commanding mission critical operations at NASA to empowering lives through fitness, entertainment, vending tech, and nonprofit work. Yves is a community builder, a marine Corps veteran, a motivational force, and a man who understands what it takes to drive excellence across sectors. We’re honored to have him here today and explore the strategies, stories, and systems behind his success and how franchising plays a pivotal role to it all. Welcome to the show, Yves.

Yves Lamothe : Oh, hey. How’s it going, everybody? How’s it going, Rob?

Rob Gandley: Great to have you. I know it was a it was a it was a quite the intro. But like in meeting you, I was kind of blown away. Gotta say in the, in the diversity of what you do and do. Well which we’ll talk more about. And I also know you have a book that you just released. You’re going to share that more with us today. But one of the one of the questions I have and stuck in my brain is like, when you hear about NASA folks, like, no doubt, like when we talk about projects with you guys, it’s like in the nine figures, right? Hundreds of millions of dollars. A lot on the line. A lot of most a lot of pressure. Big teams. You’re doing that. But somehow knew inside you are also a person that wanted to help others and be entrepreneurial and create new things. And here you have all these other projects. So I want to start with, how did those two paths meet and how did you become an entrepreneur? That was also a NASA. A NASA project leader.

Yves Lamothe : You know, one of the things that I’ll say is, um, what it boils down to the common denominator is intent. Right. Um, you know, over at NASA, you can still people you can, you know, help them grow, you can help them be a better version of, of themselves now that the money you manage is, you know, is for the people itself. Right? All the work that we do is for the benefit of mankind. And when I look at business, um, I think about what can I do for my community. Right. Um, NASA is what can I do for the world? And, you know, my businesses is what can I do for the community, right. And then because the intent is the same, that’s where the similarities like, you know, come in like, really, really, really deep in for me because whether I’m, um, you know, I’m here leading my team with all the work that we’re doing in support of the Artemis missions, um, at NASA, or if I’m in my businesses and I’m beating somebody up in my gym, or I’m providing healthy food alternatives for them, or I am helping people with Parkinson’s and autism and veterans and or if I’m, you know, out there DJing, entertaining people, uh, it’s all about, you know, I’m doing my part to give the community, you know, the people around me, the people, you know, um, around this planet, uh, a a, um, uh, a better life to live, you know? So, um, I’m a servant leader and, uh, and, and, you know, and I’m also internally, I’m one of those people that just loves to live life on purpose. Right. And and so if I can do it, man, if I can experience it and if I can, like, you know, put a smile on someone’s face or help somebody out along the way, then why the heck not?

Rob Gandley: Well, I gotta say, like I, I’ve been a student of the way you’re speaking, right? Um, most would hear you and say, and I, I would tell this to any young entrepreneur or someone getting started in business, you know, one thing at a time, right? And, you know, when you look back at what you’re doing now, you just rattled off some major things that a lot of people would be daunted just to do the DJ thing, right, or whatever. And so but that’s, you know, what I heard is a lot of sowing and reaping, a lot of, uh, open hearted, you know, there’s more than enough room, right? I have more than enough capacity. It’s for the right reasons. I’m sowing the seed in the right places, and I’m having the capacity to give back. And that, to me, is you’re demonstrating it. You’re living it. You’re you’re you’re representative of it. You’re not just talking about it. So. But tell me though, like, just so we can tie it to franchising a little. Interesting guy. So what was compelling about the rock box connection and the franchise idea, because you were already sort of doing things on your own and already pretty accomplished in different ways. But what drew you to that sort of franchise business model and approach?

Yves Lamothe : Well, you know, um, that that one is, uh, is is so interesting. You know, I I’m, I’m a, you know, textbook story, you know, grew up, um, at a younger age. Um, I was a chubby kid. And then I started, you know, at some point in my teens, I started playing sports. Felt really good about myself. And then I was like, man, you know, I want other people to feel that good, too. Then I joined the military, and and I just wanted my favorite thing in the military was the training. I love, love, I mean, the traveling was good too, but the training was was man, this is it’s hard. But for whatever reason, I, I loved it. And, um, and because I, I am, you know, one of those people that I, I want to help people live their best life. I want them to feel good. Um, it’s like, I feel like there’s always been a coach inside of me, right? And, um. So for the longest time, you know, I’ve had, um, many groups of friends that we would work out together, do all these, you know, sort of crazy, crazy things together. I competed in bodybuilding. Um, and and I’ve coached at various gyms and then and at some point, right.

Yves Lamothe : With my entrepreneurial mind, it was man, you know, I want to have my, my own place. I, you know, I want to I want to be able to have more of a say in what I bring, what I bring to the people now. And, you know, there there are some pros and cons with, you know, say, having your own, your own gym, your own place, your own thing. You do you run it however you want it. Um, you know, the nice thing about franchising is, um, is there’s, there’s a platform that you work on and it makes it a whole lot easier and manageable to, you know, to go ahead and, um, and lay that out and be able to bring people in and help them change their change their lives. But, um, you know, in regards to fitness, it is just something that I that’s that’s even to this day, um, I my alarm goes off at 1:55 a.m. every day. I’m in the gym at 2:30 a.m. every day, and, um, and I go, I start my day off with, um, with that workout, and, um, and I and I love, uh, that that I have my, my own, my own gym and that I’m able to bring people in and share that with them and help them feel good about themselves and help them change their lives and, and give them that outlet that, that they need, like after a long day at work or before they get there, before they get their day, their day started.

Yves Lamothe : And, um, you know, particularly with Rockbox, it’s um, I’ve coached at many gyms and, um, and one of the things that I really loved about Rockbox was this combination of functional training and, uh, and boxing, it’s just a combo that I, that I never really seen anywhere with, with, um, any, any other, um, fitness boutiques and, um, and a buddy of mine who, um, we were both at F45 and he and he said, hey man, you got to come up and check this out. And I literally bought a plane ticket, flew up to North Carolina and tried to class and met the, you know, the CEO and the folks that were behind, you know, on what they were doing. And I just I just fell in love with it. And in two days later, I bought three territories and I said, I’m going to spread this all all over my community if I in any way that I can. And and here I am today.

Rob Gandley: That’s that’s beautiful. So yeah, I was thinking of the military. I love talking to military guys of utmost respect. Um. Thank you. Yeah. And I, I know what you mean by changing your life. Just the idea of discipline and fitness and and just having pride and purpose and and all of that. But, like, you know, being an American and having, having, having the military by our side, I mean, we just don’t think about it. In my lifetime, I haven’t had to worry about my safety. Uh, so I appreciate the people that pay those sacrifices, right? And I know you enjoyed it and got stuff from it. Uh, so that was good. But thank you. And, um, but my question is, how does how does that discipline, that training? How would you say that overlaps with some of the experience you had becoming a franchisee in a sort of a structured path, kind of a business model or entrepreneur journey? How did that kind of with any overlaps, anything that you were pleasant to see that, you know, kind of matched your the way you are?

Yves Lamothe : Um, you know, I would say and I can’t I’m not going to speak for everybody, but I do know with me, um, a lot of the discipline and structure that you get in the military, um, I mean, my gosh, that was almost 30 years ago for me and I, and I still it still lives with me. You know, I feel that, um, you know, a lot of times when I talk about, you know, doing something, getting something done, then it’s, you know, I have to get it done. I have to be a man of my word. I have to, you know, follow through. I have to, um, have integrity. I have to be disciplined. And and those are things that I carry with me, um, at, at with everything that I do with all endeavors. Right. I want to I want to commit to, um, to what I’m doing, and, um, and, you know, the way I see it is, I’m either going to grow up or I’m going to learn something from it. So, you know, just just get it. Get it done. Right? Yeah. Um, so there there is, there is quite a bit of of of over of overlap. Now, um, where there needs to be a balance is with military is, you know, failure is not an option. Right. And, and so you always do what you got to do to accomplish the mission.

Yves Lamothe : But you could never, ever, ever forget about balance, right. You know, um, when you have wife and kids. Um, when you have, um, you know, friends, family and other obligations, you can’t be so, you know, like gung ho that you miss out on, on on them too. Right. So you gotta, you gotta know, like, how to balance, like, all the things that you have on your plate. Um, everything that all the people that are, you know, that you surround yourself with and make sure that they, they get that time to make sure that, you know, that there’s good balance when it comes to, you know, it’s easy for me to say between, you know, writing books, TV shows and movies and my full time job at NASA, owning businesses, including nonprofits and and all those things, man. Like, you know, that’s that is a lot for for for one, for one person, right? And when I say one person, I say that very lightly. Because with every single thing that I do, it is so important that I have a team behind. Me that I trust that I, that I can grow, that I, that I know that if I put this in their hands, they’re, they’re going to continue to get to get things done and make sure I interact with them so that, you know, they’re we’re always in sync.

Yves Lamothe : We always know what’s going on. We’re always like, you know, moving in in the right direction, so to speak. And and again, that’s where that balance comes in, where I can step back a little bit and make sure that I have enough of me for all those things around me, plus time to myself to, to be honest with you. You know, one of the things is as an entrepreneur is there is um, or business owner, I should say entrepreneur, business owner, there are going to be so many things that you’re going to have to deal with, you know, payroll, you got to pay the bills, you got employees, you got to reprimand someone, you got to fire someone, you got to hire someone. You got to train someone. You got to keep the business coming in. You got to partner up with other businesses. You got competition. Oh my God. Right. Um, it can it can certainly be, um, over overwhelming. Um, Um, but where the discipline I’m going to turn that back to discipline with a discipline comes in is, you know, there I believe that businesses fail because folks don’t do what they’re supposed to do, right? It’s it’s, um, you know, I think it’s easy for people to talk themselves out of.

Yves Lamothe : Well, I don’t want to do that, or I’m not comfortable doing that. Like, say, you know, you’re not comfortable doing cold calls, like, you know, calling people and asking them to come to your business and give it a shot and things like that, you know, um, and if you don’t want to do it, that’s fine, but hire someone who will, you know, um, so you got to do the things that you got to do to keep your to keep your business alive. Right. Um, the concept of build it and they will come is it doesn’t always work like that because there is there are so many people with that mindset. Build it and people will come and and so when you have like two too many businesses and people, you know, they, they will go to various places and you may not get the business. You you may not be able to execute the business model that you’re necessarily looking for. Um, so so there’s a lot involved in running your business. And that includes, you know, again, growing your people, trusting your people and, and, and delegating to them so that you, they, they can keep things rolling while you go expand work and and do and do other things. So it’s it’s a it’s definitely a balancing act.

Rob Gandley: So you you said a tremendous amount. And I think there’s something some gold in this for, for people listening because in most cases people are sort of they’re sort of um, in a one trick pony, if you will, or they’re, they have one business and they struggle with family, they struggle with personal obligations. They’re all in. And much of it has to do with the comments you made about trusting and growing people, and because you wouldn’t be able to do what you do. I can speak for anyone that doesn’t know, like what the amount of stuff you’re doing is on purpose because of the way that you treat people and the way you balance things. It’s amazing. You’re saying, look, I’m doing 19 things, but somehow I have balance like that. It’s the balance that enabled in my from what I’m hearing. And you can give us more input on that. And maybe your book gets into some of these ideas. But to be sure, this person that can have a corporate career, that they just happen to love and don’t want to leave, right. You want to be there, and then you have this desire to have a way to help the community.

Rob Gandley: Right. And then you have these other desires to do different things. You know, playing on your abilities and how do you balance it and still look at it like, I’ve got to take care of the family. I’ve got to take care of the people. And it’s in that exploration of giving and sharing with others and helping others be their best. That allows you to do more instead of less. Yeah. And it’s interesting. So I’m just dying to kind of dive into that. But before we get into your into your book, I know kind of explore some of these ideas. What I wanted to do is get back to Rock box for a minute because you you said something earlier on about how unique it was. And what I wanted to ask you is the idea of kickboxing and high energy. Like, what is it about the blend of what they do that makes it so unique? Because you had mentioned it. Now I want to dig in a little deeper. What is unique about that approach?

Yves Lamothe : Um, you know, so, you know, you do you have the functional training, which I think everybody needs that, right? Um, you know, where you lift weights, um, you know, you do some bodyweight exercises and things like that. All all of that, um, is important and it and it works well. Um, but there’s there’s just something about, um, you know, the, like, hitting the bag. Like, there’s. There’s this this power. There’s this energy that there’s this thing behind it. Um, and it’s like, um, the same endorphins that that are released when a runner goes for a run, when they have, like, a really, really good run. It’s, it’s it’s the same, same kind of ordeal for, um, you know, for the boxing and kickboxing aspect of it. Now, um, you know, another thing for me is like, I’m a very, uh, you know, I would say more or less a nontraditional coach, right? Um, even even as a, as a DJ, as a personal trainer, as a life coach, as a one, one of the most important things is knowing how to read people. Right? And, um, when I have a class full of people and then I, you know, I, you know, I think I always feel that I’m responsible for setting the energy in the room. I’m watching all my members, how they’re moving, what they’re doing, what they need, what they’re capable of, and etc. and and that’s how I deliver the same thing when I’m deejaying. Right? I’m looking at across the room and I’m. And I’m trying to figure out like, okay, I have I have grandma over there. I got some young kids, I got some, you know, some mid, middle, middle aged folks or whatever now.

Yves Lamothe : And that music has to marry the crowd so that everybody has a great time, you know. And and so my classes, my classes are run the exact same way and then and the, the synergy of, you know, like how I coach my classes, the music is blasting, the lights are on, the folks are primed and they’re ready to go. And oh my God, man, I’m those people. Listen when when I have, you know, 30, 30, 35 people lined up in the morning because they want to come in and get some of that, you got to be doing something good. You know, when you wake up at 4:00 in the morning just to go to the gym and work out because it’s like, you know, you’re going to feel so good after you get done doing what you you know, what we’re going to do? It’s it’s it’s, uh, it’s definitely, um, something something great, you know? Yeah. Um, but but, yeah, it’s it’s, uh, it’s just the, the combination of, you know, the challenges. It’s not just a jab cross. It’s not just a hook hook. It’s not just a front kick. Right? It is. It’s a combination. Depending on what body part we’re working of, how you execute the exercise. And at the same time you’re challenging them. But they’re having a great time with it. At the same time. It’s it’s this weird. Think of it as like, uh, mixing sir mix a lot with the Beatles, you know, and it’s like, whoa, wait, wait a minute. I mean, why do I like this? You know? Yeah. It’s different.

Rob Gandley: It reminds me.

Yves Lamothe : Yeah. And but it works. It works so good, you know?

Rob Gandley: Yeah, yeah, yeah, that’s very cool. Um. All right. Well, I appreciate that. And that is something to say. I mean, that people are committed. I when you said earlier. Yeah, I get up at, uh, 155 or something, I said to myself, that’s crazy. That’s just crazy. Then I thought about it. About him like, but yeah, you got to be there earlier than everybody else. Maybe. I mean, if you want the personal time, I kind of understand. I’m thinking your best customers probably come at 435, whatever it is. Yeah, like whenever the door opens. Um, but. Yeah. So. So that is the case. Uh, so now go ahead.

Yves Lamothe : I’m sorry. You know, I was going to say, um, you know, one of the things, because I’ve had this conversation with so many people and it’s like, you know, oh, my God, I can’t believe you wake up at 155 and, you know, and this and that and, um, you know, anything is only as crazy as you let yourself think it is, right? Um, I, you know, I remember, um, this documentary I watched about Mike Tyson and Mike Tyson said, you know, he’s the kind of person, you know, he’ll wake up at 3:00 in the morning and he’s going to go for his run, and he’s going to get to the gym, and he’s going to work on his moves and and this and that. And and if he heard his competitor was waking up at 230 to go, he’s like, well, I’m going to wake up at 130 and go, you know. And if his competitors is waking up at, you know, whatever time he’s going to wake up before them because, you know, in, in his mind, it’s like, no, he’s not going to work harder than me. You know, I’m going to be the hardest working person in the room. And I’m and I’m just going to get it done. And it’s a it’s a mindset. It’s a mindset that, you know, if you limit yourself or if you say it’s impossible, then of course, yeah, it will, it will be. But if you’re committed and you want it and you’re you’re going to do whatever you need to do to make it happen. And I and I think that that’s a mindset that folks, you know, should have especially like if, if you’re starting a business right there, there is no oh my God, this is no, it’s I’m going to do what I need to do to make my business successful. And and so what, what what what needs to be done. And let’s, let’s go get it.

Rob Gandley: Yeah. Well, there’s two things I thought of like. One is I heard a motivational speech by Arnold Schwarzenegger once, and he kind of said something in a different way. He’s like, there are no rules. You know, don’t break the law, but break the rules. Meaning why do you think that in your mind, who put that in your mind that you can’t get up at two in the morning? Right. All right. If you go to bed at midnight, maybe that’s not a good plan, right. But.

Yves Lamothe : Right.

Rob Gandley: But like, who says you can’t adjust your life and put that effort in. Right. And just do that right. And it just becomes your mindset, like you said with Mike Tyson. So okay, with that being said, I want to kind of dive into the book because I know it’s it’s a new book and it’s been on your heart and mind now for a while and getting that all together. So why don’t we talk about that? Tell us about, first of all, the name of the book and the and the inspiration of it. And then who is the real audience of it? Like what? What problems are you solving? What message are you getting out there? So everything right? World peace?

Speaker4: Yes, exactly.

Yves Lamothe : Um, the book is called, um, built for this, and it’s, um, from burnout to breakthrough in, in business and in life. That’s the name of the book. And, um, the audience is for, you know, those that are curious, those that are already in business, those that are starting a business. And, um, and, you know, it really, um, it’s one of those things if you’re going to endeavor in that, if you’re thinking about it because it’s, it’s something that you feel like it’s inside that you want to go do, or if you’re in the midst of it and it’s and you feel stuck or you, you have those you’re having those moments. Um, it’s a good book to read. Um, you know, to, to, um, find your balance, you know, and I talked about that, um, earlier and, um, and, you know, the way you know what, what I’m really going to say is, um, the way you you talk to yourself like if if, um, every time something bad happens, you’re like, oh, my God, this is hard, you know? Then you’re always going to think like it’s hard, right? If, um, you have an employee that, you know, um, you know, is not working the way that they need to, but you’re you don’t like confrontation. You don’t want to hurt their feelings or you don’t want to fire them or whatever. Well, you know, don’t wonder why your business is failing because you don’t have the right folks that are, you know, putting into your business, like like you need them to. Right. Um, it’s never anything personal.

Yves Lamothe : So, um, you know, you said it, um, you know, well, when you were talking about Arnold Schwarzenegger breaking, breaking the rules there when it when it comes to, you know, how you run your business and what the things that you have to do to be successful, those hard things. Right? You can’t be afraid to do them. You can’t be afraid to let somebody go. Um, because they’re not performing. You can’t be afraid to let somebody know how they can improve. Give them that feedback. You can’t be afraid to pick up the phone and call somebody and ask them to come check out your business and then come buy services from you because, you know, you offer, you know, um, good stuff. You you can’t be afraid. Um, you know, to to lead a team. You can’t be afraid to stand to stand out front. You have to. If it’s truly something that you want to do, you have to own it holistically. But going in knowing that, yes, I’m going to put in the work, but I’m also going to take care of myself because I need to remain balanced so that when all these crazy things happen, I’m here, I’m present, and I’m able to deal with them. Right. And so so the book really talks about things like there’s, there’s, you know, sections about business to business, like, you know, when you’re partnering up with another business to help promote your business and help get yourself out there in the community, how you deal with your employees. Um, you know, um, how even you do like some of your, um, accounting.

Yves Lamothe : Counting, right? Making sure that you know you’re setting aside money to pay the bills. Money for emergencies. Money for yourself. Because if you don’t do that and then you just kind of kind of let it be. Um, you never really kind of you’re never really able to really kind of look at your, like, say your, um, your profit account and say, yeah, you know what, man? I worked and look at that, I have money, I did that, I did some there’s, there’s, there’s the fruits of my labor right when it’s all jumbled up like, you know, we look at things jumbled up. So it’s really about the psychology behind, um, you know, what it takes to be a business owner and how you go about running your business, how you treat your people, how you talk to yourself, your own belief system. Right. Which is that that can either break you or make you right. Um, if you don’t, if you don’t talk to yourself, if you don’t, if you if your inner coach doesn’t give you good advice, right? Um, and and you see that whatever you know, your inner coach told you to do, you did, and it didn’t work. And, um, if you can’t tell your inner coach to shut up. Right. Um, this this is not the right thing to do. Um, then you’re always going to keep repeating the same. The same mistakes, right? So, um, you always you always want to make sure that, you know, again, you know, at your core, you’re very well centered.

Yves Lamothe : You’re balanced because things are going to come at you and you just got to be ready. Ready, you know, ready to deal with them. Um, and I feel that, you know, for me, with everything that I have going on, it’s, it’s something that I’ve learned to master because, you know, I’ve been in situations where, you know, hey, somebody didn’t show up for an event. Somebody decided that they were just going to walk off and quit. Um, somebody got in a in a in a car accident. A member, um, came up and they were, you know, going crazy because of something that happened and etc. there are going to be situations where it’s like you got to be able to keep your cool. Okay guys, well, here, here’s what we’re going to do and let’s go. Let’s go address the problem. That’s that’s that’s the biggest benefit that I’ve seen from that is I am very confident in how I deal with things and I’m not so worried. Okay. It’s like something happened. All right. Here’s based on the circumstances, the situation or whatever the case may be, let’s do this to, you know, to hold off and then and then we will we’ll get back on track as soon as, as soon as we can. It’s never the end of the world. It’s never a panic. It’s never oh, my God. You know, I don’t I don’t I don’t have those oh my god moments because I’m able to remain balanced at all times with all the things that I have going on.

Rob Gandley: Yeah. So tell me more. Are you. We’re hitting on some amazing things I think are are freeing, not just from a business, but just a life point of view.

Speaker4: Yeah.

Rob Gandley: So like when we talk about fear, like you mentioned, you know, the dealing with fear. Let’s talk about that for a second. And then the other part I wanted to get into is do you believe words create a reality, right. And that inner game that you talked about. Right. So like let’s start with fear first, because I think we all feel that when we do new things, most of us. Right. We the whole idea of doing something the first time. Right. It’s like, I don’t know how people can react or I don’t know how they’re. So how do you recommend folks just quick idea of like how do you deal with things that you maybe that you’re a little bit apprehensive about, like you said, picking a phone up or looking to reach out to a business partner and maybe strike a deal or whatever it is. You have an idea, right? And then you don’t execute. Maybe it’s fear blocking it, right? How do you how do you how would you recommend people deal with the feeling of fear? Because I know the feeling can be there, but it’s how you deal with it and execute around it and through it. But can can you help the audience understand maybe how that.

Speaker4: And so.

Yves Lamothe : Um, you know, fear, fear for me is, um, um, you know, the best, the best way that I, that I can, I can describe it is, you know, you you you don’t know, right. And then, so a lot of times, um, if, if I don’t know how somebody is, is going to react to something or what’s going to happen if I try this or or that. Uh, a lot of times I feel like it has it has something to do with, with the your, your inner self. Right. You know, some people have fear of rejection. Some people, um, what if they don’t like it? What if, what if, what if, what if. Well, you know, um, I, I really and and, you know, it’s hard for me to even go back in the beginning when, when I’ve, when I’ve ever even had, like, a thought about this kind of stuff. Um, Um, but I tend to always look at those kinds of things as opportunities. Right. And then so what I mean by that is, um, if I call someone and, you know, they, they’re like, yeah, no, thanks. I don’t I don’t want to try your product this and that, blah, blah, blah or whatever. Then for me, it’s an opportunity to maybe, maybe I need to change my approach. You know, maybe let me try the call like that for the next three. And then if I get nothing, maybe let me try a different approach. It’s it’s like if I’m a baker, if I, if I, if I make a cookie. Right. And then I, and I have you tried and you’re like, oh my God it’s terrible, you know.

Speaker4: Then let me look.

Yves Lamothe : Let me look at the ingredients. Right.

Speaker4: Let me what did I.

Yves Lamothe : Put in there. You know. And so I always look at, you know, the unknowns as opportunities like, you know, it’s it’s an opportunity for me to, to to grow. It’s, it’s not a, it’s I don’t let it be like a, a reflection, so to speak, like, oh my God, like I’m I don’t want to be rejected. I don’t want somebody to like, not like me or not want me or not want my product or not want my service or whatever. I know that I’m not going to be for everybody, and I accept that. So there’s an acceptance part of it, acceptance part of it, where it’s you have to understand that like there’s different strokes for different folks, right? And sometimes it’s not even it’s not even about the product. It’s it’s about the community. It’s about you. It’s about how you treat people. It’s about the customer service. Right? I tell my people all the time, like, you know, we don’t we don’t sell things, right? We sell relationships. We sell relationships. That’s that’s what we’re selling. Because the way you treat people, um, that draws them to you if you treat them kindly, if you give them the support, if you if you, you know, sometimes it’s not there might be a better product out there, but because they have a relationship with you, they’re always going to come to you, right? Um, and now it doesn’t mean that, you know, you don’t do whatever you can to always improve and and level up your quality and, and things like that.

Yves Lamothe : But it’s all about the relationship. It’s all about the relationship with the people and how you treat how you treat the people. But again, you know, for me it’s um, fear is it’s opportunity. I look at it and what I’m doing is I’m reframing what fear is. Like, oh my gosh, I don’t know. Well, let me go learn. I have an opportunity to go learn. So so people going into business, they have to learn how to reframe these things in their, in their minds so that it it’s it doesn’t hold them back. Right. If, if I, if I, if every time I hear fear I’m like, oh okay. What can I learn? Then I address fear very differently. It’s not an issue anymore.

Rob Gandley: Yeah. You’re just checking yourself. I mean, it’s so much about your inner game. It’s it’s about how you look at things. And I love the word frame. I use it constantly as a marketer and and as a communicator. It is. It is important to understand a frame, right? What is the frame around that idea? But that was brilliant. Thank you. Um, I wanted to make sure, uh, that we I wanted to ask you just briefly, because we do talk about marketing a lot. Um, just in your experience, because you mentioned a few times and, and, you know, we both know that being a local business owner gives you an opportunity to know the community around you. And, uh, that’s part of it. And part of the marketing is the experience and the word of mouth. But tell me is, you know, if you could sum it up, what are some of the lessons you’ve learned about marketing a local business, and what are some of the things that you would, you know, tips you might share with other new business owners or even new franchisees? Even knowing franchising, they give you a playbook. You’ve learned a lot. You again, you had to just do what it took. I know sometimes you got to go a little outside the bounds of the. Of what the exact playbook is. But tell me, what have you learned from a marketing standpoint with this type of business?

Yves Lamothe : Um, you know, when it when it comes to marketing, it’s it’s value. Um, what what kind of value are you are you giving to, um, the people. Right. And then if you can stack value, um, then it almost seems like you’re cheap, like, oh, my God, I’m getting all of this. And and I only have to pay that. Holy moly. Okay. You know, but but that’s, um, that’s the thought that you kind of want, um, someone to, um, uh, someone to walk away with. Um, anytime they see your, your ad, if they see an ad, it’s got, you got a stack value so good that they’re like, oh, my God, I got to go check this out. Right? And then when when they come see you again, like, the value has to be, like, so big that they feel like why would I walk away from this deal? Like it does not make any sense. Like, you know, I need this in my life, right? And so, um, the way, you know, even marketing, marketing is, um, is truly a, um, um, a psychological, um, thing, right? And, um, and the other thing, too, is, uh, with one thing that I think that is very important for any franchise owner is to always remember that it is not your job to spend other people’s money. Right. Um, you know, when if I am, I, I tell my staff this all the time, um, Mercedes doesn’t they don’t change their prices, right? Every car dealership has a sale. Sure. Okay. But, you know, if you go to a Mercedes dealership expecting to pay the, you know, the price of a Pinto, right? They’re going to they’re going to say no, we can’t do that.

Yves Lamothe : And, um, when you go buy a Mercedes, um, you know, it’s really up to you to figure out how you can afford it now. They’ll they’ll have different financing options for you. They’ll have, like, you know, different things that they can offer you. But as far as the price goes, they’re keen on it because they they believe in the value of, of their product. So when, when you market, it’s, um, you know, Mercedes is going to tell you at the end of the day, Mercedes is a car with four wheels and a gas tank and a steering wheel, and it gets you from point A to point B, right? But when I stack value and tell you you’re going to have beautiful colors, serene sounds, and the sound system is going to be so amazing, it’s going to drive so fast, the seats are going to be so comfortable, they’re going to heat and they’re going to cool and they’re going to oh my gosh. And and now you, you kind of fall in love with what it what it represents. Now, can I go buy a Toyota that will give, that will take me from point A to point B? 100%. You know, um, and then so but but they again like it’s, it’s, you know, no matter what you’re marketing, you know, know the value of what you offer and, and make sure you stick to it. Let other people figure out how to spend their own money. It is not your job to do that.

Rob Gandley: I love that, I love that, and it made me think of one of the first things going back maybe 15, 20 years. I learned something called a a book, a short book written by a gentleman I learned a lot from. His name is Mark Joyner. Um, but he has a software company and some other things. And and he wrote a little overview. It was a book called The Irresistible Offer. And it was all about value stacking. It was making it ridiculously no brainer. You know, and I just you’re right, because people have very quick attention spans and you glance at it, read 3 or 4 bullets and be like. Did I read that right? So if you can pull that off, you need to get to that. What is that irresistible offer? But anyway, I appreciate that was it was beautiful. So as we wrap up and I know, you know, I want to respect your time. Thank you, uh, for for sharing everything you have. Um, I just there’s so much we could talk about. But what I’d love to do is many people that listen to the show, they’re. They’re wondering about franchises. They’re wondering about starting businesses. Maybe they are thinking about investing more in your kind of model. Is there is there anything that you could share that you’d want to share just as encouragement or, you know, or what to, you know, maybe what to look out for, what to ask yourself, what to look inward about. Right. Since we were talking about that. What what are they looking for in themselves to know is the right time for a business? And how do they. How can you help them make the right decision.

Yves Lamothe : Yeah. You know, um, I think that, uh, you know, I have this this whole thing that, you know, I live life on purpose, right? There’s a there’s a life to live. I don’t go through the motions of life. I live life on purpose. And what that really means is, if I’m curious something and I want, I want to key in on the word curious. Um, then then I. I want to tickle that curiosity. Right? I want to know what it what it feels like. I don’t want I want to know the if. Is it possible? Is it is it something that I can do and, and and I’m going to go do my research and figure it out. Right. And um, you know, so, so with that, you know, my, my biggest advice for anybody looking to get into business or anything like that, I would tell them to tickle their curiosity, you know, I would tell them like, you know, whatever, whatever it is you’re you’re curious about, you know, like, go find out, because I’d rather know that. Hey, I tried something, and it’s not what I thought it was. And so, you know, it didn’t work out like I expected it to. And then so I moved on to something else versus wondering for the next 30, 40, 50 years, like, man, you know what? I should have done that I wonder what it would have been like, you know, and so take that curiosity and and who knows where where it will take you, you know, who knows, like the kind of people you’re going to come across, the people, the kind of people you’re going to work with, or, you know, the kind of doors that it’s going to open for you, what you’re going to learn from it, you know, so tickle your curiosity.

Rob Gandley: I love that because, you know, you’re you’re tapping into something that I know is very true. In marketing. We talk about marketing being very psychological. We talk about micro-commitments online. Right. Just a little stuff. To me that was beautiful because it is. If you. If you go way too deep, you’re going too far. Just just tickle your curiosity because you don’t know what’s behind the conversation or the person or the interaction. It could lead to something you never thought of, even if it wasn’t the thing that you were tickling your curiosity about as being true to that intuition inside you, leading you that way. And that’s that’s what.

Yves Lamothe : Yeah, yeah. And you know, and and once those doors open, you learn so much about yourself. You learn so much about, like, your, your abilities, you I mean, it’s, it’s it’s a fascinating thing to go through and and you do it once, you know, I guess for me, I’m addicted because it’s like, I, I seem to can’t stop opening businesses and stuff like that. But, um, you know, I, I’m, I’m all about living life on purpose, and I tickle my curiosity all the time.

Rob Gandley: Yes, apparently you do.

Yves Lamothe : Yeah.

Rob Gandley: And it was a long intro Today I had to I had to squeeze it all in. But listen, I really appreciate you being on the show today. I want to make sure we wrap up and give people clarity about how to reach out to you, either the rock box locations that you have in Florida or of course, the book. If you could share a little more how they can get access to that. But could you do that? Maybe just share with the audience how to get Ahold of you and what you’re about?

Yves Lamothe : Absolutely. So, you know, of course, like I am based out in Florida. I live in Rockledge, Florida, and so is my rock box studio, my book that I just wrote. If you search my name on Amazon, you’ll actually find it. And it’s called built for this. Um, from burnout to, to breakthrough in business and in life. Right. And and so and with the title. Right, it talks a little bit about how you can easily get burnt out. Right. And, and you have you’ll have moments of breakthrough and my, you know, for me. Luckily for me, early on, my breakthrough is understanding what that balance means. And because I’ve been able to attain that balance, I feel like there’s nothing I can’t handle. There’s nothing that I cannot do. And I have, um, uh, what I call intelligent selfishness. Right? And I, and I talk about that, um, in my book, and that’s when I know when I need to take time for myself so that I am, I am good, I don’t run it, run it, run it, run it until I break. I know when to scale back and then take the time that I need so that, like, I’m always fresh and ready to handle whatever, whatever, um, comes my way.

Yves Lamothe : But, um, you know, you can download my book on Kindle. Um, you can buy it on Amazon again, if you search my name on Amazon, you’ll see that book. Um, I have I also have a book on, uh, leadership and management. Um, I have a couple kids books. Um, and it’s, um, you know, talking about how to deal with adversity. And, um, and I also have a, uh, a novel that I just wrote, um, and it’s called The Secret Girlfriend, and it’s, it’s psychological, um, drama, which, um, the mind. The mind is just something that I’m really in love with. Um, the way people think, um, the way they do, the things that they do, why they do the things that they do and how they navigate through life and, you know, things of that nature. Um, and then and my and again, my gym is, is located over in Rockledge, Florida. It’s, it’s rock box fitness of, of Rockledge. And I’d love to have anybody come on by, take a class, feel good and and let’s build relationships.

Rob Gandley: I love it. Thank you for for sharing that. It made me think, uh, you know, when you talked about the burnout versus breakthrough is really understanding the flow or the seasonality of of life and situations. And if you can stay centered, then you can stay anchored for the breakthroughs and deal before the burnout happens. Right? You don’t get burnout. You balance right.

Yves Lamothe : You totally avoid avoid burnout.

Speaker5: Yeah, yeah, yeah.

Rob Gandley: That’s the only way you could do what you do. So you’re clearly doing it. I gotta, I gotta again, once again I know all the stuff you’re doing and you’re really good at what we just said, which just getting a glimpse of that would help anybody, um, in their life. So I appreciate you for the work you do. Uh, so thank you again for being on the show. Yves lament. Uh, and I just want to thank the audience again for tuning in. If you see the value, feel the value like I do every week, every every episode, please share it. And we appreciate you. And bye for now.

Speaker6: Absolutely.

 

Tagged With: Rockbox Fitness Rockledge

Michael Moorhouse with Mosquito Shield

May 12, 2025 by angishields

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Denver Business Radio
Michael Moorhouse with Mosquito Shield
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Michael-MoorhouseMichael Moorhouse is president of Mosquito Shield, America’s trusted provider of effective residential mosquito and tick control service.

Mosquito Shield, part of the Five Star Franchising platform of home service brands, was ranked the #1 franchise in pest control by Entrepreneur in 2023, 2024 and 2025.

Connect with Michael on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio. Ready to revolutionize your franchise with AI? Franchise now empowers franchises with advanced AI solutions, automatic processes, and enhanced marketing strategies. From personalized customer interactions to predictive analytics, we help you harness AI to drive growth and efficiency. Transform your franchise with the power of AI. Visit Franchise Now to learn more and take your business into the future. Now here’s your host.

Rob Gandley: Welcome back, everybody to Franchise Marketing Radio, where we bring you the stories, strategies, and successes behind some of the most innovative and fast growing franchise brands in the market. Today. I’m your host, Rob Ganley, and today our guest is no different. He is not a stranger to our show either. Uh, this is, uh, I think his second or third time back with us. His name is Michael Moorhouse. He’s the president of Mosquito Shield and decorate with lights. Uh, Michael was a dynamic leader with deep expertise in the franchise development, marketing, and business strategy. Under his leadership, Mosquito Shield has, you know, grown into a standout name. It’s been around a while. They’ve been a top brand for quite some time in the home services sector, and they’re known for their unique pest control formula, high retention rates and compelling franchise opportunities. Michael, welcome back to the show.

Michael Moorhouse: Hey, Rob, it’s always great to be with you. So thanks for having me back.

Rob Gandley: Yeah, it’s good to have you back. I love having these conversations with you guys. You do all the hard work in franchising and I get to talk about it. So anyway, you make it seem easy when when I get to spend a 45 minutes with you or what have you. Uh, but I do love talking to you. Thanks for coming back and talking to us about your business model and your brand. Uh, so let’s just get started, like you were. You were on board about a year ago, and we talked. And so why don’t you catch us up? What’s been going on? I know we’re living in a world of fast paced change. Uh, so tell me a little bit about the last year and catch us up. And for anybody that’s tuning in, maybe just a quick overview of the brand and how you serve.

Michael Moorhouse: Um, interesting. You you talked about the timeline in, uh, in March of this past year. It was 17 years for me with mosquito shield, which is kind of mind blowing. So that that caused a lot of time for reflection and pause. And it was really interesting just to reflect back on that whole time period and launching the franchise system back in 2013 and where we are today. So yeah, the past, the past year has been a whirlwind. We, you know, we’ve been blessed to be under the platform of Five Star franchising. So the resources that have come with that have allowed us to just really scale our team internally. I think we’ve had maybe 6 or 7 team members over the last 12 months. Several folks franchise business coaches to work directly with our owners. So the support that we’re providing on that end has been amazing. We’re finally launching, um, officially, you mentioned decorate with Lights, which has been a passion of mine. I helped kick off the holiday lighting brand back in 2016, and we’re formalizing that into its own franchise entity this spring. So that’ll be a separate spin off for us. But it’s a great bolt on business for our mosquito owners, where they can finish spraying in the fall and then go right to decorating, you know, decorating homes. It’s the same clientele, the people that want to have a beautiful backyard, nice summer night, want to have the best looking house during the holidays. So yeah, it’s been a busy 12 months for us.

Rob Gandley: Well, tell me a little bit about Five Star. I, you know, I’m familiar, you know, and then the concept of platform companies is starting to become more common but still not fully understood by everybody. But that does change some things and it’s pretty, pretty cool. When did that happen? I want to catch up on that. But and if you could share a little bit more about what that means to your brand.

Michael Moorhouse: Yeah. So we were acquired so privately owned in we were acquired in 2022. So March of 2022. So we just hit three years. Uh, five star was formed by two amazing franchise, especially home service giants that, uh, Scott Abbott and Chad Jones, who had started five star painting many, many years ago, I think back in 2005. And they grew five star painting into a really large national franchise. And then they sold that to neighborly, and they took a little bit of time off and then said, you know, we really want to get back into the franchise space. Let’s, you know, sort of create our own neighborly, if you would, of home service brands underneath the five star franchising platform. So you know what that means for us as one of the brands underneath their platform is all of the the shared resources that you get, that you can then hand down or pass on to your franchisees. And again, they’ve brought in since day one. They’ve brought in resources that as a privately held company, we just simply didn’t have available to us, you know. So we always struggled to scale as our as our owner base grew, like growing proportionately with that, with the support system. Those are some of the things that they brought to the table immediately.

Michael Moorhouse: And then with the shared services, you immediately got an IT department that’s five times the size of anything you could build on your own. You’ve got marketing resources that are five times what you could ever build on your own and so on. So that’s, you know, it’s been a real, like I mentioned earlier, just a real blessing being with five star learning from these guys that are just accessible 24 over seven on how they grew, you know, their own home service platform to the size that they did. And then the learnings that came with that. And so it it shortens all of our learning curve significantly. So you know, I used to say back in 2013 when we launched, like we were the best mosquito company out there because we were really the only mosquito company. We were a mosquito company that got into franchising everybody else’s franchise entities getting into this space. But we didn’t really know franchising in 2013, and we had a lot to learn in our early franchise owners where our stakeholders in the brand, you know, to this day, they’ve shaped, you know, what mosquito Shield is. But having five star there as a resource has been invaluable.

Rob Gandley: Well, and I did I was just kind of curious. And so I kind of like did a little research on, on some of the other mosquito brands. Right. And you guys and you guys are way older. You’re right. You were the mosquito company that got into franchising. And then not just not because it’s a great business model, started a franchise around it. But I noticed that you’re really or have been around a long time and uh, and I think, I mean, at least the ones I looked at, you were the oldest you had been around. Yeah.

Michael Moorhouse: And I, you.

Rob Gandley: Know, 2001. Right.

Michael Moorhouse: 2001. Exactly. Rob. And when we do new owner training. Uh, so new owners that come to the home office for a week and it’s, you know, it’s a full immersion into the brand. But we start with the history. So I kick off the week with just a quick intro, um, to who we are, because we want them going back to their local markets, embracing that. But I tell them, the most important thing about our history is that we have one right. And there’s so much so, you know, you’re locally owned and operated. You want everybody to know you’re a new business owner in your town, but you should be opening with the 20 plus years of experience that we’re giving to you, right? There’s so many learnings from that. That is such a head start. So that, you know, we lean in on that and we we really make sure that our owners lean in on that. So that’s the way I kick the training off, is making sure they realize that we are, first and foremost, the best at controlling mosquitoes out there because of that, that legacy of of where we started.

Rob Gandley: Yeah, yeah. Now quality is I remember in all our conversations that is a focus of yours. Tell me a little bit about your proprietary approach to your blend, to your to your solution. And I know that your retention rate is 90% plus whatever that is. It’s just really unusual. And I know that’s incredibly powerful for anyone interested in running a local business. But tell me. I know part of it. There’s a lot to that. But part of it is the product. And, you know, much like I think of like a food brand where the, you know, the food, the quality of the food is everything. It’s the marketing. It’s it’s the word of mouth. People talk about it. Same with you guys. I mean, if it works and it just makes your environment better, you talk about it. But tell me about what makes you guys unique there with how you formulate your product?

Michael Moorhouse: Yeah, I’d love to. So we learned a long time ago that, you know, when you buy something off the shelf, like you can get results, but we weren’t seeing the results that we thought would make this a scalable business. And that is what you mentioned, retention rates, which leads to recurring revenue. When you know that 8 or 9 out of every ten customers are coming back for life. Like that’s just that’s recurring revenue. And that’s happening because the results are so good. And I mean, listen, if you look at if you take some of the other other people in this space, you know, and they’re in the 60 to 75% retention rate, like that’s decent in home services, like compared to lawn care, that they lose half their customers every year. People are shopping around for greener grass. As a homeowner, when you have 8,590% of your customers coming back, you can really build off of that. And that’s really a big part of that is the proprietary blend. So we back in probably 2004 started the owner, the founder of Mosquito Shield, to his credit, started, uh, playing with just formulations and doing a lot of research and, and putting together blends of all natural oils. And, uh, there was a lot of trial and error in the beginning of what’s working, what’s not working. But what we saw over a short period of time was just service calls going way down. Word of mouth increasing, so more sales coming in, which meant customers were happier with what was happening. And uh, and we really noticed it.

Michael Moorhouse: If you go back to 2008, 2009, when the economy was crashing, the founder had a lawn care franchise, and those customers were canceling during the during the crash of 0809. But what we saw that was super unique was that they were keeping the mosquito service. So, you know, again, my comment earlier that the important thing about our history is we have one. We saw what happened after nine over 11 because we were in business, and we saw how mosquito increased because people were staying home. And then 0809 was the advent of of the staycation. People were staying home in 0809, canceling their lawn care service but keeping their mosquito control. And then, uh, again, we exploded during Covid, right? So now we’ve got some some uncertainty about the economy right now. And, uh, you know, what we know for our, our owners is that we’re in a really good position because of our history of seeing what happens in down economies, but a lot of it has to do with that proprietary blend. It’s a blend of all natural oils. It’s a 25 B product, which means it’s a EPA exempt product. We do use some control materials that all the other companies use, but this allows us to use a lot less of it, but also to get another what they call mode of action. So it has its own killing properties, its own repelling properties. So when you mix it and it’s a recipe that we call it and we train the owners on it, it’s just it’s far superior results. Yeah.

Rob Gandley: Yeah. So 90% is still really high right. So and your business model, I just kind of want to pack it slightly with why that is. Right. Like obviously the product is key. And I thought actually what you just shared, I never realized, um, but it’s one of those things that people probably don’t want to deal with on their own. They probably aren’t quite sure what to do or what to use. Is it safe? Is it the best product? Right? It’s just interesting that in those downturns, every time people are like, now that’s one thing we’re not getting rid of, right? We’re going to keep that going because it’s almost like you’re wasting everything else. You can’t go outside. You can’t enjoy your house. Right, exactly. I mean, but that’s interesting. I mean, you’re talking in my lifetime. Those are the staple events, like, since I’ve been a professional nine over 11, 2008 and Covid. And in all of those, your model came actually got a boost. So, yeah, unpack a little bit more. Why do you think in the way you guys do business the retention rate is so high and why why you uh, why you’re having. Yeah.

Michael Moorhouse: There’s one other I think there’s one other really big component to what I would call sort of the secret sauce. And I don’t I don’t mind sharing it because it’s out there. Other concepts. I’ve tried to figure it out for a long time. It’s not an easy thing to do, but we don’t spray on a set schedule or a set number of visits. It just simply doesn’t work. And so we tell that to the homeowner. We market it. It’s on our website. We’re going to we’re going to monitor in your market Rob. We’re going to monitor the mosquito pressure and the weather. And we’re going to come out essentially as often as needed. So we tell the homeowner every 10 to 17 days. Any other concept out there is selling a 21 day or a 30 day program. And the reason is the control products that I mentioned, it says on the bottle, it’ll last 21 to 28 days because in the lab it still has some effective active ingredient on that 21st day. But in the real world with rain and heat, that product is not working on the 21st day the way you want it to be. So that’s why we made a shift years ago with our proprietary blender product. And then just the know how that you’ve got to be out there more frequently based on weather, that we’re coming out so much more often than the competition.

Michael Moorhouse: And the crazy thing is, we’re able to do it at a lower price point because we’re also on the property for less time. So knowing where to spray, how to spray so we can we can do a property without getting into the weeds here. We can do a property in 5 to 6 minutes, and the other guys are spending 20 minutes on a property. We’ll use two gallons on that property and they’re using 6 to 8 gallons on that property. We’re getting better results. We can pass that savings along to the homeowner. So our per spray price is less money. So when I when I look at this through the lens of business ownership. Right. So why would somebody choose like mosquito shield as a pest control company. Over over others. Like you’re getting a bigger territory, you’re paying lower fees, but you’re getting all that proprietary know how on the consumer side, like what are you selling to the homeowner? They’re getting more visits, better results, and they’re paying less, right. So there’s a lot of value proposition on both both sides of it. If you’re looking for a business opportunity, we check more boxes than any of the other options. If you buy the business and you’re going out to compete against them with the end user, the homeowner. That’s it. You’re getting more visits, better results, and you’re paying less for it.

Rob Gandley: Interesting. I mean, it’s straightforward right now I’m just curious. So the the idea that you can do what you do and I don’t want you to unpack too much, obviously, but I’m just from what I’m, what I’m, I’m packing in my mind here is you’re you’re going out more frequently. First thing I thought of was, well, that’s probably good. I don’t know that you always see the homeowner each time, but I would say that that’s an opportunity for your brand to be there. Say hello, smile, make a comment, have a conversation, whatever that might be. So that’s always good. But the other side of that was, um, and I guess the question of that would be, do you leverage the fact that you’re out there more? Is there something you think about that way? And then the other part is, is is it something to do with they know where to spray, like if it’s you just had a torrential Downpour for last week. You kind of know, okay, if that happens, here’s where we focus. Is that sort of a little bit of what you guys know?

Michael Moorhouse: You just we we use the term in, in, uh, sort of tongue in cheek when we’re training all of our owners and then even their technicians of, uh, that’s what we call sort of the spray and pray model of just every, every 21 days, dump a bunch of product on the, on the property and pray that it’s going to work. Right. Um, you can have the retention rates that we do without having amazing results, controlling something that’s near impossible to control. Like we can’t get rid of every mosquito on our property. But we will change your life in your backyard like it is a. That’s what I’ve called it forever a quality of life service. We’re allowing you to stay out at night as late as you want, as long as you want. Not having to be covered up in long sleeves or yoga pants or spraying yourself down. That’s the quality of life service we provide. But we go right down to the technician level like we hold boot camps every spring where owners will come, they’ll bring new hires. They’ll send previous texts. As a refresher. Uh, we just launched a a full scale perimeter pest program. Spiders and cockroaches, that kind of thing. So that’s a new service. So we we had a special training for that this year. But we had um, we did in-person training in Orlando. Dallas. Milwaukee. We’re doing one in Massachusetts coming up. And I mean, collectively, we will have trained this season about another 170 technicians from all over the country that are learning those exact things.

Michael Moorhouse: When you get to a property, there’s two places. Again, all the secret sauce. There’s only two places on a property you need to worry about where the homeowner is spending time, which is pretty obvious when you walk around back and see the sitting area, the fire pit, the pool like where the homeowner spending time and then where are the mosquitoes coming from? Like where are the damp, shady areas? Where are the real lush areas? Where’s is there a potential for standing water? You know what’s over the fence? You know, a lot of times you got to look over the fence and you see an abandoned pool or you see, you know, so there’s just a lot of stuff that you need to educate the homeowner on. But that’s what we do at our boot camp. Like we instill this into technicians. They’ve got to take tests. They’ve got to pass the test. If an owner sends a technician to this boot camp but they don’t attend, we report back to the owner on that technician. So it’s just a really, you know, again, learning years ago like it’s boots on the ground and what happens when the technician shows up on that property and, and we got to make sure that they are as equipped as possible.

Rob Gandley: I love that I love that it reminds me my dad was in the computer business, and someone told me a story about him one time, and it was an older guy and, uh, had a lot of respect for my dad as an engineer and a data center expert. And one of the things my dad did once they were torn, a data center, and he lifted up the floor panel and showed him a bunch of dirt on the bottom. It was. It was obstructing airflow. Like like looking on the other side of the fence. Right? It could it could be the major problem. And even though you would think it’s not your business, it’s on the other side. It’s I love that you do that extra step and make sure you know what’s on the other side.

Michael Moorhouse: Is I have this thing. I have this thing at training. I try to attend as many of them as possible. Uh, you know, over the last 12 months with this really robust team we’ve built out, it’s allowed me to not have to go to all of them, which is great. I can focus on other things, but I always tell everybody to look up, and no one ever does. Right? Everyone’s always looking down for puddles. And the problem is, you know, trash and, uh, tarps and anything holding water. But you look up and you see trees growing out of the gutters and like, you know, so it’s just. Yeah, it’s it’s it’s being you’ve got to be you got to really investigate, especially if you get a service call that happens. We do free respray. So if a customer says, hey, I’m seeing like a ton of activity. There’s no charge. We go right back out within 48 hours. That’s a company policy. We’re right back on that property. And and it’s an investigation. It’s it’s like, what did you miss? What’s hiding? Because it’s always something, right? There’s definitely something hiding somewhere that you didn’t, you didn’t see. And, um, and again, that’s what leads to really good responsive customer service, having the best product and know how out there. And then the manner in which we treat the property is, is all sort of that, um, that leads to that, you know, those magical numbers.

Rob Gandley: Yeah. Yeah. Exactly. It’s it’s all about how you make the customer feel. Right. It’s like these guys know their stuff. I love being around people that are experts. I don’t care what it’s about, to be honest. I just enjoy people that really know their craft, you know? I mean.

Michael Moorhouse: Yeah, when you’re in good hands, it’s a comforting feeling. It’s interesting having been, um, having been paralleled so long with the lawn care business because for years that’s I was I was helping with both. I was helping with the lawn care franchise while I was learning the mosquito side and getting ready to launch the franchise in 2013. You’d get people calling in, irate about their lawn, right? But they never wanted to upset the mosquito side of the office. Right. Because it’s like you’re I don’t want them to not come out. So, you know, the service calls would be the funniest thing. You’d hear someone saying, I’ve got a spot on my lawn, and you better get out here and fix it for the grass side of things. And then they’d call and be like, I may I might have seen a mosquito. I don’t, I mean, it’s okay, but like, could you come? You know, they don’t want to disrupt anything because it’s such a life altering service that we provide.

Rob Gandley: Wow. I you know, I never so let’s talk a little bit about marketing and and for those that would consider a model like this, um, I want to stay on this one. Quality of product, quality of experience. Because if you have those things, then your marketing becomes very natural as long as you just follow through a little. Right. And I’m sure you have ways of helping your franchisees figure that out, right? Take advantage of what we’ve already built, which is the best product and the best experience. Now you just need to take that a bit further and let other people know. Tell me a little bit about how you leverage that. What are the some of the tactics and strategies that go into to local marketing?

Michael Moorhouse: Yeah, no, it’s a great question. And feel free to to keep asking or jumping in because you asked a question earlier and I didn’t even fully answer it because you talked about, um, you know, the frequency of what? Of which were out on a property, if you just think about it in and of itself, that truck. And then we’re putting signs everywhere, right? So those trucks and signs are happening 2 to 3 times more than the standard company that’s only out there once a month. Right. So the the visual exposure that our brand is getting in neighborhoods. And that’s really what it’s about. It’s down to the neighborhood level. Right. So the the visual exposure, we track our sales sources every time. Right. So where did you hear about us? In the top five. In the top five. Every year. Every month. Every week is saw sign. Saw van. You know, web search is always up there, but it’s the grassroots stuff. It’s seeing the van in the neighborhood, seeing the signs in the lawn. And, you know, that’s the that’s the critical component to it. With that as some tech that we’ve layered in. So we have, you know, our routing, our software that we manage our customers with. Uh, we have a, we have a neighborhood, um, mailing option right out of the software.

Michael Moorhouse: So if we know we’re doing a route next Thursday, we can mail to that neighborhood, to the people that are not our customers saying, hey, we’re going to be here next Thursday. You know, we’ve got seven happy customers on your street. You know, that kind of thing. So super targeted. But then at the same time, we’re still putting signs out where door hanging, we’re doing all the things that you need to do just to create. If you think about Rob, this number keeps growing. But the number of touch points with the with a consumer. It takes to get them to, to to move or to act on something. You know, I think it’s I think it’s eight to 10 or 12 now of touch points. And you think about it if if a homeowner is driving into their neighborhood after work, they’re coming home, they see the van pulling out. There’s a sign on the corner, there’s a sign on the neighbor’s lawn. There’s a door hanger on their door. They pull into the driveway, go to the mailbox, get some mail, and there’s a postcard from us. Like, we just did a shit ton of things. That’s only five touches.

Rob Gandley: You still got more work to do.

Michael Moorhouse: You gotta do five more. Right. So I mean that.

Rob Gandley: Yeah.

Michael Moorhouse: Right. That’s the, um. That’s the challenge, right? The difficulty. But the beautiful part goes back to that retention rate. Once you get them the lifetime value, you can spend a few hundred dollars to acquire a customer in our model because they’re just year two is just pure profit and so on and so on and so on.

Rob Gandley: So yeah. Yeah. And I was I was going to say, you know, and I’m a digital guy, techie guy and still love all that, but it’s kind of at this point, I kind of go back to the grassroots stuff and the offline. I’m very intrigued. Uh, things like direct mail do much better now, like, than they may have ten, 15 years ago. Uh, especially when you’re talking such a great technique, like focusing on those communities, right? Yeah. For sure. Right.

Michael Moorhouse: Yeah. I think.

Rob Gandley: You know, it’s a.

Michael Moorhouse: Dms changed, like back in the lawn care days when I was helping on the lawn care business. You’d spend out, you’d spend 60, 70,000 pieces to 2 or 3 times, right? Like hundreds of thousands of pieces of direct mail. Now, with our owner base, like, we’ll look at their markets and we’ll look at where we think the lowest hanging fruit is based on data. We’ll pull up the mapping and look at, you know, the demographics of who our who our audience is. And, and they might be a 5000 piece mailer 3 or 4 times, or a 7500 piece mailer. You know, it’s not tens of thousands of pieces that are going out. So it’s very surgical. And then that, that the, um, the tech that we’ve layered in now that is that neighborhood option that’s even more surgical, that might be 15 or 20 pieces that go out once a week to a particular market, because you’re just trying to grow your root density. Right. Everything is about optimization. And how many stops can you do in one day? And um, so when you think about, uh, the fact that we’re on the property a third of the time, we’re using a third of the product, we can do three times as many stops a day as anybody else. So these these texts are cranking when they’re out there.

Rob Gandley: I love that efficiency. I mean, you’re you’re hitting every aspect of the business when you think the way you do, when you guys look at territory planning, how how do you you obviously are probably mapping that out, looking for the right communities, the right neighborhoods, the density that you need within a territory. Is that kind of how you approach it to make sure that looks pretty much the way it needs to look, because you pretty much from there know what you need to do.

Michael Moorhouse: Yeah it is. And the funny, not funny thing the interesting thing is so the franchise development team, the Fran Dev people that we have working for Mosquito Shield, they use a mapping software and they do just that. We’re looking at single family homes at certain income levels and certain home values because we know our target audience, and that’s what we’re selling to the candidate that’s coming in to look to open up a business. But as soon as they do, as soon as they become part of the family with Mosquito Shield, the marketing team goes into that same software and then meets with with Rob, the new owner, and says, Rob, let’s pick the 2 or 3 best areas, not even zip codes, but areas of what you bought. And they look at the just the, again, the lowest hanging fruit of our core audience. And that’s where they’re going to market to the first couple of years. Now that Rob will take in customers from everywhere, but where their where his concentrated marketing efforts are going is very strategic.

Rob Gandley: Yeah, yeah. That’s awesome. It’s it’s very clear. You know what works? You know who your customer is. You know where they live. And you just need to go do bring them the quality product and the lifestyle transformation and keep doing it over and over. So so is there a digital, um, is there something on the digital side you’d like to at least check the boxes? Because from what you just described, you could almost run without digital. I know you need it. I know you need it for credibility and other reasons, but what would you say are the things that you want to have in place? What are the sort of make sure you check the box kind of thing?

Michael Moorhouse: Great question. Because the landscape is changing almost by the day. Right now the cost has gone up significantly. I still think that, uh, quality, like super local organic SEO is going to be really important to any business in any industry like, you know, being found online with credibility. Right. And fresh, relevant content is what gives you that. So a good, strong, really strategic SEO program is, I think, super critical to that. Uh, pay pay per click. The paid digital side of it has to be really strategic now because of, um, just the cost of it and, and making sure you’re getting the conversion on that end. In our business, which is very seasonal for most parts of the country. You know, the nice thing about pay per click is you can turn it on and turn it off so you don’t, you know, SEO, you want evergreen like that’s that’s working for you year round. And you’re always you’re always driving new again, fresh, relevant content on the SEO side. But dialing up your pay per click and having it there. But if you’re not, if you’re not pairing that with a very orchestrated grassroots program, the signs, the door hangers, you’re not compelling somebody to get online to look for you, right? So one does not work without the other. It never will. And I think that that’s where we have it in our system. And it can be frustrating for all of us because owners just want that silver bullet. It doesn’t exist. I don’t think it ever will exist. Right. And it also will never be the same thing. Like the leverage you’re pulling will always change. Right. For a period of time, you’ll be pulling some levers that just seem to be working. And you go back the next season and it’s like, why aren’t these levers working anymore? Right. So if you’re not if you’re not pairing up your, you know, super orchestrated grassroots campaigns, you’re not compelling anybody to look for you. Yeah. Right. If you’re.

Rob Gandley: Going to spend.

Michael Moorhouse: Money on SEO and have a digital agency working for you, and you don’t want to go out and put the signs out, you’re wasting your money on the digital side. So I think I think just, um, again, I keep saying like a super orchestrated campaign, uh, like that’s omnichannel, that’s touching on the core elements of what you need is going to is going to drive, you know, is going to drive the results better than looking for just a couple singular channels and hoping that’s going to work for you.

Rob Gandley: Well, and the way you’re describing it, I can tell you just from all my years of experience, the best way to make a pay per click campaign work good is to have other marketing that works good with it to be to be smart. And like you said, people will naturally search for you when they see you more. And so you’re kind of keeping that that audience really tight and just focusing on converting, right. And then move to the next community, the next community, you know. And but that to me is the way to use it. Right? Versus let’s throw up some ads and hope it works without any other layers of of awareness. Or like you said, there’s 10 to 12 touches, right?

Michael Moorhouse: Yeah. And I think I think validation will always be sort of the end point where, you know, because like, you know, influencer marketing is is big, right? You get somebody that that I mean, I think for us like at the micro level, it’s really important that you get a local influencer in your market that has a that has a robust or decent following is going to is going to help you. But I still think the homeowner they might see, you know, Rob who they follow on Instagram. And he always has great things to say about his backyard. And now he’s using mosquito control. They’re still going to go look to learn more. Yeah right. And so what what do they find when they get there. Are there a bunch of really great, uh, high quantity of Google reviews when they get to, to your site or to to your GMB listing online, like. So there’s a again, there’s, there’s so many things that go beyond just rob the local backyard guy that somebody follows on Instagram, like they’re still going to want to learn more about mosquito shield and what do they find when they get there? That that one little location in that market has, you know, 485 star Google reviews. They’re going to be like, wow, that’s pretty impressive. Rob’s right. And then, you know, you did. You did a really good job on your SEO. So your top of fold on the on the organic listings. You just landed that customer.

Rob Gandley: Yeah absolutely. And you’re right you can’t. They did. The Google is sort of the foundation. Like they will go through that eventually they will. They will validate or verify with some quick Google reviews. And look there no matter how they learn. But I want to talk to you now about like what I believe is, again, brilliant on your part. Uh, first of all, your product design and you’re also you added, uh, some other pests, like spiders and ants and and cockroaches, which I, you know, just kind of a check box. That makes total sense, right? Uh, so that, I guess, can also help with the transaction values. Right. You have more transactions. More, more more more, more use cases. Right. But I wanted to now move into what you created, which is the other seasonal business. And I know you’re just about to launch it, but tell me more about decorate with lights and how that will impact your current franchisees and how they’re doing business. And of course, what I see is a brilliant move to increase. Uh, well, help with marketing, but help with the whole business model. But explain how they will how they will leverage that.

Michael Moorhouse: Yeah. Happily. Uh, so it’s it’s share a wallet, which you just said. Right. You’ve earned you’ve earned a customer in that homeowner. What what value driven services can you provide to them and generate more revenue. Right. Because they’re they’re you’ve acquired them already. So you’ve got that sunk cost in acquiring them. Now share a wallet. What else. You know how much more revenue can you generate from them? The lighting business is fantastic for us in that sense, and we have a really unique model. We take a very high end design decor approach with decorate with lights. It matches our clientele, which is a little bit upstream, uh, you know, of, um, who we target for mosquito control. Um, you know, people with, again, they invest in their backyards, they’ve got outdoor kitchens and fire pits and, and, uh, so the homes are ideal for decorating. They’re in the ideal neighborhoods. It’s a it’s a very low, uh, startup cost for our owners. We currently Rob have about, I think 20 ish owners that are that are doing holiday lighting. The expectation is that we’re actually going to double in size this, this coming year and have 40 owners, uh, doing decorate with lights. It’s a very compressed season. You’re doing it from typically October. You’ll decorate right up until the middle of December. You take a break, and then usually after the second week of January, you start doing the tear down on it. But it’s super high margin, um, low volume. We don’t do a ton. You know, there’s there’s companies out there that will do five, 1200, $1,200 jobs a day.

Michael Moorhouse: That’s not that’s not what we’re looking at. We really again, hold the homeowners hand. Really. It’s a consultative sales approach. So we sit with them, we tell them what their home could look like and we deliver that for them. So it’s a really rewarding process both for our owners because it’s you never get to be in the backyard at night mosquito free with all the homes you sprayed that day. But to be able to drive by or when you’re leaving at dusk and you look behind and see the decorations that you just did and the the beautiful design, it’s super rewarding for our homeowners. The other for owners. The other great thing is Rob it it it extends the employment opportunity for hiring people, which can be a pain point, right? No matter. I tell people, no matter what business you get in HR is going to be the toughest thing. Whether you have a year round business and you’re in retail or you’re you’re doing mosquito control for five months out in the lakes region, like you got to hire people, you got to fill them. What do you do with them at the end of the five months? Well, this allows you now to hire people essentially year round. So it’s a great tool for that, which was the original reason we launched decorate With Lights back in 2016 was how can we provide our franchisees an opportunity to keep people retained, keep their key personnel working year round?

Rob Gandley: Yeah. Now, I’ve heard that numerous times. I think I hear that almost every conversation I have with home services, especially home services. It’s it’s hard, you know, to keep employees anyway, uh, let alone if it’s by design, a part time or seasonal kind of thing. So to have, you know, be able to keep and attract your key people all year round. And I think that’s amazing. Like the whole concept of the way you you described it, um, being able to create sort of again, that experience that when okay, so if you decorate a home and you make it look beautiful, you know how many times that’s going to be brought up in that condensed period of time. And every time it’s you guys that did it, you guys that did it, you guys did it, you know. Yeah. You can’t you can’t.

Michael Moorhouse: Do the amount of jobs that are coming your way. Like that’s the case with our owners. Like it is like how many jobs do you want this year. Okay. You got them. Yeah. Yeah. That’s what it comes down to.

Rob Gandley: Yeah yeah, yeah. And it’s a good thing because it’s a, it’s a good time of year. You know, it’s a time when people can get together with their loved ones, whatever they’re doing. But that is a way to make that environment beautiful for that purpose. And I think it’s just a win win for everybody. So I’m glad you added it. That’s a really smart move. Yeah, definitely a different kind of business. But I think it’s a nice balance, right? Yeah. You know.

Michael Moorhouse: I mean, you know.

Rob Gandley: I’ll.

Michael Moorhouse: Tell you, we’ve got owners that are super successful on the mosquito side and they just want their they want their winter off and they’ve earned it. And, and uh, but then we’ve got a lot that are just like, give me more. Right. Like, what else can we do. And they see the they see they see the scalability and the ramp opportunity with with decorate with lights and um, and every time we launch an owner, they immediately have as much business as they can handle, which is awesome. That’s amazing. It is.

Rob Gandley: Beautiful.

Michael Moorhouse: I wish.

Rob Gandley: I.

Michael Moorhouse: Knew that position on the mosquito side, to be honest with you, was as easy as it is on the, uh, I look back, you know, again, 17 years of doing this, I look back and to me, the holiday lighting business is even more fragmented than mosquito was years ago. There’s people doing it. There’s a bunch of DIYers, there’s a bunch of landscapers that are throwing lights up. It’s not it’s not the quality. It’s not the process that we take. So you can really, really differentiate yourself. And again, um, you’ve got a you’ve got a captive audience. If you’ve built your mosquito business, your, your customers are all already there waiting for you.

Rob Gandley: Yeah, yeah. No doubt. And and it all well and I love that you just casually mentioned. Yeah. They can have off uh, you know, they can have off in the winter and make great a great living and run an incredible business. But be off for a few months. That’s always nice. Any kind of business model like, not that they don’t work really hard in the months where they’re working. I’m sure there’s really no schedule there. You just get the job done. But still, I love that for some. You’re right. That’s something that they would look forward to. And they could be home at their home with their nice lights all all winter. Winner, right? But very cool that you could even do that, right? You could. You could have the option. I think that says a lot about the model. So. So before I let you go, I want to make sure we do touch on technology. You mentioned it a little earlier and I just keep it broad and high level. But I’m wondering is there some technology you just love? Is there a couple of things, whether it’s operational on the operations side or the sales and marketing side, anything that you just love that you guys have implemented, you know, that’s important to your brand and you’re using it regularly. Is there something about technology you’d like to share? And I think it’s just critical to your operation.

Michael Moorhouse: Yeah, I think, you know, certainly touched on I think that new addition that we just layered in for the really we we piloted it last year. It’s full scale this year on the the neighbor, the neighbor marketing. And again, you can go right to the actual house next door. You can do a radius. You can do you can do it to whatever degree you want. But it’s and it’s just a click of a button. There’s no lift on the, the franchisees. And our owners can just add it and it’s done for them. And incrementally they’re just picking up business and it just leads to margins because you’re already on that street. So the more homes you do in a compressed amount of time and route density. So that’s a really big addition to us. We’ve got some cool stuff, Rob, that, uh, we’re working on right now and we’re testing it out, but using, um, predictive analytics on weather because again, like we can predict now. So the seasons around the country right now haven’t really started yet in a lot of markets. Right. You need you need without getting too techie on you, you need night time temperatures that drive mosquito activity. It’s not how hot it gets during the day. It’s when the when the temperatures at night get to a certain point.

Michael Moorhouse: Not going to tell everybody what it is. But we know that we know that number. And when temperatures reach that number at night, we can say, hey Minnesota gang, get ready. Because ten days from now, because the night goes from it goes from an egg to a mosquito in 7 to 10 days. So in 7 to 10 days from now, you are going to have mosquito getting in your market. So get signs out now like get ready and you can predict it. So building that in where we don’t have to have our finger on it to be looking and telling. So having it automated, which is something that we’re we’re piloting, which is really cool. So just stuff, really neat stuff like that, that just shows that this is not a spray and pray brand or model. Like we put a lot into that type of thought process on how to just get better at our craft and then, you know, um, always improving on like the route optimization software that we’re using. There was a call I was on just prior to this one that was showing some, some recent enhancements for the owners to, to see things that they can do that literally just we have amazing route optimization and we just we just released a version that is five minutes faster, like it’s proven to be like it can take it, can move things around and make your routes every route, every day, five minutes faster than before.

Michael Moorhouse: So those little tweaks over the course of you got ten trucks out on the road five days a week. I mean, that’s amazing efficiency savings that, um, so just things like that, we’re just always it’s one of the things that has me so excited after 17 years going into a season like this, I feel like it’s year one for me and that we we don’t ever rest. You know, we talked about the proprietary blend. We had a blend that we launched many, many years ago. One year ago, we spent over $100,000 and went back into the lab and reformulated. We just we had so many learnings over the years of different ingredients and what they do. And and again, through five stars backing and investment, we were able to go back into the lab and and reformulate our blend. And like who does that right. Like who would spend that kind of money on something that really the homeowner doesn’t really touch it. Right. They don’t get to, But it provides those results. So those are just things that I think speak volume about Mosquito Shield as a brand and where we believe we’re positioned within this space.

Rob Gandley: Yeah. No, it’s it’s you know, I do I talked to a lot of guys in your position that are leading brands and, and every time we talk I’m thinking you’re you’re on you have your eyes on every facet of the business. And how can we continually innovate, which I think that’s what franchising is supposed to be, right? Um, because, I mean, if I wanted to do it on my own, I would do it. But I mean, you know, you want to be part of a brand that one quality is first and the customer experience and what? And there’s a million things you could talk about when it comes to technology or. But it’s really things like what would shave five minutes off the route time, what would make the customer happier, what what would increase the the transactional value of every relationship or what have you. But it’s it’s those kinds of ideas but brilliant stuff. You kind of unpack some things. Is there anything else before I let you go? Is there anything else as you look forward into the future about your brand? And I know you want to keep you want to be excited as you wake up every day. But is there is there something on your mind now that you could share that you said, I want to get to that or.

Michael Moorhouse: Well, I mean, I think we have, you know, we have a three year and a five year plan and we do rock setting every 90 days and like so and we’re just in the weeds right now. I mean, the next eight weeks are going to be just chaos for us as a company, right? It’s where everything happens. And so when we we just did our quarterly planning recently and again, we do it through a 90 day lens. But I actually asked everyone let’s look at this as 60 days. What is the most important thing in the next 60 days to to drive our business forward and get the owners what they need? And the marching orders for 2025 has been everything we do has to drive value to our owners, and we have to be able to hold them and ourselves accountable for it. So that’s what my team is. That’s all we talk about all the time. Anything new? Is it driving value to the owners? Do we put it aside for right now? And if we launch something, can we hold them and ourselves accountable to it? So that’s just our focus right now. But long term I mean we have you know, we have Canada, Canada expansion on the radar. Um, additional services. This you know, the dwell decorate with lights launch is pretty big for us. It’s a whole nother offering that can happen outside. We’ll have permanent lighting as part of it, landscape lighting as part of it. So it’ll be bigger than just, you know, Christmas lights on a home. So D.W. is a is a big is a big venture for us. Yeah. There’s a lot of a lot of new new things on, on on the frontier for us.

Rob Gandley: I will want to say I love lights, I wish I, I other than when you know the light when, when the days get longer. Uh, but I just something about when the days get shorter and everybody starts having lights. Um, I always say to myself, Come January, February, I’m like, why do people turn the lights off? I mean, you don’t have to have Santa Claus out there, but I really like it.

Michael Moorhouse: It’s funny, my kids, I mean, they’re older now, but when I, when I, when I launched back in 2016, in the few years after that, you know, we would do the ride at night of the homes we, we decorated. And I’d bring my kids around and my two younger girls at the time, they got to the point where they could pick out DIY jobs and say, those two those whites don’t match. And you know, that’s not the right spacing on the roof line. And, and, uh, and then you’re driving around in the summertime saying, oh, look at that house. I want to decorate that one. And that one would be great to decorate. And I would do that peek, I would do that ridge. And I would put a wreath over there and, but my kids could pick out terrible warm white lights, you know, that didn’t match. Not even house to house, but on a on on a landscape, different lights on different bushes that didn’t match. So like that, you know, that’s the.

Rob Gandley: Level. Yeah. That level. Right. Exactly. You do notice it. The good I tell you. Yeah. You. When you’re really good, you notice the difference after you looked at it enough times? Um, well, that’s good stuff. So why, before I let you go, totally. I want you to share with the audience. You know who you look for. You’ve been alongside this brand since the beginning. You’ve you’ve innovated it. You continue to do so. It’s an amazing opportunity. Who do you guys look for to be your next owners? What kind of qualities are you looking for and what kind of advice would you share with them now?

Michael Moorhouse: Yeah, I mean, I think if anyone’s made it this long through today’s episode, which I hope that, yeah, I think that, um, one thing I’d love to say is, like, I, I really love, um, empowering people into business ownership, whether it’s with our brand or any other. So if they took anything out of today’s call and they want to connect with me, you know, Michael at Mossgiel. Com find me on LinkedIn. I would love to talk about businesses with you and, um, and help you take that leap because I think it’s super important. But, you know, I think we have a unique situation at Mosquito Shield where, you know, we have some very, um, very educated, strong willed, strong minded owners that that, um, bring a little bit of a different level to our brand than I’ve seen in, in others. And I think that that is something that we foster and encourage at the same time, it’s, you know, it’s about following systems. You touched on it earlier in the call, like you could do it on your own. But, you know, there’s so much that a franchise system brings to the table that you want people that you can tell from the beginning are willing to embrace it. You know, we get into the weeds on some other things about like, how well are you capitalized and what is your, you know, what’s your current work situation? Are you just looking to do this? You know, part time? I’m not a huge fan of the of the semi absentee model.

Michael Moorhouse: I do feel like you’ve got to have some skin in the game and be invested in it. So those are conversations that we have as they’re going through the process and then helping them check boxes as much as we’re as we’re checking them. It’s a two way interview, right? When they’re when somebody’s looking at a at a business opportunity there. They’re interviewing us, but at the same time we’re interviewing them. So I think that at the end you want to you want a long term partnership. I look back at some of the the early owners that we brought on are still with us today. And to me that is like just that’s amazing. What’s even better, Rob, is some of them are exiting right now and they’re having like life changing, really meaningful occurrences, which is like, so, uh, just like really means a lot to me that somebody put their faith in, in the brand 11, 12 years ago. And now they’re they’re riding off into the sunset from the hard work that they’ve put in, and maybe a little of the guidance that we gave them over the years. And, and they’re having meaningful they’re having a meaningful exit. So those are the types of people that we’re looking for.

Rob Gandley: Yeah. What an amazing thing to be able to say that. Like it’s uh, that is the end to end, isn’t it? Like, not everybody exits.

Michael Moorhouse: On our end. Yeah, it’s really rewarding because it wasn’t without hardship. It wasn’t without a lot of pushback. It wasn’t without a lot of back and forth. And, um, but again, I mentioned, you know, some of those early owners are are what I consider to be true, true stakeholders in our brand. Yeah.

Rob Gandley: That’s amazing. Yeah. They they were there with you in the beginning and, and helped you launch this thing. It’s always nice to see that. And you know like I said, the impact that then people can make with that, that exit right for themselves, their families, their community, whatever they go on to do. And franchising is full of those stories. A lot of times guys go on to build something else. They had an amazing early success with a different brand, right? And so that’s what I love about the industry. So it’s good stuff. Well, it was great having you on the show today. Um, I want to make sure we share the URL to the best way to reach out. Uh, I have it as Mo Shield franchise. Com.

Michael Moorhouse: That is.

Rob Gandley: Correct.

Michael Moorhouse: Shield franchise. Com if you’re if you’re interested in learning more about that opportunity. Beautiful.

Rob Gandley: Good stuff. Well, Michael, thanks again for being on the show today, as always, sharing what comes naturally to you. Thanks for being a great leader too and really doing cool stuff with your brand. Awesome!

Michael Moorhouse: No, it’s a pleasure hanging out with you again. I, uh, it’s, uh. I consider you a friend going way back now, so thanks again.

Rob Gandley: I know it’s starting to add up, isn’t it? Goes fast. Yeah, it feels like yesterday we had the first interview. But anyways, it’s great to have you. And to our listeners, thanks for tuning in. Please check out Mo Shield Franchise Comm if you have any interest. These guys are professionals. They’re entrepreneurs. They’re knowledgeable. I’d reach out if you have any interest at all and, uh, get to know them. It’ll guide you, I promise you of that. But thanks again for tuning in. And bye for now.

 

From Chaos to Celebration: Mastering the Art of Corporate Event Planning

May 12, 2025 by angishields

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Greater Perimeter Business Radio
From Chaos to Celebration: Mastering the Art of Corporate Event Planning
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In this episode of Greater Perimeter Business Radio the focus is on corporate event planning. Lee Kantor and Rachel Simon talk with Bari Holmes, founder of Pivotal Events and Production Management. Bari shares her extensive experience in hospitality and event management, emphasizing the importance of professional event planning. She discusses the challenges faced by executive assistants and HR professionals, the value of creating memorable experiences, and the significance of building trust with clients. The episode underscores the benefits of hiring experts to ensure successful and impactful corporate events, ultimately fostering stronger client relationships and organizational success.

Bari-Schlam-HolmesBari Schlam Holmes is the founder and CEO of Pivotal Events, an event production company dedicated to creating strategic, high-impact experiences for corporate, government, and nonprofit clients.

Known for her ability to bring bold ideas to life with flawless execution, Bari leads a team that specializes in planning and producing events that are as polished as they are memorable. Pivotal-logo

With over two decades of industry expertise, including a standout role in Georgia’s film industry where she became known for designing extravagant on-location setups, Bari now channels that same creative energy and operational excellence into every Pivotal event.

Follow Pivital Events on Facebook and LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Greater Perimeter. It’s time for Greater Perimeter Business Radio. Now, here’s your host.

Lee Kantor: Lee Kantor here with Rachel Simon. Another episode of Greater Perimeter Business Radio. And this episode is brought to you by Connect the Dots Digital. When you’re ready to leverage LinkedIn to meet your business goals, go to Connect the Dots. Hey Rachel, how are things? Been a minute.

Rachel Simon: Things are good and super busy, so we missed you. I missed you last month because we didn’t have a show in April, sadly. But we’re back in May and I’m super excited to be here. We’ve got a great guest.

Lee Kantor: Timely.

Rachel Simon: It is so timely, you know. And again, on a personal note, with my daughter graduating high school next week a week from Monday it is. I’m in grad party craziness right now, so it’s like event season and our guest is perfect to talk about that. So really thrilled to welcome Bari Holmes who is and I love her title, the Founder and Solution creator for Pivotal Events and Production Management. So welcome, Bari. Great to have you here.

Bari Holmes: Thank you. Thank you for having me. This is exciting.

Rachel Simon: Yeah, it’s going to be a great conversation. So why don’t you tell us a little bit about you and what you do.

Bari Holmes: Okay. Well obviously I from the title I am a solution creator. So for the last 30 years, my professional career has been in hospitality, everything from hotels to operations to event rentals. And so with all of these skills and with the amazing network that I have, we created this company and we basically are creating solutions and events for our clients and it’s people don’t realize sometimes all the different facets and all the different things that might come up when you’re planning an event. And so having the 30 years plus experience and seeing every scenario you could possibly see that allows me to lead my team to be able to foresee anything that could possibly happen with your event, to get ahead of it, because if you plan for it, everything will go smooth and you won’t have to pivot during your event because we’re pivoting before the event to make sure your event is spectacular.

Rachel Simon: Yeah. So are you working primarily on the corporate side? On the personal side for everybody? Like who’s your target market?

Bari Holmes: Ideally, my perfect client is creating a leadership conference working with a company. So ideally my ideal client is an executive assistant, a human resource director of a small to medium company that is looking for an extension to their team to create a leadership seminar or event for their team. Plan the hotel selection, the menus, all of the different speakers, all the different facets that make it special for their leadership team. Customer events. Holiday parties. That is the ideal client. The things that I that give me joy is, um, starting with organizations and creating fundraisers with them. First time events, thinking about the wow factor to draw people in. Like this week specifically, um, I am involved with an organization called the Entertainment Tourism Alliance of Georgia.

Rachel Simon: Oh, that sounds like fun.

Bari Holmes: It is, it is. It is amazing what Georgia has done in my in my past life and my past career. I worked a lot with the movie industry, and I still do work a lot with the movie industry. And previously I worked with location managers doing base camp design.

Rachel Simon: Oh, fun.

Bari Holmes: And creating a little mini world for the movie industry to be able to work off of stage with their hair, makeup and all of that. So because of all the movies that have filmed in Georgia, this organization is creating, um, tourism around what has filmed here in Georgia and locations.

Rachel Simon: Oh, cool. So you can go on like the I know my daughter like years ago did the, um, uh, what was that, like vampire show that filmed.

Bari Holmes: Vampire.

Rachel Simon: Diaries? Vampire diaries.

Bari Holmes: Covington is one of the cities that everyone would like to be, because they have incorporated that so much. Anyway, there’s an organization called ETag, which is promoting tourism in Georgia. First time fundraiser this weekend or this week? It was on Tuesday and basically we’re trying to create something that’s artsy, something that is that. So we found a venue in Doraville, which is a central location for all of the people who were participating. You have to when you think about events, you have to think about location. You have to think about time that the event’s going to be the flow, who your guests are and create the environment for a successful event. You don’t want to have an event at 530, all the way up and coming. When your guests are all coming from Midtown, downtown, and from the perimeter area. So with that, we found a venue. So we do the site selection. We do the budgeting. The first thing is, is that we pull out what is most important to get the message. What is the most important feature of the event. That’s going to be your wow factor.

Rachel Simon: So you’re kind of going from ideation all the way through execution with.

Bari Holmes: Absolutely, absolutely and on site. So you think you brainstorm, you think of the venue you go on, the site visits, you create your budget. You decide what’s most important to you, what is going to make your event the most successful and the most impactful. And then through my experience and through my team, we create a plan, a budget, responsibilities. We delegate. We decide who we’re going to bring in as our trusted vendors, and we go from there. Everything from food to how people walk in to the gift bags at the end. Gift bags. Gift bags are always fun. Swag. Um, then making sure that there’s a VIP experience for any legislation or in this event, obviously, like any of the VIPs that our PR company did, and just making sure that the message is communicated. So we partner with all different kinds of vendors that help that. So we are the the gatekeeper of the budget, the timeline and the event itself, the production of the event.

Lee Kantor: Now, when you’re working with organizations like you mentioned, working with executive assistants or somebody in HR is what really happens is somebody from higher up will go to this executive assistant and go, we should have an event and you’re in charge. And they’re like, well, I have a whole job here. Like it’s not.

Bari Holmes: Exactly.

Lee Kantor: Like I just can’t wave a magic wand and make an event appear. That is exactly how it usually plays out. So these people are like scrambling, I would imagine, because like, you know, they planned maybe their kid’s birthday party. But to plan an event like this is complicated.

Bari Holmes: It’s, you know, the most complicated part is wrapping your head around the budget, and that is the most integral part. And what to spend money on and what not to, to get your bang for your buck. Like if you’re having a silent auction, the most important thing is your auctioneer. Who is that auctioneer going to be? You might not realize how important that.

Lee Kantor: And they might in their head go, oh, my cousin Bob, he can do that. He’s charming, but like a good auctioneer, knows how to get more money. And that’s what they’re doing this for.

Bari Holmes: And, you know, audio visual. You don’t realize how important it is, the pack, the impact. But people might not, might think the food is more important. Right. But when you don’t have solid audio visual, you don’t have the right auctioneer, you don’t have the right venue with parking spots to make it easily accessible to the guests. You don’t have the right valet company. You don’t have the right vendor to work reputably that’s going to lose sleep if your event isn’t successful, right? That is what you are so important to the success of a new event, an existing event, and the impression of someone’s client. Especially if you’re doing a client event. I mean, client events, you invest a lot of money. It’s marketing money. It’s money that you could spend on so many different things. But to make it the most impactful so that people are still talking about it, posting about it, you know, the new thing is, is having postable moments, having, you know, a backdrop for something. It’s all about the picture.

Lee Kantor: And that stuff doesn’t happen accidentally. It’s because you pre-planned this ahead of time so that they’re there when the person needs it, and a person whose inexperience doesn’t know what they don’t know.

Rachel Simon: Exactly. That’s exactly what I was going to say.

Bari Holmes: I don’t know, that’s. I should can I use that? You don’t know what you don’t know. And also, you know, you think about, do I need. I could plan this. I planned my, my daughter’s, you know, graduation or my quinceanera or my sweet 16 or my bat mitzvah, or I did this, but did you maximize your budget? Did you take that amount of money that you had and spend it appropriately with the relationships that we have? We know what to ask for. We know where the savings can come, where we can shade off 10%. Right?

Lee Kantor: And where you can negotiate where you can.

Bari Holmes: Yes, exactly. And so in the end, the rate that you’re paying us to help you actually save that from not ordering something off of some random website as your giveaway and it arriving. And all of a sudden you have this gift that’s not the quality that you’d want to give to your guest, and you have to reorder it and you have to go another direction.

Rachel Simon: Yeah. Or just those in my experience with any event I’ve been involved with, is those hidden fees that you’re just not prepared for. And then you’re like, wait a second. I thought that the food was going to be X amount of money, and then what are all these service fees that I had no idea exist?

Bari Holmes: Yeah, the magical hidden fees. And I even when I got married, you know, it’s that $500 end of the planning process where you just start throwing money at things because you’re reacting. So when you hire a professional planner, a professional production person, they will spell every dime out for you that you’ve even down to the tips for the end. You don’t realize that some of these service industries that you have to tip the DJ at the end or what is appropriate. You hear all these different rumors or expectations, but you might not. You just want a professional to clarify it for you. Explain the benefits, the pros and the cons, and you get to make the decision in the end. The planner isn’t making the decision. The planner is running everything by that executive assistant, like we are just an extension of their team so that they can do their job and have weekly check ins. You know, when you start the process, you start and then you check in every couple of weeks you have target dates for different things. You know that you have to get out of the way.

Lee Kantor: Then you how do you handle the, you know, as you’re giving them the check in. And then somebody in leadership has a great idea that they want to add because you know, one thing is when it’s a blank piece of paper, anything’s possible, right? But when you start kind of doing things, then less things become possible because there’s trade offs at every step, right?

Bari Holmes: Absolutely.

Lee Kantor: So then you make a decision and everybody’s on board, and then all of a sudden, you know, the president’s like, how about instead of pink make it blue. And then you know that could affect ten other things they don’t understand the ramifications of.

Bari Holmes: So it’s the creative dance. It’s the pivot. If you it’s funny when we were creating the name for this company, it’s all about the give the take the.

Lee Kantor: Trade.

Bari Holmes: Offs, the trade offs, the pivot. Right. And being able to pivot. So I have I have danced the executive dance um in events. And what happens is you never come out. You listen, you repeat, you try and accommodate it in a creative way. And some things, if it’s just a color, that’s kind of easy unless, you know, you explain to them.

Lee Kantor: But you printed.

Rachel Simon: I’ve already ordered the pink M&M.

Bari Holmes: That. That’s you. Just. You spell it. And when you’re dealing with executives that deal in dollars and cents, you say, okay, if we do that, we just have to spend X amount. Sure, we can do that.

Lee Kantor: But we’ve already ordered these things, so we’re gonna have to reorder new things and it’s going to cost y instead of x. So are you okay with that?

Bari Holmes: You take the emotions out. Right. It’s your call. Put it a dollar amount. When it comes to corporate it comes to executive. If it’s a rebranding or something like that’s important. Most times once they realize that it has gone down this path, they will not.

Lee Kantor: Exactly.

Bari Holmes: But you never know. So you don’t want to say no? Sure. Because there might be someone who’s that passionate about that color.

Lee Kantor: And then they’re okay with spending the money.

Bari Holmes: Absolutely. And as long as you and sometimes we are creative enough that we could repurpose something that has already been purchased or something for another event, or if it’s not a food or perishable item, we could maybe save that for a next campaign or next something. But, um, it really is about our partners with our vendors, like our decorators and the visionaries that they put, because a lot of the stuff is hand crafted, is customized for corporate. And as you’re planning those things, those are made closer to the time, right? If you’re trying to save on budget, right, and you want to use preexisting decor or things that a decorator already has in their traditional stock, that might not be able to be changed as easily because you’re saving money. So it’s really about education and and.

Lee Kantor: Clarity of communication. Like, you have to be clear and you have to let people know what’s happening step by step so you can make those pivots when they’re necessary as opposed to the day before the event. And then you’re stuck with, you know, pink balloons and you need a blue balloons.

Bari Holmes: Exactly. Um, yeah.

Rachel Simon: So let’s talk a little bit about just where the value of these kinds of events are for, you know, in a corporate audience. Like, you know, obviously in the bad times, we don’t like to talk about those. Right? Five years ago. Right. But like, the whole world shifted now events are back in full force. I would say in my just observation. Kind of stronger than ever. There’s a lot of events happening. Um, why should an organization or a company who’s never done sort of a formal event consider it as a value, add.

Bari Holmes: A some people don’t realize that customer appreciation events that are geared towards an experience that a customer might not purchase for themselves or treat themselves to, You could be a value add of why you want to use this vendor. Okay. There was a company back in my days of hotels, okay, where they would have an appreciation party every year, where they would throw this big party at Piedmont Park, and they would give everyone who was invited two tickets to Music Midtown and all weekend pass, I know. Right? So as a hotelier, as a person who came in contact with meeting planners and with all of that, I would refer people to them with the goal of getting invited to this party because I wanted the music Midtown tickets. They were an amazing company. Also, like, it wasn’t just because they were doing that, but it was a geared towards as an appreciation party, but also as a marketing tool where they were rewarding the people that trust them enough to refer them. Business. Future business. So a company that does appreciate their clients, farms their clients, and gets more clients because they appreciate their clients. So having a customer event is truly brand loyalty, appreciation, giving thanks. That’s not. And you don’t talk about business at a at appreciation party. You thank them. But it’s really about having fun.

Rachel Simon: Yeah. I imagine though for some companies, if they’ve never done this, it can be a little scary to say I’m going to invest, you know, x number of thousands of dollars to put this event on. And will I see the ROI on it? But it sounds like you, you know, if it’s a really well done event. Yeah. And your audience has a great time. Yep. You’ve built a lot of capital right there with them.

Bari Holmes: Exactly.

Lee Kantor: And it’s easier to to get business from an existing client than a new client, and people don’t appreciate the cost of getting a stranger to do business with you is much higher than getting an existing client to do more business with you.

Rachel Simon: Yeah, and these events sometimes can be little mini networking events too, for all the people who are attending. Absolutely.

Bari Holmes: And that is something that pivotal, um, does also. We come into organizations that have say they have a leadership, um, campaign that they’re doing where they have monthly meetings and they need somebody to come in and plan these for them, execute them, be on site. That is another avenue that we can help with, like a convention and visitors bureau or a CVB or that is a convention visitors bureau. Just kidding. Or chamber or any organization that is starting new programs and they don’t know how successful the program is going to be, bringing in a service like ours to run that, to run the budget and to execute. It helps for to know how impactful it is. If you don’t try it, you’re not going to know. So bringing in a company like ours before you hire a full time employee to do this work is also some of the pluses and minuses of bringing in a contractor.

Rachel Simon: Yeah. Do you do some just like high level consulting to like if a company isn’t necessarily ready to hire you full force, but you can come in and give some guidance?

Bari Holmes: Absolutely. Especially with my background, um, from being involved from corporate America to social to venues, I go in and I am doing a couple of those projects right now where I’ve gone into a venue. They need to understand what the market can bear, what the client is willing to to have. There’s a new venue I’m working with where they want to know if they should invest in buying the tables. The chairs to have in the venue. Is that a value add for a client. Is someone going to pick a venue that has Chiavari chairs and round tables already included in the rental and facility fee, versus having to load in and rent from a third party and load into the venue around other events. So yes, absolutely do consulting for people who just want to do an idea.

Rachel Simon: Yeah, no, I’m sure that’s extremely helpful and valuable. Just because, you know, it may there may be organization here that’s just like not ready to dive fully in. Like, can we bear this? Absolutely. Is this a good idea for our target audience and whatnot? So because I mean, again, events can be very intimidating if you’ve never planned one before or you’re tasked by your boss to say, make it happen.

Bari Holmes: Now we call it the Discovery stage. Yeah. Instead of consulting, it’s discovery. Discovery? How much would this party cost us?

Lee Kantor: Is there a sweet spot that you work in that? Look, I only work for if they have budgets of, you know, 100,000 and up or like. Is there a range that you work in that if they can’t afford this, then that? I’m probably not the right fit for them.

Bari Holmes: I’m so that’s a very. No there isn’t because those events that start off with a $10,000 budget. Could turn into $100,000.

Lee Kantor: 10,000 would be the floor though.

Bari Holmes: No no no no no, I’m not saying floor. There’s here’s the reality and I’ll go to your graduation party and. Like that you’re hosting probably next week. Next Sunday. My godson is having a graduation party. Um, Zachary is graduating. Um, and on the 18th, there are these graduation parties. The reality is, and as you talk about. There’s you can’t produce an event for less than a certain amount per person. Like you couldn’t go to Moe’s without spending $5 per person. So there has to be a feasible budget for any event. So I look at all events and assess the hours that it would take to execute it, the amount of help somebody would need. And there is right now there is a package someday, you know, I don’t see it happening, but no event is too small.

Lee Kantor: So you’ll talk to anybody just to have that discovery conversation to see if you are the right fit. Absolutely. So somebody shouldn’t worry, like, oh, we only have $5,000. I shouldn’t call Bari. Like, this is whatever budget they have. It’s a good idea just to talk to you because you might be able to help them no matter what.

Bari Holmes: Sometimes my fault is, is that I might not be the right person I want to be that first call that everyone calls. And that’s like when I worked in the movie industry for ten years, right? The out of the box situations that someone would, um, would call me with that maybe I can help them. Maybe not. They know that if they call me, if they call pivotal, that we are going to listen to their ideas, we are going to assess if we’re the right fit or give them guidance. We’re never going to say your your rent is too cheap for me. We’re going to say, you don’t need my services, right?

Lee Kantor: Do this instead or.

Rachel Simon: Call this person.

Bari Holmes: But when you do, I was like, but give my name to and I’ll explain to them what who the ideal person is that would benefit from our services. So it’s kind of like, yeah, like a friend called about a fundraiser and she needed advice about audio visual, and she really just needed me to reconfirm that the hotel pricing that she had gotten was fair. Fair, right. And of course, I’m going to give her that because she’s a volunteer for this. And but I’m going to be that first person that she thinks of when someone’s creating a new event and wants to bring in a project, so.

Rachel Simon: Or for next year.

Bari Holmes: Yeah. So trusted. My our goal is to be your trusted confidant that, you know, isn’t going to try and sell you on our services.

Lee Kantor: You’re watching their back.

Bari Holmes: We got their back, and we’re never going to put a vendor in. We’re never going to use a vendor that doesn’t have the same values, quality and, um, appreciation for.

Lee Kantor: And being around for so many years. You already know who’s the right person and who might not be the right person.

Bari Holmes: Yeah, exactly.

Rachel Simon: I think there’s a huge value in being able to vet out vendors because there’s just so many options. It’s overwhelming these days, and it’s like, who should I talk to about balloons?

Lee Kantor: There’s you can’t do trust Google. They’re not going to tell you the right person.

Bari Holmes: Trust social media.

Lee Kantor: Right. That’s not the right person.

Bari Holmes: It’s fun to watch.

Lee Kantor: Just because they’re good at social media doesn’t mean they’re really good. Like, those are two different things.

Bari Holmes: It I mean, it’s kind of funny. It’s just social media is such an amazing thing in such a hindering thing. At the same time, because you have these great reels, you can have these great ideas for inspirations. We go to it all the time, right? You know, like what’s trending, what’s this? And staying involved in the organizations like Nace and Wfta and um, MPI, all of the different organizations that support meeting planners, that support social catering executives, all of those organizations are so important. American Renters Association to know what’s available for rentals, being active in those. And you learn about that through social media, LinkedIn, all of that. Um, but how many times has someone referred someone to you and after you talk to that person, knowing that they have used them time and time again, you’ve stopped your search because you’re like, Bari is a good judge of character. She’s not going to just work with anybody. So Bari believes in them. I’m going to believe in them. And then your mind just kind of.

Lee Kantor: It’s one less thing to worry about.

Bari Holmes: One less thing to worry about. And that is.

Lee Kantor: It. Do you do that? We’ve talked a lot about corporate, but do you do like kind of the weddings, bar mitzvahs, that part of your portfolio too, or are you primarily in the business side?

Bari Holmes: I’m primarily primarily in the business side. Um, I am we are not concentrating in bar and bat mitzvahs and weddings right now. It is not.

Lee Kantor: So it’s like nonprofits, galas, those kind of fundraising things.

Rachel Simon: Annual meetings, annual meetings.

Lee Kantor: Right.

Bari Holmes: I know and respect way there is a there’s a large there’s a really great quality planners out there right now, um, that specialize in the bar bat mitzvah and the wedding market that I respect, that I would refer to, and that do really know everything about the wedding industry and the mitzvah industry and the quinceaneras and all of the social aspects of that. I more am a corporate and yes, right.

Lee Kantor: So you want to know, like associations, nonprofits, business groups.

Bari Holmes: Yes, yes.

Lee Kantor: And larger enterprises that do these kind of customer appreciation or these annual retreats or things like that where they bring a big team together?

Bari Holmes: Yes. Um, and mainly that’s because I see a lot of value in leadership training and investing in your employees. Yeah. I, um, I think I was blessed. Um, my previous employer was classic Tents and Events. I spent 14 years there, and in all honesty, they about five years ago invested in communication and leadership And, um, it was such a value add for our team, for me. And I see it, and I see how much time that our team went into the planning of those things. And we did. We had an outside contractor that came in and helped us with our our yearly retreats, did our customer events. And I was the beneficiary of having this person help me with my association, my appreciation party. Every year we had this great party for the location managers, and I saw how Erica was her name, and Erica would come in and she would I had my job to do. She would come in, she would look into different venues that I had heard about or saw on social media. She’d bring back all the facts to me, and I got to make the end decision on what food we ate, what things we did. And she worked with different departments of classic to help us with different things that we did. And I saw the benefit of that and, um, how impactful she could be as an extension of our team. We didn’t need a full time employee to do that, but it helped us really kick off some very professional events. And, um, I’ve just had firsthand experience of being on the other side of this equation and know the value of it. And so you can’t do everything. Yeah. And with quality of life and everything that we are all preaching these days, you shouldn’t have to work another 40 hours after.

Lee Kantor: You do what you do and hire other people to do what they do. Exactly. They’re the experts.

Rachel Simon: And I think, you know, kind of just what you touched on. And we could do a whole other episode about the value and the importance of, uh, things like this for employee advocacy. Right. And, like, building that really good relationships with your team so that they want to stay. They feel appreciated. They become strong advocates for your organization.

Bari Holmes: But having those awesome events that are Annually happen that you know. When your employees know that you’ve spent the time to plan out everything down to the welcome gift that they get in their hotel room when they arrive. And that’s the superpower here. That’s what pivotal brings the tables, the ideas, the experience, the vendors to have those small, impactful, memorable, memorable things that make you feel if you’re a customer of the appreciation party, if you are an employee of the organization, the employees, the customers know that you’ve invested in really every detail. And there’s no way that someone who has a full time job as a executive assistant or supporting someone else.

Lee Kantor: This on.

Bari Holmes: Top of this on top of it.

Rachel Simon: Not in executed as.

Lee Kantor: As.

Rachel Simon: Seamlessly for sure.

Bari Holmes: Absolutely.

Rachel Simon: And have the same impact. So, um, yeah.

Lee Kantor: So Rachel, how if an organization goes through and has a great event, um, what’s the best way to leverage it on LinkedIn? What are some ways to take kind of this experience and then socialize it through the platforms in order to then bring more value to the event, because now you’re getting more eyes on it.

Rachel Simon: Yeah, there’s so many. I mean, I, I have so many ideas in my head, but some of the, you know, sort of first round thoughts would be, again, you’re the organization is going to post tons of photos of it. I think sometimes the behind the scenes kinds of things are really fun of like, how did this event come to take place? Like pulling back the curtain, creating those like custom backdrops and hashtags, and encouraging attendees to post on their personal page to.

Lee Kantor: Make it easy to share.

Rachel Simon: Right? Make it easy to share. Just creating a vibe that people want to be putting out there to show how much fun they had. Um, all of those various things.

Bari Holmes: I have a question, Rachel, for you, since you’re the LinkedIn, um, professional, um, do you think that organizations should do the the ramp up the planning on LinkedIn of like, behind the scenes getting ready for the event.

Rachel Simon: Why not? I mean, people, you know. Company page content is really hard to gain traction and visibility on, but the kinds of posts that always do the best are is content that is featuring people and kind of pulling back the curtain a little bit. So even if it’s like somebody stuffing gift bags and then, you know, the attendees are going to be like.

Bari Holmes: Oh, I get gift bags.

Rachel Simon: What’s gonna be in that bag?

Lee Kantor: And it’s like mysterious. You know, it’s like, oh ho. Wonder what that what’s in there?

Rachel Simon: Or like, you know what the like a picture of the caterer.

Lee Kantor: Or like a silhouette of a cake. So then they don’t know what the cake’s going to be, you know, like you’re just teasing it, right?

Rachel Simon: Yeah. You know, so those little teasers could be really fun. I mean, it’s going to depend on what’s the audience and again, what’s the kind of organization. But I think that the, um, there’s a place for the, the ramp up stuff and maybe that’s on Instagram versus LinkedIn or maybe, you know, it’s a Good Friday post.

Lee Kantor: On LinkedIn.

Rachel Simon: Right? Yeah. But, um, anything that’s just highlighting people. Yeah. And people having fun and faces, I think is always going to play better.

Bari Holmes: Relatable. Yeah.

Rachel Simon: Yeah. Not like download our white paper.

Lee Kantor: Right. Exactly. That’s not the place.

Rachel Simon: Nobody cares.

Lee Kantor: So, Bari, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the best way to connect with you? You have a website or socials.

Bari Holmes: We do. We have all the above. We have our website is w-w-w. Um, and we are on LinkedIn. We are on Facebook and we’re on Instagram. Um, pivotal events and production management and a lot of thought came into the name in that process was because all events are something that you participate in and that they are a production. There is a run of show that’s created. There’s a vendor list, there’s contact information. There’s all these different facets that get put into a resume for each event. And there’s a pre-event, a post-event, and so that you can critique everything. But, um, yeah, reach out, get on our website. Um, our socials are very easy to bury. It’s b a r I at Pivotal Comm, but, um, shoot me an email, call me. Um, and we can have a discussion because you don’t know if we can be of service to you unless we talk about it. And I love to talk. That’s why I was so excited about this podcast.

Rachel Simon: I told you it’d be easy.

Bari Holmes: Yeah.

Rachel Simon: And, and and to people listening who might be, you know, like questioning about. Do I need help with my event, remember? Because we coined it here. You don’t know what you don’t know.

Bari Holmes: So you.

Rachel Simon: Should talk to Bari.

Bari Holmes: I love that. Yeah. And I’m going to be honest with you. And, um, it’s you might you’re you’re always going to you’re going to feel safe in making sure that if you want to spend the money on this aspect of it, I’m going to help you spend it wisely and spend it so you get the most bang for your buck. I’m going to put you in contact with the best vendors that will provide you what you are looking for, and I’m not going to force you to do anything you don’t want to do, but I might push you in the direction where you might need to spend a little bit more on audio visual. When you thought that you needed to spend a little bit more on food. And I’m going to explain to you the backstory. Everyone laughs at me about my backstory. There is a reason for the thought process behind certain things, and I’ll help you understand it if you don’t want to understand it. You just want me to do it. I’ll just do it and make it great. But if you want to understand it, I can help you understand it as well, so you can explain it to your boss or your boss’s boss, or your stakeholders in an organization. If you’re a nonprofit, because some people might not see the value in spending that extra money for that professional auctioneer, that might cost it sounds like a lot of money, $10,000, $20,000. But if that auctioneer can get you an extra $40,000 in random people who are just so excited by their rhetoric that they just. I’ll give money. I’ll give money. They get caught up in it. So it’s an investment for the right person.

Lee Kantor: Well, Bari, thank you so much for sharing your story, doing such important work, and we appreciate you.

Bari Holmes: Thank you for having me. This has been so fun.

Rachel Simon: Yay! Thanks. It was a great show.

Lee Kantor: All right. This is Lee Kantor for Rachel Simon. We’ll see you all next time on Greater Perimeter. Business RadioX.

 

 

About Your Host

Rachel-SimonRachel Simon is the CEO & Founder of Connect the Dots Digital. She helps B2B companies close more business by leveraging the power of LinkedIn.

Rachel works with professionals, both individuals and teams, to position their authentic brand on LinkedIn so they can connect organically with ideal clients, attract the best talent, and stand out as a leader in their industry.

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Connect with Rachel on LinkedIn.

Tagged With: Pivotal Events

BRX Pro Tip: Big Rocks First

May 12, 2025 by angishields

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BRX Pro Tips
BRX Pro Tip: Big Rocks First
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BRX Pro Tip: Big Rocks First

Stone Payton: Welcome back to Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, I know one of the things that you and I from time to time will say to each other or remind one of our community champions or a client, big rocks first.

Lee Kantor: Yeah, the concept of big rocks first, it’s a timing and prioritization strategy. I think it comes from Stephen Covey. I think during a talk, he brings out a jar, he brings out some rocks, some pebbles and some sand, and he asks people to fill up the jar with all the stuff. And then, invariably people put the sand in first and then the rocks don’t fit. And they keep doing this over and over and over, but no one can make it work.

Lee Kantor: But then he comes in and he puts in the big rocks first, then he puts the smaller and smaller rocks, and then finally he pours the sand in to fill the rest of the jar, and then everything fits snugly inside the jar.

Lee Kantor: And the point of that is, if you put the small stuff in first, you’re not going to have room for the big rocks. And the big rocks are what you should be prioritizing in your business.

Lee Kantor: So, if you can identify and prioritize the big rocks in your business and make sure that stuff gets done, and worry a lot less about the smaller pebbles and the sand, you are going to be more effective, you’re going to get more things done that matters that move the needle in your business, and you’re going to stay on track.

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