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From Burnout to Balance: Transforming Healthcare One Micro Shift at a Time

August 14, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Burnout to Balance: Transforming Healthcare One Micro Shift at a Time
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In this episode of High Velocity Radio, Lee Kantor interviews Doreen Steenland, a reset and work-life integration expert. Drawing from her experience as an ICU and trauma nurse, Doreen discusses the severe impact of burnout among healthcare professionals, costing the industry $300 billion annually. She introduces her Micro-Shift Reset System—practical, quick stress management techniques designed for busy healthcare workers. Doreen emphasizes the importance of small, actionable changes over traditional self-care approaches and shares success stories from her coaching. 

Doreen Steenland, RN, PCC, Reset Specialist, Micro‑Shift Reset System™ Creator, Leadership Coach for Healthcare Pros, Executive Presence at Doreen Steenland Coaching & Facilitation.

She help healthcare leaders break the burnout cycle and reset their nervous system—on command—whenever overwhelm strikes. No fluff. No bubble baths. Just brain-based, body-led micro-shifts that work in real life (yes, even mid-shift chaos).

After 35+ years as an RN, she have seen how survival mode steals their energy, their joy, and their presence. She created the Micro‑Shift Reset System™ to change that—one tiny reset at a time.

—Reclaim your calm.
—Lead with clarity.
—Have energy left for what matters most.

Because stress isn’t the enemy—staying stuck in it is.

Connect with Doreen on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Why is burnout prevention in healthcare workers so important
  • Why is burnout so prevalent in healthcare
  • Why do traditional stress management programs fail to deliver permanent transformation
  • What makes Micro-Shift Reset System™ different from all the other burnout prevention programs

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Doreen SteenLand, who is a reset and work life integration expert with Doreen Steenland Coaching and Facilitation. Welcome.

Doreen Steenland: Thank you. Thanks so much for having me. I’m really glad to be here.

Lee Kantor: Well, I am excited to learn what you’re up to. Tell us about your practice. How are you serving folks?

Doreen Steenland: Yeah. So I help healthcare stop the $300 billion bleeding due to stress related retention and absenteeism costs.

Lee Kantor: So what exactly does that mean? What? How do they kind of quantify that as a $300 billion issue.

Doreen Steenland: Yeah. So annually, hospitals and health care systems are losing this kind of money to stress related retention and absenteeism costs. Medical professionals are running on empty, and they are fleeing the field faster than we can train their replacements. So this is a real problem. And if you’ve ever if you’ve been to the hospital lately, any hospital, you’ll know that medicine is kind of running on bare bones. Now, if you’ve ever tried to get a doctor’s appointment recently, you see that you’re now waiting 6 to 8 months for appointments as a new patient. This is a problem. This is a problem of supply and demand, and it’s a problem of having enough professionals who don’t feel burnt out staying in the system.

Lee Kantor: So is this kind of a new problem, or is this problem being kind of creeping upward over the years?

Doreen Steenland: Now, this problem has been around for a while, but post Covid we definitely saw an increase and hospitals have been trying to navigate this burnout problem. Let’s face it, nurses right now in in 2025 report 69% burnout rate and 62% of those nurses are under the age of 25. That is our replacements. So I see this as a major problem. And physicians are still at about a 49% national average of burnout. These are big numbers, considering we’ve been working at this for the last five years to the last decade.

Lee Kantor: So what’s your backstory? How did you get involved in this line of work?

Doreen Steenland: Yeah. So I I’m one of, uh, 12 family members in my house in medicine, and I know what the halls of the hospitals are like. I was an ICU nurse, trauma nurse, and also a nurse leader. And I’ve lived the burnout, and I’ve felt it. I felt the detachment. I felt the cynical, um, attitude that comes with it being short fuzed. And it wasn’t because I wasn’t smart or capable. It was because I was stuck in these survival tendencies and these survival tendencies when mental, physical and emotional fatigue chronically deplete the energy reserves. So burnout is a real thing. And I’ve seen with all of my family members how they have to kind of several of them have to crawl up a bed after their their shifts for the week to recover because they are, um, just not bouncing back. And it’s not because they’re not smart, it’s not their fault. It’s because they’re stuck in survival tendencies. And I saw this as a huge problem. Um, and also there there’s obviously organizational issues with the hospital organization. This is not it’s not their fault. It’s not all on them. We’re short staffed. And that that specifically really weighs on a health care providers because they really care. They want to do the best for their patients. And they went into medicine to help others, and they’re feeling frustrated because they’re not able to give the care and the attention that they want to give to their patients.

Lee Kantor: Patience. Now, is there any relief coming with the advent of AI and robotics and some of these kind of machine learning and artificial intelligence tools that are at least a lot of people are talking about how they’re going to replace a lot of jobs. Is that where some of the relief is going to come from?

Doreen Steenland: Yeah. So I don’t see I really taking the place at the bedside where I do see AI intervening is in some of the mundane work that’s required in order to make meet insurance company regulations. I could see AI being, um, active in, um, assisting physicians and nurses with taking client histories and and tracking the notes and, and working in those ways. But but I can’t see them see AI directly involved in patient care.

Lee Kantor: Now, what is being done? Um, kind of in the boots, on the ground level when it comes to stress management right now. How? What are they doing to kind of alleviate some of this suffering?

Doreen Steenland: Well, there’s there’s two different approaches. There’s there’s, um, you know, education obviously. But what I’m seeing is that these professionals can recite the education and education without application is really short lived. Right. If if you’ve ever read a book, you know that reading the book is not going to create the transformation, you need to actually be able to apply it in real life settings. So there’s lots of education, there’s lots of coaching available. Excuse me for one minute. And um, there’s lots of, um, effort right now being put on the upstream efforts to reduce burnout by by taking a more systematic approach. And I would see what I offer health care, a more upstream approach to burnout prevention because it is, um, trying to tackle it before the burnout arrives.

Lee Kantor: Now, is this approach something you developed yourself from kind of being involved in health care for so long, or is there some, some other person’s kind of modality that you’re, uh, facilitating and implementing?

Doreen Steenland: Yeah. So I created the micro shift reset system. And this system actually walks health care workers through small daily, uh, incremental changes that they can apply right in the middle of their daily workflow. So being part of medicine and having so many family members in medicine. I know what the workflow is like in the hospital. I know that it’s unrealistic to have, um. Our medical professionals sit down for 30 minutes and meditate. That is not realistic in in the fast paced, uh, environment that they’re in. With the long 12 hour shifts, plus sometimes that they’re working. It’s unrealistic to expect them to do very, um, long activities. So this this process has been created to meet them right where they’re at, at the bedside, uh, to give them small little things that they could do to re-energize themselves and refill their tank in the middle of their day.

Lee Kantor: So these kind of, I guess, micro shifts, you call them?

Doreen Steenland: Yes.

Lee Kantor: Now, was this something that you just said, hey, no one’s going to sit down for 30 minutes in the middle of their day. How can I make this kind of the smallest, easiest, um, activity to implement? Is that what you were thinking? And just. You just started kind of testing it?

Doreen Steenland: Yes, exactly. So here here’s the thing. I’ve, I’ve been in coaching for the last decade, and this population will not deny that they need help. Um, they might not admit it to the staff. They might not admit it to the hospital. But they know inside that something’s wrong. And over and over and over again I’d hear clients say, but I don’t have time for blah, blah, blah, for coaching for this, for that. The other thing, and so their mindset right now is they are in a time warp almost. They don’t think they have time. So in order to start the process There needs to be small incremental steps and small wins that they could say this is doable. This is really doable. It doesn’t require a spa day. It doesn’t require a vacation. It doesn’t require a bubble bath where I sit still for an hour. It doesn’t require a 30 minute meditation. These are small, incremental steps that they could build into their actual workflow, that empower them to experience more of an inner peace, and that translates into money for the hospital.

Lee Kantor: Now, what was kind of the first reset that you came up with? You know, at the beginning of this.

Doreen Steenland: Yeah, I think I think always breathwork is something that everybody is really familiar with. Um, just even right now, Lee, if you just take a deep breath and inhale through your nose and exhale for longer than, um, than you normally do. So if you don’t mind, just humor me and do this with me. Sure. Take a deep breath in through your nose and exhale for a count to six. One. Two. Three. Four. Five. Six. Now do that a few times. We’re going to repeat that process. And I want to I want you to tell me what you notice in your body.

Lee Kantor: Well, the first thing I notice is my mind kind of quiets and I feel a sense of calm.

Doreen Steenland: Yeah. Yeah. And see, this is just one simple little micro shift there. There are hundreds of them that professionals and even people who sit behind desks and deal with client complaints all day can implement so that they can regain composure and regrown themselves. They’re all based in neuroscience. They all have to do with regulating the the inner world, regulating your nervous system so that you could show up as your best self.

Lee Kantor: Now, why do you think that? I mean, breathwork, I’ve heard about it. I’ve done some of it over the years. Why is it something that is just not, um, practice and known by more people? It seems so fundamental.

Doreen Steenland: Yeah, it is fundamental. And here’s the thing. Whenever we’re faced with stress, if you if you pay attention to what’s happening in your body, most of us hold our breath or breathe very shallow, or we brace ourselves for impact. That is just the way your body was designed to keep you safe. And when when professionals start to notice that they’re walking around, they’re they’re bracing a lot. They’re holding their breath a lot. They’re not really taking that deep breath. The sigh is actually your brain and body resetting your nervous system on command. That’s what it does. That’s what it was created to do. And it connects the body and the brain together. Yeah.

Lee Kantor: Now, you mentioned that this is obviously a multi-billion dollar product problem that’s affecting health care systems, big and small, all over the place. Um, are they kind of open to having conversations with you, the leadership, or is this something that they feel like this is just impossible to, to kind of deal with, even though that making even a small change would be a big deal in most, um, system health care systems, I would imagine.

Doreen Steenland: I think that the the statistics show that this is a viable space to invest in your employees for. Um, not only, um, preventing burnout and retaining your, your. Your good help, but it’s also for patient satisfaction surveys when your doctor is short or your nurse is short, stressed out, and doesn’t have time for you. How does that impact your experience in a hospital system?

Lee Kantor: Yeah, it’s not going to look good in the on those, uh, surveys.

Doreen Steenland: No. Absolutely not. So this this is a money making investment for health care facilities, for professionals, for hospitals to invest this for their employees. Now, many, um, many hospitals right now have employee assistance Programs because they are invested in providing for their employees. But the truth is that only 10% of employees actually engage in those programs, and those are the 10% that are already in in a bad state, right? Because nobody goes for help until they have to. Nobody calls the doctor unless they have to. Nobody really just seeks to say they put it off. They say, okay, I’ll deal with this tomorrow. Tomorrow will be better. We’ll have more staff. We’ll, you know, figure things out. Health care professionals were trained to self abandon to put everyone else above themselves. This was part of our training in school. This is how we were were taught. So to have them be able to notice themselves in the middle of all of this is is a huge shift.

Lee Kantor: Now, are your clients individual practitioners, or are you trying to talk to the kind of leadership of these, um, health care systems?

Doreen Steenland: Right. Yeah, I’d love to, to, um, have conversations like my ideal client is to have conversations with health care systems to get this in for all client onboarding, new nurse and physician onboarding. I’d love to see this in nursing and medical schools. I’d love to see this, um, given to every employee as a benefit so that they can have tools at their fingertips that they could do right at the bedside. They don’t need to take a break to do these tools. These are things they could do right in the middle of of handing out medications, doing procedures, talking with a patient at the bedside. They’re super practical. And that’s that’s the bottom line here. This is not a death by slide. Um, program. This is microlearning. And the statistics on microlearning right now are off the charts. Microlearning is the hottest new thing. It works because it increases retention by 80%. It increases engagement of people in the educational program by 50%. And the completion rates are quadrupled versus traditional learning methods. Traditionally, you know, we’re very scientific people in medicine. We have lots of statistics. We have lots of slides, we have lots of journal information which are all valuable. They’re all research based, and they’re all super important. But that doesn’t really tell them. All right. Everybody knows we have a burnout problem, but it doesn’t tell them how to fix it in the middle of their day. That’s what makes my product unique.

Lee Kantor: Is there any story you can share where you’ve implemented this, and either on an individual basis or a system basis, where there has been a noticeable change, where they were able to get to new levels and maybe kind of alleviate some of this burnout pain.

Doreen Steenland: Yeah. So here’s the thing I’ve had I’ve tested this extensively with individuals, and I have had report after report of, um, having increased job satisfaction again, of being stuck in traffic and having remembered one of these micro shifts and being able to control the anxiety that was bubbling, bubbling up inside of them. I’ve had, um, testimonies of people being able to speak, um, put their voice out there and ask for what they need. Because they’ve suddenly realized that. That they. It’s okay to have needs. It’s okay to to need space. It’s okay to take five minutes for a breath. It’s okay. To care for themselves so I can go on and on with testimonies about that. But, you know, I believe that this product can help the hospitals improve their numbers dramatically, dramatically.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation to discuss how to implement this type of facilitation, is there a website? What’s the best way to connect with you?

Doreen Steenland: Yes. Uh, Doreen. Com is my website, And, um, yeah, you can connect with me on LinkedIn. You can connect with me on Facebook. I’m I’m all over the internet, and I would love to have a conversation with you about how you can really, um, on a boots on the ground way impact your staff for for the good.

Lee Kantor: And that’s about d o r e e n s t e n land. Com.

Doreen Steenland: Correct. Correct.

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

Doreen Steenland: Thank you for having me. Lee, I really, really appreciate it.

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

Better Money Habits for Gen Z: Strategies to Thrive in Today’s Economic Landscape

August 12, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Better Money Habits for Gen Z: Strategies to Thrive in Today’s Economic Landscape
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On this episode of Atlanta Business Radio, Lee Kantor talks with Barbie Palmer, Vice President of Business Technology Integration at Bank of America, about the Better Money Habits Gen Z Report. Barbie shares insights into Gen Z’s financial challenges, spending habits, and reliance on digital tools for money management. The discussion covers Gen Z’s attitudes toward saving, investing, and financial literacy, as well as their decreasing dependence on family support. Barbie offers practical advice for improving financial health and highlights Bank of America’s commitment to empowering young adults through accessible financial education resources.

Barbie Palmer is Business Technical Integration Manager within Operations at Bank of America.

She joined Bank of America in 1985.  Progressing through Lockbox Services senior leadership roles, she became one of the first recipients of the prestigious Global Diversity and Inclusion award in2010.

Due to her exceptional leadership and volunteer efforts, she was the recipient of the Global Diversity and Inclusion award again in 2016 and 2022. Due to Barbie’s exceptional volunteer work, she was the recipient of the Global Volunteer Award in 2018.

Active in her community,  she is a former CASA volunteer where she was the voice of children that were in the juvenile court system. She has developed partnerships and led several volunteer initiatives with the YMCA, Boys and Girls Clubs, Girls Scouts, Cool Girls, the Women of Cherith, Kindred Teen Spirited Moms, Mary Hall Freedom House and the Beverly Cunningham Outreach Program.

She has achieved milestone fundraiser amounts for United Way, Susan G. Komen and Lukemia Light the Night programs. Barbie is a recent graduate of United Way Volunteer Improvement Program.

In 2010, she was a recipient of the Neighborhood Excellence Initiative Award for developing a robust volunteer recruitment program with Operations Hope to deliver financial literacy to over 4,000 students in one year. In 2014, she was the recipient of the NAACP Jondelle Johnson Community Volunteer Award.

As the former Chair of Community Volunteers Atlanta from 2010-2014, Bank of America was recognized as the 2014 recipient of the Corporate Volunteer Council Impact Award and the 2013 recipient of the Corporate Green Day Environmental Award. In2017, she was the recipient of the Saving Our Children and Families Economic Empowerment award.

She was recently featured in Bank of America ads in 30 local market newspapers promoting her volunteer work. Barbie was also featured in 2022onward taping of iHeart Radio’s Black Information Network (BIN) for her work as a Better Money Habits Champion lead.

An Atlanta native, she received several certifications in Accounting and Management. Barbie is Greenbelt Certified. She has received a BA in Business Leadership at the University of Arizona at the highest level of summa cum laude. She serves as a mentor to new college students.

Currently she is working on her graduate degree in Organizational Management graduation in December 2025.She was inducted into the National Honor Society, Alpha Sigma Lambda and Golden Key International Honour Societies.

Connect with Barbie on LinkedIn.

What You’ll Learn In This Episode

  • How Gen Z is actually managing money in 2025
  • The cost of “adulting” and how this generation is adapting
  • Where financial wellness, mental health, and self-care intersect
  • What can Gen Z be doing to build their savings
  • What are Gen Z’s financial coping mechanisms
  • How is Gen Z tracking on financial milestones, such as saving for a home, retirement and investing

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio. Brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on the show, we have Barbie Palmer, who is Vice president, business Technology Integration with Bank of America. Welcome, Barbie.

Barbie Palmer: Hi, Lee. How are you today?

Lee Kantor: I am doing well. So excited to be talking to you. Tell us about your work at Bank of America. How are you serving folks?

Barbie Palmer: Thank you so much for that. I’m glad to be here today. Just wanted to let you know I will be celebrating 40 years with Bank of America. I will, it’s been a journey, but I am so happy that I’m able to celebrate 40 years. But I work in Treasury services. I also lead our better money habits champions within Bank of America, where we go out into into the community and make financial lives easier. So it’s been a great, great venture for me. I’m so excited.

Lee Kantor: So as part of your work, I would imagine is the release of the Bank of America’s Better Money Habits Gen Z report.

Barbie Palmer: It is correct. Today I will be reviewing the results of the Gen Z report. We had the opportunity to survey 1000 and about 100 Gen Zs to talk about engines. These are age 18 through 28, and we just had an opportunity to solicit their feedback to see how they’re managing their financial success.

Lee Kantor: So any kind of learnings you’re willing to share?

Barbie Palmer: As far as some of the findings, it was noted that Gen Z is finding adulthood more expensive than expected. Many are spending more than anticipated to cover daily costs. A third say that they feel as if they’re stressed about their finances. 52% of them are saying that those economic inabilities is primarily the root cause, and just saving continuously seems to be a struggle for much of this generation. And the charity report not being reports that it’s not being able to save as a top barrier to financial success at higher rates then in 2024. So despite financial pressure, Gen Z embraces the power of small treats. Whether to cheer themselves up or to celebrate a win. So they are also less financially dependent on their parents. Just 39% of the Gen Z are receiving financial support from family, which is down from from last year’s results. So when you think of it, Gen Z is is our next future. So we want to make sure that they have all the tools that they need in order to become more financially savvy. Thank you.

Lee Kantor: Now, how are they interacting with banks and financial institutions? Are they, you know, going into banks like maybe their parents would or are they rely primarily on digital, uh, financial services?

Barbie Palmer: So of course, Gen Z’s are more Technically savvy. They are leveraging the of course the Better Money Habits website. Which is better money have that better money habits.com. They’re leveraging those technical tools, such as visiting the budget and credit to and resources that shares all type of material and curriculum to assist them with, with understanding where to really where to start. And then in some cases, we have noted that they will from time to time seek financial advisor. But primarily they leverage remote technology and their and their phones to see what they can do to be able to manage their money coming in versus their money going out. And from there, they’re making adjustments to see what can they do differently. So definitely leveraging technology tools in order to identify I were. Room is needed for improvement.

Lee Kantor: Now, are they relying on professionals or are they kind of crowdsourcing their financial literacy? Are they leaning on sites like Reddit or some of the other kind of online portals where they could be learning about these skills? Or are they actually kind of walking into a Bank of America branch and chatting with a banker?

Barbie Palmer: So in actuality, we noticed that they’re leveraging better money habits. Com website, which is a free financial education platform designed to help people access trustworthy financial information that empowers them to improve their financial health. So we’re seeing more Gen Z’s leverage the website versus going into your typical brick and mortar. From time to time, you may see a Gen Z meeting with a financial advisor to primarily talk about investing in other, more sophisticated financial Aspects, but but 99% of the time the Gen Z are leveraging technology tools.

Lee Kantor: Now, are they kind of leaning into the power of compounding? Are they putting money aside every month to grow financially?

Barbie Palmer: Is a great question. So as far as some of the tools that Gen Z are using, of course, definitely being able to manage money more effectively. The goal is for Gen Zs to create an emergency fund, and with the emergency fund, we’re looking at saving finances for at least three months, up to a year, or whatever works best for them. So that’s one of the aspects, is for them to be able to create an emergency fund. But of course, the the most important thing is being able to leverage budgeting, saving, monitoring their credit as well as investing. Investing is is a is a great opportunity that the Gen Z are very r are very conscious of and interested in doing more. And of course, one of the things that they’re interested in, but due to some form of economic constraints is retirement. They’re looking to see what they can do for retirement planning. Saving is definitely a key component to that.

Lee Kantor: Are they still believing in the American dream?

Barbie Palmer: Absolutely. That’s a great question. They’re very they’re they’re advocates for the American dream. And I can just tell you, Leigh, I just taught financial literacy to over 50 Gen Zers from a nonprofit organization. And they were so eager to learn about what’s out there for them in order to be able to manage their money from being able to to read and understand their paycheck to being able to set up direct deposit. So instead of them getting a paper paycheck, they’ll receive that money directly into their bank bank account. And then from there, just literally setting up a savings account. And then credit is I think we spent probably about an hour talking about credit, because they want to make sure that they’re not making the wrong choices when it comes to credit, because most of the time when they go to college, they have people, they receive things in the mail saying, hey, you can get this credit card, and of course you’ll get this big gift. But they never tell them about the impact when they go and charge their credit card to the to the, to, to the max, and then they have to pay it off.

Lee Kantor: So you feel like they’re more literate maybe than previous generations when it comes to managing that type of debt.

Barbie Palmer: Based on my understanding and what I have witnessed over my 15 years of being a better Money Harvest champion, I would definitely, definitely say yes, that they feel as if the tools are out there primarily resources. They can just use their phone and search for having issues with saving and from there things pop up primarily. Better money happens if they enter w WW dot better money habits.com. They’re able to search by credit savings budgeting, investing. All of those things are readily available at their fingertips. Whereas other generations when you think of baby boomers, they may not have had the tools. Of course, they didn’t have the tools that’s in front of the Gen Z that they have today to assist them with being more financially savvy.

Lee Kantor: So is this generation actively investing or are they, um, kind of waiting until they get a little more financially stable?

Barbie Palmer: So I would just say about 35% of Gen z C investments as a key marker of financial independence. Yet only 21% of Gen Z invested in the stock market over the past year, which of course is higher than last year, which is which was 15%. They’re well aware of the importance of retirement planning, but saving for the future is a luxury much of this generation can’t afford right now. But the ultimate goal is to be able to start saving and leveraging the tools that they have in front of them to ensure that they’re making the right decisions that will not impact them in the future. But 1 in 10 say they don’t think that they will be able to invest or may have enough money to retire comfortably. So there’s still a lot of work to be done. But there are some great tools out there to assist us in getting to a point where they can retire comfortably, as well as they can invest without having any, any bad results of it.

Lee Kantor: Now, um, in your experience working with so many Gen Zs and, um, and in the work you’re doing, is there any tangible, actionable advice that a Gen Z can be doing right now or in the near future in order to build their savings?

Barbie Palmer: Absolutely. Great question. Some things that they can start doing right now is of course, I would recommend that they. Manage their money through knowing what’s coming in and what’s going out. Creating a savings account. Setting goals for savings. Continuously check your bank statement. Check receipts. Shop at lower price grocery stores. Look for affordable housing. Paying your bills early versus on time and then transferring money to savings. So those are some some tools that can definitely help us to get on the right track to being financially stable.

Lee Kantor: So based on the report, what kind of sets Gen Z apart from other generations?

Barbie Palmer: That is a great question. I would say primarily, as I mentioned earlier, Gen Z’s are eager. They want to be able to save money and be financially stable. Being open about their finances is one of the key contributors. So naturally talking about it to their family members, being transparent, talking to their friends, they don’t let peer pressure stand in the way of them establishing their financial goals. And then they don’t feel, as I mentioned, pressured from friends if they may have to cut out going out on the weekend because they’re spending more money versus staying home cooking their own meals. And then also, I would just say 42% of Gen Z say they are comfortable turning down social plans and just solely admitting I can’t afford it. Some people won’t say that, and they’ll continue to spend and spend and spend, but Gen Zs are aware of what’s going on. So in response to the rising cost of living, they’re passing up on those great events with friends and save money. So the biggest thing when it comes. Even when it comes to dating, Gen Z’s priority prioritizes financial responsibility. In a romantic partner, those are some things that they look for in order to set themselves apart from other generations.

Lee Kantor: If somebody wants to learn more about the report and about the website, what is the best way to do that?

Barbie Palmer: Yes, the best way to find out about the report is to visit Bank of America, and you can learn more about the report. There’s also the report is also listed under Gen Z. So you can you can click on the link for Gen Z. And it will give you all the tools that you need in order to see the results of the actual survey.

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

Barbie Palmer: Thank you so much. I greatly appreciate your time. I wanted to leave you with just one comment. At Bank of America, we’re We’re very committed to helping people lead better lives. We are helping them with all the skills and knowledge and tools that they need in order to be successful. We encourage all of our our clients to leverage the Bank of America website. We currently have over 500 better money habitat champions like myself, who go out into the community to promote Bank of America curriculum. I wish that I would have learned this earlier on in life. So to our Gen Z’s, you’re not giving up. We know you’re not giving up. You got this. A reminder please go to Better Money Habits. Com to learn more. Thank you so much.

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

Tagged With: Barbie Palmer

From Diagnosis to Empowerment: Shayne Swift’s Journey in ADHD Coaching and Expressive Arts

August 12, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Diagnosis to Empowerment: Shayne Swift’s Journey in ADHD Coaching and Expressive Arts
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In this episode of High Velocity Radio, Lee Kantor is joined by Shayne Swift, an ADHD coach and expressive arts facilitator with Swift Lyfe Coaching and Consulting. Shayne shares her late ADHD diagnosis at 38, her journey from educator to coach, and how she supports clients nationwide through virtual sessions. She discusses creative strategies, including art and community-building, to help clients manage ADHD. Shayne also introduces her workbook, designed to guide individuals through the emotional stages of diagnosis, and highlights the importance of self-advocacy and connection.

If ADHD were a superpower, Shayne Swift would be its wise and witty mentor. Diagnosed at 38, Shayne transformed her whirlwind experiences—think “Chatty Cathy meets postural sway champion”—into a thriving career as the Founder of Swift Lyfe Coaching and Consulting.

With credentials as impressive as her ability to juggle a million ideas (hello, ACC certification and a Master’s in Curriculum and Instruction!), she specializes in ADHD coaching, life coaching, and education consulting. She’s on a mission to help clients turn their “scatterbrain” moments into strategies for success.

Her approach is a delightful mix of empathy, expertise, and hilarity. She doesn’t just “get it”—she’s lived it. From navigating her own ADHD challenges to raising a daughter with the same diagnosis, she’s the real deal. Whether it’s demystifying ADHD in the BIPOC community or sharing her adventures of body doubling and DMV escapades, Shayne knows how to turn struggles into relatable, actionable insights.

At Swift Lyfe, she creates spaces where clients are seen, heard, and equipped with tools to thrive. Her coaching isn’t just about managing life—it’s about embracing your quirks, unlocking your potential, and laughing along the way.

Ready to take your journey from chaos to clarity? Shayne’s your guide, cheerleader, and (when needed) a dose of tough love. Dive into the Swift Lyfe experience and see why ADHD isn’t a flaw—it’s your greatest asset.

Connect with Shayne on LinkedIn, Instagram and Youtube.

What You’ll Learn In This Episode

  • How do creativity and art unlock new pathways for neurodivergent individuals—especially those with ADHD
  • About the Chaos2Clarity community
  • What are the biggest misconceptions about motivation, and what tools actually help people get started
  • Her book Grieving Differently.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Shayne Swift, who is with Swift Lyfe Coaching and Consulting. Welcome.

Shayne Swift: Thank you. Thank you so much for welcoming me. Nice to meet you.

Lee Kantor: Nice meeting you. I am so excited to learn about your practice. Tell us a little bit about your practice. How are you serving folks?

Shayne Swift: So I am an ADHD and, uh, coach and expressive arts facilitator, and I serve clients nationally because all of my coaching is virtual and I enjoy supporting people with managing their ADHD, getting a better understanding of how their brain works, and helping them implement strategies in their lives so that they can be more fulfilled, more purposeful, and more successful.

Lee Kantor: So what’s your backstory? How did you get involved in this line of work?

Shayne Swift: Well, at the age of eight, I knew I learned very differently from other people, but I had no idea why. Fast forward 30 years later. I’m 38 years old and getting an ADHD diagnosis myself, so I consider myself the help that I never had in school. And in my first in the start of my professional career and want to be that support for other neurodivergent.

Lee Kantor: Now, in your practice, how do you go about getting clients? Is this something that you have to work with? Practitioners who have identified this in their patients and they say, hey, maybe you should talk to Shane.

Shayne Swift: And that is a way that I get clients as a referral, but usually people find me on ADHD coaching directories because consumers know that we’ve been vetted if we are a part of the directory. And so usually that’s how people find me. So through attitude magazine, echo, which is the ADHD coaches organization. So people find me typically through those means or they find me on LinkedIn.

Lee Kantor: And is ADHD. Is it being found in people sooner than I mean, in your case? Obviously it was much later.

Shayne Swift: So basically, women seem to be diagnosed later than men because of the way it manifests itself. So, for example, um, as an elementary school student, I was the proverbial Chatty Cathy. And that is an underlying symptom for girls with ADHD, but I was just told I was talking too much, and it wasn’t until I was 38 that all of the dots were filled in and put together that the way that my ADHD was manifesting itself in elementary school is a bit different. So there’s a lot more light shedding on girls getting earlier diagnoses based on, um, this new set of criteria that we’re able to look at.

Lee Kantor: And then once you kind of understood that, how was that like what then what became actionable that you were able to, um, see things differently or do things differently?

Shayne Swift: Yeah. So first I had to get over being diagnosed. Um, because there are things that come up like shame and fear and anger. Um, so once getting over that, I knew that I had to do things very differently for myself. So I am a slave to my calendar. And so if it is not on my calendar, it is probably not going to happen. So I schedule time blocks and things like that. I have several reminders on the back of my Google calendar, so I get like seven reminders per event that goes on my calendar. Um, and I stretch them out to like two weeks before the event is supposed to start, so that I’m getting reminders in case there’s something I need to prepare, um, prior to the arrival of that particular date. Um, another example would be using an Eisenhower matrix. Um, on Sunday nights, I typically do this. Um, and that helps me prioritize the things that I need to do for the week. So what’s urgent? What can be scheduled? Is there anything I can delegate to someone else? So those are some of the strategies that I use to support myself and share with clients.

Lee Kantor: So how did a kind of your artistic expression fall into this?

Shayne Swift: Um, that’s a great question, honestly. Um, after 30 years in education and being burned out. Um, from the classroom to being a school founder, uh, it was a really difficult decision for me to leave, um, the school that I co-founded. And I found myself needing to resort to something to help me heal. Um, because I was going from being in a community of people all day. Teachers, students. You know, it’s fairly busy at a high school to working remotely. And that was really challenging for me. Um, so I got into AI art. Um, to kind of work through that and then realize that other things were happening with me, such as, um, my ability to regulate my emotions as an ADHD er was changing as a result of this, um, daily art practice. Um, I, uh, felt more creative. Um, um, as I did that and also my blood pressure was lowered as a result of doing the art. So I said, you know what? Something something is happening with me that I think I need to be able to share with other people. And so I decided, because I’m a serial learner. Um, I decided to, um, take an expressive arts courts to get that certification. And I use it with my clients now, and I, I love it. My clients love it.

Lee Kantor: So what? What? So you kind of stumbled into this? I art like it was just you were curious about it, and you’re like, let me see if I can do it. And you started playing and all of a sudden you’re like, I have an aptitude for this.

Shayne Swift: Yeah, absolutely. That’s that is exactly how it happened.

Lee Kantor: So what was your first kind of things you were experimenting with with the AI because it’s changing so rapidly? I mean, they have new, uh, you know, new improvements almost on a daily basis nowadays.

Shayne Swift: Yeah. So my first few pieces honestly were about expressing, um, how I feel as an ADHD, or so you know, some days or, you know, smooth and other days are really rough. And so I would create these characters that had these different facial expressions on them. Um, and that helped me to be able to unmask and explain ADHD to other people very differently. So I can actually give you an example, um, something that I had been struggling with for years. My my sister and her husband have these, um, big barbecues at their house. And, um, I would always say I was going to come and and then somehow I would find my way out of not coming. And, you know, people started to think that I was a bit flaky. But honestly, being around that, you know, such a big group of people and the sounds and the smells and, you know, there’s a couple dogs and I found it to be very overwhelming, um, as an ADHD. So, you know, like places like Chuck E Cheese and Dave and Buster’s, um, I can’t tolerate being in those environments. But for so long because of the sensory overload that I experienced. And so I finally, after, you know, having done this art practice and really sharing, you know, who I am as an ADHD, I was able to say to my sister, hey, I just I just want to come to your house when nobody else is there. Um, because I get really overwhelmed and I find myself, like, retreating to the bathroom or to a corner. Um, you know, just to kind of take a breath and and and reset myself.

Lee Kantor: And your art has progressed to the point where now it’s on sale. I was on your website. It’s beautiful.

Shayne Swift: Yes. Thank you. Yes. Um, so I said, well, why not monetize it? Um, and this is how I’m able to keep a couple of pro bono, um, coaching clients. Um, by, um, supplementing my income with my art practice.

Lee Kantor: And so you find that art, or at least creative expression, is useful for folks that are suffering with ADHD or living with ADHD.

Shayne Swift: Absolutely. Um, because we’re non-linear thinkers, and traditional forms of communication or self-regulation may not work for us. Um, we feel, uh, very deeply, a lot more than other people. And so movement and color and sound and story, um, our ways to kind of bypass shame and access, like our personal truths, so to speak. Um, and it’s a great way for clients to, like, externalize their emotions. Um, find patterns of behaviors that they may want to work. Work on or process certain experiences in their lives.

Lee Kantor: Now, you mentioned earlier, coming from, uh, education background. Um, it sounds like community is super important, uh, for you and, and even now in your work today, you have the chaos, the clarity community you’re building. Can you talk a little bit about that?

Shayne Swift: Yes. So I’m really excited about the chaos, the clarity community because my belief is, um. Navigating ADHD is not a solo mission. Uh, it requires, um, being able to share experiences with other people who are going through the same thing. So, um, we talk about so there’s there’s a course in there called Kickstart Coach where, um, you know, if you’re not 1 to 1 coaching with me but want support, you know, you’re learning how to navigate, um, procrastination by using the task initiation strategies that are a part of the course. Um, we talk about wellness. Um, we talk about, um, self-advocacy in our community. And I also provide body doubling. So body doubling is an opportunity for people to virtually co work um together. And it works. So I hop on and some of my clients or others in the community may jump on as well. Um we set our goals at the beginning of the session, and people will let us know if they want to check in or not, you know, while they’re on and people work, I put on some focus music. Um, typically I, you know, take into consideration like which clients, um, show up and cater the focus music. There it’s usually in it’s always an instrumental, um, that I play and it is an opportunity for people to just get stuff done. So I’ve had people clean their pantries. I’ve had people wash dishes, cook, um, worked on their LinkedIn profile, uh, work on their resume. Um, some of the clients that I have are entrepreneurs, so they’ll work on their, um, tasks that they have. So it’s a really cool way to, um, support each other and hold each other accountable. Um, and it’s without pressure. It’s just, um, connection. And it’s an opportunity for people to really, like, unmask, um, in the community.

Lee Kantor: Now having a background in education and working with young people. Do you have, um, is that your target audience for your coaching, or do you coach people of all ages?

Shayne Swift: Yeah, I actually have, um, three types of clients I coach, so I do coach, um, high school, uh, clients in college, college students. Um, so that’s one bracket. Then I have, um, folks that are in their 30s, um, who usually want to change careers, um, or they’re in some kind of transition. And then I have the late diagnosed, um, people like me. So, like, my oldest client is 59 and just recently diagnosed a year ago, a woman. Um, and so I have different, different kinds of clients. Um, so typically the clients that are my age are burned out, um, and ready to move on to like what I call the encore career. Um, my millennial clients typically, um, are transitioning and want support for the work that they’re currently doing. And then, of course, our focus with teen clients and college students are more on supporting them through their academic journey.

Lee Kantor: Now, is there any kind of clues for a person that might be listening and maybe hasn’t been diagnosed, but maybe they are ADHD? Is there some things that are kind of I don’t want to say symptoms, but at least signals that maybe that you are ADHD.

Shayne Swift: Yeah. So I think one common thing is, um, sleep. It’s very difficult. Um, sometimes it’s very difficult for people to go to sleep that have ADHD or stay asleep. Um, sometimes we find ourselves up ruminating. So that is, uh, one thing. And And we’re definitely, um. We definitely have FOMO. You know, so by the time you come home, you’re ready to unwind and do finally do something for yourself. And so people find themselves up late on their phones or playing video games or watching television. Um, we’re fairly creative people, and we don’t like following rules. Um, so a lot of, um, ADHD or ADHD ers find themselves as entrepreneurs, um, for that reason. Um, another thing is really, um, being able to start on a task, um, without external motivation. So that’s a challenge for people with ADHD. So we typically need novelty interests and a deep why to get started. So we literally need to trick our brains. Um, to get started with tasks that aren’t that interested in us. Like, um, you know. Opening mail is not very interesting. So, you know, how do I do that and get it done? Because I know there are bills in there. Um, maybe I’m playing music. Maybe I’m going to a different setting, um, to do it. Maybe I’m talking on the phone with a friend while I’m opening mail, because that’s a form of body doubling. Um, so those are the types of things that we usually see. Um, with folks with ADHD. But there are a lot of strengths as well. We’re very creative people, very empathetic, um, people. And so those are the, the other things that come to mind. Um, that kind of signal, um, that someone may have ADHD.

Lee Kantor: Now are they’re like, how do you get diagnosed? Do you have to go to a doctor, or is this something that there’s assessments or on the internet, like websites you can go to to check if maybe you are. How do you even kind of identify.

Shayne Swift: Yeah. So my process, um, because it was some time ago was, um, to see a psychiatrist, and the psychiatrist did a fairly, um, in-depth intake. And basically, the goal is to see that if do these things happen across different settings, so does the, you know, is am I being affected in my personal life, my, um, my work life, um, any other settings that I’m in, um, that the symptoms may happen. Um, there is testing, neuropsychological testing that people can get done. It is very expensive and insurance companies may or may not cover it. Um, and so the best way, you know, the, the greatest way to get the diagnosis is, is, of course, in grade school where you can have, um, the support of the school, um, doing the assessment and pick up the tab for it. Um, so when you’re an adult with ADHD, you know people may tend not to move forward with diagnosis because of the cost.

Lee Kantor: So now to work with you, obviously you don’t have to have kind of an official diagnosis if you’re feel like you are ADHD. You’ll work with those folks too. Right.

Shayne Swift: Absolutely. I’ve had a couple of people who have said they’re there. They are not officially diagnosed, but they believe they have it. Um, and I’ve been supporting them, just like I would support, um, any of my other clients.

Lee Kantor: Now, is there any kind of tools for somebody who might be suffering, like, is there low hanging fruit that a person could do right now? Something actionable that, hey, if you have this, this might, uh, you know, give you more comfort or relieve some suffering or just make you feel better.

Shayne Swift: Yeah. So, um, emotional regulation is a challenge for people with ADHD. Um, and so. Easy things to do. Are developing a meditation practice. Now, a lot of folks with ADHD would tell you that meditation is hard, but I think we need to reframe what it means to meditate. It could be journaling, um, quiet journaling. It could be just protected time for yourself. Um, where you’re checking out of, you know, technology and you just have time to think. Maybe it’s a walk. Um, maybe it is a guided meditation. Um, but those things are really helpful. Mindfulness is is super helpful for people with ADHD. Um, especially if they have challenges with emotional regulation. Um, the other thing is just doing a brain dump, like at the, you know, at the beginning of your week, um, all the things that you need to get done, but not with the goal of overwhelming yourself, doing the brain dump and then separating Doing what needs to be done immediately from what needs to be done. What could wait until later on in the week? Or perhaps the following week? Um, that’s an easy go to strategy. Um, that someone could could do.

Lee Kantor: Now, in addition to your coaching and the community building and your art, you also found time to, uh, write a book, grieving differently. Uh, can you talk a little bit about that?

Shayne Swift: Yeah. So actually, um, I had done a form of pictures initially, and I. And I left it sitting for months, and then I had a client who inspired me to move forward. I actually lost him as a client. Um, I lost him as a client because everyone is not ready for coaching, and he was grappling more with the diagnosis than anything else, And he chose to move toward therapy. And I said, you know what? I would like to develop this thing that I’ve been working on more so that I can support people through the first part of their diagnosis. Because I remember my time, um, being diagnosed, I was shocked. Um, and I was very angry, especially at my mom, because she had been, um, she has a bachelor’s degree in elementary education. And I said, Ma, you know, you kept calling me scatterbrained and clumsy and this, this, that and the other. And, you know, like, I had a nickname called The banana Queen because I would always wait tomorrow to do something I said, and it was ADHD. And she said, well, I didn’t know, you know. So I wanted to make something that could support the old me that went through that process and this, um, client that I lost as well, so I started playing. The images were already made and so I decided, okay, well, what kind of text could go with this? And because I had just finished the Expressive Arts course, I just kind of blended everything together. So really, it’s a workbook that takes you through the different stages of grief, but through an ADHD lens. So what it’s like to feel shame with the diagnosis? Um, there’s fear with the diagnosis, but the last part of the book is really about the New horizons, um, that can come out of this because you learn, um, you know, that you’re not broken. Your brain is just wired differently. And then the very last stage is advocacy, you know, getting to a point where you can either self advocate or start advocating for others with ADHD.

Lee Kantor: Well, Shane, it has been a delight chatting with you today. If is there a website or a place to connect? If people want to learn more about your coaching, your book, your art, um, all the things that you have got going on. Is there a kind of a central location for all this?

Shayne Swift: Yeah. So the central location would be my website. That’s w ww dot swift life. So s w t l y f e.com.

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

Shayne Swift: Thank you. Lee, thank you so much for having me on and I appreciate our time together. Thank you.

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

Tagged With: Shayne Swift, Swift Lyfe Coaching and Consulting

Why Consistency is Key: The Secret to Effective Branding

August 11, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Why Consistency is Key: The Secret to Effective Branding
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In this episode of Atlanta Business Radio, Lee Kantor is joined by Kriston Sellier, President of id8, a branding agency specializing in mid-market manufacturing companies. Kriston explains how strategic branding can transform businesses by aligning internal culture with external messaging, shortening sales cycles, and driving revenue growth. She shares insights on conducting brand audits, the importance of consistency, and the value of an outside perspective.

Kriston Sellier is the Founder and President of id8, a strategic branding agency known for its award-winning creative team and research-driven approach. Under her leadership, id8 helps organizations shorten sales cycles, clarify their brand message, and make confident, data-backed decisions.

Clients include Reflective Apparel, Builders Insurance, Cobb County, the Marietta Department of Tourism, and the Georgia Department of Labor.

A respected voice in the metro-Atlanta business community, he also shares her expertise at the university level, empowering future leaders to turn market insights into bold, effective branding.

Connect with Kriston on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • What is brand strategy and why should it matter to business owners
  • How does she create a brand strategy that is truly unique in a competitive, global market
  • What are the different growth stages of a business and how should your brand evolve through them
  • What is evidence-based branding and how does it impact the development of brand strategy
  • What are some ways to align all stakeholders during the branding process
  • How do business owners assess if their branding needs to be revised to keep up with where their business is headed
  • How can business owners future-proof their brand to ensure that their brand evolves and stays relevant in the future

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio. Brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have Kriston Sellier. She is the president of ideate. Welcome.

Kriston Sellier: Thanks for having me.

Lee Kantor: Well, I am excited to learn what you’re all up to. Tell us a little bit about ideate. How are you serving folks?

Kriston Sellier: Well, Idea is a specialized branding agency, and we work with the mid-market companies, manufacturing companies that are within 8 million to 25 million and really need a business partner who is going to help them increase their revenue.

Lee Kantor: So what’s your backstory? How did you get involved in this line of work?

Kriston Sellier: Well, I got a degree in graphic design from Illinois State University. I worked for IBM, building incredibly large websites for external clients like the New York Times. And after I worked there for a while, I loved the methodology, but I wasn’t feeling the desire to work on the same project for a year and see very little transformative change. So I thought if I could create a company that would serve the small, smaller businesses, the mid-market that really need the help and deliver that same quality of service. That it would be a win for everybody. And so that’s what I did. I started that in 2000.

Lee Kantor: So why was it the emphasis on brand?

Kriston Sellier: Because brand is an intangible but can create transformative change. People do indeed judge a book by its cover. And many times there is a fantastic business of fantastic brand, a product of service. And it’s it’s covered by a brand that doesn’t work. And so I just love helping companies go through that transformative change.

Lee Kantor: So what is it like working with Ida? Like what stage? What like what are the struggles that the company is having before they partner with you?

Kriston Sellier: They’re going through about four different problems. One, they may be having a leadership change. So the president is no longer there. There’s a new president or new people have been shifted into leadership roles. That’s one. Number two would be the product or service has significantly changed. Let’s say the business has been ongoing for ten years, and what they initially offered is no longer what they’re offering. So the brand that was created for the initial product does not match the current product. Number three, the brand itself does not reflect culturally what’s going on within the company. So let’s say, for example, the brand is all about trust and their colors are yellow and red. And those colors don’t necessarily communicate trust. So what’s going on within the business is not reflected in the brand visually. And then lastly there’s a lack of clarity. They say 70% of all frontline employees don’t know what the purpose of the brand is. And a lot of times that’s because it’s not communicated or literally not written down. So helping businesses come together and have a unique, specific vision and then sharing that vision to all of the employees so the employees can be the best ambassadors for them.

Lee Kantor: So in order to develop good marketing and communications, you need kind of these brand fundamentals to build off of.

Kriston Sellier: Yeah, it’s like the concrete, um, foundation of a house. And if that’s built, well, then the rest of the house is going to be stable. That’s exactly right.

Lee Kantor: Now is your work end with the brand, and then somebody else does the marketing execution. Or does your company do that as well?

Kriston Sellier: That’s a great question. So we have something called the branding program and it’s a three year process. Year one is alignment. That’s phase one. That’s where we’re getting everything into alignment. What we’ve been talking about. Um, and then year two is what we call momentum. And now you’re taking the align brand and putting it into the channels, into the proper marketing tools that are going to be needed to reach those audiences. And then year three is really, um, momentum. So now you’ve accelerated. Um, and now you’re, um, at, you know, driving at 65 miles an hour down the highway and you’re going to need, um, incremental improvements to the marketing and to, um, to the materials that are being made. And so we really consider it a three year program, and our clients graduate from that program and then move on to working with other marketing companies who’s really specialized, maybe in in very specific areas of digital marketing.

Lee Kantor: But you help them kind of build the strong foundation so that when it is time for the handoff that everything’s in place, and now it’s just kind of off you go.

Kriston Sellier: That’s exactly right.

Lee Kantor: Now, what are some symptoms that you might have a brand problem?

Kriston Sellier: Um, elongated sales cycle is one that I hear a lot. Um, or membership is declined or enrollment has declined, so that long, elongated sales cycle or sales taking a long time is usually a sign because there’s lack of clarity. And that’s very painful for businesses and organizations, because if you’re in a for profit business and cash flow is down, the business isn’t running properly. Um, and so that particular sign of elongated sales is usually a sign that there’s a deeper problem, and the elongated sales are simply a symptom of an unclear brand. That’s the one that I see the most. Um, that’s the most common and probably the most painful. Uh, because if you ask every business owner what they need more of, they’d probably say sales and um, um, and so when sales are down, it really harms the entire business. And so if we can come and help companies get clarity and have a proper foundation, Nation and know the words to say when they’re out selling. It really helps shorten the sales cycle. It eliminates confusion and it allows the salespeople to really do their job well.

Lee Kantor: So how do you help your clients build a brand that is authentic and that is true to their values and is also, you know, works in the marketplace, especially if it takes or it could take as long as three years to kind of get your groove on so that you are kind of executing at a high level.

Kriston Sellier: Right. That’s a great question, Lee. We start with research every project. We call it evidence based or research based creative. And every project starts with qualitative or quantitative research. Um, the qualitative research is one on one interviews, and we do one on one interviews with our employees, with our clients. And we select three different segments of the population. One, we talk talked to their clients, and then we like to talk to a few of their clients. And we always say, we don’t just want to talk to the people who have drank the Kool-Aid, and they absolutely love you. We’d love to talk to a few of your clients who maybe have had a few bumps in the road in their experience with you, and because we’d like to really learn the true character of the brand. Then we do one on one interviews with leaders in the brand. So that may be a president. It could be a VP, but someone who’s been there at the company for a while so that we can understand a little bit more about the culture, about the brand and the history. And then lastly, we talk to stakeholders. Now that may be younger or newer employees. It could also be partners or vendors that they work with. So we’re trying to see the business from all of those perspectives. And by doing that research, first, it allows us to us to see the truth because we can’t create a brand that doesn’t exist or is aspirational. We can only reveal what the brand is if we truly know what it stands for. So that research allows us to see if there’s gaps, if there’s not an alignment, if the business says we stand for this, but they’re delivering this. And um, and sometimes there’s some operational issues there. But in essence, that qualitative research is one of the research methods that we use to start capturing that information. So we can deliver a brand both verbally and then visually, that truly expresses what the what the brand is all about. Um, so it all starts with research.

Lee Kantor: Now, isn’t branding one of those things like culture that even if you’re not mindful in doing it proactively, it’s still going to happen?

Kriston Sellier: You’re exactly right. Brand is what people say about you when you’re not in the room. Uh, so, you know, we live in the world of in Atlanta. We live where Coca-Cola is. We live where Home Depot headquarters are, and I guarantee people sit around their kitchen table and they tell a story about either consuming a product or how much they love something, or an experience they had at Home Depot, good or bad. And and that’s what the brand truly is. It’s how it makes people feel when they’re experiencing experiencing the brand. Now the the beauty of that is we, as branding companies and business owners and executives have the ability to control that. But many times, business owners and leaders don’t take that the control of the reins. And when they don’t, that’s when there’s fragmented brands. That’s when all the sales people are saying the company stands for ten different things. That’s when leadership isn’t on the same page. That’s when one day you go to a restaurant and you get one experience and another get day. You go to the next restaurant. You get a completely different experience. Those are companies that really haven’t sat down and said, this is really important to us. We need to get on the same page and we need our leadership to really be vision casting out to the entire organization or to the management what our brand truly stands for, so that when the when customers are experiencing the brand, they really are experiencing the true heart of the brand. Chick fil A is a fantastic example of how, from leadership down to the front line employees, they deliver on that promise of, you know, making it a pleasure to serve their customers. And you hear it every time you go and experience a chick fil A going through a chick fil A drive through. So it really is, um, when done well and intentional speaking, the truth is, it’s just it almost just makes my heart sing when I see companies executing on that. It’s pretty. It’s pretty amazing.

Lee Kantor: Now, in order to do branding in today’s world, is it something that you need a large budget to kind of evangelize for the brand and get everybody, all of the people that you say are important for the organization to be, you know, talking off the same song sheet, because in today’s world, there are just so many individuals out there that have social media leverage and go on a variety of platforms and could be saying whatever they’re going to be saying based on, you know, one experience. So how do you kind of create a balance between, you know, being authentic and true and, and telling the story you want to tell, and then also dealing with just the chaos that exists in today’s world where anybody can say anything and, you know, you have to protect the brand.

Kriston Sellier: Mhm. In the business world is hard, and it is tough because people are sitting behind computers and they’re saying things on Instagram or on reviews, and it can be harmful and and detrimental to brands, for sure. And as a brand, as a brand, you’re not going to be able to stop that. That’s human nature, unfortunately. What we can do as brands is, is have something very specific that we talk about. And so, you know, your first question was around budget, you know, what do I have to have to budget? This is this really expensive? And your second was what do you do about everybody saying stuff about the brand? Good. Bad, indifferent. So the first question is where I recommend people start is start with the strategy. Start with what you stand for your purpose, and hiring a professional brand specialist to help you with that is very important. But it doesn’t have to be $250,000. You can hire a brand professional to come in and help you for under $10,000 to get that initial strategy and brand story down, and then utilize that for the next two years and keep repeating that consistent message. That’s that’s the important piece is that people, you know, in business, there’s so much to do. And it’s hard to just like, catch your breath and get it all done because it just feels like we don’t have enough time in the day. And, you know, we need to be on every social media platform. Number one, you don’t need to be on every social media platform form. And it’s actually pretty dangerous to be on every social media platform or every outlet, because if the brand is on all of the channels, all of the channels then have to be managed by the brand, and that means a lot more time and resources.

Kriston Sellier: So I say eat the elephant, one little bite at a time. So how you pick where you’re going to put your brand is you pick the brand. The channel where your audience is at. So let’s say, um, that I am creating a new, um, chicken sandwich and it’s, um, super spicy. And my audience from the research that I’ve done is a, um, 18 to 25 year old, um, student, um, who lives, um, who, you know, lives in an apartment. And, um, they spend a lot of time, uh, you know, uh, not they don’t spend a lot of time in their own kitchen. So all that information starts to narrow down where that audience member would be. Now, age alone, they’re more likely to be on TikTok. So I might, as a business leader, decide that I’m only going to put my brand on TikTok and I’m going to evangelize for the brand in that platform. So you’re investing less money and then you have less exposure because you’re limiting your exposure by only putting your brand in that particular platform. Um, so there’s a couple ways to do, you know, there’s a couple different ways to approach that. But that’s what I would recommend is keep your to your strategy. Um, be consistent for a couple of years and then minimize where you’re putting your brand because it takes so much time and money to manage it. And then as you become successful in each one of those channels, then you can start to expand.

Lee Kantor: So now, um, you mentioned the size of the organizations that you work with. Is there a niche within that, that size group that, uh, you work with primarily like are you more B2C, B2B?

Kriston Sellier: Uh, we work primarily with B2B companies in manufacturing space. And then on the public side of it, when we work with municipalities and nonprofits, they’re mostly B to C, uh, and with those both of those organizations, they typically have purpose and need to communicate, both B2B and both B2C and. Um, but our primary specialty is really focused on business to business communication.

Lee Kantor: And is the strategy different when it comes to branding for B2B versus B2C, or are the fundamentals really the same?

Kriston Sellier: Uh, the fundamentals are really the same because we’re all people, we’re all humans. And so a lot of people think, oh, businesses are going to be focused on technical information and they’re going to use logic to make decisions. And it’s actually the exact opposite. All of us make decisions based off of emotion. And so we’re always creating, um, brand and purpose statements and marketing that really appeals to the heart. And, and whether you’re making a decision as a consumer or decision as a business, you’re going to make that initial decision based off of emotion. Now what? Business decision. Um, decisions are then backed up with is then logic. So then the logical reasons, the science, the technical information that back up that particular emotional emotional decision are used then to support hiring company A or hiring company B, but it is definitely an emotional decision because we as human beings are emotional people.

Lee Kantor: Now, is there any advice you would give somebody who’s listening right now that maybe hasn’t thought about their branding for a while, but is there some low hanging fruit they can do to kind of at least begin the process of improving their brand?

Kriston Sellier: You know, yeah, I think the big thing is to almost take a step back if you can and do an audit, look at what you have out there. And let’s say you have a sales pitch deck. Let’s say you maybe have a website, you have a social media channel, you might have some marketing. Print it all out. Lay it on a table and look at it. Are you using the same colors? Are you using the same fonts? Does your logo look the same? If you’re using pictures of people or the people, the actual people, or are they stock images? So you can look across everything that you have and do that audit and then clearly decide, oh, this doesn’t really fit. You know, almost like the memory game where you could match, like the cards, you pull up a card and one would be an owl and another one would be a bird. Um, once you get the two owls that match, you’re like, oh, yeah, this is the match. That’s what you want everything to do. It should match. Um, and so I think the audit is a great place to start because it allows you to see everything at once and then start to simplify and make your brand look consistent on all the channels. Um, and the reason that is so important is that as human beings, again, we have a short attention span and we forget things and advertisements are coming at us really quickly now. And it might take someone seeing a brand 17 times to remember it. It’s not you know, they’re going to see your brand one time and remember it. They will not because they’re, you know, bombarded with advertising on a regular basis. So doing that audit, making your materials consistent and then repeating the same key differentiators over and over again is, to me, the lowest hanging fruit.

Kriston Sellier: And something that because it’s so basic, a lot of people don’t do their very much thinking, I need to be creative. I need to be innovative, I need to be new. And what people really want is predictability. There’s a great book called The Myth Revisited, and it talks about how one of his clients made apple pies, and she started making apple pies. And, you know, she was trying to make some deadline for a client, and she had to cut some corners to make the deadline. And the apple pies didn’t taste the same. And the customer wasn’t happy. And the author was saying that people want predictability. They want to know if you’re selling an apple pie, that when they buy it today and eat it and they buy it tomorrow or next year, the apples are going to taste the same. That’s going to be the same amount of cinnamon, the top of the apple pie. The crust is going to taste the same. It’s going to have the same texture. They’re looking for predictability. And if you think about yourself and buying patterns, whether it’s places that you go to eat or maybe even the paper towel that you use, we are creatures of habit. We like to buy the same thing. And because we know how it’s going to work, we know how it’s going to taste. We know what it’s going to feel like. So being a brand that’s predictable is really, um, a very important aspect of that. So your marketing, if it’s consistent and the same on all the channels, people start to feel more comfort and that your product or service will be predictable and that will help, um, the buying process for someone interested in your brand.

Lee Kantor: Now, is there a story you can share that maybe illustrates how you work with your clients, maybe share the problem they had and how you were able to help them get to a new level? Obviously don’t name the name of the organization, but maybe just the problem that they were going through.

Kriston Sellier: Right? Okay. Uh, so we worked with a, a school, a private school, and they were really struggling with enrollment, and their enrollment was down and it was declining year over year. And there’s a board, usually in a private school and a principal. And they were sitting as a board and they just didn’t know what to do. And one of the board members, uh, Terry, knew who I knew about. Idiot. 88. And so he recommended to the principal to reach out to us. So the principal and I chatted, and she wanted to know, you know, if I thought they could solve the problem. And I said, absolutely, you can. This is a fantastic school. You’re delivering a fantastic product. Your kids are secure. Um, it’s a secure place. Um, uh, the curriculum, they had some great data on the curriculum where it was something like 87% of all kids that went through the program graduated from college. So it was fantastic data. Uh, so we sat down with them. We helped create a brand. We helped create a the identity, what it looked like, the colors, the style we helped create, what they said about the brand. So the verbal brand. And then we created a marketing strategy for them to increase the enrollment of students for the next year. And they were a fantastic client. So it’s always a collaboration because we can’t do it alone, because your business, the brand that we work with, has to do work as well. So they followed our process. Then we said, you know, here’s the marketing strategy.

Kriston Sellier: Do this. They did those activities. And, um, we started that project I think, in March. Um, and for the enrollment of the school in August, they had exceeded their enrollment requirements to fill the school and had a waiting list. And it was just more satisfying to me than anything that they really sat down and they poured out their heart. They said, this is what the school is. And really what it was is the school. They were just so humble, so humble because they, um, were teachers and educators and, you know, didn’t really want to talk about themselves. And I said, you know, this, it’s fine. You need to tell people what you stand for. You need to tell the parents, you know, this because their kids are going to be safe. You need to tell the parents this because look at these great stats about kids going not only starting here, but graduating from college if they go through this curriculum. Um, so, you know, it’s really a collaborative process. The client was very open to listening to us and following our advice, and we listened to them and heard where they were at. We saw them and we included in their brand, their, you know, authentic selves who they were, um, down to actually creating murals throughout the school so that even when students and parents walked into the school, they could feel the brand even in the hallways of the school. So very exciting story.

Lee Kantor: Now, do you ever when you’re having a conversation with a leader and you do your audit and you’re kind of doing your research, do you ever do that? Does it ever come out that they thought the brand was, you know, a and then in reality it was, you know, G. Like where they were just kind of it wasn’t what they thought the brand was, um, displaying or evoking.

Kriston Sellier: You know, that happens a lot. Li they a lot of times they think their features, what they do is what the brand is all about. And that’s that’s not what the brand is all about. And people don’t buy features, they buy the benefits to them. So it’s almost like we’re swapping what the brand stands for. You know, people like to talk about themselves and brands like to talk about themselves, but their buyers, the consumers or the businesses, they want to know the benefit to them. So and it’s hard to change that language in your head. Um, so we really walk through that almost on every single project that our customers will say, we deliver great customer service, we’re innovative. We, um, um, our relationship driven, uh, we have the best price. They say things like that. None of those things are anything that people really cares about because they’ve been said so much, and it really doesn’t mean anything. Um, and where we want to get customers to is language that helps that particular brand win. And, um, I would say every single client, we get to a point where they’re like, yep. Um, we thought that, you know, that sounds right. But they weren’t saying it even though they felt it and maybe thought about it.

Kriston Sellier: That’s not what they were saying. So a lot of times they aren’t in disagreement, they’re in agreement, and they’re like, yeah, that that is what we stand for. That is our purpose. They just couldn’t get to it. So it’s kind of exciting to take what’s in all of the people’s heads and be able to think through the leadership. How the customers feel culturally with the brand stands for and be able to create messaging that reflects truly what they stand for. It’s it’s really a neat moment, and I will say that our team has that pretty fantastic when it comes to the verbal brand. Like what the brand, how you talk about the brand. And it’s a very hard thing to do if you’re doing it inside. And, um, I just feel honored that I get to work with a team of such incredibly talented, creative people that they’re able to take all the information and then create salient messaging that gets people’s head shaking. So that’s a really pivotal point in the project. And that’s, um, I get huge satisfaction just being able to be on those projects and see that happen.

Lee Kantor: Yeah. And I think that’s why you need fresh eyes on it because you’re it’s too internal. Like you take things for granted. The, the the client doesn’t see what the outside people see. And and especially if there’s founders involved, they see what it was or what it could have been at the beginning. They probably lost track of what it is today in the eyes of their consumer. So fresh eyes is critical.

Kriston Sellier: Yeah. Yeah, you’re exactly right. They they may think that everybody does this. You know, a lot of times they’re like, well, everybody does that. Do they? You know, and we may uncover something and they’re like, well I never thought about it that way. So it’s yeah, the fresh eyes, the outside perspective is really important. Um, to be able to just see things differently.

Lee Kantor: And the impact is real. Like this isn’t a hypothetical. These are things that can really happen when you all get on the same page and, and say the same things, and everything looks the same, all of that, you get that compounding effect.

Kriston Sellier: Right? It’s like being in a canoe. I’m terrible in a canoe. My husband and I tried canoeing once and we flipped the boat and it was awful. But if you think about it, if you have people in a canoe using AWS and they’re all, you know, using the Or in the same direction and you’re going to go the right way, but if you’re all trying to go in different directions, it’s going to tip over and you’re not going to make the trip safely. It’s kind of like that. And it’s it’s really pretty beautiful when you see everybody rowing in the same direction, how quickly they can move in advance. When they’re all, you know, working together and to see companies really flourish is exciting. Not only from we get to see net profit EBITDA, company growth, company expansion, company acquisition. There’s a lot of great things that come after going through this brand process and following that, the branding program.

Lee Kantor: Well, Kristen, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website? What’s the best way to connect?

Kriston Sellier: They can visit? Um ID eight agency. Com that’s I as an idea D is in design the number eight agency. Com.

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

Kriston Sellier: Well, thanks, Lee. I really appreciate the opportunity.

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

Tagged With: id8, Kriston Sellier

Navigating the Challenges of Bootstrapping: Insights from Harry Rao on Customer Acquisition and Team Building

August 11, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Navigating the Challenges of Bootstrapping: Insights from Harry Rao on Customer Acquisition and Team Building
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In this episode of Atlanta Business Radio, Lee Kantor talks with Harry Rao, CEO and founder of TestGrid. Harry shares TestGrid’s journey as an AI-powered platform automating mobile and web app testing, discusses the challenges and rewards of bootstrapping, and offers advice on customer acquisition, pricing, and team building. He highlights the impact of AI on their product, managing a remote team, and breaking into enterprise markets. Harry also previews upcoming product developments and emphasizes persistence, value delivery, and the importance of a dedicated team for startup success.

Harry Rao is the Founder and CEO of TestGrid, an enterprise SaaS platform used by 20 of the Fortune 100 companies.

An engineer by training and entrepreneur by conviction, he bootstrapped TestGrid in a capital-heavy industry—transforming it into a trusted name in software testing and automation.

His journey reflects the power of long-term vision, disciplined execution, and building with customer value at the core.

Connect with Harry on LinkedIn.

What You’ll Learn In This Episode

  • AI Is Everywhere—But Is Your Software Delivery Actually Getting Smarter
  • What Founders Get Wrong About ‘Disruption’ in Enterprise Tech
  • Bootstrapping a Global SaaS Company from Atlanta: The Playbook Nobody Talks About
  • Tech Talent Without Borders: Building a High-Performance Global Team from Atlanta to India
  • Why Software Testing Is Still Broken—And What It Says About the Future of Digital Quality
  • Behind the Curtain: What Fortune 100s Are Quietly Demanding From Their Tech Partners

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio. Brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on the show we have Harry Rao. He is the CEO and founder of TestGrid. Welcome.

Harry Rao: Thank you Lee.

Lee Kantor: So excited to learn what you’re up to. Tell us about test grade. How are you serving folks?

Harry Rao: So Test Grid is a test platform, for example, if you’re building mobile applications or web browser applications. We provide like test infrastructure and AI on top to speed up the process of software delivery.

Lee Kantor: So if someone’s not using test grid, how are they going about it?

Harry Rao: Manual process. Like completely. They’re like imagine you’re just if you’re releasing your Facebook application right. You have to go manually test Facebook on like different versions of iOS or Android or Web and all that. So if they’re using something like Test Grid, it’s all automated.

Lee Kantor: So what was the genesis of the idea? When did you know that you had to work on something like this to solve this problem?

Harry Rao: Yeah, it goes back to ten years li when you know more than that. Actually, when iPhone came out and things of that sort as the adoption of mobile smart mobile operating system. Started building it at scale that we need. And the speed at which we need was what was important for us. So as I was working other jobs. Or as a consultant, I figured out that, uh, you know, something of this sort at a cost efficient way. So that you could reduce the cost of, uh, utilization or creation of software and increase the speed. So that’s how we started using more of these auto delivery agents.

Lee Kantor: Now, when it was in this idea stage, how did you kind of launch it? Was this something you bootstrapped or were you able to get funding?

Harry Rao: Uh, I tried to get funding, but unfortunately the concept was too good to be true at that point in time. Right. So I ended up bootstrapping it. So today we are absolutely bootstrapped and that’s been the greatest decision of my life.

Lee Kantor: So any advice for other kind of developers out there that are working on, you know, the next big idea, you know, kind of maybe the pros and cons of bootstrapping or some of the learnings you had from bootstrapping to the scale that you have today.

Harry Rao: Absolutely. Uh, I mean, like everything, bootstrapping has its advantages as well as disadvantages, but I’m going to focus on the advantages, right. When you’re bootstrapping, you are you have to be really, really frugal in where you spend your money. Right. So with that comes focus, right? You have to make sure what you’re choosing has to work. So you cannot go around and start making wrong decisions. Right. So but also that brings about, like I said, the focus and the grit to success increases with that kind of a decision. That’s my personal experience. But, you know, of course having a VC or external funding does give you certain flexibility. But when you are in like, uh, you know, sort of you’re in a longer time journey, you have to choose it, uh, wisely and spend the dollars wisely. You will have the flexibility of moving around and navigating the waters as you want, rather than when you take, uh, rather than when you take the external funding. So those are the advantages of bootstrapping, and you’re answerable to yourself and your true to yourself and your team. Right. So you can go to sleep happily in my opinion.

Lee Kantor: So now when you were launching though, how did you kind of get the software in the hands of, you know, your potential customers without, you know, kind of having the track record of something? And like you said, it was too good to be true in some manners. How do you. So how do you get those first customers to even try it?

Harry Rao: You need to knock on the doors. Make sure they believe you have to be persistent in chasing some of these decision makers. Like you said, if you’re nobody, they’re not gonna even listen to you. But eventually, if you’re persistent, people will start listening. You might lose first few of your prospects or customers leave. But if the story is good and it’s authentic, people are, you know, people are ready to partner with you. You know, it’s been my story. So, yeah, uh, just be persistent and have the grit and be authentic with your story. You’ll definitely, you know, you don’t have to have a story behind you.

Lee Kantor: So how do you create those first initial deals that get you the escape velocity you need to get to the new level? Like how do you negotiate those first deals with the, you know, the guinea pigs.

Harry Rao: Absolutely. I wouldn’t call them guinea pigs, because if my people are listening, they’ll be sad about it. But I would call them your friendlies in my, in the, in what we call them. They are sort of friendlies, right? Like, you know, these people from past, you know, their pain, you know, they have traveled with you. Right. So when you’re doing that, these these guys will give you their uh, uh, time and, uh, they will give you a chance, but make sure you don’t blow it up. Right. Usually you should chase like choose 4 or 5 niche down to one particular problem. Don’t try to solve everything right. And again, I’m guilty. I’m guilty of that mistake. Uh, first couple of years, I try to be everything for everybody never works. Then I said, like, okay, I’m only going to be focused on this particular problem. I’m going to go deeper. I’m going to solve that. And that pans out really, really well. And when you are talking to these friendlies, who gave you that opportunity? They will make sure you go to, uh, you know, you can, uh, you know, uh, go to the next step, so-called procurement, like you’re talking now. Pricing is still up in the air. If it’s your first time in the product, look what outside people are doing, right? Like, they’re probably competition. You’re never alone in the space. Especially in the enterprise software testing space, right? Look what others are doing. How can you bring more efficiency? Talk to your prospects. How can you solve their problem? Uh, you know, they all want to. Rather than giving them a tool and what is the price they’re willing to pay?

Lee Kantor: So how do you kind of negotiate those beginning prices? How do you kind of what’s the back and forth that happens so that you know that you’re getting some revenue if possible, and you’re also getting some sort of a, And a recommendation if possible, so that if they are getting a good price that they are at least recommending you to others. Like how do you structure those beginning deals? Because those can make or break your, your, um, service.

Harry Rao: Absolutely, absolutely. Those those are very interesting. Uh, I mean, especially let me talk on the B2B space. Uh, the, uh, the beginning deals are pretty much like, uh, you know, in my case, I’ll just talk about my case. Right? Uh, we had some competition in space. In our space when we had that, let’s say they were at, uh, lack of a better example, let’s say they were at a million bucks, right? We were like, okay, uh, how much can I get? Again, we were newbies in the space, right? It’s not raised to the bottom, but it’s always, can I get you ten x returns on if you switch to me? Right. So from what you’re doing today, it’s techniques, efficiency. There’s a very good book, uh, uh, from Amazon’s, uh, you know, uh, leadership called Working Backwards. Uh, and one of their leadership principles is, are taking new product to the market is if I don’t bring ten x returns to my customer, I am not in business because they’re not going to switch to you, not going to adapt, you know, because there’s cost of switching a software or anything. Right. So ten x means ten x efficiency and ten x price. So if at million bucks you should at least bring them that ten x cost of like $100,000. Or in that ballpark you’re saving uh huge. And also giving them more. So that’s when. So this is the thing you do with the, uh, technical leadership or all. And then once you go into the procurement, they’re going to still, uh, you know, compare, do benchmarking with the people around in the industry is like, you stand here, we stand here, you know, then also a little bit of, uh, negotiating around, but, uh, it’s usually those kind of scenarios.

Lee Kantor: So now when you were growing, how did you go about building your team? Because that’s also one of those points of inflection that you got to get. Right?

Harry Rao: Absolutely. So that’s the other thing, right. In bootstrapping, you are playing it by month to month to quarter to quarter in the early days. So building your team is also it’s one important thing is you need to have your core team for the long run, right. So whoever you choose, they should be here with you, not for the next year, but for the next decade. Right? If you’re building something that long term and a good vision that those are the kind of people, uh, you need to have so that trust. Uh, you know, before you tell them, them figuring out, uh, as well as, uh, going back to, uh, building the team is like, those are kind of, uh, uh, you know, questions you as a entrepreneur need to ask and have a, uh, you know, and, uh, put the expectations out there with your team as well as, again, you hire them, uh, like they say, there’s a common saying, which I’m not a fan of, but, you know, hire or slow fire fast. I don’t believe in firing fast, but I’m definite believer in hiring slowly. Right. Because it’s day before you get married. Sort of, uh, especially when you’re bringing somebody to the core team. So those kind of principles are, uh, what I follow. And going back to the numbers again, make sure you, uh, do your math quarter to quarter, because you should pay your team before you get paid. So that is another important thing in bootstrapping principles. Right? So those kind of things like.

Lee Kantor: Now when you’re working with a team and I’m sure your team is all over the place. How do you kind of keep the engagement strong when there are a lot of remote workers in a variety of time zones?

Harry Rao: Oh, God. Um, yep. Uh, we have teams all across the globe today. How do I keep them all in? Uh. Uh, you know, good communication would be. How would I say it? Thanks to technology, Lee. Like. Right. So we are all always on chat. We are on, like, you know, phone groups like WhatsApp or, uh, you know, uh, uh, zoom calls, teams, groups. There are multiple ways. But, uh, usually there is a process I set for myself and my leadership. Uh, and again, they manage their remote teams, if there are any under. But most of my dev is centrally located. So I believe, like, you know, dev has to happen centrally. My marketing is, uh, remote distributed, but daily stand ups, consistent communication. And here is a very simple principle I live by. Don’t text call. If you have some problem or something that you need, if that person is on other call, he’ll hang up. Then leave him a message but lead with a call. So that’s one of the major, major principles I live by and I make sure my team goes by. That is like call even I. I make sure my leadership calls me if I’m busy. I say, okay, leave me a message. But lead with the call.

Lee Kantor: Now let’s get into your product for a second. Um, talk about I obviously that’s, uh, it’s everywhere nowadays, but how how is that impacting what you’re doing? And is that making it more efficient and faster for your customers now with I’m sure you’re kind of leaning into AI, but maybe you’re helping in ways that they’re not anticipating.

Harry Rao: Absolutely. I mean, I is is, uh, is amazing, right in my, uh, you know, as far as I’ve. Uh, I truly believe in it. And we are leading with it. It’s, uh, going to bring, uh, huge efficiency. And for us, we are already leading it with it to in testing spatially. Uh, we have a product called Code tester. So it’s like your, uh, eye testing agent that sits with you, that learns with you, like, excuse me? Like a real tester. Right? And it writes your automation test cases, gives you the results that you want. It’s just increasing the velocity of, uh, you know, entire AI space. If I have to talk about. It’s just increasing the velocity of the amount of, uh, products we can, uh, uh, create and we are all after. You know, the bigger problems we always wanted to solve. So that’s my take on I li. And, you know, we are leading with it with core tester.

Lee Kantor: Now, in your company today, are your clients, uh, the same as they were when you started or now you penetrating kind of the fortune 500. The fortune 100?

Harry Rao: Absolutely. So, uh, my clientele is, uh. Okay, to answer your question, I always targeted the fortune 100 to 500 to begin with. Uh, but it’s hard. It’s like you were talking in the beginning of this call, right? Like the procurement. Like, how do they believe you? You are, you know, you don’t have the backing. No. You know, you just bootstrap these kind of problems. Right? But fast forward today, you know, we have, uh, at least 20 of the fortune 100 as my customers, uh, and my clientele is only, you know, fortune 500 to fortune to 14,000. That’s how deep, you know, they need our kind of, uh, product and services, right? So, uh, how was, uh, it changed from where we were? But the adoption has accelerated. Uh, we led with it. Uh, we didn’t we never. I wouldn’t say we never. We tried to target the SMB space and all, but again, it’s, uh, we wanted to satisfy a fewer customers and keep them happy and solve their problem. Perfect. So we had to pivot towards this. And rather than going into the SMB space early. So.

Lee Kantor: So what what what have you learned? What advice can you give, uh, to folks out there listening when it comes to penetrating the fortune 100 of the world? You know, what do they demand from their tech partners that you learned?

Harry Rao: Absolutely. So what I learned is if you’re switching from an SMB assembly space or all. We call it that, uh, dopamine effect. Right? Like, you know, once you close a deal, you get that rush. That’s very, very slow. In enterprise, the sales cycle is like 6 to 9 months. On a bad day. On a good day. Sorry. Right. On a bad day, it can be a couple of years. So you’re consistently. Working with them, working their procurement cycle. You have to be very patient very thorough because you’re going into fortune 100 company. Your security has to be top notch. You have your entire team has to be like, you know, it has to be run tight, right? So, uh, no stone unturned. That’s how it works with the enterprise. So patients solve deeper technical problems that they want. Price is never the issue, but always keep it efficient so that they get their ten extra turns. These are sort of principles. Uh, I live by especially, and I would advise any future entrepreneurs when they are chasing, uh, a fortune 100 and don’t give up. They always are very welcoming. As long as you solve their problem, stay at it, solve the problem, but make sure it’s it’s the best, uh, product out there.

Lee Kantor: So what’s next? Anything, uh, that you can share on the roadmap, any events or any products or services that are new or that we should know about?

Harry Rao: Absolutely. Going back to our discussion on AI, right. Uh, we are launching something called as our next version, the 2.0 version of Code Texture, uh, where we learned a lot of stuff, uh, from our existing enterprise customers. And again, it’s more towards the enterprise. Uh, so we are launching that it’s enterprises again to the future entrepreneurs. Right? Uh, they don’t like transformation. Right. They like incremental releases. And that’s what we were trying to do, is like, they have their legacy scripts, you know, uh, going back to the world of when, you know, uh, the, uh, going back to the before SAS came in. Right. There was, uh, there were windows desktop applications or thick clients. Sas came in. Sas was like, it’s a migration cost. There is so much to it. Now comes I, you know I platform as a service is a whole different beast. But enterprises have legacy. They have to move slow. There needs to be more support. And if we need to make their life easier to adopt, uh, or adapt, uh, the AI side of things. Right? So, uh, for that is what we try to create this protestor todo Which will help them move away from the legacy, but in an incremental fashion and future proof them. So that’s what’s coming, and we’re very excited about that.

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

Harry Rao: Uh, test grid.io. Uh, simple. Just, uh, follow us on LinkedIn. That’s the best way. My team is always there. Or just drop an email at info at IO.

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

Harry Rao: Absolutely. It’s great having, um, um, thank you for having me on the show. And, uh, I’m very excited.

Lee Kantor: All right, this is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Harry Rao, TestGrid

Unlocking Innovation: Transform Your Team into Proactive Problem Solvers

August 11, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Unlocking Innovation: Transform Your Team into Proactive Problem Solvers
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In this episode of High Velocity Radio, inventor and author Doug Hall discusses his new book, Proactive Problem Solving. Drawing on decades of experience, Doug shares how organizations can foster innovation by creating meaningfully unique products and embracing a culture that learns from failure. He emphasizes the importance of engaging entire teams, using systematic approaches, and overcoming resistance to change. Doug offers practical advice for leaders seeking to boost creativity, collaboration, and business success.

Doug Hall, author of PROACTIVE Problem Solving, is the founder of Eureka!Ranch and Brain Brew Distillery. He has been named one of America’s top innovation experts by Inc. magazine, The Wall Street Journal, Dateline NBC, CNBC, and CIO magazine. A hands-on inventor, he helps businesses, governments, and nonprofits find, filter, and fast-track big ideas.

His earlier books include the bestselling Jump Start Your Brain, Driving Eureka!, andJump Start Your Business Brain. A chemical engineer by education, her was Master Marketing Inventor at Procter & Gamble – shipping a record nine products in twelve months.

For his pioneering work in innovation, Hall was awarded a Doctor of Laws from the University of Prince Edward Island and a Doctor of Engineering from the University of Maine.

Connect with Doug on LinkedIn.

What You’ll Learn in This Episode

  • How using the process of Proactive Problem Solving leads to higher engagement and job satisfaction
  • How Doug used Proactive Problem Solving at Brain Brew Distillery
  • What role fear plays in preventing effective problem-solving, and how leaders can create an environment that encourages innovative thinking
  • How organizations can balance the need for systematic problem-solving with the pressure for quick fixes

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Doug Hall, inventor, speaker, entrepreneur, innovation catalyst, and author of the new book PROACTIVE Problem Solving. Welcome, Doug.

Doug Hall: Hi. It’s great to be with you.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, why don’t we get started with a little bit of your backstory? Can you tell us a little bit about how you got to where you are?

Doug Hall: Well, it’s been a long journey. 52 years I’ve been inventing at age, uh, 13, I invented it. Merlin’s learn to juggle kit and booboo balloon animal kits. And and I haven’t stopped creating new products, new ideas and new work systems. Uh, since then, I got a degree in chemical engineering, went into marketing at Procter and Gamble, where I led the Procter and Gamble Invention team, where I pioneered the use of systems, applying the work of doctor W Edwards Deming, famous for Lean and Six Sigma. Such things to the world of innovation and how we work together. And then I created the Eureka Ranch, wherein we work with companies Nike, Disney, American Express, and thousands of small and mid-sized companies as well, because they’re just as important and actually oftentimes more fun to work with. And, uh, and, uh, so this is my eighth book, actually. And it came about because in the inventing of ideas, which I love, I just love the creation of something that’s new, something that helps companies make more money, something that turns it from sales being a slog to customers pulling it from you when you have something that’s truly, meaningfully unique. And what I found as I did it, because I’ve done a lot of research work with academics, of publishing academic journals, etc.. Was that one of the problems with new ideas that are really different? The kind of ideas that will make a difference is that as you’re trying to put them together and implement them. You got to have the team helping you. If the team is resistant to change, the idea tends to get compromised. And but if they become proactive problem solvers, it makes a difference. And that’s why I wrote the book. And that’s why we’ve developed a new training course and a system to help companies create proactive problem solving.

Lee Kantor: So when you’re saying the team who are the the members of the team.

Doug Hall: Pretty much the whole organization, because they all will touch it when you’re doing something that is a meaningful difference, whether it’s an internal work system, you’re going to transform your sales system. A common thing in these days. People have not made the transition to digital. They’ve not made the connection to this new digital world. They think it’s the old world where you go out and play golf with people to sell them stuff, and it’s not the way it works anymore. I mean, it’s still a little, but they have not made the change. All the people that are going to be touched. And yes, it might be if you’re a product company, the engineers and the technology people in the manufacturing, but it’s also going to be finance. It’s going to be it. It’s going to be human. You’ve got to work together as a team if you’re going to make it. And so you need a system. As Deming famously said, 94% of problems are because of the system. 6% are because of the worker. It’s the system, stupid. And so you need a system, a new system for sales, a new system for making people proactive, a new system for creating meaningfully unique ideas that turn your customers into raving fans.

Lee Kantor: So. So how does a company or an individual begin creating that system that makes their product or service, uh, you know, more desirable rather than pulling teeth. Getting people to know that it exists.

Doug Hall: Um. The beginning. You have to have something that is a difference. That means something to people. Or, as I say, meaningfully unique. It has to be kind of what we’ve learned when we do the research is that most offerings of companies are pretty much the same old stuff as everybody else. And that would also be called a commodity. I mean, in the, you know, in the meat business, it’s like selling pork bellies. They’re all about the same. When you are meaningfully unique, when you offer something that makes a difference to the customer, that truly makes a difference to the customer, that excites the customers. Then you set off a chain reaction. People tell other people about it. Word of mouth. I mean, the data is clear. The word of mouth goes up by a factor of five. That’s not 5%. That’s 500%. Um, if it’s a retail product, retailers are more willing to take it because they want to have this because there’s nothing else like it on the shelf. Um, the media talks about it because it’s news. It’s newsworthy. And so you have to take your idea and your offering, whether it’s a service or product, and you have to make it that next level, that thing that people go, oh my God, I wish I’d thought of it. Or the way I think of it is think of it as an idea that your competition says, damn, I wish we had that.

Lee Kantor: But how does, like, say, a person in professional service say they’re a business coach and you know, they somebody like you, that you came from business, you had your you started your own thing. How do you kind of create, um, something that is that, um, worthy of that much attention?

Doug Hall: So when you’re in a service like that, which many people are, Um, a way to think about it is the claims that you make. We’re going to help you make more money. Or how many more hundreds of people are going to tell me they’ll get me sales leads? You know, it’s mind numbing when you’re making claims. Your benefit you’re offering, it’s. And it’s an exciting benefit. But people don’t believe you. So oftentimes in services, it’s not so much the benefit that you’re offering, but it’s the proof of by what method will you accomplish that. That it is something different than what people have tried before, seen before, heard before. And and also you’ve got. Factual data that shows it makes a difference. Let me give you an example. Um, you know, we we sell a technology, um, in the proactive problem solving book, I tell a lot of stories about our brain brew distillery. I created a bourbon distillery and it’s gotten out of control. And it has a technology called Woodcraft Finishing that we invented. And this technology allows you to take, um, 1 or 2 year bourbon and turn it into a 95, 97, 98 point world class as good as anything else in the world. And you can do it. Your cost for the whiskey is half what it would be versus a six year whiskey, because of the difference in interest and angel share and, um, insurance and storage, etc. but even more importantly, it reduces your capital, the working capital you need by 90%, 90%. Well, that is meaningful, unique. That is something that is transformative. Cutting your capital by 90% and cutting your cost by 50%. When I say I’ve got a system and it’s delivered these kind of benefits. Now I’ve got your attention.

Lee Kantor: So at the beginning of that, like, okay, so you come up with this amazing new, uh, innovation. So what’s the. So now you you have that, and now you want the world to know about it because you want to sell more cases of bourbon. So what do you do next to kind of evangelize this new discovery? To start at the beginning, where there is no trust, they don’t know who you are from a hole in the wall. How do you kind of begin the process and get that escape velocity that gets you up to the 100,000 cases you’re selling now from a few when you started?

Doug Hall: The good news is, is that all of the various marketing methods we have, the method of reaching people, be it email, be it advertising, be it LinkedIn, be it what? Social media? Whatever it is, all of the marketing methods become more effective when you have a meaningfully unique message. So think of it as the mediums that you. The medium is fine. They’re all fine. The problem isn’t the medium. It’s what we’re putting into it. If you put nothing in and you get a million people to see nothing, you still have nothing. You’ve got to focus on the fundamentals. What is something that’s such a while? Your customers would be willing to pay more money for? I’m not saying they have to pay more, but if you’ve got an offer, a service that is such a blow. So, for example, with our Eureka Ranch, we do a lot of work right now. One of the big problems that companies have is they get a lot of ideas, but they don’t know which ones to do. And so there is a thing that I describe in the practical problem solving book called A Business Opportunity Recommendation, which is a thing at the front where you focus and literally in a week you go from I need something, I get an idea, and I have a business opportunity recommendation that deals with all of the fundamental risks so I can make a decision. Well, that’s transformative for a company to be able to do it. Now, I can execute depending upon who my customer is. I look to see who what are the mediums that are more powerful to get to that type of customer? I’m sorry. This is so basic. It’s so fundamental. But I’m an old Procter and Gamble guy. Procter gamble became it. Was this because it did the fundamentals better. Now we’re looking for tricks and gimmicks and we’ve forgotten the fundamentals of what we need to do.

Lee Kantor: And then the the fundamental that linchpin a place to start is having a solution that is unique and memorable.

Doug Hall: Meaningfully unique. It has meaning to the customer and they can’t get it anywhere else. It’s that simple. I mean, think of yourself when you go to the store. Do you spend money on the same old thing and pay extra for it? No. So because I say if you’re not meaningfully unique yet, damn well better be cheaper. And of the two meaningful, unique offerings are, the research shows 500% more profitable than low price offerings.

Lee Kantor: So but in most companies kind of portfolio of services or products they sell, should every product be meaningfully unique or just a couple? Like, like, how is this all you should be thinking about 24 over seven is to just create that meaningfully unique product. And that’s it.

Doug Hall: Well, I will say that you should be working on meaningful uniqueness never ending because because competition is always going to keep moving. So this is something one has to do on a continuous basis. However, you don’t need every offering, and the best example I’ve got is I was, uh, fortunate to work with the Andrew Jergens Company on a product called Biore. You may have remembered it from years ago, when you put on your nose and you could take it off and clean the little nose strips that’s cleaned off and the Biore Strip. They had a lot of troubles. They’d failed on it 3 or 4 times, and we happened to come up with some ideas which are beyond the scope of this, but some ideas that fixed it became the number one selling health and beauty aid at Walmart. But what happened was that product actually didn’t make a lot of money because it was very expensive to make. But the cleaner and the toner, the liquid that they sold right beside it on the shelf was extraordinarily profitable. It’s always profitable to sell something that’s mostly water. And so, as it turned out, the meaningful, unique beauty strip got their attention, got the customer. And what the customer did is when they’re buying that, they also added a cleaner, a cleanser, you know, that they wanted to have with it. And that was massively. And it made the whole product a thing. But you had to think differently about it. So you can have in some of the accessories and elements, things that are very profitable. But the flagship is not as much, especially if you have to spend more, especially in the beginning as you’re starting production and that kind of stuff. Um, so there is a balance, but you’ve got to have some leads. You got to have some lead things.

Lee Kantor: So is there a system that you would recommend in developing this meaningfully unique service or product? Is there steps you take to identify where I should be focusing my time and energy to build out this meaningfully unique offering?

Doug Hall: Okay, first, I’ll give you the flippant answer. That’s the book before this one called Driving Eureka. The details it. So that’s the cheapest way to do it. Just read the book. Um, the driving Eureka book. But, um, seriously, the way you do this is, um, it starts out with what we call stimulus mining, because to create these kind of ideas, there are three elements. And this is described in Practical Problem solving. Two because it’s the same. How to create the way you create the big ideas is the same way you get employees engaged and being proactive problem solvers. And it’s three things to get to that solution or that meaningful, unique idea. You need stimulus. Most ideas are feats of association. And this includes patent mining because, you know, 95, 98% of the patents are free. And they’re basically blueprints on how to solve problems. And you can just take them and use them at no cost. It’s amazing. Um, wisdom mining with experts looking at them. Where are things going? What are the trends? Um, insight mining on the customers. What are their problems? What kind of problems? What are big problems that happen infrequently? Small problems that happen very frequently. This problem surveys that you can run, um, market mining. What’s competition doing? Future mining. I mean, there’s a number of mines, and you use this stimulus and you bring it together and ideas of features of association and one plus one creates three. Now, to amplify that stimulus, we bring in diversity and diversity. Mathematically when we’ve modeled this it is not additive. It’s not like if you add two people you get twice as much.

Doug Hall: No. And it’s not, you know, two times two, 4 or 2 times three is six. It’s not multiplicative. It’s exponential. It’s literally you bring six people in the room and it’s ten to the sixth power. It’s ten times, ten times, ten times. You get what I’m saying. That’s the potential of what you can get. Stimulus and diversity stimulus and then people reacting on it. But there’s a problem. And the problem is fear of change is epidemic. It’s just a fundamental it’s part of the human condition. And so to realize the potential of the stimulus and the diversity. You must. Drive out fear and you drive out fear by doing rapid research. Fast and cheap research. You also drive it out by using what we call the Deming Cycle Plan. Do a study. You may be familiar with check, but plan, do, study, act or fail. Fast. Fail. Cheap cycles of learning. You make a little cell a little. You run some little experiments and little. And that each time you run them, you learn a little bit more. You learn them a little bit more. When we make a whiskey, we made our first whiskey that work to make the tech prove the technology. Joe Gaga, my co-founder, and I, we made, uh, 5000 whiskeys. 5000. Now, we made only a bottle at a time, and and it took forever. But then when we figured it out, we got it. And so now that’s either we’re just stupid or we’re just playing persistent. But we just kept at it and at it and at it until we figured it out.

Lee Kantor: Are there some clues that are telling you you’re on the right path, that you should continue to do the 5000 attempts?

Doug Hall: Well, most aren’t 5000. That was compulsively ridiculous. Um, of course. But, um, generally what I find is if it’s still pulling you, if it’s still pulling you towards it, if you’re still curious about it. You know, you look at something, you go, I know there’s a way to figure this damn thing out. I know there’s a way I know this. I know there’s a way to do this. I know that’s something that we’re missing. And when you get it inside you, it comes intrinsically within you. Um, and and so just to make it great, it has to come from within. It has to come from within. Now, that said, we can also be blind to it. So part of what you have to do is to show it to people. And when you show people a meaningfully unique idea, you know No, they get it. Their eyes light up. They get excited about it. Um, if they sit there and say, I don’t get it, then you didn’t get it right. You’re not right yet. Um, you’ll know it. And I hate to say that. It’s like you’ll know it when you see it. There’s test reasons. And. And in the book, Proactive Problem Solving, I actually lay out the test methods one uses and the types of scores you need to get to do it. Because we’ve done enough research, we know. And we basically ask potential customers how, how likely are you to buy it and how new and different is it. And then we wait the purchase intent 60% and the new indifference score 40%. And that gives us a meaningful, unique score. So there’s actually a quantitative way as well to do that.

Lee Kantor: Now what do you recommend to cultures that on one hand are saying we need you to be innovative, everybody. We need you to take risks. But then they’re quick to, you know, I don’t want to say punish, but not exactly reward, kind of the failure that’s necessary in order to find kind of the the great idea.

Doug Hall: Well, we need to educate. We need to educate. Um, and and we have to, um, that goes on. Uh, I mean, of course, of course it goes on. Um, in which case, I tell employees, I said, give them a half dozen chances, and if they don’t want to do it and you want to be a change agent, then I think you need to change your job. I mean, that’s you. The only thing you can really do is with your feet, walk out the door and leave. There’s plenty of companies right now, and there’s plenty of companies that are going through transformation. Plenty of companies, as the baby boomers are going out and younger people are taking over. They’re looking for change and they know they’ve got to reinvent it. There are plenty of places that want to do it. And, uh, now that said, my preference is to educate the management because how could they know? How could they know this any other way to do it? When they were brought up, they were probably crap beat out of them. And they think that’s the way you’re supposed to do it. Well, that’s not the way it is in today’s world. And that’s why it’s so much better today. Because at places that get this transformation happens. I was in a meeting, um, four days ago with the CEO of a company who has a way of creating business opportunities that’s been very successful for 26 years, and his son is now the president of the company, and his son is looking at it and saying, that’s fine when it’s him.

Doug Hall: But if I want to keep growing this company, we’re going to have to have a system and engage more people. And so he had me coach a half dozen of his people on a team to put together a business opportunity recommendation. And four days ago we sat in the boardroom and we presented it to his dad, who’s the CEO. And frankly, everybody was a little bit apprehensive. How’s it going to go? And our concern was needless when he saw it, when he saw the proposal, when he saw the ideas, when he saw the math and he saw the all of the we taking care of the market risks, the technology risks, the organizational risks. We’d estimated all of those numbers and put it all together. When he saw the whole thing, he said, now I get it. You guys have been talking to it, but I didn’t understand it. But you made me a prototype. I get it now. Then what he did is he said, this is so awesome. We need another one of these. Now, it had taken us 3 or 4 weeks to put this together because people have other jobs. And he said, I need it at the end of this week. I’m like, oh, well, that’s going to be kind of tough. But the team was so excited that he was engaged in this new way of working that, uh, we’re doing it tomorrow. We’re going to do it tomorrow. It’s amazing. It’s amazing.

Lee Kantor: So who is the customer for proactive problem solving? Like, is it the leadership? Is there people, certain people in the organization who who should read this?

Doug Hall: Um, first off, the leader of a team, a department or the company, because that’s the person who you’ve got people working for you. And frankly, you know, you hired people to help. Are you getting the help you wanted? Well, maybe it’s the system. And my suggestion to you and the way we always start, people say, I want to do this whole organization, so I won’t do it for the whole organization. I will only do it with a test. We’ll start with one group, and then what we’ll do is we’ll customize it for your culture. You may have certain names you call things, and if you go in with a training that doesn’t match the words that they use, that’s just causes chaos. And so I believe in customizing. But and we have a separate training program for team members, team managers and for leadership because they each have a different role in the process.

Lee Kantor: Now what are some of the symptoms maybe a dysfunctional, um, organization is having that could benefit from working with you or somebody on your team? What what how is this showing up in their kind of day to day life?

Doug Hall: Um, high turnover, um, employee surveys that show low engagement. Most organizations have a 30 or 40% engagement level. I mean, that’s just the reality. Um. Slowness to get things done. Things just take forever. Um, leaders tell me oftentimes I can’t get anything done. And so I come up with a strategic plan to do something great. And all I hear is that’s not realistic. And so I have to compromise and make it down to a plan that really isn’t going to make a difference. So it helps leaders be able to be the kind of leader that they dreamed they would be when they got there, only to find out they got this giant battleship that they can barely turn and barely do anything with.

Lee Kantor: So if somebody wants to learn more, get Ahold of the book or get Ahold of you or somebody on your team, what’s the website? What’s the best way to connect?

Doug Hall: Hey, uh, doug.com is the easiest. That’s that’s the simplest. And then that can take you over to Eureka Ranch. Um, and we can learn more. I would just start with the book. Um, the book is a simple, quick way to get get a sense on it. Um, I think I’ve got the intro up on the website. You can download it right now. Right now you can go there and download it and read it and see if it makes sense to you. It’s about systems thinking. It’s about a reliable, reproducible system that can make your job easier and makes the employees jobs more fun.

Lee Kantor: Well, Doug, thank you.

Doug Hall: That’s what it’s going to give you.

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

Doug Hall: Well, thank you. Thank you so much as well.

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

Tagged With: Doug Hall, PROACTIVE Problem Solving

Embracing Imperfection: How Creative Expression Fuels Leadership Success

August 11, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Embracing Imperfection: How Creative Expression Fuels Leadership Success
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In this episode of High Velocity Radio, Lee Kantor interviews Jenn Todling, an author, instructor, and executive coach at the University of Denver. Jenn shares her journey from a 20-year career as an EY audit partner to leadership coaching, emphasizing neuroscience-based methods, creativity, and self-care. She discusses overcoming imposter syndrome, the value of coaching in organizations, and practical strategies for leaders.  Jenn also highlights her memoir, the importance of community, and the transformative power of creative expression in personal and professional growth.

Jenn Todling is an author, speaker, executive coach, ballroom dancer, CPA and instructor for the University of Denver. A former audit partner at EY and professional accounting fellow at the SEC with over 20 years in professional services, she brings deep insight into what it takes to navigate major career transitions.

After stepping away from her executive role, she reinvented herself as an ICF-certified executive coach and now draws on more than a decade of coaching experience to support others in reimagining their paths.

She specializes in helping leaders at all stages — whether rising, shifting, or starting over — gain clarity, confidence, and direction. Her approach blends personal transformation, neuroscience, strengths-based leadership, and emotional intelligence to equip clients with the mindset and skills needed to thrive in today’s evolving workplace.

As a sought-after speaker and advocate for bold, authentic leadership, Jenn is passionate about helping individuals make courageous career pivots and create purpose-driven lives. Her coaching and teaching inspire lasting change, empowering people to lead with both heart and impact.

Connect with Jenn on LinkedIn.

What You’ll Learn in This Episode

  • Values or practices that helped support her in making bold moves
  • Her first book – Dancing on My Own Two Feet

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio in this is going to be a good one. Today on the show, we have Jenn Todling, who is an author, an instructor, and an executive coach with the University of Denver. Welcome.

Jenn Todling: Thanks, Lee. It’s so great to be here.

Lee Kantor: Well, I am so excited to learn what you’re up to. Tell us about your practice. How you serving folks?

Jenn Todling: Yeah. So I’ve been in a sort of career redesign, I would say, the last few years, and I left a 20 year career in public accounting a couple years, about a year and a half ago, to really launch into follow my dreams. And so my passion work is really helping to support leaders and bringing the best version of themselves to their work in life. And so I do that through leadership coaching through facilitating immersive neuroscience inspired leadership workshops. And I just launched a book. So there’s a lot of really exciting creative outlets going on. And really just in a space of helping support people through transformation.

Lee Kantor: So let’s talk about the career for a second. It was in accounting, right?

Jenn Todling: Yeah, it was an audit partner at EY. 20 year career.

Lee Kantor: So what is the mindset necessary to achieve what you achieved in a 20 year career in accounting. And that is going to kind of set you up, set yourself up to be successful in this kind of new executive coaching career.

Jenn Todling: Yeah, I love that question. So for me to be successful in my accounting career, there was a lot of persistence and grit, right? There was a lot of it was a very technical role. So I needed to have, you know, technical knowledge, technical skills. But also it was because I was in the audit space and I was in client service. I needed to be able to build relationships and understand where there might be challenges and how we could address those, either through my my clients needs or also just through the audit teams that I led. And so the relationship side and it sounds kind of funny, I kind of went into accounting for relationships, but it was true really has helped me. Then in this next chapter, as I’m building sort of this entrepreneurial space, I’m coaching and working, you know, more directly in the leadership arena, really being able to have that emotional intelligence and to understand, like what’s not being said or interpret body language, right, and sort of be able to read that room has really helped sort of translate into this next chapter of my life and career.

Lee Kantor: When you were in the accounting world, did you ever get coaching or were you ever mentored or like, was there things that happened? Were you were able to see kind of the benefit of those kinds of relationships?

Jenn Todling: Yes, all of the above. So I was really fortunate. There was a really strong coaching culture and mentoring culture since I was, you know, a new staff. And so I experienced a lot of on the job coaching, a lot of formal mentoring. And then when I made partner, the firm had executive coaching practice where they gave you a coach to support that transition. And I worked with that coach for seven years. I had, I think, 2 or 3 different ones to help me support the role of, you know, a new partner. And then when I became a new mom, you know, helping with that support. And so I found, you know, how instrumental that was to, to one to just have an independent thought partner who wasn’t in my day to day, who could give me a different perspective of some challenges I was facing, and to help me work through some of my own challenges, right, of adjusting to leading in a new way so that I could honor myself. And so that was so powerful, and it helped me realize just really the value that coaching can provide to business leaders.

Lee Kantor: So when you were getting that kind of coaching, was that something that your organization paid for or was this coming out of your own pocket?

Jenn Todling: So I’ve done both, but they do. E had an internal coaching practice. So too there was a leadership coaching practice and career coaching practice. And so it was internal and it was paid for by the firm. And when I was also exploring sort of what I wanted to do next, I used the career coaching services to support me in designing sort of this next chapter. And then I’ve also hired my own coaches outside of EY, um, to support me in different realms. But this program was internally sponsored, which was really wonderful.

Lee Kantor: So now are you working with individuals or do you work with organizations in your current practice?

Jenn Todling: So I do both. Right now I’m primarily working with individuals. Um, and through the program I teach at the University of Denver, the individuals I work with. That program is company sponsored. So it’s a corporate learning program. And so they’re working in professional services. They’re working in hospitality and retail. And so I support a lot of frontline leaders and managers. And getting the skills to be able to be successful in leading teams and managing themselves.

Lee Kantor: Now are you seeing coaching as something that is, uh, a must have in an organization nowadays or nice to have? Like, where is it kind of in the mindset of the leaders of these organizations because it’s it’s been around for a while now. This isn’t the the new kid on the block.

Jenn Todling: Yeah. I mean, I think what I’ve seen in organizations is there’s probably it depends on the organization. Um, but I have seen that there may be is more of a nice to have you. I think in my experience, what I’ve seen in sort of working with leaders directly is it’s essential. So does coaching have to be the modality that you, you know, support your team? Not necessarily. I think having strong leadership development though is so important. And even in the accounting profession, right, where, yes, the technical knowledge matters and the critical thinking skills are important, but so is creativity. So a relationship so is emotional intelligence. And if we’re not building that, we are doing a disservice. I think, to the professionals in those, um, serving their clients. And so I have seen that the people that go through the program and that get coaching, and it doesn’t have to be a lot like I’ve seen so many transformational results with 3 to 5 conversations. They really just are able to to leap forward and have that confidence to bring their full selves to their job.

Lee Kantor: So anything you can share when it comes to that type of a triage, I guess, coaching experience where it’s just 3 to 5. Like what would be attainable? Because I would think a lot of, um, executive leadership, if they were going to implement a program, they think, oh great, this is something. Now I got every. Every one of my people are going to have a coach, and this is like a weekly thing forever. But I’d be curious to hear how you would kind of structure a 3 to 5 session, maybe, uh, intervention in a positive way to help a leader just kind of maybe wring out the most value from themselves and be the best them they can be.

Jenn Todling: Yeah, I love that. And I think that’s important. Right. Because resources are limited in some circumstances. And you need to prioritize your budget. Right. So how can you get the most bang for the buck? What I have seen is there’s probably different subsets of your career journey where coaching really is helpful. So the program I facilitate at the University of Denver is targeted for frontline leaders or first time managers. And so that’s an opportunity where you’re really shifting from maybe being an individual contributor or, um, a peer, and now you’re going to sort of be that supervisor or that leader. And there are things that shift that you can benefit from support with. So what I find with the leaders, I work in that space, honestly, a lot of it is working through imposter syndrome and confidence. And so they will start the program unsure of their ability to lead. Not sure how to fully show up authentically. And we work through that and we highlight their strengths and we we remind them, you know, or encourage areas to practice in small steps on the job. And you will find I have found anyway that after five sessions they don’t. Not all of them suffer from imposter syndrome, um, anymore. Now, maybe it’s not completely eliminated, but there’s so much more confident, and they’re willing to engage in conversations and advocate for themselves in a different way. So I think that’s a really tangible way to support, especially sort of that frontline leadership or manager population without having to have a Significant investment.

Lee Kantor: So you mentioned imposter syndrome specifically. Is there something actionable a person could do right now if they want to at least kind of see that they’re they don’t have to suffer with this. Is there something that you recommend that, hey, if you just do this or this exercise, maybe this will prove to yourself that that you’re you’re not faking it.

Jenn Todling: Yeah. I mean, the first thing that I share is that almost everybody faces imposter syndrome. And when we normalize it, some of that weight dissipates. And so when we talk about this in my class, and we all raise our hands and we’re like, oh, I suffer with that too. It makes us feel okay. We’re not alone and we can talk about it. So that would be step one is is you’re not alone. And the other thing that I have found. So two tips. One is sometimes we get in our head right. We think, oh I don’t know if I’m qualified for this role. They’re going to find out that I don’t really know what I’m doing. But if we can think a little bit less and take a little bit more action, even if it’s imperfect action, we will get better at the things we’re trying to learn. And so I’ve learned that even in my corporate role saying, look, I can do hard things, I can try my best, and I’m going to learn and be curious. And I’m not expecting perfection because that perfection sometimes shows up as imposter syndrome, because we don’t want to make a mistake or look like we’re failing. And so if you can embrace taking imperfect, imperfect action, I have found that take some of that weight away. And then the other thing, actually, one of my leaders shared this with me, and I thought this was a great tip. Is she actually named sort of the imposter syndrome as like a Marcia, Marcia, Marcia voice, kind of like from The Brady Bunch. And so when you have that moment of self-doubt, she would say, okay, Marcia, I hear you. And I’m going to try this anyway. And so it just creates this acknowledgment without hiding it, that takes away some of that weight that might get in our way.

Lee Kantor: Yeah, those are great tips. Something my wife worked in. My wife worked in corporate for many years, and something that was at her early in her career. Something that she was struggling with was the kind of the annual review, and she’d have to remember all the stuff. And that was a challenge. And then it’s like, how much did I do? And the only thing you remember is what you did recently. And something that helped her was she made a folder and she just put anytime something happened, she just put it in the folder, didn’t think about it and just. And so when it’s time for the annual review, she could go to that folder and there’d be, you know, dozens and dozens of things that she did that she can put in the annual route that made the annual review less stressful. And it kind of reinforced, look, I am making a difference. I can do hard things. And here’s a big pile of them.

Jenn Todling: Yeah, and I love that. And I’ve actually shared that with some of the leaders I work with because you do struggle like but what did I really do today or what did I really do this week. Right. And so write it down. And so I would have the same thing. Here’s my little accomplishments folder. Digital folder or or just a piece of, um, you know, an open word document that I would just write down notes because I think that also then reminds you those little moments do add up and celebrating those, you know, and I think taking time to honor that can be so impactful. So I love that example. Thanks for sharing that.

Lee Kantor: Yeah, I think it’s one of those things where we’re just doing so much that we just take so much of it for granted that we don’t really, like you said, honor it and appreciate it. And sometimes when you have kind of a visual, uh, element, I know some people do this with like a jar, they’ll put like a little thing in the jar. That’s a reminder that they did something. And they’ll they’ll be like, even if it’s just like a little scrap of paper, they want it up and throw it in there. And all of a sudden you see this jar filled with stuff. You’re like, I can do hard things. I, I am this person that I aspire to be.

Jenn Todling: Yeah, I love that. And it really is like if we can embrace sort of this growth mindset, which we’re we’re always learning, we’re always learning. And I’ve had some moments in my career where I have made some big mistakes or things have gone wrong. And, and it was hard because I am, you know, someone who’s high achiever, you know, recovering perfectionist and all the things. And I’ve had to learn through that process of, look, we’re I’m just trying to do my best. And when I have better information, I’ll do better, you know? But just giving myself some grace. And I found that that has helped me and my own leadership journey be a lot more authentic and impactful, because I’m not worried so much about messing it up.

Lee Kantor: Yeah, I think that so many times we self-sabotage and then if we can just kind of eliminate that, life becomes so much easier and less stressful.

Jenn Todling: 100%, I totally agree.

Lee Kantor: Now, um, now that you’ve made the transition to entrepreneur from kind of working for a very large organization, uh, Who helped you? Who’s kind of your support staff in that transition? Because I would imagine, you know, when you were at, uh, at your firm, you know, there was a lot of people you could go to for help. And then when it’s you, you’re you’re everybody or a lot of the people.

Jenn Todling: Yeah. I mean, I’ve had a lot of coaches that have helped me. Right. So I have my little coaching squad and I’ve also tapped into community. So part of even before I left EA, probably three years before I joined a networking organization that was filled with women entrepreneurs, and that was sort of the target audience. And so a lot of the women had worked in accounting before, and so they were a few years ahead of where I sort of wanted to be. And so that support really helped me understand and prepare like financially, mentally, emotionally. Like what? What’s ahead of me? Um, and there’s still obviously surprises once you take the leap, but at least I have the support to say, here’s, here’s what I can expect. And then they’ve helped support me along the way. And then I recently moved back to Colorado after a couple decades on the East and West Coast, and I’ve tapped into another networking group for moms and business, and I have a six year old at home. And so that, you know, when you’re managing caregiving responsibilities and, you know, trying to to support the growth of tiny humans like it does look a little bit different sometimes. And so having a network of moms who are either entrepreneurs or they’re in the corporate world, but that can support each other and really be creative has been super impactful. So you really can’t do it alone. And as an entrepreneur, it can be incredibly lonely and isolating. So figuring out what communities you can tap into. I have found that’s really been an area of strength and support.

Lee Kantor: Now, when it comes to your coaching practice, how did you kind of come about your methodology or what was resonating with you and how much of it is, you know, maybe somebody else’s methodology and how much is kind of your own secret sauce?

Jenn Todling: Yeah, I mean, that’s a great question. And I think there are so many different ways to coach. Um, for me, I’ve done three different training programs. So I did sort of a basic coaching program about ten years ago. And then in the pandemic, I went back to school and did an executive and professional program. And then I realized I love neuroscience, like I am a little neuroscientist. And I did an advanced coaching program that was neuroscience based. And so there’s a lot of tools and practices that I learned in that program that I embed into my practice. Um, I also did an advanced program to become a licensed trainer with that organization. And so I do facilitate, um, learning experiences that leverage that curriculum because I love it. It’s amazing. And it helps support, um, leaders in navigating. You know, productivity or inspiration or just emotional regulation, which I think is so important as a leader and without having to start from scratch of developing content. So I was able to get trained and have that sort of intellectual property that I licensed so that I can use that in my practice. So that’s sort of the foundation of what I use. Um, but for me, it’s a little bit of an art and a science because I’m also a dancer and I’ve seen the power of embodiment and coaching. And so I integrate, you know, all of the different sides of, of my being into that, um, and really try and just tune into, like, what does my client need today? And is that something that’s a little bit more, um, tactical and practical and a tool or is it. We need to close our eyes and we need to do some visualization. And so I try and really just meet my clients where they are. And that’s how I approach my coaching engagements, is I have a lot of tools that I can use, but I just try. I don’t have a prescription of, here’s what you’re going to do in session one, 2 or 3. It’s really trying to meet my clients where they are.

Lee Kantor: Yeah, I’m fascinated by, uh, kind of neuroscience as well. Is there a nugget you can share that maybe is something that can open people’s minds to? What are the benefits of learning more about that could be.

Jenn Todling: Yeah. So one of my favorite exercises and I think this this works really well for accountants or people, you know, engineers, lawyers. Like if you’re in a very technical profession and you’re really used to, you know, there’s a lot of deadlines, there’s a lot of things that need to get done. Um, it can feel indulgent or maybe guilty to go for a 30 minute walk in nature in the middle of the day, um, or to take a dance class at night or an art class or learn a musical instrument. But when you understand the different networks of the brain, you will learn that if we’re always operating in the get stuff done mode, we’re not capitalizing on all of our creative and innovative powers of our brain, because those really only get turned on when we step away from the work. So when you have those moments of insight in the shower or driving your car, that’s a different part of your brain that’s being activated. And so when we can reframe those moments as actually productive, but in a different way, it can help us be even more impactful and powerful in our job. So for me, as a quick example, in busy season, which we’re working nonstop in the pandemic, I took a hip hop class on Sunday afternoon and learning choreography again and just having a break from the email and the accounting challenges actually made me more efficient and effective when I went back to my computer. And so that was a really important message for me to say, actually, this is being productive. It’s not, um, a nice to have. It really is essential for me to have the whole picture of how I can support my clients.

Lee Kantor: Now, you mentioned earlier, uh, the dance is important to you and your book, uh, Dancing on My Own Two Feet has recently been published. Can you talk a little bit about how you were able to kind of take what you learned and the impact of dance in your life and turn it into a book?

Jenn Todling: Yeah. So this is a really I mean, this is a memoir. So it’s a very personal journey of mine. But it was my experience that after leaving a relationship that was very challenging, I was, you know, 30 years old, trying to find myself again. And I hadn’t danced in ten years. It was a childhood passion that I had sort of forgotten about. And as I started to reengage in dance in New York City, um, this time it was ballroom and Latin. So partner dance, I started to become myself again and to, you know, um, be more confident, to be more curious, to feel more grounded in who I was. And that was a really powerful experience to realize kind of the point I was just illustrating that creative practices are really essential in helping us be the best version of ourselves. And so the underlying theme of the story, or one of them, is the importance of taking time to have creative outlets. And if you can use your body in that process, it’s even better. And so through that process, I was able to heal from past trauma. I was able to find love again, and I was able to sort of become a whole person. And so it’s really this transformative power of creative expression is what I hope people walk away with when they read it.

Lee Kantor: Yeah, that that’s so important. I think people like you. You say they’re in their mind. They’re saying, oh, being creative or oh, exercise and working out is frivolous and I don’t have time for that. I got important things. But those are foundational things like the those are the building blocks that everything else is on top of. So make time for those things. And people, I think, forget that exercise, sleep, you know, being creative. Uh, those things are are must haves. You work your day around those things, you don’t do it the other way.

Jenn Todling: Exactly. And I learned that the hard way my first year as a partner. You know, I’m trying to also be a new mom. And like, all the things, you know, it’s a big role. There’s a lot of things. I wasn’t exercising, I wasn’t sleeping, I wasn’t taking breaks. And I had a little bit of a breakdown and I was like, oh, I am not okay. And this is a marathon, not a sprint. How do I refocus on my vitality? And that was one of the first things I actually worked on with my coach is how do I work on prioritizing this and making time for this and realizing that, you know, that is the foundation, because then that’s going to support the energy that I bring to my clients, to my work. And if that’s off centered, then everyone’s going to feel that. So it is absolutely foundational.

Lee Kantor: Yeah, I think it goes back to what we were talking about earlier, this imposter syndrome. I think that people are trying to cover it up by being, look, I’m a grinder. I’m here 24 over seven. You know, they’re kind of exchanging that their availability to work. And they’re so focused on their work as covering for any imposter syndrome they might have, instead of just trusting their brain power and what they bring to the table.

Jenn Todling: Yeah. And I think that’s been the biggest shift in this new part of my career, is I’m learning to manage my energy versus my time and to lean into does something feel off in my body? Is this a client I want to work with? Is this an organization I want to work with? Are we aligned? And it’s hard to be honest and hold those boundaries and say, you know, exercise is important to me or, you know, not working till 10:00 at night is important to me because I need my sleep. And so I think and I struggle with that too. Like, I’m not I don’t have it all figured out. But I think the more we can just be honest of what we need to perform at our best, and we start more conversations around that, and we ask our team members if we’re a team leader, like, what do you need to be at your best? Then we do have a chance of this kind of culturally becoming, um, more, more prevalent.

Lee Kantor: Now. Is there a story you can share that maybe illustrates how you work with your clients? Maybe share? Don’t obviously name the name, but what the challenge was that they had when they came to you and how you were able to help them get to a new level.

Jenn Todling: Yeah. So I have one client I’ve been working with for several years, and she came to me and she was younger in her career, and I love working with people young in their career because they’re so hungry. It’s like a sponge, right? You’re trying to create good practices from the start. And she was like, I’ve, you know, I’ve got straight A’s. I got this great job, but I don’t know who I am as a person. Like, I don’t know how like what’s the core essence of who I am. And so aside from, you know, being a strong worker or whatever label you wanted to put on that. And so we’ve done a lot of work at getting to the core of, you know, what are her values? What is important to her in each season of life? How do you take bold leaps to to do when you do know you want to do something? How do you actually make it happen and overcome people pleasing or worrying about what others might think so that you can honor what’s important to you? And we’ve done a lot of work on that. And I will say, you know, we’ve been working together maybe three years now. And what she tells me now is that she can’t even recognize the person she was three years ago. And she has made now like three significant career leaps. Um, you know, different roles, different companies. And now she’s like on, you know, exploring the next chapter. And she you can just see the energy and the confidence that she’s coming to. Even though sometimes she still struggles, but she has so much more understanding of what’s important to her and she’s willing to honor that. And so that’s really powerful to see. Um, and it doesn’t take three years to do that. But for her that this has been quite a journey and it’s been really helpful, I think, to have that support, to know that it’s okay to go and try.

Lee Kantor: So who who is kind of the ideal client for you?

Jenn Todling: Yeah, I mean, I love working with because I’m in sort of this career pivot space. I love working with leaders who are sort of maybe they’ve climbed the ladder. Um, they’ve checked the boxes and they’re sort of like, hey, what’s next? Right? I want to have a fulfilling life. I want more meaning, maybe more play and creative expression. How do I make that happen? I love playing in that space, and so if that’s something that people are struggling with, I find that that can be a really nice space to have a thought partner.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you, what is the best way to connect?

Jenn Todling: Yeah. So if you go to my website, Jen and that’s Jen with two friends, it has all the different ways you can connect with me. And I’m also on Substack. I do a weekly inspirational newsletter and you can connect with me there as well.

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

Jenn Todling: Thanks, Leigh. I so appreciate being here.

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

Tagged With: Jenn Todling

Unleashing the Power of Authenticity: Revolutionize Your Marketing Game

August 8, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Unleashing the Power of Authenticity: Revolutionize Your Marketing Game
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In this episode of High Velocity Radio, host Lee Kantor interviews Madison Holliman, founder of Mad Marketing House, a digital marketing agency specializing in authentic social media content. Madison shares insights on crafting tailored marketing strategies for businesses of all sizes, balancing organic and paid efforts, and the importance of genuine branding. She discusses educating clients on metrics, focusing on effective platforms, and leveraging AI for content creation. Madison highlights client success stories and explains how investing in a specialized agency can help businesses overcome marketing challenges and achieve sustainable growth through strategic branding and positioning.

Madison Hollimon is the Owner and Founder of Mad Marketing House, a marketing firm that specializes in authentic content creation and branding for businesses, particularly in the luxury and personal brand space. With over a decade of experience in marketing, including five years as an agency owner, Madison has worked with over 1,000 businesses to transform their digital presence.

Her expertise in visual storytelling and social media content has helped countless brands grow their digital footprint and generate significant returns on advertising spend. Madison’s agency has successfully managed over $1M in ad spend, yielding more than $50M in revenue for her clients.

As a third-generation entrepreneur and the oldest of five girls, she values family above all else, and her approach to business reflects this. She graduated with a BBA in Marketing from Augusta University Business School, is married to her high school sweetheart, with three children of her own, and she prides herself on being the “family manager.”

When she’s not building brands and empowering business owners, she can be found enjoying the ocean, traveling to tropical destinations, or spending quality time with her family on their farm. her personal story of entrepreneurship is deeply intertwined with her desire to help others succeed, particularly women entrepreneurs.

Madison’s agency is built on a framework that blends strategy, creativity, and authenticity to create impactful, results-driven campaigns. Her process starts with understanding where the business is now, where they want to go, and who their audience is. From there, her team creates custom content that resonates with the target market, ensuring that every piece of content tells a compelling story.

Her expertise extends beyond organic content creation to the strategic use of paid ads, maximizing ad spend and ensuring fast results. She believes that social media doesn’t have to be a mystery and that the key to success is in consistent, high-quality content and genuine storytelling.

Connect with Madison on LinkedIn and Instagram.

What You’ll Learn in This Episode

  • Empowering women entrepreneurs through authentic branding
  • Building digital footprints: The importance of consistent content creation
  • From merchandise to marketing: The evolution of Mad Marketing House

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio in. This is going to be a good one. Today on the show, we have Madison Holliman, who is the Owner and Founder of Mad Marketing House. Welcome.

Madison Hollimon: Thank you so much for having me. I’m so excited to be here.

Lee Kantor: Well, I am excited to learn what you’re up to. Tell us about Mad Marketing House. How are you serving folks?

Madison Hollimon: So we are a full service digital marketing agency that specializes in authentic content creation for social media.

Lee Kantor: So what’s your backstory? Have you always been involved in this line of work?

Madison Hollimon: So I have over a decade of experience in social media marketing, and I’ve only had the agency for five years. But prior to that, I did marketing for high end boutique luxury companies. I worked for Plastic Surgeon. I’ve had several different marketing roles in all industries, so I’ve I’ve been able to be very well versed in marketing and just have a true fashion, you know, true fashion and interest in being creative and being creative on social media.

Lee Kantor: So is your work primarily working with big brands like plastic surgeons, or is it like who is the ideal client for you?

Madison Hollimon: So we work across the board. We have small businesses, people that just got started, whether they’re in real estate or they own a med spa or they have like a, you know, a pet groomer, or we work with some very large brands that, you know, have half 1 million to 1 million followers on social media. So we’re able to work on both ends of the spectrum, and our team really enjoys it.

Lee Kantor: So is the strategy and the fundamentals kind of the same? It doesn’t matter what your budget is. It’s just like who’s doing the work? Like how does it work? You know, when you’re working with a small brand versus a very large enterprise brand.

Madison Hollimon: So typically when somebody is interested in working with us, we’ll put together a strategy that’s custom to their business and their industry. So initially they’ll come to us and say, hey, this is where my business is at. This is my goal and where I want my business to be. And then we will put that strategy together and put it in place with their current budget. And a lot of our smaller businesses will do a growth strategy. So we’ll say, okay, we’re going to start at X, but in 12 months we’re going to be spending X. So it allows us to grow with their business.

Lee Kantor: Now doing social media right in today’s world does it require a combination of kind of organic posting from the brand in addition to paid posting as well? Or can you just do organic nowadays.

Madison Hollimon: Yeah. So we have clients to do both. I have some that only do organic social media. So they hire us to create high quality content, photo and video and put it together into a content plan. So our team will post consistently for them every week. And then we also have clients that not only hire us to do that content creation, but take that content and put paid advertising dollars behind it. So we’ll say, okay, who is your ideal client or your avatar? What is their age group? Where do they live? You know what kind of, you know, buyer behavior do they have? And they will create an ad and target that person so that they can kind of expedite their growth and kind of hit those goals faster than if they were to just do it organically.

Lee Kantor: Now, when you’re working with the smaller brands and you use the word authentic a lot, can you talk about what that authentic branding looks like for an entrepreneur?

Madison Hollimon: So it’s typically content that’s true to them. So it’s photo and video of them their team, their space. So that when somebody sees you online, they already feel like they know you. They feel like they know your team and they know what to expect before they walk in the door, or they have that first phone call with you. So you’re able to find that there’s a higher conversion value when they see you and your true form and your true space first.

Lee Kantor: So how do you help the client kind of craft the messaging that doesn’t come across as to, you know, maybe look at me, look how great I am versus more kind of, I can solve your problem. Like how do you kind of work through developing that personality in a way that’s going to drive business rather than maybe just drive attention?

Madison Hollimon: So we always try to go into a content day or content shoot and just set up a camera and have conversation. So we’re having conversation with that business owner or that key person that’s in the business. And we want it to feel natural. And typically after the first, you know, ten, 20 minutes, you’ll kind of sit there. You’ll get more comfortable with the conversation. And at that point it just kind of flows. So then we’re able to take, you know, kind of their experience, their storytelling and put it together into a piece of content that then tells a story through social media.

Lee Kantor: Now, when you’re working with the clients, um, how do you protect them from maybe the shiny object, uh, problem a lot of people have if they see a new platform where they see a new way of doing something, and all of a sudden they want to do that, too. Um, instead of maybe just focusing in on a couple of platforms or a couple of strategies that are geared to maybe the majority of their potential clients.

Madison Hollimon: So it’s really important upfront when we create that strategy to understand who their audience or their target audience is, and then we’ll say, okay, if your, you know, demographic is ages 35 to 50 female, we know to put you on this platform. So we’ll say, okay, I understand that you maybe want to go over here because it’s new and fun and exciting, but what kind of real back then back in and explain to them, okay, but your target audience is on this platform. So once they’re able to kind of understand and we’re able to educate them, then they’ll kind of feel comfortable and have more trust with our agency to understand why we want them to be on a specific platform.

Lee Kantor: Now, what is the what are those initial conversations look like when you’re talking to a potential client? Is it a lot of education? Because I would think that a client who has never used your firm or has never used any marketing firm, an outside marketing firm before, may have some misconceptions of what you know, what is possible and what you know, what, what can be done and what they have to do versus what you have to do and how you work together.

Madison Hollimon: Yeah, I’m a big advocate for educating our clients. The more they understand I’ve learned, the more they’ll spend and the higher yield and results they’ll have. So, you know, we are all about taking the time to teach them and to learn their business. We typically find that when we partner with a new client, it takes three months to learn their style and for them to start seeing results. So we’re able to really take those first 90 days and dive in and learn each other. And as we go, we do a lot of reporting. We watch a lot of the analytics so that we can directly, you know, understand how it’s going to impact the business and the pages. And when we’re able to do that and have a more hands on approach, we have more success. And the more success the client has, the more excited they are and the more money they want to invest in marketing.

Lee Kantor: Now, how do you go about explaining maybe the difference between the different metrics? Because some metrics are important and they are the ones that are driving their business. But in social media especially, there might be some metrics that might look good on the surface, but may actually not be a really good gauge of of whether something is being effective or not.

Madison Hollimon: So a lot of times we will look at if we’re getting a lot of new followers, we want to make sure we are retaining people. So we want to look at followers and unfollow and make sure there’s only a very small percentage of, you know, people that are unfollowing. And then we want to look at the quality of those followers. Are they real people or are they people in line with your target audience? And what is the engagement rates for your content. Are you getting a lot of shares, a lot of saves? You know, Instagram specifically, the really hot metric right now is shares and saves. So we want to make sure that we’re really hitting those, you know, goals for the for the page.

Lee Kantor: Now when you’re working with them. So at the beginning stages they may not have a huge following. They might have, you know, minimal just based on whatever they’ve been able to acquire. Do you dig into. It sounds like every post you’re kind of digging into. Okay, you’re looking at each profile to see, okay, who are these people? I want to kind of really understand who the people are that are engaging.

Madison Hollimon: Yeah. Um, it’s definitely important to understand who their current following is. But we also want to make sure that as we’re the page is growing, we’re attaining followers that are in line with their target audience. So typically that’s creating content that speaks to that avatar. And as long as you’re creating content that speaks to that person, you’re able to capture and retain the type of clients you want to follow the page.

Lee Kantor: Now, is there a story you can share that illustrates how the impact that your firm can make with a client? Like, don’t name the name, but maybe explain how they came to you and how you were able to help them get to a new level.

Madison Hollimon: Yeah, so we have a client that was one of our first clients, and they were new to the TikTok platform, and they produced a product that’s, uh, it was a $1.8 million product. And we just started blasting that platform with video content. Really cool video content. And at the time, this was, I would say three, two, three years ago, you know, TikTok was kind of everybody was really skeptical about it, but it was a new platform. So their algorithm was really, really great. And we were able to capture a sale from TikTok. So that person actually message them on Instagram. But they found them through TikTok’s algorithm and ended up purchasing that product. So that ended up being in almost $2 million. Once he was done with, you know, building out the spec, it was a $2.1 million sale off of posting on TikTok.

Lee Kantor: Now, are there some do’s and don’ts for TikTok in business versus TikTok for personal?

Madison Hollimon: I would say, you know, you always want to keep it as professional as you can. But you know, sometimes I like ask myself, does this feel okay to post? Is it controversial? And surprisingly enough, if it is a little controversial, it will, you know, engage. It will engage people in the comments. And the more comments that you’re getting, the faster your videos reaching other pages and other people that are commenting on it. So we always like to be a little controversial on TikTok.

Lee Kantor: What about like a business platform like LinkedIn? Are there some do’s and don’ts to get more engagement on LinkedIn posts?

Madison Hollimon: Linkedin is a lot of, you know, storytelling through, you know, carousels and a carousel is several photos in one post. So if you can tell like a real, authentic story of your experience, whether you’re an employee or employer or an employee, you would typically get more engagement if it feels more raw and unfiltered.

Lee Kantor: Now, what about, um, kind of the rhythm of these platforms is there? How often should people be posting? It seems like, you know, the feed is never ending, right? So how do you kind of stay top of mind with the feed that is constantly changing? And there’s, you know, gazillion posts on each, each feed?

Madison Hollimon: We always suggest and tell our clients to post quality over quantity, and that doesn’t mean you have to post every single day. It just means that whatever you are posting is of, you know, high quality, high value for your client and your message is very clear and concise. I always love to tell people, you know, utilize your stories every day if you would like, but let’s leave the in feed content to be very planned and curated.

Lee Kantor: So there’s different kind of strategies for each one of those things.

Madison Hollimon: Yes. Um, you know, your story content is more in real time, daily uploading a little bit more unfiltered while you’re in feed content is more, you know, strategy behind it. Let’s plan it out and let’s make sure that we’re what we’re posting makes sense and is going to capture the right audience.

Lee Kantor: Now, how has artificial intelligence AI? How has that affected what you do and how you do it?

Madison Hollimon: I think it’s been great. Um, it’s definitely helped. On the copywriting side. We have found that you’re able to train your AI tool now. So a lot of what our team does is we will upload our own, um, email threads or communications so that our AI tool will learn our voice so that our clients voices that when we’re writing for a client or writing for ourselves, it is writing in their tone, and it’s been able to streamline a lot of our content and preplanning operations.

Lee Kantor: So from that standpoint now, is there any recommendations how a client should be using AI when it comes to, uh, you know, kind of the day to day marketing that they’re doing?

Madison Hollimon: Yeah, I mean, I always recommend that our clients utilize, you know, ChatGPT and utilize a paid version so that it stores all of the data for them and to train it so, you know, spend some time engaging with the tool, letting it learn your tone, letting it learn your voice, so that when there is a time that you need help writing a more extensive email or a story, it will give you something that’s, you know, more in line with how you speak.

Lee Kantor: So you’re using a primarily as kind of a thought starters for creating content, but not maybe analyzing or seeing where there’s opportunities.

Madison Hollimon: When you use it as both. Um, it’s definitely like a, a great tool to use as an outline to get to get our thoughts flowing. But it’s also great to use for, you know, plugging in data and saying, okay, how can we make this better? How do we optimize it? And it’s basically become like a Google search engine that just spits out answers. So and it’s as we continue to evolve in this Industry. It’s just going to become smarter and more efficient.

Lee Kantor: Now, what is kind of on the roadmap for your firm, like what’s next for mad marketing? How’s how how are you evolving in this kind of constant changing landscape that we’re living in when it comes to marketing and and branding and things like that?

Madison Hollimon: We are just continuing to focus on growing our current, um, roster of clients and helping them expand their businesses and become more successful. And we’ve kind of transitioned to a referral only firm, so we don’t really do a lot of marketing for ourselves. We just make sure that we’re doing the absolute best we can for our clients, and the right clientele will come to us as we continue to succeed for our clients.

Lee Kantor: So when you lean into kind of a referral first growth strategy, what are some of the things that you’re doing in-house to encourage those kind of referrals to come.

Madison Hollimon: We are just investing a lot of time and resources in our current team and staff, and making sure that they’re able to produce the very best. And when we do that, in turn, creates the very best for our clients pages and their data and their sales. And when you have a happy client, they’re going to tell everybody how happy they are. So you don’t even have to incentivize our clients to send us potentials. Um, they just do it on their own.

Lee Kantor: Sounds like you got a lot going on. It sounds like you have tremendous momentum. Um, that story that you shared about, you know, generating, you know, a multi-million dollar sale from social media is. I mean, I’m sure that’s all over your website because that is very difficult to achieve. So congratulations on all the positive momentum you have going on. Thank you. So if somebody wants to learn more, have a more substantive conversation with you or the team. What is the website? What is the best way to connect?

Madison Hollimon: So follow us on Instagram mad marketing house. Um, we have we built a really great community of businesses and creatives that want to learn. We have we create a lot of educational content for you to grow your own page. And if you’re interested in becoming a potential client, you can always go to our website marketing. Com and fill out our contact form. And we would love to set up a call and learn more about your business.

Lee Kantor: And you are still a big believer in the branding and positioning. So you it’s important for companies to lean into that. And that’s kind of a longer play, right. Like that is in a transactional buy my stuff now strategy.

Madison Hollimon: Yes. Um, we believe that a lot of clients are curated over time, and they come to us when they’ve made the decision that they need help. And typically, once they come to us with that decision and they see the strategy you put together for them, 90% of them end up working with us.

Lee Kantor: So what is that pain they’re having right before they contact you? They’re just frustrated or they’re in a plateau.

Madison Hollimon: We’re either frustrated with the current agency or marketing person they’re working with. We see a lot of that. Um, or they want to have some significant growth, or they’re frustrated with some of the competitors that are out there that are over, you know, saturating their market or have taken maybe some of their clients or they have a new offer that they’re wanting to push out and sell. So it’s kind of a multitude of things when we see people come to us. Um, and a lot of entrepreneurs and business owners, we are always just looking for the next best thing. So they say, okay, I’ve grown out of, you know, this one person that’s been helping me with marketing? I would really love to have an entire team of creators that are part of an agency to work on my business. And a lot of people have found that the investment is similar to having like one full time person on their team or one part time person on their team, and then they’re able to have an entire agency of specialists.

Lee Kantor: Good stuff. Well, Madison, congratulations on all the success and the the website one more time.

Madison Hollimon: Mag marketing house.com.

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

Madison Hollimon: Thank you.

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

Tagged With: Mad Marketing House, Madison Hollimon

Marketing Magic: Turning Your Story into Sales

August 8, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Marketing Magic: Turning Your Story into Sales
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In this episode of High Velocity Radio, Lee Kantor interviews Arias WebsterBerry, CEO of WebsterBerry Marketing, about effective marketing strategies for small to mid-sized businesses. Arias shares his journey from entertainment promotion to digital marketing, emphasizing the power of authentic storytelling, content creation, and leveraging AI. He discusses the importance of having a dedicated marketing budget, offers practical budgeting guidelines, and illustrates success through client case studies. 

Arias WebsterBerry is a seasoned entrepreneur and digital marketing expert with over a decade of experience building revenue-generating brands. As Founder and CEO of  WebsterBerry Marketing, he has led hundreds of clients to measurable success through tailored services in web design, sales funnels, social media, CRM, email marketing, and branding.

He is also the creator of Launch Ignition AI, an innovative business accelerator that automates website, funnel, and campaign creation in minutes, helping clients achieve up to 312% lead growth and 5× revenue increases. He’s launched multiple ventures, including Ignite Funnels, and authored Content Cannon, which guides entrepreneurs in generating a month’s worth of content in a single day.

As a certified Scrum Master and Master Sales Coach, Arias has personally mentored over 400 professionals, driving more than $112 million in cumulative client revenue. His leadership extends beyond marketing, he served as Executive Producer of the acclaimed Hip Hop 101 Music & Art Festival, earning a commendation from the Los Angeles City Council for its cultural impact.

With a global perspective shaped by travel through 25 countries and 35 U.S. states , Arias combines strategic vision, agile frameworks, and creative storytelling to build human-centered, scalable growth systems. His work empowers entrepreneurs to elevate their brand visibility, implement culture-driven marketing, and realize meaningful business results.

Connect with Arias on LinkedIn.

What You’ll Learn in This Episode

  • Scaling through AI powered marketing
  • Authentic content that converts
  • Purpose driven leadership in business
  • Building culture & systems that scale

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Arias WebsterBerry and he is the CEO of WebsterBerry Marketing. Welcome.

Arias WebsterBerry: Hey, Lee. Thank you for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about your firm. How are you serving folks?

Arias WebsterBerry: We are helping people generate leads and turn those leads into dollars to keep it short.

Lee Kantor: So what’s your backstory? How’d you get involved in this line of work?

Arias WebsterBerry: Actually, I hail from the the land of entertainment. I started out as a promoter, starting with, you know, nightclubs and parties and in San Diego and in Los Angeles. And then I actually ended up getting into large scale concerts and executive producing festivals.

Lee Kantor: And then so from those learnings, you were able to kind of develop some marketing strategies for small to mid-sized businesses.

Arias WebsterBerry: Yeah. You know, in doing all of these things, I learned quite a bit about the various components and disciplines and marketing, you know, whether that be, uh, social media, you know, outdoor. So, you know, billboards, print, radio, TV and, you know, content creation and, you know, all the various things that that it takes. And eventually we got into websites and funnels and automation and now I but all those things and kind of all those things that I had to learn in order to throw concerts, I was able to translate into marketing. I went to work for a really large digital marketing agency, and that’s where I kind of got my formal training. And then I struck out on my own and and I created this company.

Lee Kantor: So now in marketing in today’s world, is it do you need to have just boatloads of money in order to effectively kind of rise above the noise, or is it something that you can kind of grind and scale on your own without kind of big mega marketing budgets?

Arias WebsterBerry: Well, I mean, boatloads of cash definitely helps, but it is not a prerequisite to to define success. These days, I think one of the great equalizers in kind of a gray box when it comes to leveling the playing field between the haves and have nots, or those that, you know, may have very large marketing budgets and those that are just getting started and have very small or no marketing budget is the ability to create things that people are interested in, i.e. content. So, you know, in everybody’s pocket is a cell phone, and most of those phones shoot pretty good. You know, quality, as long as you got some decent lighting and a microphone, it really comes down to your your creativity, your ability to tell. You know you or your brand’s story in a way that resonates with your audience and more importantly, explains that you understand their pains, their struggles, and that you have a solution and you’ve got some proof of concept and that you get people results.

Lee Kantor: So how does it differ when you started in a kind of event in entertainment? How does kind of that B2C environment where I want you to listen to my music or if I’m a comedian, you know, listen to my jokes versus I’m a business, you know, I’m a plumber. Uh, you know, how do I how do I kind of get the same attention, if that’s even possible in kind of a B2B world versus a B2C world?

Arias WebsterBerry: Great question actually. Um, you know, I think that that a lot of businesses, um, go wrong in thinking that they’re different, you know, the same way a, um, country artist or a actor. To, um, entertains and draws their audience in is the same. It’s the same thing that you should be doing with your business, you know? Um, you know, an actor plays a character in a movie, and there’s a lot of, you know, things that are set up in, in, um, money and people around in order to cultivate a specific scene that elicits an emotion. Uh, and as a business owner, you need to be doing the same thing. What you notice is that more and more consumers are looking into the personal lives of these these entertainers, right. They want to know what happens once the camera and the lights go off. And that is true for business, right? People want to know who the people are behind the brand. They want to know about the the pains, the struggles. You know, the the, as we say, the behind the scenes. Um, they they want to know how the sausage is made. And, you know, they, they want that so that they feel confident and comfortable doing business with you. But then on the front end, they also want to be entertained, right? They want to root for you. They want to know about your business. And, um. Gary Vee said it best. If you haven’t realized that every single business is a publishing company first that happens to do a thing, well, then you are behind and you’re looking through the prism, uh, at the wrong end.

Lee Kantor: So if you were a business coach, how would you kind of market yourself? Um, you know, to to get the eyeballs, you need to eventually move some of those people from kind of just, uh, lookers to buyers.

Arias WebsterBerry: Yeah. I would start with my my story. Right. Um, you know, every every great story, every hero’s journey has a beginning, right? What’s your beginning? Where did you come from? Right. Even in this this, um, podcast, this episode, right? You started by asking me, where did I start, right? Because nobody wants to know what you know until they know that you care. So I would start by telling people where I come from and how I came up on the skills and the knowledge that I have that can help them. Right. Tell that story as to how I came to this aha moment that that gives me the right and the validity to advise them, to coach them, to to guide them.

Lee Kantor: So in your business, how do you, um, kind of deliver the value? Is it consulting? Is it coaching? Is it. Do you actually kind of do work on behalf of your clients? Like what is the deliverable from your end?

Arias WebsterBerry: All of the above. I have three separate companies that do all of those things. So, um, you know, kind of at the beginning of the the process is what we have, uh, one of my businesses is called Launch Ignition I and it is a system that is designed to help people build businesses, how to structure them, sequence them, and get them ready to scale to six figures and beyond. And then we have Ignite Funnels, which is a all in one business management and marketing system. So you know, your website, your payment processing, email, text marketing, all the different things. And we help people build those, set them up, customize them. And then once you have that machine built, well then my agency Webster Marketing, we help to drive traffic and convert that traffic into leads. So, you know, whether you, um, have a business idea and you need help fleshing it out and turning it into an actual business. If you have a business set up and maybe it’s got a lot of manual processes and not a lot of, uh, customization or automation, then, you know, Ignite Funnels is great for that. And if you’ve got those two pieces in place, but you still are not seeing the results that you want in your business, well, Webster marketing can help you generate traffic and turn that traffic into revenue.

Lee Kantor: So now let’s talk a little bit about AI. You mentioned it earlier. How would you go about kind of leveraging AI right now? Is it primarily on the creating content side, or can you use it in all kind of the pillars that you had described of your organization? Could you. Could you use AI to, um, you know, create eyeballs to your content or is it just for creating the content?

Arias WebsterBerry: Uh, we utilize AI and basically every part of our business. Um, you know, uh, logic has an AI component at its center and it’s core. Uh, with ignite funnels, we utilize it to, um, automate messages and analyze data and respond to people. We also use it to help create, uh, funnels and websites. Uh, and then on the agency side, we build very complex, um, chat bots and um, uh, AI enabled chat bots and in omnichannel, uh, conversations. Um, and then we also use it for engagement. Right? We use AI to analyze data. When we’re running ads. We use AI to, um, elicit responses from people. So, um, the great thing about AI is, you know, it’s about precision, personalization and performance. You know, it allows us to move from guesswork to, uh, data driven decisions, and it ensures that every one of our marketing moves is purposeful and precise.

Lee Kantor: Now, is it possible to kind of grow and scale a business in today’s world without using paid? Can you just rely solely on organic?

Arias WebsterBerry: Uh, absolutely. There are lots of people that do it. Um, you know, it’s just and this is this is the part that that nobody really wants to talk about. Are you actually that That’s interesting. You know, if you’re if you’re not going to pay to play, if you’re not going to pay for a certain number of people to see your message and you want people to find it organically, is your content good enough to to make people want to opt in? You know, do you create things that are valuable enough, entertaining enough, informative enough that it makes people of their own free will decide to watch you instead of, you know, uh, Paris Hilton or Beyoncé, right? Uh, do they see that in Scroll Pass and look at yours? Click engage in want uh, to come back for more? And if it’s not, well then you probably need to go with that.

Lee Kantor: So how would you go about if you were um, say that business coach out there and you were creating this authentic content, which I’m sure you’re a believer, right? The content has to be authentic. It can’t be just some make believe thing that doesn’t connect with you or your business, so it has to be somewhat personal and authentic. How do you like what’s the low hanging fruit for that individual? What like where would you begin a content journey?

Arias WebsterBerry: Uh, like I said, just your origin story, right? Uh, whether it’s, I mean, whatever approach you decide to take, whether it’s comedy or drama or, you know, somewhere in between, I think it’s very important for you to get your story out there. Um, you know, are you telling me that you are, uh, the greatest coach in the world? Um. That’s great. There’s a million of you on YouTube, TikTok, Facebook, Instagram, uh, in your local networking event that are saying the exact same thing. Uh, what separates you from them in that the the the that separator is your story, right? What did you go through that qualifies you to be the person that can tell me anything. Literally anything. Um, you know my story. Uh, I came from nothing. I, I have been homeless. I’ve been bankrupt. I, um, you know, come from a single parent home. Uh, I lost my father when I was, like, 14 to police violence. You know, I had nothing. I had no support system. But somehow I’ve been able to build three, you know, seven figure businesses. Uh, I’ve been able to teach myself coding in websites. And now I have 27 employees on three different continents. Uh, if somebody asks me how or why I feel I’m qualified to teach you about entrepreneurship or why they should listen to me when it comes to scaling a business, well, you can just look at my track record and everything I just said is is valid.

Arias WebsterBerry: You know, you can validate it. There’s proof online, right, that everything that I’m saying is true. You know, we’ve helped generate over $112 $12 million in revenue for our clients. Those are the things that’s that’s my story. That’s where I come from. Those are the things that I’ve done. That’s where rubber meets the road. And I think that a lot of times when people are creating content, uh, they don’t want to get into that. Right? They want the fluff. They just. Oh, hey, look at me. And my kids were out for, um, a walk with our dogs. And, uh, hey, here’s a flier of my business and my products and my services you should buy from me. Nobody cares. Right? They don’t want to know what you know until they know that you care. Uh, and they know that you care. If you can level with them and be honest about where you come from. Good. Better and different.

Lee Kantor: Now. I mean, now that you’ve established yourself and have a track record of success, it’s easier to kind of lean on on that. How would you have done it at the beginning, or how did you do it at the beginning, when you didn’t have that, when you were homeless, when you were bankrupt, when you didn’t have maybe the industry connections you have now. Um, how do you build before you have established yourself as an expert like you obviously have?

Arias WebsterBerry: That’s a great question. And honestly, if I could go back, I would do what I’m about to tell you now. I would document the process. I, I fell prey to thinking this, this antiquated mode of thinking that I need to have it all figured out. And I have to have the fancy car and the big house and, you know, the celebrity friends and, you know, the seven figure, uh, bank account before I can advise people. And the reality is, nothing could be further from the truth. You going through the process and documenting it and publishing it as you go is your track record. It’s the way you bond yourself and bond your audience to you by giving them a peek and a window into the process as its, you know, showing the building of the thing, whether it’s a product or a service. You know, and showing the winds along with the losses, telling people, hey, I’m going for this really big opportunity. We got a big meeting with these guys and we’re about to go in. Hey, wish me luck. Let’s see what happens. And then, you know, maybe you film, uh, maybe not the whole thing, but, you know, kind of the camera outside and you sit and waiting and going in, and then you coming back and telling your audience we didn’t get it.

Arias WebsterBerry: They decided to go in a different direction. Man, that sucks, right? Most people are living in that space of loss and failure, right? The reality is, if you’re a business owner, you’re a salesperson. Most salespeople strike out, you know, 8 or 9 times out of ten, but no one’s documenting that. And when you can show people that they believe you. They see the progress. They see the progression. If they’ve been following you for a couple of years, they remember that first big loss. They remember your first big win. And when it comes around, time for them to actually want and need your services, you don’t have to convince them that you know your stuff. They’ve been watching. They’ve seen you build the thing. They’ve seen your ups, downs, highs, lows, and they know that you are in this to win it right. You actually have a passion. You have a, a a real purpose driven, um, reason to do what you do. And because they’ve been watching it, there’s no doubt that you will give them your all because they’ve seen you do it for others.

Lee Kantor: Now, um, you mentioned the sharing behind the scenes. Now you’ve shared a little bit about building in public. Um, what is the platform you would recommend to a business coach? Is it, um, some video centric thing? Would it like. Is it possible to do this, uh, with text? Is it possible to do with images? Does it have to be, uh, video content? And if it is video. Does it have to be, like on a TikTok or a YouTube? Where would you, um, kind of build if you were this business coach and you were willing to be vulnerable enough and humble enough to build in public, like you’re recommending?

Arias WebsterBerry: Yeah. I mean, I would say, um, I’m going to, uh, not not give you a binary answer. I’m going to give you two things. The first thing I would say is go where you naturally gravitate to. Um, because if you’re not good with the platform, then you’re most likely not going to do it consistent enough to see any results. So, um, go somewhere that you actually plan to spend some time right in somewhere where you feel you can be consistent. So that’s the first thing. The second thing I would say is, you know, try to be, you know, a little intelligent with it. Uh, you know, if you are a, say, a coach and you’re targeting, um, retirees that are, that are going after their second hobby business, right? They’ve already retired once, and now they’re creating a hobby business. And, you know, Snapchat probably isn’t the best place for you. I don’t know any 50, 60, 70 year olds that are spending a whole lot of time on Snapchat, right? So a little bit of common sense helps. But, um, if I had to give you a place, I would say YouTube is a really good place. Um, because, you know, YouTube is the second largest search engine in the world. Uh, and the way the algorithm is set up on YouTube, it is amazing at finding people that are interested in your particular topic. Right. And most people that get on YouTube, um, once they start liking things, the the algorithm pulls, brings people back to you. Right. Youtube is is one of those things that it definitely works as a search engine, very much like, you know, Google Ads or Google in that people go searching for things and then the platform just shows them more of what they’ve searched and liked. Um, so if you publish there and you know, you do a good job with your descriptions and the captions, you can, uh, not only educate people in, you know, show them your process and, uh, your origin story and a little window into your world. But you can actually, you know, actually get people to click out and generate leads out of it.

Lee Kantor: So if I was this business coach and wanted to grow and scale and maybe I’m frustrated where I’m at, where is the entry point in your world? What is the first thing I should be, um, looking to if I want your help.

Arias WebsterBerry: Um, the first thing I would say is, is, you know, put together a budget. I can’t tell you how many conversations I have with businesses and those that are even, you know, well established. I’ve told this story before, but I met with the homebuilder, um, here in Dallas. They’ve been around for close to two decades, and I, they make, uh, I don’t know, 20 million a year. And I remember sitting down with the, with their team and finding out that they don’t have a marketing budget. I was floored. It’s like you guys have been around for how long you’re making how much money, and you guys don’t have a marketing budget. That’s wild. Um, so I would say that the first thing is just sit down and earmark some money. Right. And most people don’t really know, uh, how to do that, but if you’re in business to business, you should be spending about ten. Or earmark 10% of projected revenue towards marketing. So you plan on making $1 million this year? Uh, you need to plan on spending around 100,000 this year on on marketing. So that’d be, you know, somewhere around eight, $9,000 a year.

Arias WebsterBerry: If you’re in business consumer, you should be spending anywhere from 15 to 20% on marketing. So same scenario. You’re trying to make $1 million. You need to put 150 to $200,000 aside, or that’s what you need to plan and budget for, uh, over the course of a year. So if your goals aren’t as ambitious, you’re just trying to do maybe 120 K, uh, this year you’re trying to make 10,000 a year. Well, great. Um, you know, put 10 to $15,000 aside or roughly around $1,000 a month. And that should be your your budget. That’s, you know, graphics, social media, video creation ads, you know, all those different things. See how much you can fit into that budget. And, um, you know, very much watch the return on that and see, you know, how much business you’re able to generate with that money. But I think the biggest thing is most people won’t take the time to sit down and actually put, you know, some money aside, uh, to, to give themselves a decent shot of success.

Lee Kantor: So what is a story you can share, maybe with a client that you were working with, maybe share what the challenge was they had before they started working with you. And then when they work with you and how you were able to help them get to a new level, obviously don’t name the name unless it’s okay, but just the problem and how you were able to help them grow.

Arias WebsterBerry: Yeah, I’ve got a few. Um, uh, we actually just, uh, we had a luxury travel company, uh, that had been around for a few years, but again, they had never really put together a marketing budget. Uh, they were getting a good amount of traffic, uh, as far as, you know, views and stuff on Instagram. But they were having a really hard time translating that into revenue, So they looked great online. Right. Amazing content. You know, lots of people engaging, but it wasn’t really transferring into actual revenue. Um, and what we found is that they did not have any lead magnets, right? They didn’t have anything that they could give away to their audience in order to get them to move from, hey, you’ve got a really cool reel on Instagram to now your name, phone number and email in my system that I can reach out to in and, you know, have a conversation with about coming on a trip. So first thing we did is build out some lead magnets. We built out a whole, um, um, program that allow people to get early access to trips. So they got, um, access to purchasing trips early. They got discounts on on trips, and they also got a couple other perks. And that was the first lead magnet. We built out a funnel for it, a landing page, in order to collect the information, uh, that helped us generate. So they in their five year period. I think they want. I think they had maybe, uh, 500, maybe 600 leads, um, in, in their database over like a five year period. We generated that much in the first two months of working with them. Five, 600 leads. Uh, and then from there we went into ads. So we started running ads, and we generated over 167 leads inside of three weeks for them on the ad side, um, which, you know, had a profound impact on the amount of people that they had a chance to pitch and ultimately the amount of people that that, um, ended up booking.

Lee Kantor: Now, um, when you’re working with a client like that and you’re helping them kind of put together these systems, is it something that you’re explaining to them, you should do this, and here’s how. Or is it like they’re just paying you and then you’re building this all out on their behalf?

Arias WebsterBerry: Um, the latter. So. Well, I mean, we have to explain it to them, right? We’re it’s costing a lot of money. They’ve got to understand exactly what we’re doing and what the inputs and outputs are. Um, but for them, we just built it. All right? We built the. We rebuilt the website, we rebuilt funnels. Uh, we came up with programs, the branding for it, uh, the graphics, the, uh, reels, the, the, um, ad campaign, you know, we we truly built out the entire thing, uh, based off of what we knew they needed.

Lee Kantor: So was it done for you? Service?

Arias WebsterBerry: Absolutely.

Lee Kantor: And is that how all of your services are, or do you have some do it yourself. Do you have some? Do it with you do or is it only do it for you.

Arias WebsterBerry: On the agency side, it’s all done for you. Um, you know, for those that go through our launch ignition system, um, we do have the ability to do some of the things with with you. Uh, which is great, because what we, um, done for you and done with you. Because I think a lot of times, Um, marketing doesn’t work even with agencies, the people that go to agencies because they don’t have enough information. They’re not educated enough. So, you know, assuming you have a good actor right in the in the space and they’re they’re a reputable company. They know what they’re doing. They get results. Um, a lot of times clients won’t give it enough time to work or they’ll insist on certain things because of, you know, some random video they saw on TikTok or Instagram. So they’re constantly switching the strategy or the, um, channel or the budget. You know, they’re moving things around without giving it enough time to actually work. So when you kind of work with someone or do it with them or allow them to do some of the things themselves, it it gives them the benefit of that education so that they have enough information to make good decisions.

Lee Kantor: So who is that ideal client for you? Um, are they enterprise level companies or do you work with smaller startups or is it only the big guys?

Arias WebsterBerry: Yeah. When it comes to launch ignition, we typically work with businesses that are at the beginning of their journey, right. They’re building a business or they’re in their first three years. So, uh, we we typically like them to go through launch ignition first so we can, you know, take them through the full lifecycle to truly building a scalable business and all the back end digital infrastructure that they need. Um, you know, for those that have been in business a few years or maybe have already hit their first, you know, six figures and they’re doing that regularly. Um, Webster marketing works really well. And even if you’re kind of getting started, some of our social media packages, you know, that started a few hundred bucks or are a good fit, you know, even if you’re just getting started. So, um, you know, we we serve we have, um, you know, $100 million clients, right? Large hotel chains, uh, down to individual, um, you know, beauticians, uh, and makeup artists. So, uh, we have packages and, uh, services that that, you know, can basically fit any budget.

Lee Kantor: So, uh, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s a website?

Arias WebsterBerry: Uh, they can go to Webster Barre marketing. Com so Webster, Barre, Webster like the dictionary, and then b e r r y marketing. Com or you can just Google Webster Barre marketing.

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

Arias WebsterBerry: Lee, thank you for having me. And, um, I appreciate it. It was fun.

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

Tagged With: Arias WebsterBerry, WebsterBerry Marketing

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