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Henry Woodman With Anemoia Media

March 21, 2025 by angishields

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Henry Woodman With Anemoia Media
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Henry-WoodmanHenry Woodman, a University of Arizona and Nova Southeastern MBA graduate, speaks three languages and has built a career at the intersection of travel, media, and technology.

In 1984, he co-founded WoodMark Productions, later producing the game show Machos in Santiago, Chile.

He went on to found World Travelvision, which evolved into IcePortal, a leading visual content platform for the travel industry.

Henry is currently the executive producer at Anemoia Media and a four-time Emmy nominee. His latest book, The Reincarnation of Marie (June 2024), is now in development as a TV series, with more at www.MarieTheStory.com.

In his conversation with Trisha Stetzel, Henry shared his entrepreneurial journey, starting with video game machines in Tucson laundromats. He discussed the challenges of launching businesses, his work as an angel investor, and his favorite business book Traction.

He also spoke about the inspiration behind The Reincarnation of Marie and his vision to expand it into a media series.

Connect with Henry on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my new friend. And he might be a good golfer. Maybe we might get into that later. Uh, Henry Woodman, who is the executive producer for Anemoia Media. Henry, welcome to the show.

Henry Woodman: Thank you. Happy to be here. And no, not a good golfer. Not a good golf. Yeah, that’s not a strong player.

Trisha Stetzel: This is how we met, right? You guys have to go out and look at his social media. You’ll know exactly what I was talking about. Henry, welcome to the show. I’m so glad that you’re here today. Would you tell my listeners a little bit more about who Henry is?

Henry Woodman: Yeah. You know, it’s funny because now when you look back as you get older and you go, okay, what what what defines me? And I think to summarize it, it’s probably a hedonistic and opportunistic entrepreneur, which basically means I do stuff that I enjoy and that I think I would like, and I try to take advantage of opportunities that might have presented themselves. Right. So it’s not like I look at my life and I go, okay, here’s the vision. I’m going to end up and I’m going to run a tech company. That was never a thought in my mind, and it ended up happening. It’s just an opportunity.

Trisha Stetzel: It’s just how it worked. So tell us a little bit more about anime and media and what projects you’re working on right now.

Henry Woodman: Got it. So Anemoia Media really is an LLC. It’s a vehicle to produce a series for streaming from a book that I published about six months ago. And the reason for creating the LLC, obviously legal protections, and you end up using that vehicle in order to drive the production forward. Now we’re just in the development phase, which is a whole nother challenge, and I wouldn’t recommend anybody get into the film or television business unless they want to kill themselves and torture all the thing in their body. But that’s just me. Right. It’s only because I could. And it was something I dreamed of 40 years ago. And now I’m going full circle.

Trisha Stetzel: Yeah. Uh, can we talk about the book? Would that be okay?

Henry Woodman: I could talk about anything you want. I’m an open book.

Trisha Stetzel: Do it. Tell me about the book.

Henry Woodman: So the book is called The Reincarnation of Marie, and it really is about a guy who believes he has found his soulmate with one problem. She died 70 years earlier, and it’s based on reality. There was a woman in the late 1800s named Marie Bashkirtseff, and she had written a journal from 18 to, excuse me, from 14 to 24. She died of tuberculosis at 24. Two years after her death, the book or the journal that she was writing was published, and it became a huge international bestseller. It was talking about things that at the time, women didn’t talk about, right? Sexuality and masturbation and nudity and things like that. It’s like, oh my God. It was somewhat scandalous. And so, you know, 70 years later, somebody picks up the book, reads it, and slowly finds himself falling in love with the author. Marie visits her tomb, visits her places, and then realizes, oh my God, I’ve lost my mind. I have fallen in love with a dead woman. Right. And finds her reincarnation. And that’s kind of the the gestation of the story.

Trisha Stetzel: Okay. Very interesting. And I think we should dig into Henry a little more, because I know a little bit more about you than what you spoke here. You have a very vast background. So can you can you just give us a taste of some of the things that you’ve done in your lifetime.

Henry Woodman: Well, the reality is, I did, like I said, the hedonistic route. For example, at 13, I’m in junior high and this is 1973. So, you know, I go to Mexico for a swimming meet. I was a swimmer. I come back because I bought a switchblade. I thought it was really cool. Right. And I’m showing off this switchblade in junior high again in 1973. You could do this stuff, right? Right. And so the kids loved it. And I thought, oh, God. So I got a ticket to go back to Mexico City, bought a couple of boxes of switchblades, came back to junior high and sold them to be the cool kid in, you know, junior high to my friends for a huge markup, right? And they all bought it. And that was kind of the first endeavor. And then, you know, doing pet portraits and then, you know, video games and laundromats and ended up moving to Los Angeles after college thinking, you know, I want to get into the film and television business. That did not happen even though I bought the rights to the book I just mentioned.

Henry Woodman: Ended up getting on a travel film crew as a PA, what’s called a production assistant. After ten years, worked my way up to producing travel films, and eventually one of the places we were producing films was in Chile, in Latin America, and realized that had gone from Pinochet’s dictatorship to a democracy. So I thought opportunity, new television station, need for programing. I fly down and I meet with the production company I worked with in Chile, and I then set up a meeting at the new television network to pitch a show idea that I ripped off from a US show, by the way. And two months later, we’re on the air with the show, right? So I’m producing game shows in Chile now and commercials and other things. And in Chile, somebody gives me a CD-ROM, we’re going to go to this full circle, gives me a CD-ROM, and it has a 360 degree virtual tour, and from a guy who used to produce travel films and then sit at a computer and look up and down and all around. That was the coolest thing ever, right?

Trisha Stetzel: Yeah.

Henry Woodman: I am now going to go out and produce virtual tours so I don’t have to travel with five guys in 17 pieces of luggage, right? So I set up another company to do World Travel Vision, which essentially is doing virtual tours for destinations and hotels. So then a couple of years into this, this is now the mid to late 90s. They say, how do we get these virtual tours on this new world Wide web thingy? I’m like, I don’t know, send them a CD-ROM because that’s what I gave them to go to the trade shows and the conferences. And eventually I went, okay, let me look into it and see what I can do to help. One thing led to another. We went from virtual tour production to virtual tour distribution. Virtual tour distribution. Realizing, you know photos is a bigger problem because those old systems that would give you the rate and availability for the travel sites never had pictures. Well, for the travel agencies. The brick and mortar never had pictures. Go to the internet and it said no photos available early on when you were dialing up with AOL, right? For those that are old enough to remember this.

Trisha Stetzel: You’ve got mail. Yeah.

Henry Woodman: And so then I realized, okay, so here’s another problem. Pictures are an issue. Right. And so because I was delivering virtual tours with these links, I could figure it out. So we were an overnight success after 25 years of, you know, struggling and and learning on the way. And that was the business that I sold a few years ago called, you know, Ice Portal. So if you go to any travel website and you see pictures of any hotel, you know, the Hilton’s, the Hyatt’s, the Wyndham’s, the best Western’s the Accord’s of the world that would have come through our servers. We would collect from their database size tag, categorize and send it to every travel site on the planet.

Trisha Stetzel: Wow.

Henry Woodman: I didn’t even breathe.

Trisha Stetzel: I know. And we talked about this before we started recording, but I think it’s appropriate to ask the question here, which is you, you must have been in the right place at the right time for all of these things to come together. Yeah, you hear that a lot?

Henry Woodman: Yeah. And I and I tell people, I said, listen, I’ve been in the right place at the wrong time. I’ve been in the wrong place at the right time most of my life. And every now and then, because you’re always out there and you’re networking, you stumble your way into the right place at the right time. Had I not been in Chile and somebody giving me a CD-ROM, had I not been producing travel films and know what that industry looks like, had I not been fascinated with this new computer thing and then got into virtual tours, had I not been asked by hotels, hey, can you deliver this to this new medium, the internet? And then I look into that and had I not seen, hey, there’s a bigger problem. You know, the nice to have is virtual tours. The need to have is pictures, right. And so it’s not a matter of I just happen to sit there and go, hey, pictures is a problem. I have no idea unless I happen to be sort of stepping my way through this. And then. Oh, there’s an opportunity. Oh. And oh yeah. That that could use oh, here’s a problem. So I didn’t really say I found myself in the right place. I just happened to find myself in a lot of places and a lot of times. And they were right very few times. I mean, very rarely was I right, because, you know, the the path that I wanted to take didn’t ever happen. So I ended up following whatever opportunities presented themselves.

Trisha Stetzel: Yeah, absolutely.

Trisha Stetzel: Okay. For those of you who don’t know what a CD rom is, I’m going to say Google it and then I’m going to sound old. Go ask your chatbot. Right I don’t know.

Henry Woodman: True true.

Trisha Stetzel: True. All right. So you’ve had lots of experience in starting businesses. What is it that you actually look for when starting a business?

Henry Woodman: Well, the reality is the real business was the last one. Everything else was sort of hedonistically and opportunistically. Because when I look at starting a business, it’s generally what is the problem, right? And what problem am I solving? And is it really a problem. Right. It’s not. Oh yeah. It would be nice. I really like clothing. I want to open up a boutique store in downtown. Okay. Is that a problem? Nah, I don’t think so. But, you know, I could be wrong. So the reality is, what’s the issue? Um. And do I have expertise to know about it? And sometimes the expertise isn’t even worth it, because a lot of people that are trying to solve a problem find the problem from the outside. They’re not on the inside, because if you’re on the inside, you’re just like, oh, that’s just the way it is. That’s the way we’ve been doing it forever, right? Um, nowadays I think that the the opportunities are everywhere and everyone’s trying to find them. But if you find your way into a certain industry, like, I know nothing about certain industries. And then when I get into it, I’m like, wow, that’s pretty dysfunctional. How do they even survive? You don’t know those things until you find your way into that. So I’d just say the problem that you’re solving or what problem is it and is it an opportunity?

Trisha Stetzel: So, Henry, if somebody’s listening right now and they’re like, oh gosh. Well, I created this solution in a vacuum and I’m putting it out there and nobody’s buying it. What would you tell them?

Henry Woodman: You know, I I’m. In full disclosure I’ve, I’ve, I’ve been an angel investor. I’ve invested in 46 companies. And now I’m kind of like, oh my God. The biggest challenge by far is not creating this cool product. It’s letting the world know it exists. Right? It’s one problem to say, listen, I have this really cool thing. There are millions of people that would love it, okay? How do the Trishas and the millions of other people in the world know this product exists? Lots of time, effort and money and multiple beating over the head and saying, hey, we got this product. Hey, we got this product. One of the advantages, too, is can you do it as an enterprise so you don’t have to sell individuals, you don’t have to deal with the customer. You can go B2B business to business and let them deal with their customers. Right. So the hardest thing for any startup, in my opinion, is not building the technology. Anybody can do that or creating this or whatever widget they want to do. It’s the marketing element of it. And even now everybody’s like, well, social media, hey, everybody’s doing so oh, influencer. Yeah, everybody’s selling influence. I don’t even have the answer to that except it’s really hard.

Trisha Stetzel: It is. And especially if you’re a solopreneur or you have a small business or a medium business, you don’t have a team of people that can get out there and do it for you. So something you feel like you have to take on yourself and well, if you’re not an expert at marketing, you’re not an expert at marketing. That’s just the bottom line, right? Uh, you mentioned when I asked you about what you look for in starting a business, that your last one was really the true business. So what would you do differently with that last business?

Henry Woodman: Well, you know, when I started the business, I really didn’t have a good understanding of the basic needs of a business. You know, when they’d say things like, hey, you need to hire the best people, you know? And I’m like, yeah, I can’t even afford myself. I don’t know what that means. Right. Or you need KPIs. And I’m like, ah, yeah, what’s a KPI? Right. I had no idea. Um, you need a vision. I want to make money. Right. So the reality is I ended up somebody, like, years into the business. Somebody handed me a book called Traction by Gino Wickman, and all of a sudden, it was like the light bulb went off. It’s essentially it was my Bible, I even. Gino Wickman, the author, I even texted him and I said, listen, our backdoor password to our technology was your name because you essentially helped us create the structure and the processes around the business. When we didn’t know what a vision was, you clarified what that meant, what KPIs, what the scorecard looked like. What does it mean to have a culture? How do you build a culture? He does pretty much everything you need to know to run a business, with the exception of marketing. He talks about it, but there’s no clear cut way to market a product. And there’s so many different ways for the different products, whether it’s a service or a widget or what have you, you know. But that was my Bible, and I made everybody in the company read it, and every new employee had to read it. And that was kind of our our Bible.

Trisha Stetzel: I love that and great book, by the way. Great suggestion. So, Henry, if people are already interested in having a conversation with you or at least connecting with you, what’s the best way to find you?

Henry Woodman: I think the best is speaking of the book that we talked about earlier. It’s called Marie the Story.com. And on there there’s information about me. And then there’s a able a way to connect. There’s even Facebook and Instagram links on that page as well.

Trisha Stetzel: Perfect.

Trisha Stetzel: Marie the story.com.

Henry Woodman: Yeah. You got it.

Trisha Stetzel: And then again, I’ll also put that in the show notes. For those of you who are listening from your computer you can just point and click. Otherwise you just have to remember it and it’s very easy. Marie the story.com. Awesome. Um all right, so you already talked about your favorite book. Is there any other book that’s really been instrumental to you in the business space besides traction?

Henry Woodman: You know, I’ve read a lot of business books. You know, you know, the hiring. Um, they had grit. They had, um, I mean, the reality was, um, things like mindset. It’s not so much a business book, but a focus on discipline and how you focus your mind. The reality for me was, and I’ve read Scaling Up, and I’ve read a bunch of others that are similar conceptually to traction. What traction does is, at least for me, for a small business at the time, was clearly articulate what exactly these things mean and how to put rubber to the road, which is what traction stands for. You know how where rubber meets the road. So in my opinion, traction was the that’s all I really needed.

Trisha Stetzel: Yeah. All right. Confirmation traction is the book. I love it.

Henry Woodman: Yeah. You’re welcome. Gino.

Trisha Stetzel: All right. This may be controversial. Henry, can anyone start and run a business?

Henry Woodman: Well, anyone can, but not everybody is going to succeed. Um, in my opinion, there is a marketing glamor about. Yeah, I got my own business. You know, I just make my own hours. I’ll make a ton of money and. Wow. You know, the first I’m going to say, decade or so in the last business, I made less than I was making before. I, you know, it’s not like it was, you know, fairy tales and rainbows and unicorns. It was a lot of effort. I was the first one in. I was the last one out. If there was money left over, God forbid I might be able to pay myself. I mortgaged my home, or I got a second mortgage to pay the employees when I couldn’t make it. So. And even starting a business, people won’t take it seriously because they’re like, okay, you just started. I don’t know if you’re going to be around in a year or two. So, you know, call me then and see how we’re doing because I’m not going to bet on something now. Widgets and other things are different. But you know what? I was into service. You know, software services was a little bit different. You know, we had to interconnect with like Hilton and Hyatt. These are big companies that don’t take it. You got to be got to be serious. Got to be hanging around a while. So I think anybody can start. But if I look back and think, oh wow, somebody would have said 90% of small businesses fail within the first five years, I probably would have said, what? You know what, let me see if I can buy a business or do something that already has a established client base and has an established process and procedures, and, you know, somebody wants to exit and I want to be able to do that. I didn’t think I was I didn’t know enough to know that I couldn’t. Right. So I think that’s a good thing. Um, I just think that nowadays with AI and stuff, you can get a lot more information a lot faster.

Trisha Stetzel: Yeah, absolutely. Well, and I think that your story probably resonates with a lot of listeners, too. First one in, last one out trying to make payroll. What does that look like? This is really hard. I’m five years in. Why isn’t this any better than it was before? What would you say to those people that are in that, you know, 5 to 8 year struggle right now where they haven’t quite turned the corner, they built their business and they’re almost able to pay themselves, or maybe they could pay themselves or they keep putting money back into the business. What would you say to them right now?

Henry Woodman: You know, it’s kind of like and you hear these stories like, oh, it was like the darkest before the light, or I was on the verge of throwing in the towel and, you know, it turned the corner. Yeah, we all say that. Right. And so I think luck plays a part in this, but the reality is it’s a matter of wash, rinse, repeat. Do it again. Wash rinse repeat. Do it again. Starting a business is really about discipline and consistency. Consistency. Meaning set up the procedures and the process. And if you know anything about lean management and kaizen, how to make it more efficient, how to use more with less, how to essentially create and do, whether it’s marketing or sales or whatever it is that you’re doing without having to go overboard. And I and I honestly believe if I knew how to raise money at the time, I probably would have and I would have spent it all on stupid things and I would have bankrupted the business. True story. The fact that I had to bootstrap my way and learn how to overcome the hurdles in the mountains. I think looking back might have been helpful, and the fact that I hung around long enough and I kept plugging away and networking, I think in the end was helpful. So not everything will work out. But if you really believe and keep trying. And I didn’t have an option B, you know, it was like either this or I, you know, ask you if you want fries with that burger. Right. That was that were my two options. Right. So that was my my motivation. I can’t fail because I don’t know what I would do. And I would just keep plugging away and plugging away and calling and making the calls, you know.

Trisha Stetzel: Yeah, absolutely.And you got to get up and go to work every day. I talked to a lot of business owners that are just waiting for the phone to ring, and it doesn’t work that way in most industries. I don’t want to qualify all of them in the same space, but the phone’s not just going to ring without some work.

Henry Woodman: Yeah, and I’ll give you an example. You know, when we started the company, we were essentially a photography company doing virtual tours, right? Then we did virtual tours and distribution, and then we wanted to get into photos. So what we did is we called the conferences that catered to hotel and hotel distribution. And we said, listen, we’ll provide you guys with the photography of the event. We’ll send one of our photographers because guys, guys on staff, right? You essentially pay for the hotel and the and the ticketing and the entries and everything, and we’ll take care of the photography, which costs us really nothing more than what was already on our salary. So we got free entry to the thing, we got free hotel. All we had to do was go to the conference, shoot the pictures. So for us, it put our name out there. They gave us a booth, right. So they our name was there and they’d see us every year. And then I talked to, you know, the principals and they’d go, okay, so he’s still here. Yeah. Okay. We should take his, you know. So it was just a matter of keep plugging away, get creative.

Trisha Stetzel: Yeah, absolutely. And sometimes it’s just three feet from gold, right. Uh, and it’s not meant for everybody. But if you believe that you have the solution to the problem and not just putting something out there and hoping, praying that someone will call you. Let me cross my fingers. Right. But, you know, you actually have a solution to the problem that your audience has. It will happen. It will. And we learn from our mistakes, for God’s sakes.

Henry Woodman: Oh, my God, I should be a genius.

Trisha Stetzel: All right, Henry, what’s next for you?

Henry Woodman: Well, the next is, you know, from the book being published at NYU media, we’ve developed we’re developing a series called slippin, which is kind of a play on the word slippin through time. So it’s either the reincarnation that I was talking about, the reincarnation of marine Or he is going into a quantum universe, or there’s another him in another part and he meets it, or he’s making all this up and he’s a figment of his imagination. He’s hallucinating this whole thing. We don’t answer those questions, but the series goes through a bunch of, let’s call it trippy, sort of psychedelic type experiences of I fell in love with this woman. Is she coming back? Is there such a thing as reincarnation or is it. No. Oh my God. Right. So that’s that’s the series.

Trisha Stetzel: I love that, that’s fantastic. All right. So we’ve probably peaked some more interest there. And sending people to Marie the story.com is where they need to go. They first they can connect with you there. Second they can learn more about Marie and where this story might be going. We don’t know yet. That is very interesting. All right. I’m in. So, Henry, as we get to the back end of our conversation, what’s one story that you’d like to share about something that’s happened to you, or maybe somebody that you’ve worked with that might just give us a gift before we part ways today.

Henry Woodman: So I’ll leave it with it’s all about me, me, me. Um, so I in college, this is the early days, and I was in college in 1979. I was a sophomore, and I’m addicted to a video game called Pac-Man. Probably know this, right? I mean, I had calluses on my thumb and forefinger. So there I am in Tucson, Arizona, at University of Arizona, and I’m sitting in a laundromat, and I have a pocket full of quarters, and I want to play Pac-Man, and I don’t want to study. And I’m thinking, man, this place needs a Pac-Man. And so I go back to my dorm room. I call every laundromat and I mean every laundromat in Tucson. And I said, guys have video game machines. And they all said no. And eventually I’d say, would you would you like one? And, you know, we’ll share the revenue. And a couple said, yes. Now, I had no money, but I took my tuition money. I went to an auction because, you know, they had these video games at these malls and they the ones in the back, nobody played. They’d sell them at an auction just to get them off their books. So I bought one. I put it in a laundromat. It did really well, you know, a couple months later, I put in another laundromat. So by the time I graduated college, I had video games and many of the laundromats around Tucson because people were a captive audience and I could never leave, and I never even solved my own problem, because I would go in to get the machine and try to play. And somebody was playing it. And I can’t essentially, you know, take money out of my pocket to play the game for free. And so that was kind of the story of fulfilling a hedonistic and opportunistic need in my life as a college student.

Trisha Stetzel: Yeah. And it wasn’t the laundromats challenge. It was your own. Right. That’s your own challenge. You wanted to fill that void. I love that, Henry. This has been so much fun. Thank you for coming on the show with me today.

Henry Woodman: Thank you. Trisha.

Trisha Stetzel: Yeah, you’re very welcome.

Trisha Stetzel: All right, folks, the information will be in the show notes. All you have to do is point and click. If you’re just listening, you can remember Marie this story.com go and connect with Henry. By the way, we didn’t even talk about half of the things that he’s done. Very interesting guy. You should go out and at least, you know, find out where he’s at and ask him to play golf. I’m just saying.

Henry Woodman: Hey, if you want to be me, play golf, man. That’s an easy one.

Trisha Stetzel: If you want to win, play golf with Henry.That’s all.

Henry Woodman: I’ll let you win.

Trisha Stetzel: Yeah. Beautiful. All right. Henry Woodman, executive producer Anna moya, media. Marie, the story. Com. Thank you for being here with me. I appreciate your time today.

Henry Woodman: Thank you.

Trisha Stetzel: That’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: Anemoia Media, The Reincarnation of Marie

Jeremy LaDuke With Epic Nine Marketing and Climb Club

March 21, 2025 by angishields

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Jeremy LaDuke With Epic Nine Marketing and Climb Club
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Jeremy-LaDukeJeremy LaDuke is the founder of Epic Nine: Marketing Outfitters, helping businesses find marketing success since 2014.

He is also co-host of Marketing Trailblazers, author of Climb, founder of Climb Club, and co-founder of the Sky City Entrepreneur Center in Maryville, TN.

In his conversation with Trisha Stetzel, Jeremy shared how Climb Club was created to support local businesses with practical marketing tools and resources.

He stressed the importance of standing out with distinctive marketing, using AI to enhance business efforts, and setting SMART goals for clear direction.

Connect with Jeremy on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to bring this guest on today. We’re going to have a really cool discussion. By the way, just some insight. We may actually talk about AI today, which could be fun. Jeremy LaDuke, who is the founder and CEO of Epic Nine Marketing and Climb Club. Jeremy, welcome to the show.

Jeremy LaDuke: Thanks for having me on, Trisha.

Trisha Stetzel: I’m so excited. You and I spoke a few weeks ago, and I knew that you would be, like, the perfect guy to come on and talk about all of these things that you’ve been doing. So first introduce us to Jeremy. Tell us about yourself.

Jeremy LaDuke: Yeah. So, um, Actually born in Texas. I claim I’m a Texan when I need to. Um, but my family moved. I was probably one month old when we. They hauled me up to Tennessee. Um, so, uh, Tennessee, uh, you know, has been home for for most of my life. Um, right here in the foothills of the Smoky Mountains, where we got the great great Smoky Mountain National Park in our backyard. So it’s a great place to be over here. Um, but, uh, started Epic Nine, um, close to 11 years ago. Uh, will be turning 11 this April. And so I’ve been doing that, uh, had a kind of a freelance side hustle background in design and web development. And, uh, when I had a shift in career, that was the thing I had to lean, lean on. And so, um, jumped out and started Epic Nine and, um, really, uh, started doing it with a passion to help, um, uh, local businesses, small businesses, um, thrive, uh, because what I saw a lot of time in our own community was a business would come along and they would have a great product or a great service, but they just didn’t know how to tell their story in a way that that was worthy of the thing that they were doing.

Trisha Stetzel: Yeah. So happy 11th birthday, that is. Thank you. Amazing. Uh, you probably know as well as I that being around for 11 years in business is takes work. Yeah, absolutely.

Speaker4: It takes work. Uh, all right.

Trisha Stetzel: So we’re going to talk about Epic Nine a lot today. But I’d like to jump into Climb Club. Can you tell me what that is. Yeah.

Jeremy LaDuke: So um, I’ll rewind until back to, um, early last year. Um, I published a book called climb, and it is a pretty much kind of a DIY, uh, tool for local businesses to help them manage their marketing and really and wrap their hands around what they need to be doing, how much money they need to be spending, all of those details that you just don’t know. When you’re starting a business, you just you’re not, um, no one’s there to tell you, hey, this is how you do this thing. Um, and there’s 1001 opinions on the internet, and most of them don’t apply really well to local businesses. Um, so that was that’s the book climb. Um, then, uh, decided, hey, we can take a lot of the material that’s in here, build it into courses, build it into resources. Um, we have video courses, um, step by step instructions for people to, um, do the things that that can really help their small business get off the ground with their marketing. Um, and we decided to create an online community that’s kind of based around local businesses, um, doing their own marketing, but also helping each other. So Climb Club is really an online community with resources, but also a weekly mastermind where you can come and you can talk to other local business owners and figure out, hey, this is what I’m trying to do. Do you have any ideas? What what have you tried? What’s worked for you? So it’s a great way to get and give advice and, um, hear from people that are going through the same things you’re going through.

Trisha Stetzel: Oh, that is amazing. Marketing is such a scary thing for small business owners, right? Because we most of us get into business because we love something and we’re really good at something. And for the most part, marketing is not one of them.

Jeremy LaDuke: Well, and that’s the that’s the thing. Like most, most small business owners, you’re good at the thing you’re doing or you’re passionate about that thing. And and so you start doing business and you look out across everybody else that’s doing business and you say, hey, what are they doing? Can I, can I copy them in terms of marketing? And that’s probably one of the worst things you can do, because, um, if you do the if you do the thing that everybody else is doing, you’re not going to stand out. And the reality is, most local businesses aren’t doing their marketing super well, especially their branding. They’re they they play it safe a lot. And so they, they, they miss a lot of opportunity to be distinct to to be the, the memorable brand. I always tell people your marketing is supposed to do one thing and that is make memories. It’s supposed to. It’s supposed to stick in people’s memories, and if it’s not doing that, then it’s most likely wasting your money. So, um, a lot of business owners starting a business in general is is scary. And so when it comes to marketing, you kind of look across and say, okay, what’s everybody else doing? I’ll play it safe and do it looks like it’s working for them. I’ll do it for me too.

Trisha Stetzel: Mhm. Yeah. And because we don’t know right. We don’t know what we don’t know. So congratulations on the book. Where can we find the book Jeremy.

Jeremy LaDuke: Yeah. So I encourage people to go to the climb guide and there’s links to everything there. If you have an Amazon card like a gift card, use that money. Go buy it on Amazon. If you’re using cash out of your out of your own wallet, I encourage you to go to bookshop.org. Um, because bookshop.org actually supports local business local bookstores, so you can actually choose a local bookstore in your neighborhood, and the part of the proceeds from your purchase will go to that store.

Trisha Stetzel: Very cool. Bookshop.org I have to remember that one. I didn’t know about that. Thank you. All right, so the book is out there, the climb. Uh, also, you’re doing these fireside chats, right? Uh. Can you.

Jeremy LaDuke: Yeah. Yeah, yeah. So so, um, Marketing Trailblazers is a podcast we started. Um, and what we try to do is bring on CMOs and marketing directors that are doing some interesting things. And so we’ve had, um, everybody from the, uh, the marketing director for UT Athletics, uh, that was a that was a really cool, uh, the University of Tennessee. Uh, not Texas. Sorry. Um. Uh, yeah. Um, uh, that was, uh, a cool conversation, but we’ve also spoke with, um, the marketing director for Savannah Bananas. Um, that’s a fascinating organization and super fun. I don’t know if you’re familiar with them, but they are the they’re it’s a baseball team, but they’re just very quirky. It’s almost like a theater performance at every game. And so, um, but they they’re on a world tour right now, and, and it’s kind of like, if you can think of the Harlem Globetrotters meets baseball, and then you throw in some, like, rock n roll to it. Um, that’s that’s kind of that’s kind of the mix.

Trisha Stetzel: So you said Savannah bananas, and I’m totally interested. I’m like, what? Yeah.

Jeremy LaDuke: Yeah, it’s it’s a yeah, it’s a fascinating, um, uh, idea.

Trisha Stetzel: Uh, so I want to tie this all back into something that you said earlier, which is we shouldn’t be playing it safe with our branding. So you talk about Savannah bananas. That’s definitely not safe, right? That’s pretty out there. And how fun is that? So can you talk about the risks to a business owner playing it safe with their branding and what we truly should be doing? I know you said don’t copy everyone else, but what are the other risks and what should we truly be doing as business owners when it comes to branding?

Jeremy LaDuke: So branding is one of those things that you it’s one of the first things you have to do to start a business. You have to find a name. You have to, you know, create some sort of visual logo. Um, and it’s it’s either going to make all your other marketing easier or harder. Um, and unfortunately, a lot of business owners, you know, know no fault of their own. It’s just again, marketing is not, uh, what, what you’re passionate about. Um, but They start off and they make their job. They make they make a hard job for future them. Right. And by by coming up with a boring name or a boring logo. Um, and so one of the things that I always encourage folks to do is look out, look out across, you know, look at your competition, look at the, the landscape. How can you how can you take a calculated risk, be different? Um, you know, if everybody if everybody in your town is, you know, um, you know, Jones Insurance and Fred’s plumbing and that sort of thing, how can you create a name that stands out and is a little bit more interesting? Um, it can be funny. It can just be it can be bold. It can. But something that that makes a connection with people, um, and and figure out how can you do that? You don’t necessarily want to, you know, bet the farm on something crazy. Crazy. But the the nice thing is the good news is, is that bar is set pretty low, so you don’t have to go crazy. Crazy. You can. You can go. You can just go a little bit crazy. Um, and, uh, and do something that’s different and that stands out.

Jeremy LaDuke: It’s going to feel risky. Right? But here’s the thing. It’s when I say that the the riskiest things to do is play it safe. You’re really not playing it safe by playing it safe. Right? You’re you’re it feels safe. But it’s a false sense of safety. Um, and the same. The same is on the reverse. It feels risky, but it’s really not. It’s one of the best things you can do for your business. Um, I think part of the fear, um, the thing that makes it feel risky is that when you’re starting a business, you think, all right, I don’t know if this is going to. I don’t know if this is going to be good. I don’t know if I’m going to make it. And you have all of these these anxieties and insecurities that, that are that just come with the territory. And so you don’t necessarily want to draw a lot of attention to yourself, right? Because, you know, if you’re going to fail, you’d rather fail. And no one, you know, you didn’t make a big splash. But when when you start out like that, you’re almost you’re you’re making it easier to fail. Right? And so if you, if you come out of the gates and you’ve got a strong brand, you’ve got a strong name, um, you know, jump out there and you know, if you’re going to do it, dive all in, right? Jump in with both feet and create a brand that stands out. And so it feels risky, but it’s it’s one of the safest things you can do for your branding and your marketing.

Trisha Stetzel: Well, and probably having a conversation with an expert like you, Jeremy, is very helpful. Right? So that we can sometimes as business owners, just get out of our own way, right. Uh, or even read your book, get some ideas from there, I’m assuming. So I’d like to kind of, um, shift into I because I think that it plays a role here in creating ideas. So number one, I there are a lot of tools when we say AI, we’re not just talking about the chat bots that everybody’s playing with right now. There are lots of tools out there in the AI space. So can you talk about how we might use as business owners AI to help with those ideas? When it comes to let’s talk about branding first and then we can slide into the marketing piece.

Jeremy LaDuke: Yeah. So we use it every day. Just full disclaimer there. Um, we we love it. And I think it for our industry, it has a lot of benefits. Um, but it’s really like a good, uh, a good brainstorm partner. Right? If you’re, if you’re thinking, hey, I need to I need to do something, I’m thinking about creating an event or making a campaign. And, you know, this is the theme. Can you help me come up with some ideas? Um, I just you just kind of have that conversation with it, and it’ll it’ll give you some stuff. Now, I would say 99.9% of the things that we get back from AI are not, like, packaged, ready to go. You know, the final product. They always need some tweaking. Um, and and a lot of time, it’s it’s a lot of back and forth between you get something before you get something that’s actually useful. Um, so I encourage you to just just try it, experiment with it. It’s not going to hurt anything at all. Um, and and if you can get get the pro version, if you’re looking to do something more creative. Um, I really encourage you to use Claude. Uh, Claude, um, is, uh, there’s there’s a few, um, uh, generative chat, uh, options out there. Chatgpt is the one that everybody knows. Claude is probably the second most popular, but it’s it’s writing style is a lot better, I feel, and it feels a lot more human.

Jeremy LaDuke: Um, and so if you’re looking to do anything creative, um, I would encourage you to do that. But it really the quality of response you get is, Um, dependent a lot on the quality of prompt that you give it. And so really think through and give it as many details that are pertinent to get the best outcome for you and that. And that takes some time. Sometimes, you know, that takes maybe, maybe, you know, five, ten, 15 minutes to sit down and create something that, that, uh, to create a prompt that is going to get you to where you want to go. Um, and, and, you know, typically it’ll give you some, some options and then you just, you start that process. It might be it might be something you can run with, or you might have to kind of scrap it and start from scratch. But, um, from the from the branding, the messaging, the um, um, uh, really the creative side, it’s it’s really if you’re, if you’re just kind of having that writer’s block and, or you’re maybe you’re just not very creative in general. It’s a great place to to go and get that process started.

Trisha Stetzel: I like that. So I heard two things. I is not taking your job away or your business away. Jeremy. Which is good, right? You’re actually using it. And I think that we all should be using it. And the second thing is, don’t be afraid to try something, right. Don’t be afraid to get out there and try something. Because if you’re not, your competition is. And they’re that further that much further ahead of you when it comes to that. And here’s my piece of advice don’t be lazy. Jeremy said you’re going to need to do some tweaks to the language that comes out of these things. Please don’t just copy and paste it straight into something because it’s not you. You need to put your own flavor on it, so don’t be lazy with the content that comes back out of these, um, these generative chatbots, right, that are giving you data. Um, let’s.

Jeremy LaDuke: Here’s the fascinating thing. Oh, sorry.

Trisha Stetzel: Yeah.

Jeremy LaDuke: No, I’m just gonna say the fascinating thing is, if you’ve got a body of work that of things that you’ve written, whether it’s emails or presentations or anything like that, if you’ve got if you’ve got some things that you’ve written in your voice, you can actually upload all of those. Um, both, uh, Claude and ChatGPT have what we call projects now, so you can upload all those PDFs or word docs or whatever, whatever those are in and say, hey, can. And this is where Claude really shines better than ChatGPT. You can say, please write. You know, whatever you want it to write. You can say, please write it in my voice, in this style. And it gets pretty dang close. Um, and so, so that that can be a big resource. But you, you have to have a good body of, of, um, text to, to feed it for that.

Trisha Stetzel: Yeah, absolutely. And for all of my recovering perfectionists out there, please don’t get in the weeds because you could spend hours and hours and hours playing with this tool, right?

Jeremy LaDuke: Yes. Yeah.

Trisha Stetzel: Yeah. So we have.

Jeremy LaDuke: To I will put this I’ll put this disclaimer on AI in general right now text is good because you can get in there and edit it and manipulate it really easily. Um, the images and the videos are they’re impressive, right? I mean, it’s it’s phenomenal what what I can do right now. But they’re not there yet. They’re not I hate when I see an AI picture or a graphic or video in people’s social posts, because it’s like, you can do better. Like it’s just it’s just lazy at this point. Like you’re it’s the it’s the hip thing to do right now, but it can be so much better because they don’t make an emotional connection with this. The images and the videos that AI is generating, they’re impressive, but they don’t. They don’t make a connection with us yet. Um, Volvo just put out a new ad, um, that’s targeted. It’s it’s not going to show in America. It’s, it’s for their Saudi Arabia audience. Um, but it’s all AI generated and it’s it’s impressive, but it’s like, doesn’t really make me want to do anything. It’s, it’s you can tell it’s AI, right? Until until we can’t tell that it’s. I, um, it’s not going to be worth using. And that’s the nice thing about the text, is that AI has has been able to create text that is almost, you know, it’s not perceptible that it’s actually AI writing that text. Right?

Trisha Stetzel: Yeah. Well, and we’ve been using it a bit longer than creating videos and doing images right with, with AI. Yeah. It’s going to be fascinating what happens next with AI because it’s not going anywhere. It’s not going anywhere. It’s just going to get bigger. So I do we won’t have time to dive into all nine elements of epic marketing, but I want to talk about that next before we go there. How can people connect with you, Jeremy? What’s the best way to find you? They want to have a conversation. They’ve ordered your book because they’re going to do that. Uh, and they want to take this to the next step. How do they find you?

Jeremy LaDuke: Um, email is. I mean, feel free to shoot me an email. Jeremy at Epic Nine. That’s all spelled out. Epic n I n e.com. Um, or find me on LinkedIn. Um, I love to connect with folks on LinkedIn. Um, just kind of see what see what you’re doing. Um, so either those are probably the two best ways.

Trisha Stetzel: Okay. Fantastic. I’ll put that in the show notes as well. So for those of you who are at your computer listening, you can just point and click. If you’re just listening, then you’ll need to take a note so that you can connect with Jeremy after the show. Let’s dive into the nine elements of Epic Marketing. We don’t have time to touch on everything, so if you’ll just give us the gist and then maybe 1 or 2 points from there that you’d really like to pull out today.

Jeremy LaDuke: Yeah. So, um, and just a little pitch, we’ve got the full nine elements course on Climb Club, so if anybody’s really interested and wants to learn more. But, um, in reality these could have been ten elements. It could have been eight elements. We picked nine because it kind of went with our with our brand. But it’s really just a helpful way to kind of put these ideas in buckets and help you get to a good marketing plan and a, and a good marketing outcome. So, um, we start with goals. And that’s probably the most one of the most important things that, um, a business can really figure out. You wouldn’t believe how many businesses of all sizes come in to meet with us and say, hey, what are you what’s your goal? What are you trying to achieve? And most of the time it’s like, well, we want to make more money. We want to we want more customers. It’s like, all right, do you have something a little more refined than that? And so what we wind up doing a lot is helping clients just kind of figure out and refine what’s what’s that that measurable, you know, measurable, achievable. Uh, specific goal that, that they can, um, they can work towards. And so that’s really how you tell whether your marketing is working or not. Um, if you don’t have that goal, if you don’t know what you’re shooting for, um, then there’s no way to tell if it’s working.

Jeremy LaDuke: So goals are key. And then your investment, um, you’re going to have your time, your resources, your money. You’ve got to figure out what level of investment you can give. And, um, I would say for most, most small businesses across America, um, if you’re under that million dollar a year in revenue, mark you, you’re going to have more time than money. Um, and the money that you do have, you you need to use it yourself. You don’t need to pay an agency. You need to figure out how do you how do you maximize that money and use it yourself? Once you’ve got a budget of 2 to $3000 a month, then that that’s where you can maybe start talking to, um, an agency or someone that you can outsource or even hiring someone on. But before you get to that point, it’s it’s going to be frustrating for you to go out and find someone, um, because you’re, you’re either going to not get much or you’re going to get what you pay for. And so it’s it’s, um, uh, it’s frustrating either way. Um, and then so goals investment then we talk about strategy. Um, and really that’s how that’s kind of mapping out that course for how do you get to your goal.

Jeremy LaDuke: Right. With, with the investment level that you have and the goals that you’ve set, what’s the what’s the best, fastest, most efficient route you can get to that, that goal. Um, but then the core is like we talked about earlier, the core is branding. Um, that’s going to make everything else. It’s going to set the tone for everything else. And then we talk about, um, uh, advertising your online presence, uh, whether that’s uh, your, your website, um, your reviews, all of that sort of stuff, community. So both your local community and your online, your social presence, um, and then analytics and Results. And so analytics. Analytics are important. That’s another element that a lot of businesses just kind of. They don’t really pay much attention to because it’s it’s foreign. It’s a it’s a big learning curve. But being able to measure, um, uh, what you’re doing. Again helps you figure out is my marketing actually getting me where I want to go. And then the results, if you don’t have results, it’s not it’s not epic marketing. And so you might not have the results the first time you try to go through this path. Right? You may you may not get the results that you want, but it’s, it’s a it’s a constant kind of, um, trying, evaluating, refining. Um, until you can, you can really get the, the best strategy down.

Trisha Stetzel: I love that. So you’re speaking my language Smart goals. Everybody needs them. Right. And particularly when we’re talking about marketing, uh, and most of us don’t think about it. We’re like, well, I’m just going to go put some social posts out, and then I’ll get lots of likes and I’ll get business. And that’s not quite the way things really actually actually work. Uh, all right, so, Jeremy, different sizes of businesses can engage with you, your business and the tools that you have out there in different ways. So number one, we talked about the book, and the book is self-study. I can buy the book, I can read the book, and I can learn a lot about what I should be doing. From a marketing perspective, it sounds like the nine elements of Epic marketing are also available. So can you describe how folks who are listening, who want to get that material can find it?

Jeremy LaDuke: Yeah. So, um, if you’re, uh, if you’re in that category where you’re making less than $1 million a year, Climb Club is going to be the best resource for you. Um, it’s $50 a month. We are doing a free month trial so you can get in, um, explore it, see if it’s a if it’s a good fit. Um, but you can go to the climb club.com Com and, um, sign up there. You’ll have access to the nine elements. You’ll have access to several other courses and and step by step instructions. I encourage people to, um, make sure you have at least about four hours a month to really put towards your marketing to make it worth it for you. If you don’t have that much time, then as good as it is, it’s not going to do much for you because it’s work, right? When you’re under that million dollar a year revenue mark, you’ve got to put in the work to do your own marketing. Um, it’s just the nature of the beast right now. Um, so, uh, the climb club.com is where you get that? Um, if if you’re, uh, over that and you’ve, you’ve you’ve got to that point where it makes sense for you to hire an agency. Um, I’d love to have that conversation with you. Epic Nine. We work with with businesses from manufacturing to healthcare to, um, education. I mean, it’s it’s one of those things like good marketing is good marketing, no matter what industry you’re in. Um, there are nuances, of course, but it’s really about knowing people, knowing what motivates people and how to connect with people. And so, um, that’s what we that’s what we do. We are we are ideas people. And we can, um, find the right, uh, the right way to help you stand out, be distinct, and get to your goals.

Trisha Stetzel: Well, thank you for having the tools available and for. Gosh, I don’t know if you guys heard what Jeremy said. 58 bucks a month and you have access to that. I also love your advice around having four hours a month dedicated to that marketing effort, right? And in the beginning it may be more, but on average four hours a month to really dedicate to getting your business in front of the right people. And I know we’re coming to the back end of our our conversation. We didn’t talk about ideal client at all. So can you. I’m really interested in your thoughts Around. So these business owners, they built their brand, they’re ready to go to market. They were marketing to anyone and everyone. Someone, anyone who’s listening. What are your thoughts around knowing who you actually want to market to?

Jeremy LaDuke: It’s important. It is. It is important. I wouldn’t say it’s the thing. I wouldn’t wait for you to figure it out until you start marketing, because it’s one of those things you want to you want to jot it down in pencil because it’s probably going to change. Yeah. Um, you know, once, once you actually get in there and, and experience it and figure it out. Um, who that ideal person is, is going to is going to fluctuate. Um, but knowing whether it’s a particular industry that you, that you really like to work with or a particular size of business. Um, knowing those things really helps you concentrate and use your, your time and your money, um, more efficiently. Um, and so figuring out who makes the who if you had, if you could pick all your, of all your clients, if you could pick the one that you would just clone because they are easy to work with. They pay on time. They don’t give you any problems. Like who would that be? Right. And then figure out how do you how do you make more of those? Um, and and whether whether you’re going about it with advertising or social media or whatever angle you’re going after, knowing who that ideal customer is really helps you target or uh, uh, tailor your messaging, your targeting, all of that sort of stuff to that person.

Trisha Stetzel: Yeah, it doesn’t.

Speaker5: Mean you can’t work with other people outside.

Trisha Stetzel: Of.

Speaker5: That. It’s just your marketing message, right? Yeah.

Jeremy LaDuke: That’s the that’s I like to think of it as like a target. Right. That’s your bullseye now. And if you shoot for the bullseye, you’re going to hit all the, all the spots around. Um, and those are good too, because you you’re not going to hit the bullseye every time. And so, um, and, or maybe you are, and I can come learn from you.

Trisha Stetzel: Yeah. I knew I liked you for a reason. I’m just saying. I’m just kidding. I. I preach this all the time, and, um, I appreciate that. I’m not, like, out in left field talking about we need to, from a marketing perspective, know who we’re talking to. Right. And not marketing to anyone, everyone, someone. And crossing our fingers and hoping because I’ve been there, I did that. I had a, you know, I’ve done all the wrong things myself. So, um, okay, now that I got that out of the way, because I was very curious. Um, I love to hear your favorite success story. It could be yours. Or maybe one of your clients. Would you like to share something?

Jeremy LaDuke: Yeah. So, um, I’m. If I can, I’ll pull two, two different examples. One is from our client club and which we just launched a few months ago, back in late 2024. Um, and, uh, it was a new business she had just started that year. And she does she does elder care, right? So she’s an elder care consultant, um, and helps people that, um, have aging parents or maybe their spouse is aging or they’re aging and they’re just trying to figure out how do you navigate this, this part in your life. Um, and so she works with people and develops plans and, and all of that. And so it’s not something that, you know, typically people are going to Google and searching for and, you know, uh, elder care consultant. Right? That’s that’s not a that’s not a kind of in our common, uh, verbiage these days. Um, and so a lot of what she has to do is, is really kind of on the education side and the brand awareness side. And so in our mastermind groups, which we have with Climate Club every week, um, she was kind of saying, you know, she was having trouble finding leads and getting folks. And there was one idea that someone threw out that she she said, you know, that sounds like a good idea. I’m going to try it. Um, and the very next week, she came back and said, you know what I got? I got a lead. And then the next week she’s like, I got got another one. And so it was, it was just those little, those little sparks that come from from gathering people or gathering smart, energetic, um, motivated people around that, um, you, you, you can get a perspective that you might not have otherwise.

Jeremy LaDuke: And, um, it’s, uh, it, it helps you get to the next level. So that was really exciting to see. Um, yeah. And then I would say one of one of my favorite examples of, of our, one of our larger clients is a credit union, actually. And they, you know, banks and credit unions are, are they’re not super fun brands. Right. And so it’s, it’s not um, they typically don’t have a lot of like engaging sort of advertising. It’s always like you, your money is safe with us, you know, bank with us. We’re the community bank, you know, that sort of thing. Um, uh, so we, we worked with them to come up with a, a tagline. They couldn’t change their brand itself. Right? Their name, their, their, their main brand was pretty locked in stone. There was no way we could change that. Um, but we worked with them to come up with a tagline that really connected with folks and allowed us to use the the that tagline in a larger campaign for TV for, you know, billboards, all the things. Um, and it and it really it did. Well, we saw their brand awareness kind of skyrocket from they had, I think, about 30,000 searches for the name per month before, and then after it was at about 50,000. And so people were they were seeing the name, they were seeing the new messaging and, and they were searching for them by name. Um, after that. And so that that was exciting.

Trisha Stetzel: That’s fun. Uh, Jeremy, thank you so much for being with me today. I’ve really enjoyed our conversation. We touched on so many things today.

Jeremy LaDuke: Did? Yeah, it was fun. It was good.

Trisha Stetzel: But I’m excited about people taking advantage of the work that you’ve put together for smaller businesses and even working with larger businesses, so thank you for being with me today, I appreciate it.

Jeremy LaDuke: Thank you for having me. It’s great.

Trisha Stetzel: All right. Jeremy Leduc, our CEO and founder of Epic Nine marketing, as well as Climb Club. For those of you who are interested, reach out to Jeremy, connect with him on LinkedIn, or you can go to the Climb Club Comm to get all of the information that he was talking about there. That’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: Climb Club, Epic Nine Marketing

BRX Pro Tip: Better Forecasting

March 21, 2025 by angishields

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BRX Pro Tip: Better Forecasting

Stone Payton: And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, what do you feel like is the key or the keys to doing a better job of forecasting?

Lee Kantor: Yeah, I think that a simple way to forecast a little better in your business, whether it’s sales or revenue or whatever you’re trying to forecast, is kind of do both a best-case scenario and a worst-case scenario. Your best-case scenario is if everything goes right and it happens in a timely manner, everything just bam, bam, bam. It just went just like you predicted it would. That’s your best-case scenario.

Lee Kantor: Your worst case scenario is what is the lowest acceptable, acceptable goal that is reachable. That’s my worst-case scenario.

Lee Kantor: So now once I see these two things, and I know that things rarely go perfectly in either direction, I have a pretty good idea of what’s ahead of me. But knowing the edges is going to help you manage the day-to-day craziness that occurs and keep you focused on achieving your goals, you’re going to get a better idea of what’s possible and what’s doable if you kind of play out best and worst case scenarios.

Women in Construction: How One Woman is Shaping the Future of Industrial Design

March 20, 2025 by angishields

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In this episode of Women in Motion, Lee Kantor talks with LaDonna Kaiser, owner of Precision Industrial Engraving. The episode highlights LaDonna’s inspiring journey from a stay-at-home mom to a successful entrepreneur in the engraving industry. LaDonna shares how she started her business from home, the evolution of engraving technology, and the importance of building strong client relationships. She offers valuable advice for aspiring women entrepreneurs and emphasizes the significance of community and networking.

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LaDonna-KaiserLaDonna Kaiser started her business, FabCraft, while pregnant with her first child in 1999. With a degree in Agriculture Education, she chose not to pursue being a high school agriculture teacher so that she could be the one to raise her child.

The opportunity that came her way was to start an engraving business making control panel plates for the company her husband worked for. Nothing in life had prepared LaDonna to start or run this new business venture. Motherhood, operating a laser, AutoCad, QuickBooks, CorelDraw and customers soon filled her life.

Since LaDonna and her husband couldn’t afford the laser themselves, they had a partner who they were able to buy out the first year of business. In 2000, LaDonna renamed her business Precision Industrial Engraving. She continued to work at home making deliveries to customers in town and shipping other orders. Her business and family continued to grow.

In 2010 they moved from Pilot Hill, California to Lamoille, Nevada. They, again, re-named the business SmithWorks Engraving & Fabrication since LaDonna’s business afforded them to purchase equipment for a full metal fabrication shop, including every kind of welder, press brake, lathe, mill, CNC plasma table, punch press, two large powder coating ovens and much more. She learned to run some of the equipment and make her own stainless steel plates and panels, but really it was her husband’s passion to run that part of the business.

In 2019 LaDonna and her husband divorced. He kept all of the fabrication equipment, and she kept the engraving equipment. LaDonna restructured the business back to a sole proprietorship and resumed the name Precision Industrial Engraving. She moved the business to her new home in Spring Creek, Nevada.

Throughout the life of her business, her time was divided between three very active girls in FFA and one home-schooled, the family farm raising Hereford-Angus cattle, sheep, pigs, poultry, meat goats, along with fields to irrigate and hay. Now, with her youngest daughter just now driving herself to school and activities, LaDonna can focus on growing her business.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios, it’s time for Women in Motion. Brought to you by WBEC West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC West. Without them, we couldn’t be sharing these important stories. And this month, we are highlighting women in construction. And so excited to be talking to my guest today, LaDonna Kaiser with Precision Industrial Engraving. Welcome.

LaDonna Kaiser: Thank you.

Lee Kantor: Well, before we get too far into things, tell us about Precision Industrial Engraving. How are you serving folks?

LaDonna Kaiser: I started just very small as a stay-at-home mom business, serving the company my husband worked for making control panel plates. And that’s, hence, how I got my name, Precision Industrial Engraving, I recognized most engraving shops, served awards and trophies, gift items and such, but the focus of my business has been more electrical OEM, a lot of control panel plates, valve tags. So, I serve a lot of wastewater treatment plants. Even have some things up in NASA and the Hoover Dam, kind of everything, more geared, AutoCAD and technical drawings.

Lee Kantor: So, can you share a little bit about your journey? You mentioned you started through a contact that your husband had at the time. Was this something you’ve always wanted to do? Like what was your path to getting even involved in this industry at all?

LaDonna Kaiser: Well, that’s the funny part. I went to school to pursue a career in agriculture. That is my passion. But I had started my family and could not imagine leaving my children. So, the opportunity through my husband’s work happened that I could start engraving tags and control panel plates for his company at home. So, I knew nothing about engraving, about CorelDRAW, about running a business. It was quite the, first year, learning all of it and struggling through it. But I have since worked with the Small Business Development Center and numerous other people with score and currently, of course, the WBEC. And so, I’ve had a lot of help along the way to figure out how to continue my business.

Lee Kantor: So, I don’t know anything about this industry. I would think you need special equipment. Is that accurate or not accurate?

LaDonna Kaiser: Yeah. So, there’s a variety. Like any industry, it evolves from rotary engravers or scratch engravers to, now, everything’s mostly gone with CO2 lasers and YAG lasers. So, I no longer have the mechanical engraving equipment. I’ve gone all laser between YAG and CO2. So, the difference that that the YAG laser makes is I can engrave directly into all metals. CO2 lasers do not do that. That might be more information than you know, but it’s kind of my edge in the industrial world, engraving soft metals.

Lee Kantor: Now, is this something where you’re the actual person that does the engraving, or is it you have a team of people that do that side of the business?

LaDonna Kaiser: Well, my team is almost graduated, two of them graduated college, and my next one’s a senior. My family has been my team. So, it’s me, myself and I which has been kind of running in the business and working on the business. I wear all the hats, and I have, time to time, had a couple of employees, but I also run a farm and have been a fulltime mother. So, it’s been comfortable to keep it small and manageable for me.

Lee Kantor: And then, what about the kind of business growth? Like, how do you get clients and you must do a great job to keep them?

LaDonna Kaiser: I spoil my clients as much as possible. I love building relationships, getting to know them. I’ve even traveled everywhere as far away from where I am in northeastern Nevada, but I’ll travel to California and up into Idaho and actually visit my customers and see where my plates end up on military bases, or at the job sites, at the treatment plants. And I really try to make an effort to know them. And when they need something on the side or mugs or gift items, I love to send all kinds of things I can do to let them know I appreciate them. A lot of my customers have been with me for about as long as I’ve been in business, almost 25 years. But word of mouth has been by far the strongest way I’ve gained new customers.

Lee Kantor: Now, as the technology changes and the industry changes, how were you able to stay on top of that to be kind of ahead of your customers, so that you always had the right stuff they needed when they needed it?

LaDonna Kaiser: There is a great organization in engraving called the… it’s a big awards… I’m going to ruin their name, awards and recognition, and they have several huge shows. One is in Vegas that I attend each year, and it’s a pretty huge deal. And everyone, all the suppliers, bring their new equipment. A lot of things, lots is moving even beyond lasers and going into laser printing and other processes. And I’ve not gotten into that. I’m still doing the lasers because it seems to serve what I need for permanence in the industrial world best. But just industry trade shows and periodicals is the best way for me to keep up.

Lee Kantor: And how do you go about kind of learning how to use the new equipment when you do change equipment?

LaDonna Kaiser: I’ve learned, I purchased my equipment from companies that offer great support with their products. And so, my lasers, I’ve primarily gotten through Universal Laser, and they’ve been phenomenal helping me troubleshoot and set up. They’ll send a guy out and spend a day with me, or I’ll go to their location and go through everything I need to know. But mostly from the supplier, the manufacturer’s support. You can get equipment that costs an awful lot less, but you’re pretty much on your own. And when you’ve got a machine down, it becomes a crisis pretty quick. So, I’ve been pretty choosy who I get my equipment from, so I know I always have that support to keep running and keep the flow going and keep customers happy.

Lee Kantor: And that’s a great lesson for other business leaders, right? And you may pay more, but you’re getting a level of support that you may not get at some of these lower price providers.

LaDonna Kaiser: Correct. That is very true.

Lee Kantor: Now, any advice for other women who might want to get into this field? It sounds like it enabled you to have some flexibility and include your children in the operation. Is it something that can be done out of the house or a small facility or?

LaDonna Kaiser: It is, absolutely. I think it’s an awesome opportunity for other women who don’t want to have to make the choice to go to work or raise their children because I’ve always had a shop on our property, that has been my business. Only once did I try a commercial location in town when I thought I wanted to get into trophies and more of the customers with awards and such, and I learned that wasn’t for me and wasn’t for my family. So, I would encourage anyone who’s interested to please reach out, come to my website and reach out to me or my email, or just call me, and I will mentor you the whole way. I didn’t really have a mentor, so I would love to help someone who wants to get started in this field and teach them whatever tricks I can.

Lee Kantor: So, you think that… I mean, in your part of the country, it seems like, there’s a lot of demand for your services. Is this something that’s spread out around the entire country that people all over-

LaDonna Kaiser: It is. I’m a national company, so I ship probably 95% of my orders. Most of them are in the western United States, a few back east, a few to Canada and Australia, and I have a little bit of local business, but I’m kind of filling in because we don’t have any local engraving or awards shops. So, locally, I’ll do like the city plaques and fair plaques, but my industrial business is national based for the petroleum industry, electrical industry, tons of data plates, manufacturer plates. So, you don’t have to live anywhere in particular to do this job. You just have to be able to get to UPS.

Lee Kantor: That’s right. So, is that where your kids come in?

LaDonna Kaiser: So, yeah, kids have helped me with a lot of tie wires and checking off nameplates. And since they were little kids, they’ve helped. And knowing all the graphic programs that actually helped them in school, and they’ve been able to do a lot of cool stuff just knowing things and what they’ve learned in this business.

Lee Kantor: Yeah, you were role modeling. You know how to be an entrepreneur. That’s a gift you’re giving them.

LaDonna Kaiser: Yes, they’re all kind of heading on that path, not in this business but in other endeavors.

Lee Kantor: So, why was it important for you to become part of the WBEC West community?

LaDonna Kaiser: Well, I’ve known about it for a long time. And then, I took a class. My daughter was getting her MBA, and they needed a business as a kind of a guinea pig to work on. And so, I kind of joined their team, and they introduced me more to this group, and they just thought, “Wow, you can make some great connections and resources and just be another strength to have more success with your business with, especially in some of the larger businesses where they specifically want women to purchase from.” So, I did go through the lengthy process to become a certified woman-owned business. And I’ve loved it because there are more podcasts and women to share all their success stories and tricks. And we’re all in different businesses, but business is business to a certain point. So, I’ve learned so much about AI and customer relations and just every aspect of business. So, it’s been a great help for me.

Lee Kantor: Now, if there was one piece of advice you would give a woman out there that’s thinking about starting their own business, is there advice you would share about taking that leap into entrepreneurism?

LaDonna Kaiser: Well, I would say make sure your boat is not too far from the dock when you make that leap because it is quite the road. I just leapt in all in. And I kind of drowned for a year until I found people, like this group in the women-owned business circle, and Score and other business resources to help me get ashore again and above water. But, this organization is an awesome resource to help you prepare for what being an entrepreneur and running your own business is all about. So, I would just say look into all of your resources of help, because what… I don’t know, that was my big thing is not knowing where to turn and how to get going.

Lee Kantor: So, what do you need more of? How can we help you? Do you need more clients? You need more workers, more funding to grow? What could we be doing to help you?

LaDonna Kaiser: I guess my deal is sales. I know sales are the lifeblood of any business, and I’m just very busy in my business that I’m not out there meeting new people and getting the word out, reaching new customers, I guess. I don’t do big advertising campaigns. And so, I don’t know how to how to reach more industrial people who are in need of labeling and identifying their parts or their equipment or machinery.

Lee Kantor: So, who would that ideal customer be? Like you mentioned some industries, but is there kind of a person or is there somebody on the team that usually hires you? Or is there an industry that mostly hires you, so our listeners know if they’re that person, they might want to call you.

LaDonna Kaiser: Primarily in the electrical, the bigger electrical contractors that build wastewater treatment plants and huge projects. Anyone who needs serialization or equipment ID, a lot of valve tags, medical instruments, automotive type stuff. Just anything that needs to be identified. I’ve done a lot of wall plates for, like, the Ronald Reagan Hospital in Los Angeles. That was a pretty big project to identify all the circuits in the entire hospital.

Lee Kantor: And if somebody wants to learn more, have a more substantive conversation with you, what is the website? What’s the best way to connect?

LaDonna Kaiser: Email is the best. And my website, I have a couple, but if you want to type a lot, it’s precisionindustrialengraving.com or pi-engraving.com for short. Email, LaDonna@Pi-engraving.com.

Lee Kantor: Well, LaDonna, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

LaDonna Kaiser: Thank you. I appreciate the opportunity to let people know I’m out here.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women in Motion.

 

Tagged With: Precision Industrial Engraving

Roland Ligtenberg with Housecall Pro

March 20, 2025 by angishields

Denver Business Radio
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Roland Ligtenberg with Housecall Pro
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Roland-LigtenbergRoland Ligtenberg is a co-founder of Housecall Pro, the best field service management platform serving over 45,000 home service companies.

Housecall Pro’s comprehensive suite of features, solutions, reports and state-of-the-art AI capabilities empower home service professionals to save time, sell bigger jobs and provide best-in-class service so they can discover new opportunities to grow and effectively outpace the competition.

Connect with Roland 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 Franchise Marketing Radio, where we explore the latest strategies and innovations driving success in the franchise world. I’m your host, Rob Gandley, and today we have a special guest with us. I have Roland Ligtenberg. He is the founder or co-founder of Housecall Pro, and so Housecall Pro specializes in the home services market in the franchise space as well. And they have an amazing SaaS platform and are innovating with AI every single day. Welcome to the show, Roland. It’s good to have you.

Roland Ligtenberg: Thanks, Rob. I’m super excited to be here.

Rob Gandley: Great to have you. So just ask before we jump in. I wanted you to have an opportunity to introduce us to Housecall Pro for anyone who’s listening may be familiar, but tell us a little bit about the platform and then who you’re serving. I know franchising is a big part, but tell us a little bit more about who you’re serving overall.

Roland Ligtenberg: Yeah, sure. Great. So Housecall Pro, we were founded in 2013 and we launched Housecall Pro in 2015 out into the market. So it’s been a decade now, which has been crazy, but we serve the residential home service pros that are out there. So think HVAC, plumbers, electricians, you know, people doing fiber seals like smaller roofing In companies, all kinds of different home service repair, just service businesses. And so we provide them with a tool that helps them run their business. Both grow with it, make it more efficient. We talk about AI. There’s all kinds of fun stuff that we do. We have accounting, we’ve got payroll, we’ve got websites, we’ve got marketing. We just have the full gamut. So think of us as like an all in one shop to help you do the things that normally you probably don’t want to do, which is get back to, you know, turning the wrench, talking to customers, getting a new business, you know, making connections, and then we’ll handle all the rest.

Rob Gandley: Yeah. So that’s pretty, you know, you made something that’s pretty complex. Pretty pretty simple there. But tell me the inspiration. You know, you found your co-founder in the company. So that’s interesting right. So you got a chance to what was that inspiration with you and your, your partners that kind of led to this amazing platform?

Roland Ligtenberg: Sure. So, you know, when we when we first started the company, you know, back in 2013, Uber was just one of those companies that was coming out. Uber obviously now everybody knows about. But we were we were thinking, hey, can we build Uber for home services? And really what that turned into is this like, hey, really the pros. So the drivers pros, they didn’t have an app. You know, they were just using pen and paper or a combination of free products like Google Calendar and Square or QuickBooks. And so we thought, hey, why don’t we build an app for them? And so we really focused on Housecall Pro. We launched that in 2015 and we’re kind of off to the market. But we just saw an opportunity where it was underserved and there weren’t a lot of great mobile native apps out there because our pros are on the go. You know, they’re not sitting at home in front of computers like me and you. We don’t have fancy podcast setups. None of that cool stuff. They’re out in the truck or they’re they’re in the attic or, you know, they’re under the crawl space. So they’ve got their mobile phones with them constantly. And why couldn’t they run their entire business from their pocket? So that’s what we built. And from there now we have over 50,000 or so home service professionals serving 99% of all Zips in the United States. Just everywhere across 55 different industries. And then we have a whole bunch of franchise companies that use us as well, that have gone out there that have really systemized their business. And, you know, it probably comes as no surprise when, you know, you get into the franchise world, you need to have a playbook that works and you need to have something that is like a standard operating procedure. And you click this, you do this and you know, you got to make it repeatable. And so with Housecall Pro we help franchises do that, you know, and deliver that same experience regardless of which location they’re on. And so that’s why I’m just excited to be here talking to you.

Rob Gandley: Yeah. Yeah. No. And what you just said again is difficult. Like when you think about franchising, it was certainly around way before technology or not all technology, but internet technology. And then the internet came along in the last 30 years. And it’s like, how do we get technology to help us do what you just said? Have stay in line with this process and this step by step procedures and operations and not easy to do, right? Uh, especially over time, technologies have evolved but weren’t always easy to talk to each other and, and, you know, expensive. And you needed certain skills and, and it’s gotten easier to use technology. But we’ve also now gotten just so much of it. Right. Such an explosion of resources. Right. So for for industries like home services, to have a platform like yours is unique because you guys have kind of addressed that fact that, you know, it’s kind of that all in one platform that can help a business model like the companies you serve. And it is hard to get that, get that systemized, uh, process. So tell me, tell me a little bit about your journey here. So started in 2013, what were some of the pivotal, pivotal, pivotal, um, events, uh, that kind of shaped your product? Like, I’m sure there have been times where you thought, okay, it’s going to be this and maybe you adjusted and, you know, the market gave you feedback, but how has that kind of what are some things you can point to that have helped you shape the product? And they kind of led to the features that you have today.

Roland Ligtenberg: Yeah. So when we first launched, we were mobile and mobile only because that was our thesis. And so the core part of the market that we addressed were the folks that are always out and about, and they didn’t have access to a desktop or, you know, a bigger iPad or something, you know, so they, they, they needed a mobile app only. And as we started to grow as a business, we really started to see a lot of folks would have office managers, you know, or or admin folks or spouses, you know, at home that would run some of the back end operations. And so, you know, we pivoted from being mobile only to having both mobile and web. And for anybody that’s listening, that’s in the software development. Building for mobile is much more difficult than building for web, because you have to ship it to the stores and then they have to approve it, and it takes some time. So you have to be a little more thoughtful in how you how you go to market versus web. If you make a mistake, boom, you can ship another update real quick. Fix live, you know. Uh, and there’s no gates, per se, to get through. And so for us, uh, once we started addressing the larger part of the market, which were bigger companies, you know, we really need to pivot. And having just more of a holistic approach, whether you’re at home or in the truck, on a computer or wherever you are.

Roland Ligtenberg: We had to have a web experience plus a mobile experience. But together those two work really well because you’ve got a lot of space on on web. So if you’re doing dispatching, for example, in the office, and you need to look at different routes and different people across a big calendar, it’s nice to have that real estate. But if you’re out in the phone in the field, you know you’re using that, having your own jobs just really easily visible and boom, boom, boom. This is my route for today. Just having that at your fingertips is really important. So you kind of get the best of both worlds. One which is you’ve got all the space in the world to kind of look at things on a map. And then the other one is very, uh, just focused on, hey, these are the tasks I need to accomplish today? The customers I need to go see, the things I need to go do. I just need to get that done. So those two things, that was just one one moment that we had that kind of aha, we got to build both. And now, you know, we’ve got so many different pros using it. And it’s probably half the pros are on the web and half the pros are using mobile.

Rob Gandley: Yeah. Well and you know certainly the mobile explosion occurred in the 20 tens. And if you didn’t have ways to serve people in front of a mobile screen, it. And of course with your business, it totally makes sense. There was so much of their team is mobile and moving around and looking at a small screen. So very cool, very, very cool. So, so thinking about operations, thinking about when I think of your name like Housecall Pro. Um, and I think you could almost say that’s a Housecall Pro brand, right? I kind of think of like, they’re running, they’re powered by kind of you see that a lot with softwares and platforms. But I think of you guys, what you said earlier about, you know, operations and really building a software tool that aligned with with an operational procedure, right. That allowed people to work step by step, thinking of every role, every team member. How do you feel your software has reshaped or how would you look at it? How has it kind of reshaped the franchise brands and or other brands you work with? How do they change how they now serve the public? I’m sure it’s been a big transformation for those that don’t use or aren’t powered by something like what you guys do.

Roland Ligtenberg: Sure. Look, I still think that when a homeowner gets on my way, text notification with the picture of the technician that’s going to enter the home. It seems like such an obvious idea, but the reality is, is, you know, in the home services, even in the franchise world, that’s still a novelty, but it should be standard place. You know, you’re entering someone’s home. Wouldn’t that be nice? I know for my wife, like, just if some random person pulls up our driveway, it’s like, what the heck is this? Who is this? You know? Or they say who they are And so simple things like that. From an operational standpoint, if you didn’t have software to do that, that’d be very difficult to do. You know, imagine how many, even if you’ve got a handful of trucks doing a handful of jobs per day, you know, you got to be on it. If you were to do that by hand. And so when you think about the value that that brings and the customer perceived value, wow. This is a professional company that’s entering my home. If you are a franchise style company, you’re not using software like Housecall Pro. You are falling way behind, way behind. And it’s really hard to stay on top of small things like that. Now imagine cashflow is king, especially in the home services. When you’re dealing with the residential market, most people are getting paid cod, which means they do the job.

Roland Ligtenberg: They get paid the same day. But now imagine if you weren’t able to accept credit cards out in the field. Now you have to get cash and a check, and that guy might get lost in the truck. And then you got to bring it to the office, and then someone’s got to do a bank run. But you don’t have time to do a bank run. They only go to bank run once on Friday. And now all of a sudden they don’t have cash for payroll. And oh my gosh. So same things there. You know for franchise. All those things should just be a part of what your technician can do out in the field within a second. And that takes a bunch of burden off of a lot of the operational nightmare that often comes with just trying to collect and keep track of all this stuff. Three trucks on the road and four trucks a day, 1212 jobs a day, 60 jobs a week. All of a sudden, pretty quickly imagine the stack of paperwork, the stack of checks or cash you’re trying to chase down. If you’re an awful person, that’s a lot of work. That’s a lot of work. It doesn’t have to be that way. It doesn’t have to be that way. Um, I’d say the biggest feature is a checklist feature, especially for, uh, for our franchise companies that that use our software because they have found a method that works and works great, which is hopefully why you bought into the franchise.

Roland Ligtenberg: Right? And so they’ve got those pre-loaded into Housecall Pro. So as a franchise, you can set it up and a perfect account, a golden account. And then you can hand over those accounts. You can just duplicate and just give them to different locations. And that comes with all of your preloaded checklists, processes, all the things that you do, all the messaging, the price book, the the way that your product name looks like, the, the descriptions, you know, take all that work off of, you know, your, your your, your franchisees because they don’t know they’re looking for you for this. This is why they pay you the royalties. You know, this is why they’re buying into your service. All of those things make for a very consistent approach. This is why, hopefully, you know, as a franchisor, you set up an amazing system here. And so inside Housecall Pro, you can set each one of those up. So that way it’s always followed. You’re delivering that consistent experience regardless of the location that you’re in. And that’s that’s really what’s key to using Housecall Pro. And and you know, if you’re a franchisor looking to systematize, you know, what your process is that you’ve figured out that you invented.

Rob Gandley: Yeah. And as you said earlier and I being more I’ve been on both sides where I’ve served franchises as a, as a vendor. And then and have also worked internally to consult for, you know, technology and operations and things. And yet this is so key. I mean, that’s exactly right. People buy into franchises, especially as they first learn about it. They think a lot about systems and processes and checklists. And so like just your whole platform is built to make that turnkey. And it’s hard to do that. Well you can’t. Some franchisors may be big enough to have teams big enough, but very few. And even if they were, would it be strategic right, to really focus the way you guys do and to have the capabilities your platform has? It’s really the key is just finding the alignment, finding the right tool so that your franchisees do have that success. And think about what you just said with cash flow, we have, you know, making the client feel better, the customer feel better. Just good customer service check box, right. Just things you think are pretty common sense. But it’s the little details pile up. Right. They just too much to do. So another aspect of your industry that I’m sure comes up is that skilled trades professionals obviously are in demand, and it’s not an easy thing for your clients to, to manage, uh, whether it’s hiring, recruiting and then retaining and things. How do how do you guys look at that? How have you sort of tried to serve your clients and deal with that reality that there’s this constant demand and challenge to keep quality people? How does that impact you guys and how do you.

Roland Ligtenberg: So I’ll say this. If you are a skilled trades professional and you are working for a business that does not have software like ours in place, I would go find one or start your own because it makes your life so much easier and gets rid of all the paper headache and all of that. So when your question is like, how do you retain these people that are high in demand, franchises that focus on having a work environment that does not include a lot of monotony and just overhead and just annoying processes to follow, especially because our software is cloud based, real time, updated in the field, allows everyone to communicate all at once, all in one place. You know, it’s a lot easier to keep employees happy, especially skilled tradespeople that just want to do their trade and solve customer issues and work on the job, rather than the tedium of, you know, filling out triplicate papers, you know, checking the boxes on a bunch of things by hand. You know, there’s so little time that they have between one job from the next. They’ve got some windshield time, whatever the drive time is, and then boom, they’re on to the next. And really, they shouldn’t be doing anything when they’re having windshield time. They shouldn’t should be feeling it. And so how can you make it really easy for them to get their job done so that they’re not feeling that administrative burden that you’re kind of putting onto them. So I think long term happy employees is the key to delivering an exceptional customer service to this homeowners and delivering your core values.

Roland Ligtenberg: And if you don’t have happy employees, you’re going to struggle and then you’re going to have struggle retaining them. And I think those two things are highly, highly related. When you’re hiring someone, bringing someone on board, if they see that you’re using modern systems, they’re going to feel much more supportive, much more inclined to stay and go through the onboarding process as long as it’s easy. There is software out there that’s very calm, like it’s just complicated, takes a long time to learn, you know? And that’s frustrating to skilled trades because they’re like, I just want to do my trades. I don’t want to have to learn a piece of software and have to figure out where all the buttons are and all this. And so there’s expensive software out there that promises the world you have to be thoughtful and careful in what you select. Because if it’s not easy for them to use out in the field, they’re not going to do the things you want them to do because it’s too complicated. So I think it serves many different ways in terms of retention, whether it’s onboarding and hiring new people and impressing them in the way in and then the retention side, just making it easy on them overall so they don’t have to do, you know, the tedium, the boring work, the stuff that they never signed up to do in the first place? So keep that in mind when you’re selecting software, when you’re thinking about that for for your business, whether you’re a franchisee, franchisor, whatever it is.

Rob Gandley: Yeah. No. That’s key. I mean, what you said about people, I mean, think about like just the feeling we all have when we want to get go to work and produce a great product and serve somebody or do the work you’re called to do, it’s very hard to do when technology doesn’t cooperate. We already know that. Right? And so, like if you have a work environment where people are struggling with tech all day, it is what an impact it will have to not customer service, employee retention, probably how much work is getting done. All of that is impacted by that one thing. So how important is that? It’s just everything, almost, um, it.

Roland Ligtenberg: Is. It really is.

Rob Gandley: So, um, now I’m going to get ready to get into some interesting stuff. Now, you had mentioned earlier before we got on that you’re part of the innovation team, right? You’re a co-founder and a big part of driving this platform. Um, I wanted to ask you a two part question. One, I wanted to get into AI. Right. I wanted to talk about how are you guys evaluating AI and how that can serve your client. Again, going back to the principles you’re just sharing, it’s like what will help them, what will make their job easier? What will make them happier, that kind of thing. Uh, but before you get into AI and describing what you guys are doing, how do you manage your innovation process like so much you could do right? How do you zero in what is sort of that lens or that rubric you look through to try to, you know, figure out where do we prioritize, especially with AI happening. Tell me a little bit about that and then tell me, what are you doing in your platform with with AI and innovative things that are a little cutting edge and things?

Roland Ligtenberg: Sure. So I’d say in general, our framework is simply built around our mission, which is championing our paths to success, because if we make them successful, then they’ll be successful, right? And we’ll be successful. So for us, the more we can align with their needs, we’re going to win. So what does that mean when it comes to AI? Uh, our pros are in an industry that is very AI resilient from a job replacement standpoint. The jobs mean you have any job where you’re sitting high replacement likelihood jobs were standing. You know, we’re not going to have Ellen’s robots jumping around in the attics or those crazy dogs, you know, from Black Mirror. If you ever seen on Netflix, you know, running around the crawl spaces. Now, any time soon carrying tools. Although who knows, but still probably not for some time. And so I think as we look at what should we do to help champion our personal success? One of the first things we really take a look at is, okay, what’s one of the first jobs? You know, if you’re a skilled trades person and you go build a business, what’s kind of the first job that you need to abdicate or delegate? The first job is answering your own phone when you’re on the job in a crawlspace, in the attic, whatever you’re doing and you can’t get to that phone, you know that that customer is going to call the next one.

Roland Ligtenberg: Call the next one, call the next one until someone picks up. Get some schedule. So the first thing is, how can you get someone to answer your phone? Well, there’s two ways. One is you hire somebody and all they do is answer the phone, maybe hire an office manager. I don’t know, depending on where you are, maybe that’s a 50 to $70,000 a year job. Uh, but why can’t we use AI to do that for you. And so one of the agents, we call them team members at Housecall Pro, one of the team members that we have is called CSR AI. And this is someone that will never call in sick will work 24 over seven. Answer your phone on the first ring every single time and then helps that customer, that homeowner get into your calendar, get on to to onto get on to your calendar. And what’s why does that matter? Because now they’re done. They’re not going to go call anybody else, right? You still should call them back at a certain point. Say, hey, hey, Rob, you spoke to my assistant. You know, Roland, I’m glad to got you on the books.

Roland Ligtenberg: I see some of the notes. It seemed like you’re having trouble with, you know, the noise of the AC. Tell me a little bit more about it. Can you tell me, like, when it happens or how cold it is outside when that happens? You know, so I think of it as just like an extra layer that allows you to, to capture the business that is yours to begin with. Because for some reason, they’re calling you. And so now you can focus on doing the work that you like best, which is talking to the customer, troubleshooting, solving problems, turning the wrench, doing those things versus being tethered to your phone 24 over seven. You know, I know that most pros don’t answer the phone because I can see the missed calls that happen after hours. Um, and it’s a wild statistic. It’s about 40% of work comes in after hours. But you can probably imagine why. Because the people that are calling for you have to work themselves. And so when they have time off is when it’s time off of everyone’s calendar, quote unquote. And so, you know, when we think about what do we build next? How can we impact our pros? The first one is let’s untether them from their phone.

Roland Ligtenberg: Let’s let them have their weekend off so they can go spend it with their family. Let’s have, you know, if they want to clock out at five, but not have the fear of losing that job, let’s give it to them and do it at a cost that’s like 1/100 or 1,000th of the cost of a human to do it. So I think that’s where standing jobs are very resilient. Sitting jobs are much more prone to disruption. And for pros, our pros, it’s one of the easiest things that they can implement into their business and have returns right out of the gate, because it just makes sense and I can handle it. And they’re never going to call in sick. So anyways, that’s a that’s a long winded answer, but that’s kind of how we think about, you know, we we always try to make our pros successful. We champion our pros to success. And one of the first things that is making them not successful or keeping their eye off the ball is having to answer their phones. So that’s where we diverted a bunch of AI energy to to go to fix that. Now we have a CSR AI team member. Our pros can add to their business click of a button and boom! It just works.

Rob Gandley: It just works. I love that, and I know you have some other team members in that AI platform, right? So you want to just highlight a few of those?

Roland Ligtenberg: Sure. I mean, look, when you’re running a successful business, it’s difficult to sometimes know. For example, um, hey, how many condensers did Rob install in the month of February so I can pay him his commission check? It’s a simple question, but in the old world, you’d have to log in. You’d have to sort it by February, you’d have to sort it by employee type. You’d have to sort it by condenser installs. Right. You really have to kind of pivot a table on a pivot on a report, and you have to drill down to get to that answer. But a human would take, I don’t know, maybe ten, 15 minutes to go do that for all of your employees every single month. That adds up. Yeah, I you can just ask it and it’ll do that for you. It’ll build a report and give you the answer. So that’s our analyst. I, uh, and, you know, there’s lots of other great ideas we’re working on under the cover. Both our coach I. So this is just. Hey, you’re running the business a little hot. Your your books, your your schedule looks a little empty. Uh, your your marketing spend of your total gross is running a little low based upon what your goal was for the year. I suggest you spend an extra $1,000 on your Google LSA ads.

Roland Ligtenberg: You know, this month. Okay. Wow, that’s that’s interesting insight. Thanks, coach. And so coaches designed so that our pros can focus on their business and the product they deliver versus oh man do I have enough ad spend for this given week. It seems a little light, but maybe not. This thing is constantly monitoring everything for your business 24 over seven running so many calculations every single minute just to make sure that your business is on track. So having these extra superpowers, these extra team members on your team for such a small fraction of the cost of what a human would cost, no, no home service business. All right, I’m going to hire a business analyst. Like, at what size do you have to be to hire a business analyst? Big trucks. 40 trucks. I don’t even know. Um, but now imagine you can put the power of that in the hands of someone that’s maybe, you know, running a family business with 3 to 4 trucks, only doing a couple million dollars a year, right? And so, um, now it’s possible. And so across, you know, what we have at Housecall Pro, whether it’s the coach guy, the analyst or the CSR, I, you know, we’re building out accountant, AI, all of these kind of functions that are eating into these sitting jobs to help our pros do more of their standing job is really important because our pros, they love getting out there in the field, talking to customers, solving problems, turning the wrench, doing the work, but coming home to a stack of invoices, trying to figure out how to pay taxes.

Roland Ligtenberg: What can I deduct or not deduct, and just all of these other things. They didn’t really want to become a full business owner and learn all the things. They just wanted to be a tradesperson and make a great living. And because there’s such demand for the supply, it makes it really easy for them to adopt a tool like Housecall Pro to help them with all these other things that they didn’t really want to do in the first place. And same applies to franchisees and franchisors, right? Like they want to build a better, you know, roofing glue product or something. You know, that they want to install across all the roofs in the United States. Like focus on that. Don’t focus on trying to help your your franchisees figure out their books, like keep that off their plate, you know. And so that’s when they come to us to Housecall Pro to help with, you know, running running their business.

Rob Gandley: It’s as I’m listening to you, I’m just thinking that I was going to ask, as you were, and you kind of started to talk about it like the, the, the Non-franchise market. Right? Just the independent market. I mean, man, what an opportunity for them to, to to have a platform like yours. Like, and I’m going to assume it’s affordable, right. For, like you said, a small operation, a family business. And many of them don’t have the advantage of a franchisor. Right. Which is why we always talk about how great franchising is because of what it provides you, the, you know, the again, allowing you to focus on what matters most and alleviating some of the grind. Right. But you guys, you have that you can make that available to almost anyone, right? I mean, and then I is taking that even further, like you were saying things that I don’t think, as you said, you just would never think to do it because it wouldn’t be practical. But if you said, well, if it was free, would you do it? You’d be like, yeah, it’d be great. It’d be great to have that, you know? And it’s like, you’ve got a bunch of those tools now available and affordable built in to the platform. So as I said, I’m almost tempted to pick up a hammer. It seems so streamlined.

Rob Gandley: I don’t know, I don’t know, um, I did a little of that. I’m a little older, so I got a little of that in me, uh, but, uh, but yeah, no, that’s amazing to hear and good work on that. Um, I would say you guys are definitely out there. You’re you’re cutting edge. You’re a lot of folks are starting to do an AI first SaaS platforms, but not not a lot of softwares. Or as far as what I could see on your side. It was really good that you built all that in, so that’s amazing. I think that’s important with you guys, right? For your business future. So thinking about what we just talked about is there and as a, as a, as a co-founder and a owner of this platform, I know you are proud of it. And I know what that feels like. You know what I mean? And, um, is there any stories that you would want to share, like just an aha moment with a customer? They were just like blown away, but how it it turned their business around or changed their day or made things work better for them. Anything you want to share that just kind of you just kind of touched your heart as an owner and or as a founder and just proud of of what this thing could do.

Roland Ligtenberg: Sure. I think, um, maybe it’s more of a somber story, but you said touched, touched my heart. But I think a lot of people are like, wow, you’ve been doing this now for 12 years. That’s a long time. How could you how could you continue to do that? I remember during Covid when it hit, um, there was one of our pros, um, Steve Maldonado. He’s in. He’s in Texas. Um, Maldonado plumbing. But, um, he he called me. Um, and when he was in the hospital before he went on the ventilator and he said, you know, and he could barely talk, you know, because he he could he could barely breathe. Um, and he said, you know, thank you so much for everything Housecall Pro did for me and my business and my family. Will, will, will. Thank you. Um, after I’m gone. I was like, whoa. That’s wild. He called.

Rob Gandley: You? Yeah.

Roland Ligtenberg: Yeah, yeah. From the hospital. You know, and on his on his effective deathbed. And so, you know, that’s just such a crazy story. That’s so touching. And there’s so many different. There’s so many different stories. Um, but, you know, that one is something I still think about. Um, and so knows, like you talk.

Rob Gandley: About, do you talk about that much or is this kind of like brought it out? I mean, just that’s really impactful. Yeah. I mean.

Roland Ligtenberg: Yeah, I think, um, you know, I talk about it sometimes, but not often enough, I guess, um, because it’s sometimes hard to to share and even think about, you know, uh, because it was so much political controversy around that kind of stuff. Um, not the story itself, but just around Covid. Um, but, um, you know, it’s stuff like that or, you know, we’ve had pros come out to our headquarters, um, and get house called Pro Tattoos. You know, it’s just like.

Rob Gandley: That’s pretty cool.

Roland Ligtenberg: That people are doing that, you know, and, and, uh, so, so that’s what we know, like the impact that you’re having really matters. And I think because it’s a product that allows people to go spend more time with their family and things that really matter in life, I think that time back is worth you can’t even measure it. And so building tools that can help, uh, you know, our pros be successful, but not just their professional lives, but just their personal lives and the way that it touches them and the way that it helps their family and get that time back. And that’s that’s a really fulfilling part of of the job for sure. And it makes it easy to do this, you know, because you’re you’re making a real impact on people’s lives. Um, and getting calls like that and having experience with people like, you know, doing tattoos, those are just like things you never would have imagined when you, when you go to start a business. Yeah. And so, you know, that’s really, really, really touching and, and it and it helps, you know, do the grind, you know to go build a business like ours. So um, and then working with great brands now, you know, there’s, there’s so many different franchises, you know using, using our software um, that that’s, that’s out there to help systemize ties, things, you know, brands, veteran service brands, empower brands, fiber, SEO, quick dry just like a massive amount of franchises use, you know, our software. Um, yeah.

Rob Gandley: Yeah.

Roland Ligtenberg: So it’s it’s it’s pretty neat to see.

Rob Gandley: Yeah. No, the tattoo you got me at the tattoo and the. And I’m sorry, but someone to think of you at that stage at that point. That’s amazing. And you know what? You did say it like, if something is impacting your day, day to day, every day, whether it’s helping you make earn more money, helping you spend more time with your family, taking the stress out, allowing you to be happier. That’s everything. And that’s what that gentleman understood. And that’s why he called you. And that’s amazing. Uh. Amazing stuff. I know we’ll both start getting choked up if we keep talking, but you.

Roland Ligtenberg: Know.

Rob Gandley: What? What I want because I love software. I get passionate about, you know, you and me, we could probably talk about software, like, you know, something that works well and helps you do what you do better. It’s just really in lifting. And so you’re you’re part of that. But so like when you think about just kind of a final question here as we as we wrap things up as you think about the future. I know for me, I’m in the in the tech space too. And AI is at the forefront of what we’re focused on. It is coming quickly. Right. And it’s sort of this new way of sort of how do you sort of sort and sift and deal with everything coming at you? There’s a lot of noise and you’ve got a great team, I’m sure, and you and everybody else that that is over there are being exposed right to what’s coming at you. What do you see happening? What is your priority for, say, five years, ten years for Housecall Pro? How do you deal with this rapid change? And and do you have sort of a vision where you think things will go? How are you seeing it right now?

Roland Ligtenberg: Yeah, I think first, only, you know, um, growth and comfort, they don’t co-exist. And so, you know, with this rapid change, I feel like there’s an increased opportunity for those that want it. Um, which means you can stand on the sidelines and just kind of think it’s a toy. Um, you know, I’m referring to AI and kind of use it for silly things, or you can really start to kind of dig in and how would you use it? And I think it’s sometimes hard when you’re bombarded with like, oh, this is the new best model. Now this is the new best model. Oh, the end of the day, all that matters is that you have a growth mindset and that you’re always taking an opportunity from anything that you do, uh, to to learn from failure. Because there is no failure. There’s only failure to learn. And so I think in this next 5 to 10 years, it’s important to remember that. And as business owners, as entrepreneurs, it’s even more important. And it’s also even even more important that your employees see you think and behave and operate in this way. Because the best thing that you can do is get leverage through people, through leadership that can become autonomous and behave and model your own behavior.

Roland Ligtenberg: And if they’re constantly learning, then they’re not going to leave you if they have the room to learn. If they have the room to be autonomous, they’ll learn like just the the opportunity. Um, now in the next five, ten years, things are going to move fast. Really fast. So maybe set aside some time. I suggest people, you know, can you do something once a week or once a month where everyone gets together and just shares ideas or shares things that they’ve tried and not ridicule? Those celebrate the failures. You know, you know, know, know what did you learn from that? You know, how can you collectively become better? So if you build your companies in such a way, you’re going to put yourself in a great position to reap a lot of the benefits that are going to come from the people that are actively continuing to be curious and actively learning, versus those that are just settling or feel like, oh, this is this is moving too fast. I’m just going to get left behind at some point. So yeah.

Rob Gandley: So I just had a little follow up. I was just thinking, as you were sharing, that the demand for these pros is increasing. We are in this world now with AI encroaching on all industries. And you have these young folks, right? A lot of them probably think about, should I get into the business of being a trades skilled trades person professional. Um, do you have any advice for that market? Because obviously that’s a big part of your platform and the future franchisees or future business owners, you know, what would you say? Because I think a lot of people are wondering, what do I focus on? What do I what do I invest in for my career? Like my kids are at that age and even just giving them advice. But what would your advice be to someone who’s leaning in that direction?

Roland Ligtenberg: Try to find somebody that you admire and appreciate and you would trade places with to take advice from. So if you can find somebody that you like, that might be me in five, ten, 20, whatever it is, years, and you’d be willing to trade places with them, follow and see what they do. You know, what are they talking about? What are they looking at? What are they reading? What are they listening to? Um, I think that having that as a an extra source of inspiration is really key, regardless of the trade, regardless of what you’re trying to do from your career, regardless of whether you’re your own business owner or a franchisee or whatever it is. Um, but but I feel like that’s always helped me, regardless of what time we’re in or what tools are available to us. Um, I think our time is finite. And so having great inspiration is important to making sure that, you know, you’re holding yourself accountable and living up to your potential. And so, you know, you might see glimpses of things in multiple different people that you admire. And so I think, you know, you have to stay curious and you have to constantly learn. You have to have that growth mindset. You have to make sure there’s no sacred cows. Meaning? You know, if you have a belief, you should be willing to change your belief presented the right evidence. And as long as you maintain a healthy, skeptical, but healthy mind, I think you’ll be fine. But don’t focus too much on like, meta things that are going around you politics, all those things, all of that’s just like a distraction and likely will have very little impact on you. So focus on what you can control and the stuff that you can’t. Don’t let it bother you, because if you do, it’s just wasted energy that you could be putting towards something much more meaningful. So hopefully that helps.

Rob Gandley: No, I loved it. It’s good advice. I love asking questions like that is to traders. Yeah. Trading places. I love that idea. Emulating who you want to become. It’s, uh. I think it’s a pretty common idea, but very well said. And, uh, well, I do appreciate, uh, the impact that your brand is making. Um. It’s cool. Very cool. I love cool software. I love cool business ideas, especially when they transform customers and and and their customers. Um, so appreciate your work there. And thank you for your insights today. Um, before I let you go, is there just one you want to share the best way to get Ahold of your brand, and maybe anyone who would be interested in in learning more about the platform and product.

Roland Ligtenberg: Sure. I always I always put my number out there. Um, you’d be surprised at how little people actually call or text me, but my number is (858) 215-1512. If you’re interested in Housecall Pro, you can obviously go to our website. You can Google us, you can Google my name. You can figure out who I am. Um, but shoot me a text if you want a deal on it. Or if you think you’ve got a great idea. Whatever it is, I’m open. I’m mostly in zoom meetings most of the day, but, uh, you know, if you call, I might not pick up, but, um. But but but shoot me a text. Um, be happy to connect you to the right folks on my team, given your circumstances or whatever you’re trying to accomplish. So, uh, feel free to reach out, but house, call Procom. Shoot me a text. Whatever you want. I’m easy to find and happy to talk to anybody.

Rob Gandley: Wow, I missed you guys. A lot of you guys do that. And I always say, take them up on that bad boy. Roland Littenberg is the co-founder of Housecall Pro. He’s the guy you should text or call. He’ll help you, guide you. So if you have any questions, do that. But again, Roland Littenberg, thank you for being on Franchise Marketing Radio today. Appreciate you.

Roland Ligtenberg: Thanks, Rob. This is this is awesome. I’m happy to jump on again in a future date. Um, and like I said, uh, keep keep at it. And, uh, see you guys on the on the flip side.

Rob Gandley: Absolutely. We’re going to keep telling the stories. And I would love to have you back because I know you’re going to keep innovating, so we’ll go from there. Good deal.

Roland Ligtenberg: Bye, all.

Speaker4: Boom boom boom.

 

Tagged With: Housecall Pro

BRX Pro Tip: Power Connectors Do This Twice a Year

March 20, 2025 by angishields

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BRX Pro Tip: Power Connectors Do This Twice a Year

Stone Payton : Welcome back to Business RadioX Pro Tips. Stone Payton, Lee Kantor here with you. Lee, you talk a lot about power connectors. What’s a power connector and what are some of the disciplines that one should try to follow if that’s what they want to become and remain?

Lee Kantor : Yeah. So a power connector to me is a person that goes out of their way to kind of bring people together. And, you know, one of the luxuries of our business is we get to meet so many different people and so many different people every single day. And a lot of those people are doing really cool things, and they just don’t know about other people that are also doing cool things. And because of where we sit in the community, we get to meet kind of this really diverse, large variety of people in all kinds of walks of life. So, we know tons of people in a variety of places.

Lee Kantor : So a power connector, in order to leverage all of those resources that they have, I believe a couple of times a year they should be going through like their LinkedIn contacts and very deliberately sort them into groups. And then the groups that they should be sorting them into are this kind of, number one, the people who matter most to them. Who are they – who are these people that are really kind of the linchpin connections you have in your network? Who are these people that you really do care the most about and maybe generate the most revenue from, or are super important to you? Maybe they refer a lot of people to you.

Lee Kantor : Whatever the case, these people matter the most to you, so put them in a pile and then go through that list, and then think about ways that you can be connecting with them more. You know, what is a way that you can really serve this group a little bit more? Who else can you be connecting them with that might be beneficial? What other thing can you be doing for these people to just let them know that, number one, you appreciate them and that you’re thinking of them, and you’re trying to figure out ways that you can help them get the outcome that they desire? You should have a mindful communication strategy to connect, provide value, and check in with all of those folks who matter the most to you. You should be doing this regularly and you should be doing it mindfully.

Clara Lucia Jaramillo-Carrier with Breaking Through Consulting & Coaching

March 19, 2025 by angishields

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Clara-Lucia-Jaramillo-CarrierClara Lucia Jaramillo-Carrier with Breaking Through Consulting & Coaching, has spent over 25 years as a strategist, communicator, coach, and leadership trainer.

She holds a Master of Arts in Transformational Leadership and Coaching and two graduate certificates, one in emotional intelligence and another in transformational coaching.

Clara Lucia also has a Professional Certified Coach (PCC) certification from the International Coaching Federation (ICF) and received recognition from the Graduate School Alliance for Education in Coaching.

Clara Lucia is a proud Colombian American who offers her coaching and leadership training in English and Spanish. Breaking-Through-Consulting-logo

Clara Lucia recognizes a growing need for more humanity in today’s world. Throughout her career and education in the for-profit and nonprofit sectors, she has realized that embracing our imperfect humanity is crucial to nurturing essential qualities like kindness, humility, fulfillment, and servant leadership in the workplace.

Her work focuses on helping reconnect individuals and organizations with their humanity (body, mind, and heart) by acknowledging their personal love, awakening their purpose, activating their positive mindset, and unlocking their inner potential.

Connect with Clara Lucia on LinkedIn and Instagram.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. You guys are in for a real treat. Please join me in welcoming to the broadcast with breaking through consulting and coaching. Clara Lucia. How are you?

Clara Lucia Jaramillo-Carrier: Oh, hi, Stone, how are you? I’m doing well. Super excited to be here in the show.

Stone Payton: Well, I know this is going to be a fun and informative conversation. I got a ton of questions, but before I even go there, maybe just describe for for me and our listeners mission. Purpose. What are you what are you really out there trying to do for folks, Clara?

Clara Lucia Jaramillo-Carrier: Yeah, absolutely. So it’s really simple. My purpose is to awaken the humanity in the marketplace. In other words, work with people to remind them about, um, the fact that they are imperfect human beings and that they have an incredible amount of influence over themselves and other people. And how can we just make this world a little better if we own that truth about being human beings?

Stone Payton: So I have to know, what was the journey like to get here? I bet it wasn’t a straight line, was it?

Clara Lucia Jaramillo-Carrier: No, it was kind of convoluted, very, um, satisfying at moments. Super fulfilling and kind of messy at times. So I am originally from Colombia, and that’s Colombia with a big O in South America. So I’m a proud Latina. And I came here to the US in 1999, which seems kind of like a century ago. And one of the things that I kept kind of realizing is my desire to fit in. My desire to feel part of something greater than myself, to have a sense of belonging and contribution. And throughout my experiences and relationships, I realized that sometimes that’s not so easy. And the the limitations on our own self-critic inside, it’s almost that judging voice that limits you from creating those sentiments for yourself and others. And your mindset can really dictate how you go through life and what you learned and what you don’t. And that has taken me all the way back to really the foundational piece about my humanity Is unless I can’t. Unless I can accept radically accept that I am an imperfect human being. I’m not going to be able to have the impact that I can. And when I am able to recognize that in myself, it’s a little bit easier for me to present that invitation to other people and really help them succeed.

Stone Payton: And so now you’re bringing this work to serve other people. Uh, tell us a little bit about the work. What does it look like? Is it a lot of one on one exchanges? Is it group coaching and or what all is it?

Clara Lucia Jaramillo-Carrier: Yeah, absolutely. So there’s a combination of things. One on one interactions and specifically coaching sessions with people are kind of my go to. And during those coaching sessions, there’s kind of a focus on what I call the three superpowers, and that is our personal love, our purpose and our positive mindset. Those are three things that every human being can one acknowledge and awaken to really live more fulfilling and satisfying lives and careers. So that’s the one on one. And then there’s another side of things, which includes group leadership and training opportunities, where I really have an opportunity to come into an organization or a team and understand what are some of the things that they’re doing well, and what are some of the barriers to where they want to get towards. And once I have that sense of an assessment per se, I then create and I designed trainings that are speaking to some of those solutions that they can implement individually and as a group. And the last piece is speaking engagements. And by these I mean really opportunities to hear a bit of a fresh Perspective, someone that has been in similar situations of hardship and, you know, trying to kind of belong and fit in and someone that can relate to their experiences as human beings. And at the end of the day, it’s really my intent is to bring a little bit more hope and a few things that people could consider to do differently so they can go about their lives with a sense of, you know, clarity and ownership about how powerful they are and how they can really own what they want. Life and career to be for them.

Stone Payton: So when you first started speaking professionally, was that a little bit intimidating or did you take to it pretty easy?

Clara Lucia Jaramillo-Carrier: Oh, it still is. I mean, it’s I can describe how I feel and what sensations I feel in my body. You know, it’s the butterflies. It’s your stomach. Kind of like shrinking. Is your heartbeat racing? And to me, those are all signals that one I deeply care about what I do. I have a strong belief in, again, the power of what I teach and what I offer to others. And three, you know, it reminds me of my aliveness and it allows me to feel and be present in that moment. Right? So there’s there’s certain things that, you know, I do to prepare for it. Um, and one of the biggest learnings is, as opposed to pretending that I have it all figured out and in control is to name the fact that I’m nervous and it’s to name, you know, that dynamic of, you know, caring so much that I really want to do a good job and bringing that to the front, um, so that everybody understands that I’m as human as they are.

Stone Payton: So it seems to me the work that you do individually, and maybe even more so in groups, is the kind of work that can live on beyond you, uh, contributing to the process. Is that accurate? I mean, once you’ve gone in there and opened minds and hearts to some of these concepts and ideas that work can live on well beyond you being there, can it?

Clara Lucia Jaramillo-Carrier: So that’s that’s the idea, right? Like, I think, um, we only are given one life, at least as we know it in the here and now. And it is up to me to choose what I’m doing with it. And once I realize that, you know, again, my purpose was to awaken the humanity in others. I have dedicated myself to learning and growing and getting, you know, certifications and getting equipped with the tools so that I can be of support. And at the end of the day, you know, Stone, I want to look back, you know, when I’m in the end of this walk through this life and really feel at peace with a sense of accomplishment on one following that yearning for contribution and making a difference and to, you know, be at peace that I that I did it um, that I went for it, that I took a risk as an entrepreneur, that I left corporate America on the side, and that I decided to give it my very best attempt to be good at what I do, and to do it in a way that is transformative for myself and for others. So it is part of my legacy. And, you know, I have a 19 year old son right now who has kind of been a little bit of a witness, and I want to make sure that he knows that that he sees myself, you know, acknowledging my imperfections and seeking to to get, um, better and seeking to be excellent and to do all of that because I have a sense of purpose, um, to use this one life to make a difference and a contribution. And the same thing goes with the people that I come across with.

Stone Payton: So the transition from the corporate arena, which I’m operating under the impression at one point probably got probably got really good at it, pretty comfortable. And then you jump off the ledge into this entrepreneurial world. Like, was it tough early on getting clients, you know, all that kind of stuff?

Clara Lucia Jaramillo-Carrier: Absolutely. I mean, it’s, um, it’s it’s one life changing decision that I do not regret. I mean, leaving corporate America, um, and at that point, you know, so and I want to be super transparent with the audience is, you know, my managers were asking more out of me, and there was really nothing else I could give them. So it became very clear that perhaps a win win was to part ways. And it was a really hard, um, reality. I mean, I felt like the the world under my feet was shaken to the core, and there was a lot of fear. There was a lot of unknown. And thankfully, I had the support of my family and my husband specifically at that point. And what I kept telling myself was, what is the worst that can happen? And the worst that can happen is that I wouldn’t succeed as an entrepreneur and I would find another job. So I kind of put all my energy and focus on, on on the why behind that idea of, you know, being my own boss and managing my own. Time and again, it all became very crystal clear to me when I came up with the name of Breaking Through consulting and now coaching, and if I may take just a few seconds. It was it was a very vivid experience. I was doing tryouts with my son in a soccer, um, tournament, and I was just mesmerized and mesmerized about looking at all these little kids trying to excel and trying to show up and shine, you know. And how much effort they were putting behind it. And I realize we all have a way of wanting to break through something, to make it through a challenge, make it through circumstances to become, you know, from good to great or like we’re always trying to break through something either a limiting belief, a difficulty, our own self-reflection of ourselves. And then I it hit me, right? Like what I was trying to do at that point was to breaking through as an entrepreneur and being my own, you know, business owner. And that’s where the name comes from.

Stone Payton: Well, I can see very clearly how rewarding it must be as a client to achieve these kinds of breakthroughs. How much fun it must be for you to help your clients do that. But it seems like you’ve come full circle. You had those challenges in the corporate arena in the latter part of your career there, and now you’re busy about embedding purpose in their business operations and in their everyday life and culture. That’s got to feel great.

Clara Lucia Jaramillo-Carrier: Oh, it’s I mean, it’s I wouldn’t want to have it any other way. It’s, um, a practice that I have chosen, and I have the privilege of actually choosing, um, to do so, and it’s very fulfilling. And I think it it really hit me when I found my purpose in life. And I purpose is a very pivotal aspect of the support that I offer to my clients, because your purpose is not a nice statement that you would cut out from somewhere. And I put it on a plaque or on a wall. Your purpose is something that you find within. So one you want to you want to be not only self-aware, but you want to own the story of your life and the story of your life. Include, you know, the good, the bad, and the ugly and the Beautiful. It’s all part of, you know what makes you you and owning that part of the story or every part of the story, I should say, is what directs you to finding that purpose. So purpose is an inside job. It comes from within. And when you can clearly see that and feel it because it’s actually a gut reaction once you find it. I mean, it changes everything because every goal, every, um, focus that you have is going to actually be towards making that purpose a reality in the here and now.

Stone Payton: So I know how much more I enjoy hanging out with people in a professional or personal environment with what I’ll characterize as a positive mindset. You know, they’re upbeat, they have high energy. And I think I can extrapolate that to how that could have a very positive effect in the in the work environment. What I don’t have the first clue about, and maybe your clients don’t either initially is how do you get there? If you if you don’t have a positive mindset or there’s areas of your life where you don’t, man, that’s going to be a a challenging journey. But it sounds like maybe you’ve cracked the code a little bit in helping them get there.

Clara Lucia Jaramillo-Carrier: It’s a it’s a great question. And what I appreciate about what you’re asking me this stone is because, you know, when when I meet my clients, first of all, they are they have success in their lives, right? Like, they have some, you know, good achievements and a sense of caring. And, you know, their lives are going okay. When I start kind of asking them questions about what their yearnings are, about what the you know, what is meaningful to them, what are some of the values and some of those limitations that they have. Right. What are some of the ideas or absolute truths that you have been living by that may be becoming a barrier nowadays. And when we start kind of actually taking the time to stop and reflect on that, reflect perhaps on how did you become the person that you become and understanding a little bit about your past and those relationships that you established with your caregivers? You you start to actually understand that everything is connected and you know, your your mindset is a beautiful gift that you were created with from design, right? You were created with these beautiful mind. And what we don’t know a lot about is that there’s different parts of your mind, and we are mostly controlled by your survival brain. And in survival mode, we don’t think clearly. We are very reactive and our mindset, it’s almost at the mercy of that need to achieve and succeed and, you know, just keep going.

Clara Lucia Jaramillo-Carrier: Almost on automatic pilot. There’s also another part which is kind of your other side of your brain, where there’s a very special wisdom within. And when we learn how to awaken that wisdom, then we start understanding that we actually can be managing that survival brain, and we can do certain things to decrease that. And that’s when our mindset shifts from thoughts about from thoughts like, I can’t. This is too hard or this is not for me. Towards other, more empowering thoughts that include things like, hey, this might be hard, but I’m going to give it a try anyway. Or I’ve done that before, but now I’m going to do it with a different spin and see what happens. So suddenly you are awakened to the realm of possibilities, as opposed to being kind of in the dark and with a very fixated mindset that includes what we call stinking thinking and negative thoughts. So it’s it’s it’s work, right? Because this doesn’t come automatically. You need to be consciously, um, wanting to awaken that side of your brain. And when you do, you actually start seeing that there’s a change and that small victories can help you be more in a way to, you know, in, in. I don’t like the word control, but you can be more in the driving seat, the driver’s seat, as opposed to being in the copilot with, with no say or with no control at all.

Stone Payton: So I don’t know which one comes first, but it sounds to me like a positive mindset can impact and improve mental toughness, mental fitness. But mental toughness, mental fitness can make your mindset that much more. Is it like this virtuous circle once you get it rolling right?

Clara Lucia Jaramillo-Carrier: It is. And if there’s a takeaway about these topic of mindset, um, and this comes from the live school of coaching, um, is, you know, the, the, the fact that your thoughts are the ones who impact your feelings and then your feelings dictate how you act or how you behave. So in other words, if your thoughts are negative and if you wake up every morning saying to yourself, this is going to be a hard day, I don’t have enough money, enough resources. When I get to the office, people are going to be dependent on me and I have to do it all over again. Then you’re going to feel very disheartened and and disbelieved, and your actions are going to be reflective of that. So you’re going to be scattered, you’re going to be overwhelmed, you’re going to be stressed out. And then at the end, what do you think the results are going to be?

Stone Payton: Right. Not good.

Clara Lucia Jaramillo-Carrier: Right? Not good. And then you’re going to bring back that home. And guess who’s going to be the punching bag.

Stone Payton: Mhm. Yeah.

Clara Lucia Jaramillo-Carrier: Right. Your family. So again unless you do something to consciously change the script that you’ve been living by. Nothing will change. And you will just have wishing thoughts that something magically will happen and it never will. And then you’ll be focused on that mindset. And it’s it’s the cycle and it’s your self-fulfilling prophecy. Wherever your mind is, wherever your, your, your energy focus is on, that’s what your reality is going to be.

Stone Payton: You mentioned early in the conversation, I believe, the idea of love. And you may have even said personal love, self-love. And I kind of I log that in because I knew I wanted to ask you to speak a little bit more to that.

Clara Lucia Jaramillo-Carrier: Yeah. This this was something that became very important to me when I was doing my own personal growth, which I continue to do, um, up until this date. But it was very vivid when I realized that unless I focus on myself, unless I start fulfilling my own needs, unless I honor my emotions, and unless I put my own well-being in first place, I’m not going to be able to serve others from a place of abundance, grace, and contribution. So this is tied back to my growing up years as a Latina, um, little girl growing up in in Colombia, in the Catholic faith, and with, uh, my dad having the final say in a lot of things. I believe that my only way to find my mattering and belonging was to serving others and pleasing others, despite my very own needs and feelings. And that helped me survive, and that helped me become a very kind and compassionate person, until those things became the reason why people will be dependent on me. So I created codependency very quickly, and it felt really good because it gave me a sense of superiority, actually, as opposed to the realization that I needed to help people and teach people how to fish as opposed to fishing for them.

Clara Lucia Jaramillo-Carrier: And that created liberation. And suddenly the burden feelings of caring for the world were a little bit light lighter, and I started to then focus on me, my development, my growth, my healing process. And that’s when personal love, which is something I mean, it’s self love, but I call it personal love because it starts with you. It starts with you looking at the mirror and accepting your whole self with the good, the bad, the ugly and the beautiful. It’s accepting yourself and validating yourself and affirming yourself over and over so that then you can understand what it is to be those things for other people. So personal love is, I like to say, is, you know, to ask the question, would you date yourself? Would you go in a couple of dates with yourself, and how long could you stand being with yourself? And if the answer is yes, awesome, you probably will end up marrying yourself at one point. If it’s no, then great. What are you going to do about it? So that you can start being more accepting and loving and compassionate towards yourself?

Stone Payton: That is such an important message. The mental image I was building as you were describing, was remembering when you get on the airplane and they tell you if the oxygen mask drops, put put it on yourself first. I love that.

Clara Lucia Jaramillo-Carrier: Yes, yes. Great connection stone. Great connection. And again, um, it could be part of your cultural background. It could be part of the rules and the beliefs that you heard from your caregivers growing up. It could be part of, you know, society and the things that we believed were absolute truths, all of all of that dictate, you know, the way that we relate to ourselves and the regard that we have or not for who we are as individuals. And I think the opportunity, especially nowadays in this Complicated world that we live in is unless you focus on yourself, unless you seek to, you know, to to seek your your own healing, your development, you’re not going to be able to be as an effective leader and influence on others because you’re trying to then complete or justify the unfinished business that you have through those relationships at work and at home with friends and family.

Stone Payton: Now, are you providing all of these services, if desired, in English and Spanish?

Clara Lucia Jaramillo-Carrier: Yes. Which is which is I think it’s such a I don’t know, I like to say that it’s kind of a unique part of of who I am. And it’s not only the language, but it’s, it’s the cultural piece that it’s so important. So all of these, you know, you know, services and the support that I provide. Um, when you do it in just the language, Spanish. But when you do it from a place of relating to that person in terms of the nuances of a culture, um, it takes a very profound meaning and the person is more likely to feel heard, seen and valued from that perspective, because there’s a sense of understanding that creates closeness and proximity.

Stone Payton: So when you’re not busy helping people and organizations achieve these breakthroughs, what do you do for For fun? Do you have any hobbies that we might surprise us?

Clara Lucia Jaramillo-Carrier: Haha, yeah. You know, I think, I think one of my hobbies is, um, I am a writer. I like to write. I actually have a very short book, um, out there around purpose. Um, so I like to write, I like to paint, I do acrylics on canvases, and I have a few things that I’ve created lately. Um, and you know what? Funny that you say that. One of the things that I’m challenging myself more and more is to take risks and to really practice what I teach, which one of the things is, you know, how do I embrace my fear and make it my friend so that I can then do what I would say was impossible otherwise? And over the weekend, one of the the things that I did was I jumped into Lake Michigan at, uh, like very cold right now.

Speaker4: Oh, yeah. Whoa.

Clara Lucia Jaramillo-Carrier: So I did a cold plunge, and and the reason why I did it is because I wanted to manage my fear as a way to propel me forward in doing something spooky and scary, and as a way for me to really allow my fear to show up and flow through my body and through my experience at that moment. And it was incredibly satisfying. And I realized that what I teach, which is, you know, the notion that we’re so much capable than what we think we’re so much lovable than what we give us credit. We have so much to offer out there than our limitations. And it’s just it just proved that that’s that’s that’s a fact.

Stone Payton: I just absolutely love that you are at once transparent, vulnerable, authentic. And you, you eat your own cooking, as my dad would say, right.

Speaker4: I love that.

Clara Lucia Jaramillo-Carrier: I love that notion. Yeah. It’s, you know, it’s it’s it’s interesting that you say that. And I appreciate it because I’m proud of, you know, where where I am. I’m proud of the journey that I’ve been. And I’m very proud about the resources and the time and the investment and the energy that I have put behind what I offer. Um, and I and I practice it, I teach it, I live by it. Um, it’s not perfect, but that’s okay. And one of the things that I, you know, that is still continues to be a little bit of a struggle is I know that what I sell, what I offer, it’s really hard to sell because generally people think that these are soft skills and that they’re not as relevant or important into not only the business setting or the marketplace, but in general in life. And I want to challenge that belief, because unless you invest in the well-being of your people, unless you invest, invest in your own development, you’re going to keep having the same results over and over. And our emotions, our humanity. All of that is what the world needs more of. If we were able to own that again, the good, the bad, the ugly and the beautiful, we would have different conversations at work. We would have different engagements at work. And unless we actually focus on that, nothing is going to change. So we’ve been living life, um, a lot from kind of like the data driven kind of the, the proving and the points and the logic side of things. I think we have overvalued that. And it is time to bring some of those other gifts that we were given to create more balance and again, to awaken to the reality that humanity, it’s it’s who we are.

Stone Payton: And when you do take that, that leap and pursue that kind of breakthrough. They’re certainly valuable. Value there individually. But man, there’s genuine bottom line value to the organization. That’s the.

Speaker4: It does. Yeah it.

Clara Lucia Jaramillo-Carrier: Does. So again unless you. Unless you focus within. Unless you are actually ready as a leader, as a business owner, as a company CEO or whatever. Um, to really pay attention to your people and to what’s happening in them and with them. And unless you get curious to understand why and how can you become more of a support and less than a judge or, um, a critic, nothing will change and your bottom line will remain the same. And there’s, you know, there’s there’s ways to guarantee success, right? I mean, and I want to point this out because it’s it’s important to all of those who have or think they have the title of leaders. And, you know, dictators work. They bring results to the table. They make people do things right. The problem with that is that it’s not sustainable. And then at the end of the day, people break. And when your people break, you’re going to be facing a very cruel reality and you’re going to be alone and on your own. So the idea of really becoming leaders who are human, who are understanding, who are curious, who are there to really understand the needs of their people and to engage with them as human beings. If you’re if you’re not doing that, you’re missing out.

Stone Payton: You have already shared so much. But I know we’re we’re looking at a very deep well here. So I’m going to ask anyway before we wrap, if maybe you could share a little bit of advice or a pro tip on, uh, on producing better results in less time in the context of some of these topics that we’ve talked about. And guys, uh, I’ll tell you, the number one pro tip is if any of this is striking a chord with you, and I know it has to be, just reach out and have a conversation with Clara. But between now and then, let’s, uh, let’s leave them with a little piece of advice they can chew on.

Speaker4: Yeah.

Clara Lucia Jaramillo-Carrier: No, I appreciate that, Stone. And I appreciate the opportunity. Um, you know, I guess, you know, the one thing that I. That I ask or that I’m inviting you to do is when was the last time that you stop and created some space for you to reflect on something that means something to you? Um, if that is your business, when was the last time that you stopped and thought about the reason? The purpose behind your business? What is what is it that you want to, at the end of your walk in this life, have as a Our legacy that you leave behind. When was the last time that you stopped and reflected on the kind of relationships that you want around you, that you want to create for you? When was the last time that you shared positive acknowledgment for someone you love or you admire? And when was the last time that you looked? You look at yourself in the mirror and you were pleased with what you see. And if the answer to these questions are a little convoluted, that’s okay. That means that there’s opportunity for you to be more conscious and more present in the here and now to think about those things.

Clara Lucia Jaramillo-Carrier: And maybe you won’t have one answer right away, but allow yourself to reflect. Reflect on the life that you have now. Reflect on the job, the career, the relationships that you have right now, and give yourself some space to feel, to feel how you feel about those. And if you think that those are satisfying. Awesome. Keep doing what you’re doing. And if, on the other hand, you feel a little puzzled, a little uncertain, and even uncomfortable, that’s wonderful. Give yourself a space to go deeper and find out what is it that you need to do differently to be more satisfied. And what a coach can do. And in this case, what I do through my breaking through coaching program is precisely that. It’s to in a in a non-judgmental space, accompanying you in an incredible journey to discover what’s possible to unlock your three superpowers personal of purpose and positive mindset, and to help you live more fulfilling lives and more fulfilling careers.

Speaker4: So what’s the best way for.

Stone Payton: Our listeners to learn more about your work? Connect with with you. Let’s give them some coordinates so they can continue to to tap into your work.

Clara Lucia Jaramillo-Carrier: Yeah, absolutely. You can find me on my website. Start breaking through.com. You can send me a personal email at Clara. Clara dot carrier c a r r I e r at start breaking through.com. Or you can find me on LinkedIn at Clara Lucia, or you can find me on Facebook as well. All of these information and social media handles are on my website.

Stone Payton: Clara, it has been an absolute delight visiting you with you this afternoon. Oh my gracious, you’re your insight, your perspective, your enthusiasm, your your authenticity and transparency. And then when I ask you for a pro tip, I don’t get a fortune cookie message. I get real depth that we can all benefit from. You are an absolute delight. Thank you so much for visiting with us this afternoon.

Clara Lucia Jaramillo-Carrier: Thank you, Stone for the opportunity. Thank you to you and the organization for really giving us space for us, small business owner, to shine our light and to share the reasons why we do what we do. So kudos to you for paying attention to us out here, and to creating a space for us to shine through. Thank you.

Stone Payton: My pleasure. All right, until next time. This is Stone Payton for our guest today, Clara Lucia, with Breakthrough Consulting and Coaching and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Breaking Through Consulting & Coaching

Relationship Coach Tereza Bansky

March 19, 2025 by angishields

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Tereza-BanskyTereza Bansky is relationship coach, HR professional with leadership background and enthusiastic change ambassador. Originally from the Czech Republic, she now lives in Seattle, Washington.

In her career she worked in ambitious, results-oriented corporate environments and European startups for two decades. Coca-Cola, Merck, Air Bank or Bonami.cz are some examples to name where Tereza held HR leadership roles and helped those organizations to shape their people strategy, develop talents, build their company culture and drive change. Today, she is primarily coaching individuals and provides HR consulting to smaller organizations and start-ups across the globe.

As a coach she works with diverse clients. For her background, she is often found by HR professionals and first-time managers to support their career growth and leadership development or by people in career transition. Despite this, Tereza´s passion and expertise are in relationship coaching and her special niche is to help people impacted by infidelity. She helps clients navigate the complex, difficult, and emotional situations around affairs.

Her personal experience with a decade-long affair has given her deep empathy for the diverse emotions and challenges faced by everyone involved in such complex relationships. When coaching, Tereza is grounded in empathy for client´s situation, confidentiality, commitment to their growth and no judgment.

Tereza is Associate Certified Coach, ACC with the Internatinal Coaching Federation (ICF) and Certified Co-Active Professional Coach, CPCC (Best Coach & Leadership Training Programs – Co-Active Training Institute). She holds a Master´s degree in HR management and Adult Education from Komensky University in Prague.

To mention some interesting facts from her private life, Tereza dedicated her first 20 years of her life to ballet with the aim of becoming a professional dancer. When she did, she changed her career path. She has 17 years younger brother who significantly influenced her life, now playing NHL.

In addition to Prague and Seattle, she lived in New Zealand. Change and adaptation is part of her DNA. She loves movement, outdoor adventure, psychology, theatre, yoga, gastronomy, time with her husband and road trips.

Connect with Tereza on LinkedIn and at terezabansky.com.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. You guys are going to enjoy this one. Please join me in welcoming to the broadcast relationship coach, HR professional and enthusiastic Change ambassador, Tereza Bansky. How are you?

Tereza Bansky: Hi Stone, I’m doing very well. How about you?

Stone Payton: I am doing great and I’ve really been looking forward to this conversation. Tereza, I have a list of questions. I’m sure we won’t get to them all, but before we even start there, I have to say I really think you may be our first and only relationship coach. So I’m interested in mission. Purpose. How are you out there? Really? Trying to to help people.

Tereza Bansky: My pleasure to be here. Thank you. Um, yeah. I’m a relationship coach with a long career in human resources, helping people, working with people. Um, supporting them to thrive. And, um, you know, I learned that relationship really matters, and they strengthening our quality of life and have direct impact on our happiness. And, I don’t know, it just ended up and it found my heart found into being a relationship coach. And I really enjoy being in with my clients and support them to, um, live a better relationships. Be happier. Be more comfortable. Be themselves. And I have a special niche which is helping people who are impacted by infidelity in their life to find a way out and have a life they really want to have.

Stone Payton: I would think that that would be a very difficult time for everyone involved. That seems like it would be a real challenge. How do you how do people even find you? I mean, can you do traditional sales and marketing type stuff or is it people you get referred? How does that work?

Tereza Bansky: Um, yeah. People involved in affair usually don’t share, uh, very publicly. They are not very vocal about that, obviously. Um, but people search on internet, what other stories are what help others and I’m sharing publicly. I’m in media and I’m I send some, um, blog and, you know, sharing some experience so people can find me online. But the most often source of my clients are through referral. So you are in a difficult situation. You share with your best friend and they help you to give a tip. Okay, there is someone. Ask for help. Go to professional if it’s coach or therapist. So, uh, most often I’m found by clients through referrals.

Stone Payton: Now, do you feel or has it been your observation that infidelity is more common now than it was ten years ago? 20 years ago? Or or do we know? Really?

Tereza Bansky: I don’t have data about it, but my honest opinion is it’s not different from the past. Uh, affairs. Been here always, and most probably will be in the future. What I observe now is that we talk about it a little bit more so I can access more information, more data. You hear more stories. There is lots of literature on the market and a lot of courses that help people to go out. I think it’s more vocal. It’s more normalized. Uh, but infidelity was here forever.

Stone Payton: Yeah, I suspect you’re right about that. So what can a person expect in working with you? What does that look like? Mm.

Tereza Bansky: Um. It’s never the same. Buy customized approaches and actually create a process together with my clients. My potential clients have three 30 minute session to get to know me, uh, experience my style, ask any question and check if I might be the right partner for them. If that clicks, we start to design our alliance. Um, we set up goals and we jump in. We start to work. So, um, when I’m coaching, my priority is to first create a safe space, safe environment for clients to be really comfortable, to deeply dive in and start exploring and make step by step actions. I’m often curious, sometimes provoking, um, but I seek to understand where clients are stuck with their perspective or stuck with emotions that hold them back. And I love to challenge them to, um, really go out of the comfort zone, um, which that complex relationship is itself. But I love my clients to find a little tiny step even further that it’s getting them closer to what they really want to move on, but they need to be ready. Um, there’s lots of tools. It depends. Some tools I don’t use with some clients, and I use the other ones with others. But, uh, my favorite tool is embodiment. Our bodies are pretty smart, and I help my clients to understand their body more and listen to their body response. Seek intuition. And, you know, if you are in love or in complex, difficult relationship that is painful. We use a lot our head, our mind, our rational thinking, but, um, it’s usually confusing, and we need to get connected with our body to understand what we really want.

Stone Payton: So do some topics come up in these conversations more than others, or are there some topics you almost always know are going to find their way into the conversation?

Tereza Bansky: Mm. You know, clients in affair have something in common. So it’s always about relationship and difficult relationship. But yes there are some similarities. Typical example can be you know, I’m married. I fell in love with somebody else. I’m completely stumped about what I want and what to do. This is usual start of our conversation or, um, someone reach out like, you know, I experience affair. I ended it because it was right thing to do. But, you know, it’s still hard. Not happy. Um, I don’t have my energy, so they need help to still process the whole situation and maybe change some things in their life to be happy again in their relationship.

Stone Payton: I wonder? It’s probably a pretty long list, but I’m going to ask anyway. Just in general, what brings people into affairs like why?

Tereza Bansky: Mm. It’s a very good question, Stone. Um, and I don’t have a simple answer, but I’m learning from my clients that affairs are the result of dysfunctional relationship, or it’s a symptom of something. And my role is to help my clients to understand what is behind the symptom, what they want, what they need, what is missing in their life that brings them to fire. And I’m learning from the stories that it often doesn’t relate to their primary relationship. It’s just about them. If I give you an example, like one of my clients, male in his 30s, he’s married to kids. He has quite peaceful marriage, and he fell in love with his colleague at work. Very simple common scenario. He felt super guilty about what he is doing. He knew it was wrong and he’s risking a lot. He was 100% sure he didn’t want to leave his wife and her family. Still, he wasn’t able to end this parallel relationship, felt completely alone, lost under the pressure of the dilemma. And that was the moment he reached out. He found me and we started to explore, explore what his new partner represents for him, how he feels with her, what he admires about her, and really deep work on.

Tereza Bansky: Of exploration. And he mentioned he first noticed her when she was presenting her trip to India, and about her climbing experience to base camp somewhere in a high in mountains. Long story short, she represented what he always dreamt of and he never tried. His dream was to mountaineer and climb high mountains on expedition. It represents for him some kind of freedom, courage, a sense of pride, values that he didn’t honor in his primary relationship. Not on purpose, but he found out it was very important and it was missing in his life. Of course, he liked, um, the body shape, uh, his girlfriend. And he found very easy to connect one with each other. But he fell in love to her because she had something he was missing in his life, and he never tried to build for himself. And just this understanding was a breaking point for him to understand himself and understanding about his needs. And we could start to, you know, considering small steps and action that he could integrate in his life, in his primary relationship, to feel, feel himself and feel more free, proud, courageous, um, and not to seek it outside of his primary relationship and family. So it’s just a simple example.

Stone Payton: No, that’s such an important insight because I think maybe like many, I guess I was attaching most of it to. Physical attraction, and it sounds like that so often that’s really not the the main thing. Is it interesting?

Tereza Bansky: It’s not because if it’s just a physical thing, we most probably find a different solution or we change partners often. But what holds us in a fair and parallel relationship is the connection. We get really close, we get emotionally involved, and this is why it’s so difficult to cut it off, to leave that, uh, that relationship.

Stone Payton: Yeah. So do you find yourself working with the other person, the the betrayed partner, I guess. Is that the right term? The the other person? Maybe not. At the same time, I don’t know. I’ll ask that question too, if you ever work with a couple. But do you talk about working with the the betrayed partner, if that’s the right term? Mm.

Tereza Bansky: Uh, I do, I work with disloyal partners, betrayed ones, but also with the third parties, not with all together, but with individuals. Sometimes I work with couples with the primary partners, but it has a special condition. But speaking about betrayed partners, um, how we work together again, it depends on what the intention of the client is. Generally, I help clients to process the incredible amount of emotions that is there. You know, there is pain, there is betrayal, sadness, disappointment, jealously, anger. There is a lot. And and I’m trying to lead my clients to understand that such experience requires, um, complete redesign of their relationship. Because if they want to, if they want to stay together after affair, it’s not possible to continue from the point before the affair started. Technically, such relationship end, and both partners needs to be willing to build a new relationship with the strong foundation. Rebuild trust. Renew intimacy. Greater meaning. But first, betrayed partner needs to process all the pain and emotions that are coming with that situation.

Stone Payton: And then you mentioned you also do some work or are available to work with the third party. Again, not all together. That would be a reality show. But but the the the the third party, there’s there’s work to be done there too isn’t there.

Tereza Bansky: Mm. Yeah. Thank you for bringing this topic. Um, it’s not often, uh, to talk about the third one’s. Usually all the conversations are focused on the primary couple, but being involved in an affair for, uh, as a third party, it’s usually the same amount of stress. Like for the primary couple. Yeah. Um, being third is not something you usually plan or desire. It just happens. It happens very quickly. Um, typically deep connection appears. High attraction between partners. Desire support partners starts to be like, really feel seen. Understood. They get fresh energy and just feel alive, you know? And it’s sexy. You have, you know, I have the right energy. You are alive. And it’s magic formula to keep going in that relationship. Complex relationship. Even your mind knows it’s not right. It doesn’t go in the right direction. There is a lot of troubles, pain, risks and mistress or lover quickly desire to be on the first place in the relationship and build the primary relationship together. Build own family. Being on a first place. Going for vacation together. Spending. Spend Christmas together, you know. And it’s not possible. So it sometimes takes months. Um, uh, and even years of waiting and those third parties get stuck and just depending on what, what their partner do, they completely stop to live their own life. And of course, it has a terrible impact on their self-esteem. Um, they face loneliness, jealously, sadness, helplessness. It’s, you know, there’s a lot to be, um, working on, to go through, and when such client decides they want to leave the relationship. We are creating together a vision. What is next? What is their vision for their life? What they want and I support them to do a small steps towards this vision.

Stone Payton: So at this point in your career, what are you finding the most rewarding? What do you really enjoy about the work?

Tereza Bansky: Um, I learned I can’t have attachment to what is the expected result to be if they are happy together or if they divorce, if they find a new partner, if they make it work or not. It’s up to my client, and I make it very clear and transparent from the beginning that, um, The result is my client’s responsibility. Mm. Uh, I own the protest, and I lead them through the process, but the result is up to them. My definition of success is progression. So as soon as my client is doing progress, I know I’m doing a good job. And it can mean whatever, depending on the goal from where we are starting with the client.

Stone Payton: So for you personally, um, hobbies, passions outside the scope of your work, what do you do when you’re not doing this kind of work that you really enjoy?

Tereza Bansky: Mm. Um, I’m still a HR professional, so I have projects really working with the companies as in-house HR, so it’s the professional part. But myself, I love being outdoor. I’m really adventurous. Uh, hiking, camping, uh, being outdoors, starting trying a new sports and new activities, I love yoga. It’s my kind of spirituality and, um, my body care. I do every month, at least 20 minutes. I need to stretch my body. Otherwise, uh, my body is really not happy. Um, yeah. And I honor friendships. I’m happily married, so it takes some time to take care of my, uh, partnership. And I love to spend time with my partner. What else? Yeah, I live in Seattle right now, but my roots are back home in the Czech Republic, so I travel often. Oh, please. Yeah. Busy life. Actually.

Stone Payton: It sounds like you’re living your best life. Okay, before we wrap up, uh, what tips or recommendations might you have for our listeners who are involved in or impacted by infidelity. And look, guys, the number one pro tip I can give you is if that’s where you find yourself right now, reach out and have a conversation with Tereza. Uh, but prior to that, uh, some things that they should be thinking about or doing or reading, let’s leave them with a little something to think about.

Tereza Bansky: Mm. Um, you know, as a coach, I don’t provide advice to my clients. Uh, I lead them to find their own answers and make decisions about what is best for them, because I don’t know what is best for them. I just create space to to find out. But generally speaking, uh, my advice for our listeners and people who are trapped in this complex relationship, Uh, ask for help. Seek professional. It might be coach. It might be therapist who can support you. And just getting outside perspective and having trustful partner, you can really share whatever is on your mind without judgment, without, uh, opinion, what is right and what is not. It’s it’s really, really I can see with my clients how they feel. They are not alone. So my tip would be don’t wait too long. Uh, asking for help because these situations don’t pass very quickly. And if, if, if if there is a saboteur voice, it will. It’s really a saboteur voice. And, uh, these relationships can be very painful. So don’t stay too long in, uh, in on a, on a place and Just keep asking yourself about what’s going on, how you feel, what you need, what, um, what do you desire if you are happy or not? And be very honest to yourself. It can be a great starting point even without having someone, some professional, being on a journey with you.

Stone Payton: Well, I think that is great advice. What’s the best way for our listeners to connect with you and learn more about your work, or maybe have that conversation with you?

Tereza Bansky: Uh, the easiest way is to to visit my website, it’s Thereza Bansky. Com. Tereza t e r e z a b a n s k y.com or visit my LinkedIn. Happy to speak up.

Stone Payton: Well, Tereza, this has been an incredibly informative conversation. Thank you for sharing your expertise and your story. I have no doubt that you’ve definitely helped me in this conversation, and I would be willing to bet quite a few others. Thank you so much for investing the the time to share your your story and your insight and your perspective with us today.

Tereza Bansky: Thank you, Stone, for having me. It was a pleasure and have a great day. Bye.

Stone Payton: My pleasure. All right, until next time. This is Stone Payton for our guest today. Tereza Bansky and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: relationship coach, Tereza Bansky

Roberta Bensky with Bensky Consulting

March 19, 2025 by angishields

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Roberta Bensky with Bensky Consulting
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Roberta-BenskyRoberta Bensky is a certified professional development coach and management consultant, accredited as a Gestalt Professional Certified Coach (GPCC™) with the Gestalt Institute of Cleveland and as an Associate Certified Coach (ACC) with the International Coaching Federation.

She brings a wealth of knowledge and experience to her coaching practice, with over 20 years of management experience in international organizations such as the World Bank, OECD, Norwegian Red Cross, and Norwegian Refugee Council. And, having lived and worked in diverse cultures across the US, Canada, France, Norway, India, and Sri Lanka, she offers a unique global perspective to her clients.

When she’s not working, you’ll likely find her on her bike.

Connect with Roberta on LinkedIn.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this morning. This is going to be a good one. Please join me in welcoming to the broadcast with the Bensky Consulting LLC, the lady herself, Roberta Bensky. How are you?

Roberta Bensky: Well, I’m doing well. We’ve got a beautiful day here, and that always makes things easier. And I’m so pleased to be talking to you, Stone.

Stone Payton: Oh, we’re going to have so much fun and learn a great deal. I think a good place to start would be if you could share with me and our listeners mission. Purpose? What are you really out there trying to do for folks, Roberta?

Roberta Bensky: Well, a couple of things. I am a professional development coach, so what I’m really trying to do is to help people become themselves. Um, I’ve worked with a lot of leaders who ended up in leadership because it was just a hierarchical move, and they had a very low level of self-awareness, which I think is so key to being a good, empathetic and strong leader. And so as a coach, my mission is to bring people to themselves. Um, you know, there’s a I’m a gestalt, uh, gestalt coach, and there’s something called the paradoxical theory of change, which was put forward by, um, a gestalt psychologist, Arnold Bowser. And he says that genuine change occurs when you become who you are and not something that you’re trying to be. And so my mission is to help leaders and, uh, others in, uh, in professional settings to become more of who they are.

Stone Payton: So tell us a little bit about the the journey to becoming a coach. My experience has been when I’ve asked this question before, that it’s rarely a straight line. Yeah.

Roberta Bensky: Well, I actually tried to put together a straight line. And if you’ll just bear with me and don’t roll your eyes. Um, I’ve decided that it started when I was 11 years old, and I, we moved to Canada, and I had missed half a year of beginning French. And so in order to catch me up, they sent a woman to my home at 11 years old, a French tutor, to catch me up, and she was French and working with her. I decided I wanted to be French, not just learn French, but be French. And 20 years later, I actually accepted a job with an international organization in Paris, and I moved there and spent a while trying to be French. And of course it never really works. After a few reels, after a few years, I kind of realized that instead of being French, I needed to be me in France. And that was such a revelation. And as I was working in this international organization, I. I climbed up the ladder, I became a manager, and I had very little experience managing managing people. I knew about managing projects, but not people. And I also noticed that many of my peers around me were also struggling with being a manager. And so it was kind of through that that I thought, well, what is a good manager? And through reading books and talking in quality circles, I realized that it’s really about knowing oneself and being oneself in a variety of contexts. So instead of being French, I was me. In France, I moved to Norway instead of being Norwegian. I was me and Norway, but I did have to adapt to a variety of contexts. And I think for me it was about how leaders and managers can become the very best, and it is being themselves in a variety of contexts.

Stone Payton: So walk us through what the work looks like on both sides of the table. I guess I’d be interested in hearing. Is it is it conversation? Is it one on one? Is it group kind of stuff or a little bit of all of that?

Roberta Bensky: Well, it’s all of that. I mean, I’m a gestalt coach, and what that means is I’ve integrated some of the tenets of Gestalt therapy into the coaching practice, and that’s what I studied. So I work with individuals. There are, um, coaches who work with groups. That’s another area of training which I intend to pursue in the next year or so. Um, and so I work with individuals for the most part. Now, there are a couple of different types of coaches. One, when I was studying, there were about two thirds of the cohort that were internal coaches, meaning that they were working within an organization, often within the HR department, and they were also learning how to be a coach and coach their colleagues. And then there were those of us like me, who were external coaches, meaning that we did not work for any organization. And we’re trying to create a business where we help individuals at any kind of all different kinds of professional levels, um, to, to be the best that they can be. So a session with an individual, for me, first of all, it’s a it’s a one hour session. It usually starts with a recognition that there are two of us in a space, and that the client may be coming from a particularly busy, maybe a stressful point. And so I usually ask my clients, is there something you’d like to do to come into this space and sometimes it’s a breathing exercise. Sometimes clients need to stand up and move around a bit, and sometimes people want to get right into it.

Roberta Bensky: So in in Gestalt coaching there’s no hierarchy. So my job as a coach is to let the client and to facilitate the client to do what they need to do. So once that is over and the the client feels like they’re in the space and I often participate with them, especially if it’s a breathing exercise. So we’re both in this space. The first thing I ask is, so what’s on your mind? Or it might also be what’s taking your energy at the moment. Gestalt coaching deals primarily with the here and now, so we’re not looking back on what’s your experience as a leader? What have you done in the past? What would you like to change. But we’re looking at is what’s going on here and now. And it often is related back to history. It can be related back to family. It can be related back to adolescence, many things. But as a gestalt coach, my my job is to bring the client into the here and now. So if they’re talking about something that might have happened in their childhood, I’d say so how does that affect you in your work right now? And that’s what we work on. Um, and so there’s also a structure to each session. There’s a, um, we start with a kind of contracting an agreement, um, where the client can define what they want to work on in the session.

Roberta Bensky: The client also defines how they will measure success at the end of a session. That is the contracting phase. And as a coach, my job is to make sure that we stick to that contract. And I do that by checking in about halfway through the session, asking the client, so how are we doing? How do you feel about what you started out wanting to talk about and where we are now? Sometimes the theme changes, and so it’s also my job to say I feel like that. The change, the theme has changed a bit here. Is this your experience? And then we do a recontracting. Um, totally. Again, up to the client and then towards the end, with about 15, 15 minutes left, it’s my job to bring the session to a good close. And that means that there is a final check in to say, okay, so this is what we’ve talked about. What are some of the key takeaways for you? I would also ask clients to identify some actions that they can take between now and the next time that we meet, because there is also an accountability element. Um, I would also ask them, so if this is what you’d like to do, what could get in the way of you doing it? What would be obstacles? And if there are obstacles, how would you mitigate those? And then we end with just a, you know, anything else you’d like to add. And we end right on time. That’s my job.

Stone Payton: Well it at once. It sounds simple at some level, but incredibly powerful to just meet people where they are and work on what they want to, what they want to work on. Huh?

Roberta Bensky: Absolutely. And you know, the client is in the the client is in control. The client is in charge. Um, what I’ve learned is a methodology that will help ask certain questions, um, reflect on perhaps movements or a change in a person’s body language and reflect that back to them and say, you know, I’ve just noticed a change. Do you want to talk about that? What’s going on? Um, Gestalt coaching also deals a lot with, um, with the physical being. So there is as a coach, my job is to, um, to acknowledge and to observe change in breathing, physical movement, etc., because often a client is not aware of that, but there’s a very powerful message involved in that. So as a coach, I might point that out to the client. Otherwise, the client is the one that you know, that decides and determines how a session goes. It’s my job just to ask probing, open questions and to observe.

Stone Payton: You touched on earlier in the conversation this idea of self-awareness. And when it’s lacking, um, maybe you’re not anywhere near your best. Can you speak more to this this concept of self-awareness and what you’ve seen in your practice regarding the the power of it once you can unleash it?

Roberta Bensky: Yeah. Well, first of all, I want to say that self-awareness is something that I work on all the time. And as a coach, it’s even more important for me to work on that. And I have a mentor coach, for example, so that I’m working on this continuously. So self-awareness is about knowing who you are And how who you are affects what you do. So as a leader, if you find that you have patterns where you are unable to deal with certain conflicts at work, there may be a pattern where, um, you are getting feedback that is, you know, room for improvement. The idea is, is that by knowing who you are, you’ll understand why that is happening, and only through that can you change it. Um, you know, I’ve been in a lot of training courses and I’ve read a lot of books where the the message I’ve taken away is do this, do that, be this, be that. And it never really worked for me. And what has worked is when I bring more of myself into what I, what I’m doing and when I’m working with. And, you know, we hear a lot of people talking about being one’s authentic self. And it’s so important for a leader and a manager to demonstrate how self-awareness can go a long way into reaching goals and objectives and being a good communicator. And by doing so, the managers that they’re bringing up in an organization have a very powerful model to to work after.

Stone Payton: So in your experience to date, and you’re clearly a very well established practitioner, how does the whole sales and marketing thing work? Like how do you get the the, the new business and the opportunity to do this work?

Roberta Bensky: Oh, it is so hard, Stone. And it’s one of the, one of the things that I, I didn’t think it would be easy. I thought it would be, um, a little more straightforward. So as I mentioned, there are internal coaches and external coaches, and I think external coaches have great advantages and also great challenges. So as an external coach, you know, we can take clients in all different walks of life, uh, all different places in their life. Um, but as an external coach, we also have to be looking after business. Now, I thought that knowing what I know about management, and I have been a manager and I have been a leader, and then mixing that with a methodology of coaching that I know and can see really helps people. I thought, well, you know, that’s my business and I would like to make a living doing that. And it’s proven much more challenging than I imagined. Um, coaching, first of all, coaching is often a medium term engagement. It’s very different from a therapeutic engagement where therapy can often last years and years. Coaching is very goal oriented and very objective oriented. And so it’s more of a medium term engagement, meaning that there’s a very high turnaround of of clients. So you’re constantly looking or I’m constantly looking for for new clients.

Roberta Bensky: Um, I also realized that, you know, learning, having a, having gone through, um, the education necessary and then having coached a certain number of hours to get accreditation from not only the Gestalt Institute, but also from the kind of gold standard International Coaching Federation. I thought once I had the first level of coaching, um, that meant a lot, and it really did. It’s 100 hours of coaching, it’s, um, 60 hours of education. And then there’s a very challenging test. But that really doesn’t stand for much, especially in a context, um, where there are a lot of high achievers in, uh, in a place, for example, I live in Washington DC. Um, these are very high achievers people, extremely well Well-educated, a lot of competition, and a lot of organizations that I know of are looking for at least the second of three levels of accreditation, and it’s a bit of a, of a, um, carrot and, and um, uh, what is the other thing? It’s a bit of a carrot and stick. Thank you. Um, where in order to get accreditation, you need to have coaching hours. In order to have coaching hours, you need accreditation. So this is something that I’m managing all the time. Um, and of course, the coaching hours, um, there can be a certain percentage that is pro bono, which is really nice to be able to have that opportunity, but most of them have to be paid coaching hours, which is also a bit of a challenge.

Roberta Bensky: Uh, so when I was doing my practicum during my, um, during my training, it seemed fairly easy to get, um, to get clients. And that was because I had a, you know, a sliding scale. It was, you know, clients could pay as little as a dollar. The point was for me to get practice and to to work with people who were willing to, you know, kind of take a bet on me as a student. Um, after my accreditation, I thought, well, now people are going to be, you know, knocking on my door, banging it down, wanting me, and it’s just not happening. Um, first of all, there’s a lot of competition in the Washington, DC area. There’s a lot of need, but a lot of competition. And so I’m really struggling with the business side. Um, I know that there are kind of network. I’ve been I’ve been given a lot of advice, and one piece of advice I got very early on from a coach was, you are not going to be able to make a living doing this.

Roberta Bensky: And I remember when the coach told me that I felt kind of a my stomach just fell and I thought, that’s not that’s not what I’m looking for and it’s not possible. And, you know, throughout our lives, we often have people who will tell us what we can’t do. And what I’m looking for is people who will tell me how to do what I want to do. So I am determined to make a living from this, a modest living. And it may mean that I’m also doing, you know, a side gig, which is which is what I’m doing right now to, to get an income. Um, but I’m struggling in the, the, the coaching education. They give a very, very superficial overview of marketing. And I think then it’s kind of everyone to their own. I also think that as people who are, um, you know, kind of concerned with individuals growth and, um, and helping them, we’re probably not the most business savvy people in the world. Um, so, you know, I need to, to learn about, you know, the business. I need to learn what I can do with myself and being myself that feels comfortable to engage more clients. And I’m struggling with that.

Stone Payton: So you mentioned a little while ago, I think, that you have a coach as well. You have you have mentors, you have people that you go to. And as you continue on this journey, don’t you?

Roberta Bensky: I do. I have a mentor coach. She’s fantastic. I sought her out. Um, she has a slightly different path and training than I, um, but, you know, if I’m coaching, I want to be a better coach. And to be a better coach. I want to be better at being coached. Uh, and so having a mentor coach, first of all, it’s a requirement for, um, you know, going to the next level in the International Coaching Federation’s accreditation. But it’s also so important to have someone where I have a safe space, especially if I have a challenging client. I want to, you know, talk to someone and say, you know, this is challenging for me. Um, can can we can we talk through this? Can you help me to understand this? And as my mentor coach, that’s exactly what she does. So it’s a huge benefit to me. And I also learn more about coaching from the way that she coaches.

Stone Payton: So what’s next for you? I think you mentioned that you might be looking at having some sort of structure for group coaching or using some, some additional mechanisms from, from the one on one. Is that accurate?

Roberta Bensky: Well, the group coaching is another level of education. And it’s it’s so interesting interesting to me. You know, I’ve spent most of my career working in, um, international organizations that work with development and humanitarian assistance. And I know that coaching would be so helpful to people in these kinds of environments, especially in the humanitarian field, because people reach high burnout and, you know, they’re often back at headquarters after being out in the field for for some time and to have a group to coach to talk through some of the things that they’ve been through and to help them become better at being a director out in the field or an administrative leader out in the field. I think it would be so helpful. And so I do want to get accreditation with group coaching on the individual side. I’m hoping that I can become a little bit more savvy in the business, go to a few more networking events. You know, there are local chapters of the International Coaching Federation. Um, I belong to the one in Northern Virginia. There’s also one in DC that I will, um, join and see about making some contacts. Networking is not me being me.

Roberta Bensky: It’s not something that comes naturally for me. So it’s something that pushes me a little bit out of my comfort zone, and if it can help raise my own awareness about how best to to, um, to experience and to market my skills, then I’m very willing to, to try that. So I’m under constant construction. Um, the individual clients, a lot of it is word of mouth. People that I have, um, coached have, uh, sent me very nice testimonials which are up on my website. Um, and just trying to get noticed a bit more locally, um, doing more pro bono coaching. Um, you know, here in Washington DC, there’s been a recent spate of of layoffs of federal workers, and the coaching community has really jumped into action. And they’ve, um, started a kind of community where we can offer pro bono services to federal workers who are needing to to regroup and to figure out what their next steps are. Um, having thought that the federal job was something that was long term and that they had committed their, their professional lives to. So it’s just doing more of the same.

Stone Payton: What a marvelous phrase and idea under constant construction. I’m going to steal that. I love that.

Roberta Bensky: You’re welcome to it. I think we’re all under constant construction. And, you know, if we ever stop being under construction, then I think that’s where there’s a problem.

Stone Payton: Well, you’ve been remarkably candid and transparent about some of the challenges, and clearly you’re working through them. On the other side of the coin, what are you finding the most rewarding about the work these days? What’s what’s the most fun about it for you?

Roberta Bensky: It is so incredibly powerful to see how individuals can change in a very short period of time, and that they do it themselves. So, you know, initially I know a lot about Gestalt therapy. I’ve been in therapy at different times in my life, and there’s much more of a hierarchy. There’s a therapist who’s kind of the expert, and you go to them with with problems and they help you work through them. And I found, you know, just incredibly good things coming out of my work in therapy. But as a coach, it’s almost the opposite of what a therapist does. It’s someone who sits back, doesn’t react, listens a lot, and learning those skills was such a challenge for me. And when I see that when I do that, it works and people come to their own conclusions and they realize the power in themselves, it is incredibly gratifying. We also have fun. You know, these are these are people who have, you know, challenges in life. And they they need to laugh every now and then. Um, the The Gestalt coaching also works a lot with experimentation, and so I may propose an experiment to a client. And if they accept to do it, that can also be incredibly powerful. So being an observer of the power that people have to know themselves and to change is so rewarding.

Stone Payton: So I’m going to switch gears on you for a moment, if I might. What what, uh, interests? Hobbies? Pursuits. What do you do when you’re not coaching that you really enjoy?

Roberta Bensky: I well, I do have a job as an editor. I work with an international organization, um, editing documents to make them clear and concise and to make sure that the messages are messages come out. Um, a lot of times, people who work in these organizations, they’re economists, engineers and and being succinct is not their greatest, um, asset. So I help with that, I help making the message clearer. And then when I’m not doing that, I am on my bike. I started writing about six years ago and I have done many rides. I’m not a fast rider. I’m not a racing, but I have great fun going on rides around the DC area. There are some really good trails here. I’ve been outside of the country. I rode from London to Paris with a friend of mine over six days, and this is just remarkable. And, you know, being on a bike is it’s a little bit like, like coaching. And that I am in a space that is such a safe space for me and such a rich, um, thoughtful space that I just love being there. So I am on my bike as often as I can.

Stone Payton: Well, and I have to believe when you give yourself an opportunity to do something like that in a completely different space. Fully immerse yourself in that. That when you emerge from that and come back to the work. I gotta believe it makes you even a better practitioner.

Roberta Bensky: You think I would think anything that is that is involves self care. It makes me a better practitioner. So it can be something physical. It can be something emotional, it can be something spiritual. You know, being under construction means that you know you’re building. And this is one way that I build a way to meet my clients where they are by being where I am.

Stone Payton: Yeah. Before we wrap, let’s leave our listeners, if we could, with a pro tip for producing better results in less time within the context of this conversation. And look, guys, you know, I’m thinking the number one pro tip here is reach out and have a conversation with Roberta. But, uh, between now and then, let’s leave them with a little something to to chew on. Roberta.

Roberta Bensky: Yeah, well, thank you for that stone. Um, my my pro tip is, um, it’s a couple of things. One is, uh, you know, people will tell you no, but there are people who will tell you. Yes, or they will tell you, um, let’s look at that and let me help. And so find those people. Find your champions. Um, and the other thing is for me, never stop, uh, learning. Never stop constructing yourself. Never stop building. Um, and then finally, the thing that is so difficult for most of us to do is to listen, listen, listen, listen.

Stone Payton: What’s the best way for our listeners to continue to tap into your work and and stay connected to you?

Roberta Bensky: Well, I do have a website. Uh, it’s bensky consulting.com. Um, I also am on LinkedIn. Roberta Bensky and, uh, people can find me there and they can find me on my website. I would be very happy to have a conversation with people, talk a little bit more about, um, what we can do together and see if there’s a good fit.

Stone Payton: Roberta, it has been an absolute delight having you on the broadcast this morning. Thank you for for your insight.

Roberta Bensky: You’re welcome. It’s been my pleasure. I’ve enjoyed this and I’ve learned a lot, too. Thank you.

Stone Payton: My pleasure. All right, until next time. This is Stone Payton for our guest today, Roberta Bensky and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Bensky Consulting

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