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Monique Chenault With REVOLT

March 8, 2022 by Jacob Lapera

MoniqueChenault
Atlanta Business Radio
Monique Chenault With REVOLT
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revolt

MoniqueChenaultMonique Chenault is a four-time Emmy nominated executive producer, writer and content creator with over 20 years of development and production experience in network, cable and nationally syndicated television.

She has produced over 10,000 hours of non-fiction programming that spans across all unscripted formats including talk, variety, reality, documentary, investigative journalism, court TV, hard news, entertainment and pop culture news and branded integration series.

Follow REVOLT on Facebook and Instagram.

What You’ll Learn in This Episode

  • About REVOLT Black News Studios
  • REVOLT Black News hope to achieve
  • How can viewers tune in to REVOLT Black News Weekly

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by onpay Atlanta’s new standard in payroll. Now here’s your host

Lee Kantor: [00:00:24] Lee Kantor here another episode of Atlanta Business Radio, and this is going to be a fun one. But before we get started, it’s important to recognize our sponsor on pay. Without them, we couldn’t be sharing these important stories today on the Atlanta Business Radio. We have Monique Chenault with Revolt Black News Studios. Welcome to New York.

Monique Chenault: [00:00:44] Well, thank you so much for having me.

Lee Kantor: [00:00:46] Well, I’m excited to learn what you’re up to. Tell us a little bit about revolt. How are you serving, folks?

Monique Chenault: [00:00:51] We’re really excited to be here in Atlanta. We just are erecting is under construction, but we’ve already started started production on our first new studios for the network media company. So we’re here in Atlanta, where we’re building our production hub and out of this production hub that we built right on Peachtree in the heart of Midtown will be where we produce all of our news programing, alternative programing and all of our documentaries to sort of like a think tank creative center for that. So we just finished our first show two weeks ago. Another one went out yesterday know straight from that location to the world and our whole team is based there. Everybody’s back in the offices, so it’s really exciting what we’re doing. See what we do as sort of a public service announcement. Honestly, even though it is news to our commute to black communities and anybody else who’s interested in the culture throughout throughout the country because. We really do work to highlight and put the focus on many stories that are untold or not told through a authentic black lens.

Lee Kantor: [00:02:20] Can you give us an idea of some of the content that you expect to be kind of being rolled out in the maybe next three to six months?

Monique Chenault: [00:02:29] I would say that we are pretty laser focused on a lot of social justice issues and keeping everyone honest. But you know, our content varies from depending on what is pressing from, you know, sociopolitical to socioeconomic to community based things. We also highlight a lot of people who are doing great things in the community. But we see ourselves as a voice for, you know, the unheard. I mean, like, you know, this week, we when we covered the Ukrainian Russian conflict or the Russian invasion of Ukraine or the Ukraine, we really focused on, you know, on the black immigrants who were not being allowed to to leave the country. And so that may have made may be something that wasn’t focused on and other outlets. But we wanted to sort of shed a light on that in this particular episode. We also looked at black gun ownership and the responsibility of it because it has skyrocketed, particularly over the last couple of years since the COVID pandemic. We paid tribute to Trayvon Martin and his family, you know, 10 years after that very tragic murder. So, you know, sort of there is. And then we did something that is affecting us in a social way, which are dating scams because so many people have chosen to date online and through apps since, you know, since since the pandemic as well. We covered the, you know, the Black Walk of Fame, which is here in Atlanta last week. So it really does. We do try to encompass and meet everybody where they’re at in all different aspects of the news.

Lee Kantor: [00:04:31] Now what was kind of the strategy behind having the studios here in Atlanta, obviously, they could have been placed anywhere in the country.

Monique Chenault: [00:04:42] Well, you know, we we really did see Mr. Combs has been in Atlanta for many, many years. He was one of the first people sort of from Hollywood, New York, who came down and did a lot of first meet music here. But we really did identify and I think obviously many people do Atlanta as not only the black business capital, but also the black culture capital. We think it is the perfect place in reflection of, you know, real black people throughout the country. You know, when you deal with sort of like L.A. and New York, and I am a, you know, a fourth generation Angelino. But they can they can sort of become thought bubbles, right? But Atlanta, I think, really hits people in a very, very real place, which is why I think a lot of black culture sort of stems from here. So not only that, we are so far off as a as the black business capital, right? And then Atlanta has a such a wonderful tradition in, you know, historically black colleges and universities. So when you look at all of those things, I think that it is, you know, honestly the perfect destination for a black owned and operated news center.

Lee Kantor: [00:06:04] Now is the content going to be like, what’s the ratio in terms of hard news? And, you know, like kind of that breaking news like you were able to get on top of the Ukraine issue as it was probably happening as opposed to maybe more. Like you said, this is a hub for entertainment and music and things like that. Is it? Do you have an idea of the balance of those different areas of content?

Monique Chenault: [00:06:30] Yeah, I would say that depending on with the news cycle, you know, the things that are sometimes I would, you know, right now the first thing that we have launched is Revolt Black News Weekly, which is our flagship new series. And so I would say that that showed the first three of in our show, and I would say the first three blocks or so are probably a little bit more harder news. And then there’s always an entertainment and pop culture segments, which I would say probably the last two segments. But, you know, we reserve the right to sort of mix that around depending on, you know, sort of what’s in the news cycle that week. Right. We hope to get to a place where we’re doing daily news as we continue to round out the team. And we are really looking for a lot of local talent producing editing graphics talent here. So hopefully we get to that place where we’re doing something that is really immediate, but we do use all of our social platforms to and we’re building out our being digital and social. So it’s even separate from revolt proper. So we are delivering news in a more immediate way through those channels as well.

Lee Kantor: [00:07:52] And then primarily is online. Is it going to go to, you know, cable streaming? Like, how is it going to be distributed?

Monique Chenault: [00:08:03] Yes. The show premieres on Thursday nights at nine o’clock. And then we also put several of the segments up on YouTube, our own YouTube channel, Revolt YouTube and also Revolt Black News YouTube, and then the full show you can find on the Revolt app. So if you just go in and download the app, all of the programing is there as well.

Lee Kantor: [00:08:29] So is that going to be the primary kind of distribution point is through the app, so it’s controlled by your team?

Monique Chenault: [00:08:37] Yeah, I would say linear first, because we serve all of our our, you know, all of our cable carriages and then we also have those the other aforementioned channels.

Lee Kantor: [00:08:48] So it’s on cable as well as online.

Monique Chenault: [00:08:52] Absolutely. Thursday nights at 9:00 is when it premieres on the cable network.

Lee Kantor: [00:08:59] And then so that so you’re going to try to get on more cable networks like more satellite, more, you know, every place that can possibly be.

Monique Chenault: [00:09:09] Oh yes, yes, yes. Our our team works on that nonstop. We are on, you know, a lot of the, you know, on Comcast, on charter, you know, we’re in a great percentage of American homes and we just continue to expand that.

Lee Kantor: [00:09:27] And then is it also like, could you get it on a Roku or some of the streaming services?

Monique Chenault: [00:09:34] We’re working on those a lot of those partnerships now. You know, we’re doing some work with with. I don’t want to speak out of

Lee Kantor: [00:09:44] Turn, right, but you’re working on expanding in that area as well.

Monique Chenault: [00:09:48] We are expanding in that area. Absolutely.

Lee Kantor: [00:09:51] So now what has been the most rewarding part for you in your kind of career and journey and get involved in this type of initiative?

Monique Chenault: [00:10:01] Oh, wow. I mean, it is sort of, you know, I’ve been a journalist slash executive producer for, you know, a journey that, as has spanned it over 25 years. And I would say, you know. Hands down, this is probably one of the most exciting parts of the journeys that that that I have embarked upon the opportunity to do something that is apologetic, that is disruptive, that’s confrontational, that keeps everybody honest and then also serves, you know, underserved communities, you know, like pinching myself. It’s unbelievable to be able to have this opportunity. So and then to work for a creative visionary like Sean Combs. You know, it’s just, you know, honestly stuff that dreams are made of. And under the direction of, you know, I mean, just a really young, I call him a young genius Detective Samuels, who’s our CEO. The team here has just been really amazing.

Lee Kantor: [00:11:11] Now, has there been a story, maybe even from your past that came to encapsulate this giving a voice to folks that aren’t typically heard? Is there something that you would like? You know where at the end of the day that when that story is told, you’ll be like, This is exactly the stories I want to be telling, and this is the impact that I would like to be making.

Monique Chenault: [00:11:35] You mean like something that we’re working

Lee Kantor: [00:11:37] On or just something from your past that said that this is a story that’s so important that I just wish more people knew about this type of issue or this type of a person. And it’ll kind of encapsulate what the vision of the network is.

Monique Chenault: [00:11:55] You know, what I would say was this is probably the best example. Over 10 years ago, back when I was at NBC News, there was a young woman who went missing, who was from South L.A., a community called Watch L.A., which is probably probably one of the poorest communities in L.A. County. And she went missing after driving all the way to Malibu, which is, you know, fabled Malibu by the beach. And during this time, I had previously covered, you know, sort of like the Natalee Holloway tragedy. Chandra Levy, Jennifer Wilburn, who was the sort of the Runaway Bride and also was just a stream of women that were going missing during that time that the the media chose to shine some light on. And it led me to look at sort of that narrative that usually when women who went missing were were covered by the media, they were usually rather affluent, almost always white and attractive and sort of filled a certain bill. And I started working on this Mitrice Richardson that was the name of the young woman. And this was long before it became sort of more popular as it is like the last year where people started actually thinking about, Hey, you know, there’s all different kinds of people who go missing, and there’s a very small critical period for the press and quite frankly, for for law enforcement to get involved, for there to be any action or any possibility of them being found or possibly rescued.

Monique Chenault: [00:13:47] Sometimes it’s not possible. But it was a story that back then nobody sort of wanted to cover. And I had since stayed in touch with the family, in fact, I just saw the mom, tragically, she her her remains were found about a year later, but the story was heartbreaking for me. I related to the young woman. And that’s a story that today, if that happened on Revolt Black News, it would be our top story. You know, it would be a headline. So to be able to have a platform where. You don’t have to jump on the sort of media news bandwagon. You have the wherewithal to in the the bandwidth to think outside of the box and just do stories that you know are important. That is what makes this particular assignment. So. Um, special, you know, for for me

Lee Kantor: [00:14:53] And so important, I mean, because these are stories that aren’t being told and then when someone steps up and says, you know what, this is going to be the place where these stories are told. I think that’s important for everybody. I mean, everybody wins when these stories get told.

Monique Chenault: [00:15:10] Absolutely. Absolutely, and to be able to shine a light on this and hopefully, you know, pay it forward for the next time, it’ll make a difference. You know, news that makes a difference. That’s sort of our mantra now.

Lee Kantor: [00:15:25] Is there something that you’re looking at as a milestone or an objective that you’ll know that, hey, this is really working, we’re getting traction and this is something that you’ll be high fiving each other at the end of the week? Is there something that you’re looking at to kind of, you know, prove to yourself that this is working in the you are getting the traction you desire?

Monique Chenault: [00:15:47] Yeah, you know, I mean, every time. You know, we’re starting to hear back from the community a lot and saying, Oh, you know, this is a story that I’ve been I’ve been wanting to hear or I wanted more information about. This conversation is long overdue. Every time I hear that, I’m like, That’s it, you know, that’s that’s why we’re doing what we do. We had a conversation this week on its HIV AIDS Awareness Month. And, you know, a lot of people don’t understand that the contraction rate just among African-American people is continues to skyrocket while every other group, it is sort of declining. And so to have that conversation about why is not a conversation that’s going to be had any place else. So to be able to do that and have people respond and if it just touches, you know, anybody and lets them know, OK, you’ve got to take care of yourself, you know, that really is the greatest reward.

Lee Kantor: [00:16:58] Now, do you feel that this network is going to help educate some of the younger folks that maybe have not been paying attention to news and media of this kind because they’re not? It’s not, you know, really, they’re not being represented.

Monique Chenault: [00:17:16] I would I would tell you this. That is our mission. Exactly. I mean, like, you know, this is not your mother’s news network or your mother’s news program, right? And so we are doing everything that we can to communicate with Generation Z. And I would say that 80 percent of our staff is Gen Z. So it takes a lot more work because, you know, we’re bringing everyone allowed along and cultivating new talent. And it’s a place where people, a lot of young people are going to cut their teeth in journalism. You know, everybody here is not from J School, but but they have a passion for information. And so that is exactly our target demo is people’s revolts target demo. And it is definitely revolt black news. The target them over revolt. Black news. It is. It is Gen Z and young millennials who we are in touch with. I would say in a really special way.

Lee Kantor: [00:18:17] Well, if somebody wants to learn more about the network, maybe check out some of the programing or if they’re, you know, aspiring journalist or want to get involved in the media here in Atlanta. What is the website? What are the best coordinates to do that?

Monique Chenault: [00:18:31] Revolt. Tvguide.com: Hit us up. Download the app. You’ll be able to see all of our programing, from entertainment to news to things that are more community driven. And we’re on YouTube. You can hit us on Instagram, Twitter. We’re out there.

Lee Kantor: [00:18:53] Well, Monique, thank you so much for sharing your story today. You’re doing such important work, and we appreciate you.

Monique Chenault: [00:18:58] Thank you so much for having me, Lee.

Lee Kantor: [00:19:00] All right, this is Lee Kantor. We’ll see you next time on Atlanta Business Radio.

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Tagged With: Monique Chenault, REVOLT

Gabriela Hersham With Huckletree

March 7, 2022 by Jacob Lapera

rita-trehanfeatureimage-1500x1500
Daring to
Gabriela Hersham With Huckletree
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GabrielaHershamGabriela Hersham, Co-Founder & CEO of Huckletree

Gaby has built their vision and culture since they first opened doors in 2014, leading its corporate strategy, product, and innovation. An advocate for diversity in entrepreneurship, Gaby is an advisor and coach for early-stage founders and a speaker and panelist on the Future of Work and diverse leadership.

Outside of work, Gaby is usually dancing around her kitchen with her two little ones, Jack and Andrea, and her hubby Antoine.

Connect with Gaby on LinkedIn.

TRANSCRIPT

Intro: [00:00:02] Welcome to Daring To, a podcast that finds out how CEOs and entrepreneurs navigate today’s business world, the conventions they’re breaking, the challenges they faced, and the decisions that they’ve made. And lastly, just what makes them different.

Rita Trehan: [00:00:19] Well, I’m delighted today to have on my podcast Gabriela Hersham, who is the CEO and co-founder of Huckletree.

Rita Trehan: [00:00:27] I understand you like to be called Gabby, so we’re going to call you Gabby. That’s easy for me as well. I’m really, really excited to have you on the show because I think you’re going to have some really interesting insights to share with our listeners.

Rita Trehan: [00:00:38] So, Gabby, welcome to the show. I mean, you are – I’m kind of in awe, really, to be honest of you. Here you are having built a business, raised Series A funding and several million pounds with a co-founder in a space that when I first looked at it and I thought, “Hmm. This looks like co-working space. Isn’t that like WeWork or in the old days of Regus?” But actually, it’s not. It’s something very different. So, can you tell me a little bit more about why it’s different? What’s different about Huckletree from typical co-working spaces?

Gabriela Hersham: [00:01:16] First of all, Rita, thanks so much for having me. I’m equally as happy to be here. So, to tell you a little bit about Huckletree, and I guess to your question how we are different from our competitors, when we launched Huckletree in 2014, it was very much with the premise that we wanted to be a workspace for the innovation ecosystem. In the UK at the time, there was this kind of entrepreneurial start-up ecosystem that we felt was about to explode. There were a few but not very many workspaces catering specifically to them, supporting them, et cetera, bringing them together. That was what we were very passionate about. And so, from the first day, we made it very clear that our members needed to be start-ups, scale-ups, venture capital funds, corporate innovation teams, ecosystem service providers. But that was our world, and I think that has seen us through, and it’s been a thread that has remained with us until today. So, all of our members are in that ecosystem.

Rita Trehan: [00:02:11] So, Gabby, I’m intrigued. But, you know, you created this workspace, co-work spaces, probably a bit ahead of your time. As I said, I can recall when I lived in the states, you know, sort of using offices that were pretty kind of antiseptic. If I think about where the world is today right now and the workforce, many people are saying they don’t really want to go back to work because they just don’t like the feel of the workplaces anymore that they’re looking for something different. They’re looking for some kind of connection and belonging. And, you know, I’m quite curious, is it true that you create offices that can be anything anybody wants them to be?

Gabriela Hersham: [00:02:50] Well, I think that we’re definitely creating an exciting and engaging workspace and certainly kind of post-COVID or coming out of COVID that’s what people want I think in order to kind of lure people away from working from home, which works for some people, not for everyone. It’s really about creating an office experience that is top class that offers, you know, so many benefits that it kind of makes working from home pale in comparison.

Gabriela Hersham: [00:03:20] So, we’re very proud of our workspaces. We think we’ve designed them in a beautiful way. But I think more than that, it’s really about the people that are in each space and the types of people that everybody coming in can meet and collaborate with. And that’s, you know, speaks to the other businesses in the spaces but also to the Huckletree team members, to our ambassadors who are constantly popping in and out. So, I definitely think that, you know, Huckletree workspaces are a really exciting place to be and hopefully worth the commute.

Rita Trehan: [00:03:53] So, I mean, there must be something that – you’re clearly not just somebody that’s kind into real estate or properties. Because if I sort of look at what you and your co-founder are trying to do, I mean, there’s some deep connection there around bringing people together or creating something where individuals can grow their businesses and come from all walks of life and all kinds of businesses. Where does that come from? What’s been [inaudible] for you?

Gabriela Hersham: [00:04:23] Yeah. No, it’s a really great question. I mean, I am quite geeky about real estate, first of all. I know it’s not the sexiest thing to say, but I do love real estate and I love real estate in big, dynamic cities, and I think growing up in London and then I spent five years in New York actually working at a real estate company. And it is very dynamic and a very exciting world.

Gabriela Hersham: [00:04:42] But, yes, you’ve hit the nail on the head, very passionate about building community and about bringing people together and I think that for me, and my co-founder, Will Andrew, will give his own version of why that is so meaningful to him. For me, it is because I grew up in a very religious upbringing where, you know, the weekends were for family and for the community, and it’s been with me since then. And I’ve kind of seen firsthand how a community is so important. When you’re going through something, something, you know, not fun, something negative, you know, having community around is so important in having that support,- but also for the good times. And you’re just that feeling of it being about more than just you and about you playing your role in something bigger. So, it’s always been there with me. And I’m definitely very, very passionate and very much a community person.

Rita Trehan: [00:05:38] And that’s clear to see as you look at the business. I mean, beyond sort of creating this space where people can go, I mean, you’ve really been putting a lot of effort and the team’s been putting a lot of effort into actually giving these people access to networks, to coaches, to venture capitalists. I mean, that’s a pretty cool concept.

Rita Trehan: [00:06:00] How have you been? I mean, clearly, you must have people like climbing to be part of that, right? Like, they must be knocking on your door to be part of that in this particular point in time. How are you getting people to want to be ambassadors and to work with the organizations and what are likely to be young entrepreneurs, maybe older entrepreneurs, who are really looking for some guidance and help because it seems like cruising that community space is an add on that you’re providing for people. Is that right?

Gabriela Hersham: [00:06:35] Yeah. And I think we definitely recognize that our power, you know, our main advantage and the main benefit of choosing to work at Huckletree versus going to any other office or shared workspace or, you know, in our market certainly is that the power of our network. You’ve kind of hit on our ambassadors there. So, we have a network of 100 ambassadors from around the world who are entrepreneurs, investors, or operators and who really – you ask how I, how we incentivize them to get involved. I think for them, it’s for the love of giving back, supporting earlier stage businesses, supporting underrepresented founders because we do a lot of work on that as well, meeting new people, coming across new ideas and innovations for the investors. There’s access to deal flow.

Gabriela Hersham: [00:07:24] So, I think that bringing them on board is kind of a win-win for everyone, for all three parties so to speak, us, our members, and the ambassadors themselves. And again, you know, it is about real estate. It is about creating these beautiful spaces. And we definitely have ideas of where we want to take that in the future and how we want to push those boundaries. But it’s more about the human element of really bringing humans in the same places and seeing the magic that can happen when different people that didn’t know each other meet each other.

Gabriela Hersham: [00:07:56] And we also have an investor program. So, we work with, you know, investment funds across Europe also to kind of tailor introductions between them and our members who might be fundraising, and those members might be very early stage or they might be much later stage scale businesses. And I think that this for us is where we see our value. The value of being a member of her country is in our networks.

Gabriela Hersham: [00:08:22] I think also we focus from very early days on, and I touched upon kind of supporting underrepresented founders. We actually have an accelerator program that we’ve been running since 2017, which is for underrepresented founders within the sustainability space. And it’s a totally pro-bono program. It’s a 12-week program where we help them get ready to raise their seed funding round and we introduce them to investors. And you know, for us, it was very clear. It became very clear at a certain point in time that we really wanted that program to be for underrepresented founders because we can open doors for everyone. But actually opening doors for the people that maybe might not have had such easy access is we felt much more, much more critical, and a much greater value that we can contribute. So, we’re really proud of that. And I think because of that, also again, the ambassador is akin to be involved.

Rita Trehan: [00:09:19] So, yeah. I’m going to ask you the obvious question. We all get asked it, unfortunately, because we’re both women. And, you know, we probably have, I would say, a diverse background, family background. So, we get asked it as well. I’m not going to be one that doesn’t ask it. But you talk about sort of underrepresented individuals and groups and being able to help them. How did you find the journey yourself? I mean, were you helped because your co-founder happens to be a man? Or, you know, did you face the same challenges?

Gabriela Hersham: [00:09:52] It was definitely helpful for me that I had a male co-founder, 100%. It was actually a different co-founder in the beginning, and we would kind of go to investment meetings. And I think if I didn’t have him, I often thank God, I probably would never have raised the money, A, because he was kind of introducing me to the people that would ultimately invest and, B, and perhaps even more so because there were so many meetings where, as the woman in the room and actually then as an entrepreneur without a track record, I really wasn’t spoken to or addressed much during those meetings.

Gabriela Hersham: [00:10:25] So, I think, you know, you ask how the experience was for me. I’m fortunate in that I managed to raise money and launch my business, but I definitely saw firsthand how, and this was only, you know, 2013, 2014, so eight, nine years ago. I definitely saw firsthand how the women in the room can be treated. And I like to think that that has changed a lot over the last 10 years. But the reality is that for many founders and I have other elements of diversity to me as well as you hinted out there, you know, it’s not as easy. It’s not as easy as it might be for some people. And I think when you have this platform like we have with Huckletree, we really want to be able to support and influence that in the right direction.

Rita Trehan: [00:11:12] And how do you find this reaction to that? Do you find that, you know, people are very supportive of looking at underrepresented groups? Or are you finding that, you know, venture funds and venture capitalists and others sort of, I would say, advisors are more akin, wanted to see the kind of the traditional, you know, typical people that fit the kind of mold? Are you seeing a change in that process through the people that you’re helping in that underrepresented group, do you think?

Gabriela Hersham: [00:11:44] Definitely. I think there’s been a massive gear shift with regards to investors and what, you know, the diversity makeup of their portfolio, also of their teams as well, because we obviously know how important it is that if you want to invest in a diverse portfolio, you need to have a diverse decision-making team. So, I think, you know, 10 years ago, again, this whole concept of like diversity and tech diversity in general, it was there, but we were really just kind of scratching on the surface. I think now it’s become so embedded in our minds. And, you know, my husband is an investor and I kind of, you know, see how they’re looking at it through the investment lens and realizing what the impact that their efforts and contributions can make. And also, yeah, just seeing how they’ve evolved as part of that process. I think it’s really incredible. I’m definitely seeing a huge shift, a huge amount more of mutual understanding that the way that it was before, which is that, you know, people who knew the VCs and knew the investors would have access. And if you weren’t that lucky, well, sorry, you know, door is closed kind of thing. I think that mindset is kind of outdated now and everybody’s realizing that we all need to play our role.

Rita Trehan: [00:13:10] I mean, and the business is spread clearly. I mean, you started in the like, you know, in London. You spread out a lot of the major cities. I mean, this clearly is a concept that has sort of global opportunity to it. I can’t help but think, you know, that there are many countries that could see some real benefit from this. I mean, you’ve taken something that I would say, you know, we were trying have tried to do maybe a little bit, but never really did. But actually, you’ve taken way beyond that in terms of the kind of education programs that you’re offering and the commitment that you are giving both of the people that are actually who sign up to be part of the space that they’re working in but also in what you’re doing to grow economies. So do you have ambitions to kind of conquer the world? What do you reckon?

Gabriela Hersham: [00:14:00] And definitely not to conquer the world. I think we have ambitions to start calculating the social value and the impact that we generate and whether we calculate that on a kind of per square foot basis or just by looking at our communities and really understanding the economic and social impacts we’ve had. But our ambition is definitely to be able to calculate and then build on that. And I think it’s really key. And what is really interesting to see is that actually. Whereas, in previous years, that might have just been interesting statistic for us and for us internally in the innovation ecosystem and on our team.

Gabriela Hersham: [00:14:37] Actually, now so many more industries are kind of catching on. So, we do a lot of work, obviously, in the property industry, we’re speaking with landlords and developers every day. And I think what we’re seeing is that even for them, it’s so important that they see that the workspace operators that they might bring into their building contribute to social value and can contribute to that within their building as well. So I think that’s how we’re looking at it. And by the way, forgive me if you hear some background noise. My two children have just come home now.

Rita Trehan: [00:15:06] No. I think that’s absolutely fabulous because I was actually going to say, you know what is so, like I think, so real and actually brilliant have is now, here you are having a podcast, you know, running an extremely successful business. You are a mother of two children and sure, like, you know, you are multitasking and managing. And I think that’s very important for people to sort of, like, listen in here because it doesn’t mean to say that, you know, you have to make a choice between one or the other and life goes on, right? So, it’s great to hear them in the background, to be honest, I think.

Gabriela Hersham: [00:15:43] As long as they don’t come up here and start screaming at me, which they might do, and then I have to negotiate with them.

Rita Trehan: [00:15:48] Like, come and join the conversation. I’m sure they’ll have something to add. Let’s talk a little bit about sustainability because, you know, there’s a lot of, I would say, conversation going on about sustainability. It’s becoming almost as, you know, in the vernacular as we used to talk about diversity and as you’ve said, you know, people are becoming more aware of it in a very different way. I mean, you guys are doing something, again, which I would say is really kind of forward-thinking around how you are looking at sustainability in ways that I wish more organizations were looking at it. So, can you tell me a little bit about this earthrise event that you run because it looks pretty special.

Gabriela Hersham: [00:16:36] Definitely. So, earthrise, I think it was born out of the pandemic, and it was about us thinking what’s the immediate impact that we can have on, you know, from a sustainability perspective? And we weren’t opening new locations because it was mid-pandemic. And if we were, we would have said, we want, you know, to do the fit-outs according to some sustainability metrics, whether it’s skywriting or well or whatever it might be. But we weren’t and we really wanted to contribute to the conversation and help make change.

Gabriela Hersham: [00:17:07] And so, again, it came back to this concept of like network intelligence, the people around us, and how can we leverage our network to put on a really, really interesting event around sustainability. And so, what we did, it was May of 2021 and we put on a full day-long program fully virtual, of course, because it was COVID where we had about 80 speakers from around the world, people from the United Nations to Jimmy Chin to activists and entrepreneurs, politicians. I mean, it was really an incredible, incredible group of people. Lily Cole was our keynote speaker.

Gabriela Hersham: [00:17:46] And we had four stages where throughout the day there were different panel events and keynotes all around the world of sustainability. So at the same time as you might have had a group of people talking about sustainability in the fashion industry and how to evolve the fashion industry into something more sustainable and somebody else talking about the digital future of fashion and how actually fashion is now going to be about buying digital assets and wearing them on our social and in the metaverse versus actually buying fashion and wearing it in real life.

Gabriela Hersham: [00:18:18] You might have had somebody talking about rewilding or the oceans or sustainability and the FMCG industry, and we had reps from Tony’s Chocolonely, and it was just a really incredible day of content and ideas. And it felt very positive and ambitious. And so, off the back of that, we’ve decided that we definitely want to do that again. So we’re throwing it again in May 2022, so in a few months’ time this year. We might even be able to have an element of it in real life in person, which is really exciting. Yeah, yeah, yeah. We’ve got these spaces. I mean, we might as well use them for the events, but equally ambitious.

Gabriela Hersham: [00:18:56] And I think the only thing that we’re changing is refining the kind of theme. So, whereas last year it was very broad, it was all about sustainability, and that was really, really incredible. Actually, this year focusing it more on the areas that us as kind of, you know, citizens of like these global cities are really impacted by. So, it’s future cities. It’s mobility and transport. It’s the built environment and construction and proptech and that kind of stuff. So, we’re really, really, really excited and we are signing up some really exciting names more and that’s to come soon.

Rita Trehan: [00:19:34] That sounds brilliant. I’m sure that you’re going to have a lot of people that are going to be interested in that. So, I can’t help but thinking, you know, I do a lot of work with organizations at the moment, and we are seeing sort of organizations trying to come to terms with like what’s happening, like what’s happening with my workforce, like what’s going on, like why is it not how it was before we can all get back to work now. It’s, you know, can’t we just carry on? So, we’ve forgotten about COVID and whatever else it might have created in our minds. But there are lots of organizations and leaders who are struggling right now with disconnected people. You know, we’ve seen massive resignations, individuals going away, you know, want to do something different. I don’t feel like I belong and I don’t feel included. We’re not – we’re an inclusive culture.

Rita Trehan: [00:20:25] I mean, it seems to me, and to somebody on the outside, that whatever you’re creating from a cultural perspective sounds pretty inclusive and because it’s not just a workplace. So, what would you advise to organizations and corporations that have got offices and buildings to kind of create the environment that you’ve been able to create in these locations? That is connecting this ecosystem together really because it is about people sharing ideas. It’s about leveraging off people. The stories tell that on your website. If you look up some of the businesses, they say that. What would be your kind of like, I guess, messages or insights that you would give to leaders today?

Gabriela Hersham: [00:21:17] I think that all of this starts internally with the teams behind the businesses. So for example, at Huckletree, we are really focused on creating opportunity within our employee base. We’re a team of about 60 people at the moment. We were, I think, around 80 pre-covid. We went down to about 40 at our lowest point during COVID, and we’re now slowly but carefully ramping up. We can’t talk – we wouldn’t have agency to talk about diversity and what the start-ups in our ecosystem can and should be doing. And not to say that we’re perfect, but, you know, we have put effort into this. We do think about this. We are passionate about this. And I think a lot of it starts internally with the people behind the businesses themselves and making sure that the team has a diverse make-up. It’s something that we track at Huckletree on a quarterly basis. We track the diversity make-up of our team because, you know, the small business like ours, a couple of people can leave and that can actually dramatically impact your diverse, your sorry, your diversity within the team. So, we’re constantly tracking it and monitoring it, making sure that we’re on top of it, that we improve it and increase it.

Gabriela Hersham: [00:22:39] And, you know, things that come into that, that come to top of mind when you have a hiring process often in businesses that are rapid pace, you need to hire and you need to hire quickly and you need to fill a role and the teams are under-resourced and everybody is crying out for that hire, and you need to move it quickly because you have plans. But that can often come at the expense of diversity. So, you can often find yourself at the end of the process where you’ve met three candidates that maybe don’t bring so much diversity to the table. And the impulse would be to hire the best one. Whereas, actually, if you stop and reflect and say, hold on, you know, we haven’t seen a candidate with a protected characteristic at the final stage of the interview process. So, we need to find that person before we make sure that we’ve actually thought about this from the diversity lens and given ourselves the opportunity to hire someone, diverse the team for this role, then you’re kind of shooting yourselves in the foot.

Gabriela Hersham: [00:23:37] So, it’s always a balance between us about wanting to do things really quickly and hire and we’re excited and we’ve got plans and we want to move fast. But also saying hold on, are we recruiting from the right places? Have we seen the right candidates from that perspective at final stage? So, I think that’s really important. That’s always something that’s on my mind.

Gabriela Hersham: [00:23:55] And then, obviously, once people are in the team, it’s really important to have an inclusive environment and to make everybody feel like everybody’s opinions are heard and equal. And that’s also something that, you know, we’re not perfect, and I’m definitely not here to say that Huckletree is perfect at anything, but we’re definitely focusing on and we definitely have the right intentions towards and making sure that, for example, that people that who might not necessarily be themselves put themselves up for an opportunity get nudged in the right direction and are supported. So, there’s a lot that goes into it. I definitely don’t have all the answers, but I think that, you know, the biggest thing about inclusivity is just making sure that the team is diverse and that everybody feels heard.

Rita Trehan: [00:24:49] Well, it sounds like you speak from a very sort of humble and humility perspective, which is always great to hear in a leader. Tell me, what’s it been like for you? I mean, you know, you wake up like as a young child going, you know, I’m going to be running my own business, I don’t know what it’s going to be, but I know I’m going to be running in my own business and it’s going to have something to do with lots of people. I mean, did you have that kind of foresight at a very early age or is this something that kind of just happened?

Gabriela Hersham: [00:25:24] So, this happened. It’s just happened. I did go to business school. But when I left, I definitely wasn’t thinking about if I wanted to start my own business. I think it was also just a couple of years pre everybody feeling empowered to kind of start their own start-up. It was just back at the time where, you know, my peers were going into investment banks and the kind of management consultancies, and that wasn’t the route that I wanted to take.

Gabriela Hersham: [00:25:46] So, I went to study film and acting in New York, had a very unsuccessful run at an acting career. But whilst I was in New York, I came across this concept of these co-working spaces that I hadn’t seen yet in London, and they were there because they’d started to kind of sprout up whilst I was living in America. But I really just kind of stumbled across the concept and became really passionate about it because exactly as you say, you could be working on a project or working on a business yourself, but yet working in an office with hundreds of other people, and I loved that. And it became about wanting to democratize the kind of Facebook and Google-style of office spaces for everyone, whether you were, again whether you were an entrepreneur working solo or whether you were in a big team, you should have access to these amazing spaces and people and benefits and all the amenities of the space that like Facebook and Google offer.

Gabriela Hersham: [00:26:40] I think at one point we even contemplated putting a ball pond meeting room in one of our spaces and then my co-founder said, “Gabby. That’s a ridiculous idea. It’s not because they have it in Google does it mean that we’re going to do it at Huckletree.” But those are the kind of things that really inspired us. And funnily enough to your question around lots of people, I always say that if I were – life after Huckletree, what that might look like for me, like working at one of the big companies where there are lots of people is probably where I would naturally want to go because I do love being surrounded by people on a daily basis. So, I think that’s probably why I’ve really, you know, and I am so passionate about Huckletree.

Rita Trehan: [00:27:20] So, Gabby, I had read about you and knew about your pursuit into acting. Do you think the fact that it didn’t work out, did that make you stronger when you started your own business in terms of like some of the challenges that you probably faced as you set huckleberry up, Huckletree up, and like, you know, got it going? Do you think that experience has somehow shaped your leadership going forward?

Gabriela Hersham: [00:27:49] I think so. I was only thinking about this today because I was – every Wednesday, we have an all-hands with our full team. And it’s either myself or my co-founder who runs it. And actually, the one that we did today was we were trialing a new format where anyone from the team could ask any question to the leadership team, and we would answer it kind of in real-time without preparing anything. And it’s quite tricky to do that because you don’t have your answers prepared and you have to kind of think on your feet and give the right answers, offer the right balance of information but not information overload and sharing, but not sharing details of things that may or may not come to fruition, managing expectations.

Gabriela Hersham: [00:28:28] And then, after that, we started touching upon the war in Ukraine and what’s happening in Ukraine right now. And constantly, there’s this nagging thought of am I saying the right thing? Am I, you know, am I going to make any mistakes? Am I saying the right thing? Am I expressing myself in the right way? And then afterwards, just thinking, you know, you can’t always be perfect and it can’t always be right. But if you speak from the heart and if you say things with the right intentions and that are truthful, you know, it’s a pretty good starting point.

Gabriela Hersham: [00:29:02] So, that kind of brings me back to, I guess, my days. I mean, I don’t know if it is because I think also my leadership team is all really good at this and just kind of thinking on our feet. You know, they didn’t come necessarily from a film background. But they have that. And I think that, actually, I’m getting to the point where maybe it wasn’t so much of my, you know, short brief stint in the film industry, but actually more of the last sort of, you know, nine, 10 years working at Huckletree that where I have developed myself and I have overcome my inhibitions and become a more confident person as a result of that versus anything before Huckletree, which may have helped, but definitely not in the same way as the last 10 years. The last 10 years have been a really, really big learning curve for me.

Rita Trehan: [00:29:43] So, let’s talk about a little bit about that because I’m sure there are many, you know, men, women listening to this podcast going like, she’s got to be kidding me, right? She just said like, you know, like that she wasn’t necessarily confident or, you know, don’t have some ambitions. Or, you know, isn’t the woman that we’re hearing on this podcast, like surely that’s not true. But, so share that a little bit. Share some of that, like what, you know how you’ve kind of dealt with that, how have you grown that confidence, how have you become comfortable with the capabilities that you have and actually, you know, can value the fact that you’re good at what you do?

Gabriela Hersham: [00:30:27] I think it’s a fair question. I mean, I think I’ve gone through like kind of phases of this in my life as a child and somebody at, sort of, secondary school, I was very, very shy, and then I went to university and I loved the environment and I felt very, very, very comfortable and confident in the environment, and I wasn’t shy at all. And then, when I started Huckletree, I think I felt probably a little bit out of my depth, to be perfectly honest. And I felt like, you know, as we were talking about before, I’m this woman in business. I don’t have a track record. I’m going out trying to raise money. I actually have no idea how to do this or what should come next in the process or how I’m actually eventually going to get this business off the ground. And I remember at the time really leaning on my now husband and my brother, who, you know, to guide me through the process and to say, okay, okay. Help me. You know, I don’t understand. What should I do? How can I meet investors? How can I find them? Where do I find them? What do I even need to kind of go and see them? And I was very lucky that I had that support system in them around me.

Gabriela Hersham: [00:31:30] And then, when we launched Huckeletree, again, the early days were okay because we launched with a very small space and it was myself and one other person. And then, all of a sudden we grew and I fell out of my depth again and kind of constantly questioning if what I was doing was right, but then also trying, you know, optically to have this bravado of like, I’m doing a good job and whatnot. And I think now I’m finally at a point where I’m not going to be good at everything. I don’t need to pretend that I’m good at everything. I don’t need to pretend that I know everything. I know what I am good at and that’s enough. And I also know where my development areas are, and I’m very happy to be vocal about them. And I don’t, you know, I don’t need to feel like I need to pretend to anyone that I’ve got it all kind of sorted. So, I guess I’m at a place now of, like, finally feeling confident in the knowledge that I don’t know everything if that makes sense.

Rita Trehan: [00:32:25] That’s great. I think that’s a great insight for the listeners that are listening about, you know, as you’ve expressed. It’s about not, you know, you don’t have to be the smartest person in the room, right? You don’t have to know it all. What you have to do is, as you said, is kind of like know what you do know and what you don’t know and leverage that. And I think this is the decade where we will see leaders needing that kind of capability of not being, knowing everything to be really important as we lead people, organizations, and businesses through the next decade and beyond. So, I think it’s a really good, interesting piece of insight for listeners to take away, especially those that might be doubting themselves as they’re thinking about starting their businesses or, you know, facing some challenges right now.

Gabriela Hersham: [00:33:18] Hundred percent. And I think, you know, there is always and actually this feeds a lot into kind of initial thoughts around the accelerator program when we launched it in 2017, which is, you know, shouldn’t everybody have that support group. And I know we touched on the kind of access to investors, but actually, in the beginning, it’s just about having a support group that can help you, help you understand what comes next and how to plan for that and how to prepare. And a lot of people don’t have access to that.

Gabriela Hersham: [00:33:46] And also, you know that not-knowing stage of like, you know, for me from having the concept of Huckletree to when we actually launched, it was a period of like three years. I think I had the idea in 2011 and then we actually finally launched in 2014. But it doesn’t have to take that long. And I think that with the right groups and the right knowledge sharing around, things can happen faster and founders now can have, you know, access to information that I would hope would make them much more confident than I was back at the time. So, definitely kind of something the way that we’re thinking of how we can support founders in the ecosystem.

Rita Trehan: [00:34:25] I’m really interesting to see how the business has sort of like grown and progressed, you know, from a place where you would bring people together so that they could be creative and sort of start their businesses to kind of offering all of these sorts of add-on support systems and networks that is actually helping them not only to grow personally but their businesses. And I think the thing that sort of blew me away the most was the work that you’re actually doing with young early-career individuals within organizations and helping them to think through their careers independently of how they might be within their own organizations. Tell me about that because that that I thought was very interesting and really innovative in terms of the work that you’re doing, which you know, is linked to some of the accelerator programs and other programs that you’re doing. So, just share a little bit with that because I can think of so many young people, I’m like, “Oh, my God. Like, they’d be like, they’d be all over this right now.”

Gabriela Hersham: [00:35:27] Yeah. No. And that was another thing that came out of lockdown was, like, this need for like networks and support groups and proper learning opportunities. And I think so much of our focus has and has always been on the founders behind the business and whatnot because, you know, we are a business with lots of entrepreneurial people within. But actually, we thought, hold on. There are so many people behind these businesses that also crave development, and maybe sometimes the founders are too busy dealing with COVID and trying to survive or just growing their business to really think through the learning and the development of each their team members, especially when you’re in a kind of early stage of the business.

Gabriela Hersham: [00:36:04] So, we developed this program called the Hundreds Club, which basically runs four tracks a year, each track around a different domain. So, we’ve done marketing. We’ve done sales. We’re doing digital products right now. We’ve just done people in culture. And it brings together 25 people in that domain and gives them like eight weeks worth of mentoring, workshops, peer support group in each other where they can all meet each other and actually kind of brainstorm obstacles as they go through their careers together. And it’s been probably our most successful educational product to date, which is amazing and kind of speaks to the fact that sometimes it’s actually not the people that you obviously think need the support that really do. So, that’s been great.

Gabriela Hersham: [00:36:45] And just to touch on your, you know, you were asking there earlier, kind of curious to hear how Huckletree has grown over time. So, I think, you know, when I look back and I start thinking about our first small space in Clerkenwell in London, where we had 40 members and we were two team members, we’re now a team of 60 people, incredible talent within the team, people that I’m really lucky to work alongside on a daily basis. And we have six hubs across London, Manchester, and Dublin with just under 200,000 square feet and about 3000 members across our hubs. So, we’re really proud of where we’ve come to, but we also feel like we have a lot of growth to come over the next few years. So, we’re really looking forward to the next few years also.

Rita Trehan: [00:37:29] Well, I’m looking forward to the growth over the next few years because I think there’s going to be a lot of people that kind of graduate from the networks that they create momentum, to create great businesses going forward that are, you know, making an impact in the right ways. And like, I am, you know, I keep looking at all the offices that you’ve got around London and I can’t decide which one I want to go to because they all sound like really interesting because they’ve all got a different theme to them. So, my mind goes like, “Oh, wouldn’t that be interesting to go and see what the kind of people that are there and what can I learn from them?”

Rita Trehan: [00:38:03] So, I think getting the word out about Huckletree is really important. So, because I think it is truly unique and really interesting the kind of work that you’re doing. So, you know, I’d like to talk to you more but we are coming close to time. But before we end, there are two things I would like to ask you. The first one is, you know, what do you think is the net? I mean, obviously, you’ve got some great events coming up, but what can you do to help really spread the word about the work that you’re doing in the organization? So, what would you encourage listeners to do? And then lastly, what’s you daring to moment? What have you dared to do in the world either personally or from business or something that you want to do that’s important to you?

Gabriela Hersham: [00:38:56] I think I’ll start with the last one. The daring to, I mean, I’ve dared and had the audacity to try and run a business whilst, you know, having two children and being a full-time mum. I think that’s pretty daring. I like to think that I put myself out of my comfort zone on a daily basis.

Gabriela Hersham: [00:39:12] Actually, I was in an interview with an incredible lady earlier today who was telling me, and we were interviewing her for a role that we’re hiring for. I asked her a very similar question. I said, “What’s the last thing that you did that put you out of your comfort zone?” And she said, “I do that every day. I’m a woman in business. I’ve got a baby at home. I’m trying to make it all work together.”

Gabriela Hersham: [00:39:27] And I fully, fully, fully aligned myself to that. So, I think that that’s enough. But I also jumped out of a plane in the past life, and I’m pretty proud of that as well. I’m not sure I would do that again now that I have children, but I was a daredevil kind of pre-having children. In terms of your other questions, you might need to remind me what they were.

Rita Trehan: [00:39:50] So, I mean, how can people find out more about Huckletree? How can we get more word out there about what you guys are doing? You know, how people that might see themselves either wanting to connect with other people, might be in an underrepresented entrepreneur, that wants to connect is looking for a workspace that offers this kind of opportunity not just for a place to work, but a sort of like a community really. What’s the best way for them to find out more about [inaudible] community?

Gabriela Hersham: [00:40:18] I think our website. Yeah. So, our website has a lot of information about the work that we do. You know, all of the locations that you mentioned are just there, but then also all of our different educational programs and the impact that we’re having. So, our website is definitely the best place to find all the information. And then, if anybody wants to get in touch, we’re always – we’d love to talk. So if it’s, you know, through the website again or through our socials, we’re on all of the socials, Instagram, Twitter, LinkedIn. We’d love to chat and we’re always looking to bring new, exciting, passionate people into our communities.

Rita Trehan: [00:40:58] That’s great. Gabby, it’s been great to talk to you. I mean, I think we’d love to have you back, I think, at some point because I think there’s a lot more to the journey of the company and the organization to come. And I look forward to hearing how you progress. So, thank you very much for being on the show today.

Gabriela Hersham: [00:41:16] Rita, thank you. Thank you for having me. And it’s been wonderful chatting and getting – well, I haven’t got to know you as much as I would have liked to, but thank you again for bringing me on and it’s been nice chatting with you.

Rita Trehan: [00:41:26] That’s great. You’re welcome. And if you want to know more about Dare Worldwide, you can find us on our website, www.darewordlwide.com. Check out our latest report. It’s all about inclusivity, but not how you think about inclusivity but how we kind of bring all of those strands of sustainability, inclusivity, diversity, and connection back into the workplace. If you’re interested, do check out the report. Thank you for listening. If you liked it, please make sure that you rate it on podcasts, and it’s been great having you again. Thank you.

Outro: [00:42:00] Thanks for listening. Enjoyed the conversation? Make sure you subscribe so you don’t miss out on future episodes of Daring To. Also, check out our website dareworldwide.com for some great resources around business in general, leadership, and how to bring about change. See you next time.

Tagged With: Gabriela Hersham, Huckletree

Andrew Temte With Skills Owl

March 7, 2022 by Jacob Lapera

AndrewTemte
Workplace Wisdom
Andrew Temte With Skills Owl
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AndrewTemteDr. Andrew Temte, CFA, is the former CEO of Kaplan Professional and author of “Balancing Act: Teach, Coach, Mentor, Inspire.” A thought leader on issues related to organizational health, continuous improvement, and workforce reskilling, his articles have appeared in a number of media outlets including Chief Executive and Chief Learning Officer.

Dr. Temte has also served in the following professional positions at Kaplan: President and Global Head of Corporate Learning, Dean of the Kaplan University School of Professional and Continuing Education, Interim President of Mount Washington College, and President of the Kaplan University College of Business and Technology. This blend of higher education and professional education experience gives Dr. Temte a unique perspective over the issues surrounding the future of employment and workplace relevance.

Dr. Temte earned his doctorate in finance from the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 14 years of university teaching experience in the areas of corporate finance, investments, and international finance.

An accomplished musician and leader of the rock band, The Remainders, he is active in numerous fundraising events and committees in the La Crosse, WI, community.

Connect with Dr. Andrew on Facebook and LinkedIn.

What You’ll Learn In This Episode

  • Organizational health
  • Continuous improvement
  • The Reskilling Revolution
  • Achieving balance between behavioral and technical skills with a focus on emotional intelligence, communication, and leading with empathy
  • Work readiness, apprenticeships, and experiential learning
  • Alternative pathways to workplace competency
  • Diversity, Equity, Inclusion
  • Discourse grounded in logic, rational thought, critical thinking, and reason
  • Truth, mental agility, and mutual respect/understanding to ensure we take care of each other and Planet Earth

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:08] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for workplace wisdom sharing, insight, perspective and best practices for creating the planet’s best workplaces. Now here’s your host.

Stone Payton: [00:00:31] Welcome to another exciting and informative edition of Workplace Wisdom Stone Payton here with you this afternoon, and you folks are in for a real treat, please join me in welcoming to the Broadcast with Skills Owl LLC. Mr. Andy Temte You know what, Andy? I didn’t ask you before we went on air. Did I pronounce your name right?

Andrew Temte: [00:00:51] You did a good job. Everybody tries to over analyze it. It’s tempting. It’s a it’s of Norwegian background, and it’s just it’s as as you would imagine it. It looks. It sounds

Stone Payton: [00:01:06] All right. Well, we’ll score. That one has a win. All right. So skills out, man. Mission purpose, what are you out there trying to do for folks?

Andrew Temte: [00:01:14] Yeah. Well, I was I was chief executive of of of a large education company, global education company for 22 years. We, you know, we helped individuals achieve their their life’s goals through through education for licensure designations and certifications like the CPA exam or the CFA or Series seven, sixty three, et cetera. And I also served as college president. And, you know, so I’ve got to I had one leg in higher education, another leg in professional education. And you know, we would we would help individuals, you know, achieve those Yahoo moments in their lives. So after 22 years with Kaplan and another kind of eight or 10 before that building a business, you know, wanted to get back out on on quote unquote on my own as it were, were my my my business partner is my, our son, Nicholas. So I have the distinct both opportunity and pleasure of of working with with our son. And we’re we’re just we’re going to we’re going to take all the leadership and, you know, business ideas that that I’ve developed over the last 30 years and we’re packaging them up and and we want to build that next that that next generation of leaders and I want them to learn from all the missteps and all the mistakes that I’ve made so that we can build a better future leader.

Stone Payton: [00:02:55] Well, congratulations on taking that step, man. I got to believe that for some of us, that would be a bit of a challenge because you obviously have a very established career, probably a pretty comfortable situation, but you you had the salt to get out there and go on this new venture. So congratulations. I think that’s fantastic. Yeah. So as I understand it, among some of the focus areas for for you guys in your practice is this I guess one umbrella for some of it might be continuous improvement. Can you speak to that a little bit?

Andrew Temte: [00:03:33] Yeah. As a leader over the last, especially in my time at Kaplan, I have migrated from what you would politely call and Andy said Leader meaning very directive my way or the highway kind of, you know, Hey, everybody, follow me. This is where we’re going. Kind of a leader to one that take. I’ve taken the principles of organizational health and blended them with the principles of continuous improvement or what many think of as as lean, you know, the Toyota management principles from the from the 1980s. So I consider myself a continuous improvement in organizational health leader. And it’s really not any more complicated than continuous improvement is the identification and elimination of waste. It is. The second pillar is respect for your people. And the third pillar is to have a maniacal focus on your customer. And that second pillar of respect for people both externally and internally, that’s what we’ve kind of blown up and attached to organizational health, which is all about creating a foundation of trust and accountability within within your organization, communication, clarity, et cetera. So, you know, I’ve I’ve gone from a very technical leader, a very. My way or the highway leader to one who is very focused on the human element. Your people are your most valuable asset in your. In your business, everybody is is different, everybody’s got a different change curve that they react to as your business changes and grows. So again, it’s about that efficiency, trust, accountability all kind of blended together in this in the special special packaging.

Stone Payton: [00:05:55] I got to tell you, man, as a layperson on on all of these topics, but admittedly it occurs to me, or it would seem to me that it would be far easier, far faster to teach transfer identifying and minimizing waste stuff than it would be to teach and inculcate this idea of respecting your people and the trust. And and that seems like that’s and maybe that’s why we need, you know, the R&D and the Nicklaus’s of the world to help us, because that is a that’s a hard row to hoe. Yeah.

Andrew Temte: [00:06:32] Yeah, you know, they’ve been called soft

Stone Payton: [00:06:34] Skills for

Andrew Temte: [00:06:36] Far too long. Yes, because you have you have hard skills, hard technical skills and then you have the harder. What I like to call human or people skills or behavioral skills. And and yeah, they are much, much harder. You know, everybody, especially as we age, we become more and more hardwired. We’re less mentally agile and flexible. We get set in our ways. And you know, we we learn to put people into certain buckets and categorize them. And, you know, human beings are much, much more complicated than being lumped in to some sort of generational bucket and making all sorts of assumptions about how how they how they might behave. I’m all about having people bringing their whole selves into the world of work, and as business leaders, we’ve just got to stop showing up in what I like to phrase as these emotional suits of armor where we kind of clunk around the office and we’re trying to be somebody who we’re not when it’s a heck of a lot easier to just be who you are and and get the most out of out of your people by, by being yourself.

Stone Payton: [00:07:59] I got to believe this must be. And I don’t mean to suggest that that your work doesn’t have its own set of challenges. I’m sure it does, but it must be incredibly rewarding. Work, man.

Andrew Temte: [00:08:12] Yeah. Look, I you know, I spent years and years, you know, chasing after budgets and and, you know, the the operating income and the top line of the business and, you know, skills owl is going to be, you know, all about, you know, making a profit and having a long term sustainable business. I’m all about cash flow. I’m a finance guy at heart. I got a PhD, earned a PhD in finance from the University of Iowa back in the mid-1990s. So I know all about the functioning of of of the business. But to be able to take a lot of these life’s lessons that I’ve learned and and and create a business model where I’m both giving back and through teaching, coaching, mentoring and hopefully a little bit of inspiration, as the tagline of my book points out, you know, it is. It is extraordinarily rewarding to sit down and write for three hours and have a have a wonderful. What I think is a wonderful idea and you know, and get that out in the wild and see what people think.

Stone Payton: [00:09:24] Well, and I bet it’s also it must be marvelous to work with your son. So do you guys, do you have have you sort of found your grooves in terms of roles like you sort of stay in this lane and Nicholas stays in Atlanta? Or how do you manage manage that?

Andrew Temte: [00:09:41] Yeah. So we’re both musicians. I grew up in a musical family. He obviously grew up in a musical family. And and so I’ve played in bands since I was a teenager. You know, he had a garage band in our garage when when he was younger. So we’re we’re actually writing music together. We’ve we’ve published our first song Late Late Late last year. And so that’s that’s available out on Spotify and YouTube and all the major music services. He’s actually coming into town in a few hours, and we’re going to put the finishing touches on song number two. So, you know, he’s he’s helping me there and then on the on the skills owl side. Of things, you know, he’s got skills that I don’t and I have obviously skills that he doesn’t. So it it is again extraordinarily rewarding to to teach your your son the lessons of business in a way that an MBA program can’t you know? And and just have that. Our other son is, is a doctor and he’s a wonderful man. He’s off off into the world. And I just I can’t thank our our younger son, Nick enough for taking this leap of faith with me. And I hope he’s getting enough as much out of it as as I am.

Stone Payton: [00:11:12] Well, I’m sure that he is, and I’m sure that whether he’s doing it consciously or not, I bet Dad’s learning some lessons from him on all of these topics and all these and all of these domains.

Andrew Temte: [00:11:23] Yeah. You know, the inner the intergenerational aspect is is really cool because and the trust that we have obviously kind of growing up together is I can take a question that’s bothering me about, Hey, will will this audience resonate with this topic? And and I can pose the question to him. And, you know, he’ll come back and say, Look, dad, I think you got to repackage X like this to get the the best result with the kind of twenty five to thirty five year old crowd. Yeah, that you know that clearly you dad as a 58 year old, don’t don’t connect directly to so you know, he he brings that aspect to the table and it’s just so refreshing to, you know, to have have have somebody that I can, you know, in a in a very psychologically safe environment, bounce those ideas off of because when you’ve got employees that you know, that are working, quote unquote for you, I like to think that you’re working with the people in your business instead of people working for you. But you don’t you don’t tend to get all. You don’t tend to get things unvarnished and straight. And that’s what I like about working with with our son is he’s got the we’ve got the relationship, the trust, and he’s going to give it to me straight.

Stone Payton: [00:13:00] All right. So it’s one thing to operate under a logo like Kaplan, it’s another to get out there in the marketplace. Sometimes it can be a little chilly. How’s the whole sales and marketing thing going? Are you still like getting that ironed out?

Andrew Temte: [00:13:15] Or we’re we’re constantly testing testing those waters and some people, some people would say, we’re trying to do too much because we’re testing the waters in the music community right to get this original music out there, which is a challenge in and of itself. But a lot of those lessons from from the music industry translate directly into into business as well. So we’re taking our learnings from a sales and marketing perspective in in in in both directions. But yeah, we’re we’re finding our sea legs. It is not a direct correlation to, oh, I was, you know, I was a big mid-market CEO and knew all these people. And so therefore, I’m going to be a success in a small business. It doesn’t work that way. And you know, the grind is is there and and so, you know, fortunately, we’re we’re doing something that that we love. So we’re not technically working, but we are right and and we’re just we’re iterating. We’re testing, we’re we’re trying to tap into in in the new markets. And I love it because the part of being a continuous improvement individual is that you made a commitment to yourself that you’re always going to be learning, you’re always going to be growing, you’re always going to be pushing that envelope. So I’m not super comfortable right now. I’m testing myself in ways that I haven’t in a long time since I was an entrepreneur back in the 1990s.

Stone Payton: [00:14:57] So let’s talk a little bit about the work and I guess kind of a tactical level. I’m trying to get a bit of a view of early in the engagement because I can’t even imagine where do you start when you’re trying to, you know, achieve this balance between, you know, behavioral and technical skill? Can you just walk us through what a what the early stages of an engagement might look like with you guys?

Andrew Temte: [00:15:22] Well, we are right now. So so I’ve got this book called Balancing Act, which is. Which is a lot of the what and the why around this balance between technical skill and behavioral skill or and frankly, many of the balancing acts that we play in both our personal lives and our and our business lives, and I draw direct connections between the two through the stories that I write. But the next step in that in that journey is to create the workbook, the companion that’s that’s going to go along with it because the book is not the how. And so the workbook is going to be the how, how do I bring these concepts to life within within my business? And I’ve and that’s that’s what we’re working on right now. But I will. Spoiler alert, it all starts with purpose. That is the that is the entry, the gateway into any business planning. Why am I here? Why do we exist and really getting that that that purpose right? So we go we start with purpose. We get into what I call the it of your of your business. And then I’ve got a very special word that I really glommed on to a few years ago. And that’s the concept of indispensability. I know it’s a long, it’s a long word,

Stone Payton: [00:16:53] But don’t try to spell it.

Andrew Temte: [00:16:55] Yeah, but but how do I make myself indispensable to to my customers? How do I make it so difficult for them to go to somebody else because we’re providing such an awesome product or service or or message that that you just you’re not going to think about any anybody else? So we write right, right into indispensability. We talk a lot about culture. Again, that that if you if you think about a plot of trust against accountability, so trust on the vertical axis and accountability on the horizontal, we want to help business leaders move their cultures into that high trust, high accountability box in in that in that for in that four box. And then the workbook is going to finish with what I like to call a management operating system, which is this unique blend of continuous improvement and organizational health and some very specific tools that that that leaders can use with within their businesses to to move their cultures into that high trust, high accountability box.

Stone Payton: [00:18:11] I would think that as a client, certainly IQ more IQ points would be great and I could use a few. But but I wonder, I don’t wonder, I’m pretty convinced that emotional intelligence is probably as important, if not more so and really being able to project yourself into the to the mind of another person or a group and genuinely understand how and why they they think and feel the way they do being able. I would think that that would be an important foundation for a lot of this work.

Andrew Temte: [00:18:45] Yeah, yeah. So I and I’m not I’m not bragging here, but I have been the smartest guy in the room many times in my in my career. But but simultaneously, not the smartest guy in the room because my IQ was leading my IQ. So I was missing all sorts of of signals around the room. I was missing communication opportunities. I was missing clarity, creation opportunities. And so this this concept of the IQ or your emotional intelligence is just at the at the forefront. So again, it’s a balancing act. But balancing that concept of IQ with that of IQ and look, the future world of work is one where we’re going to have computers that can think at low cognitive levels, but ever increasing cognitive levels. Computers are going to be taking more and more of our of of the technical aspects of our jobs. So what do we have to bring to the world of work but our human selves? So it is incumbent on all of us to work on our ex as much as the technical skills that we are curating for viability in the workplace?

Stone Payton: [00:20:07] Now that’s a great way to put it. That’s a that’s a muscle, if you will, that we just need to pay attention to and exercise regularly, isn’t it?

Andrew Temte: [00:20:14] Yeah. And all the all the polarization, you know, we’re not going to going to get political at all here, but we have to recognize that we live in a highly polarized world. You know, getting getting caught in these echo chambers of. Polarization is not healthy for your IQ, so if you want, you know, if if a listener is out there and you want to work on your IQ, get your news from multiple sources. Get out of those. Get out of those Echo Echo chambers. Listen to other perspectives and other opinions because that’s that is the way forward to curating a much stronger IQ that you know that your opinion, your way of thinking is not the only one. That’s what IQ is all about. So polarization works directly against building a strong IQ.

Stone Payton: [00:21:11] So I was approaching this conversation, at least initially as well. I mean, I’m I owned 40 percent of a media firm and I have a smaller, you know, entity that does some other stuff. I was approaching it from the business owner, the leader, the manager. But now, based on what you’re saying, I’m thinking that there probably are some things and there are some that people who who go to work for these organizations can and should be doing to it. Maybe all the way, all the way back to how they prepare to be effective in the workforce. And I think maybe that’s changing some, don’t you? It’s not all about necessarily just go get you a four year degree and and start shopping it. Is it

Andrew Temte: [00:21:57] Right? Yeah. And when we could literally talk for another hour about what what World Economic Forum has categorized as the reskilling revolution? And if I can leave your listeners with one thing that they remember from this conversation is that learning never stops and that becoming a true lifelong learner, not just opening up the Wall Street Journal and perusing the New York Times, but really engaging in challenging yourself and adopting and acquiring new skills to maintain and grow your viability in the world of work. That is that that is the, I would argue, the obligation of the future workforce participant because you are going to be left in the dust as a contributor to this society. If you don’t adopt that open, that open mind, that agile mind, that growth mindset, that lifelong learning mindset. So learning is not done after high school, it’s not done after college. And frankly, the four year degree is it’s cool and all. But there are things that I call skill portfolios that are going to be alternative pathways into the world of work that are going to be equally as viable as degree because degrees are far too expensive. It’s frankly a fairly elitist model and and we’re leaving a lot of people behind in our economy and in our society that can be wonderful contributors to to to your to your business. So as a so as an individual, you have an obligation to be a lifelong learner. As a business leader, you have an obligation to be a teacher, a coach and to put learning at the forefront of your business model.

Stone Payton: [00:23:58] Yeah. So you make me think of. Now let’s talk. You know, it’s my show, so let’s talk about me for a minute. Now you make me think of my youngest, Kelly. She does have a degree, but I think she’s really has sort of begun to build out this skill portfolio. She has a patchwork of skill sets and experiences that make her incredibly valuable. It gives some depth and texture. You know what she brings to the table now? That’s partially why she fired me before Thanksgiving and got a bigger job with more pay. She was working with me, but no, that’s the way Kelly has approached this thing, right? She’s built out that, that that skill portfolio. The other thing that I’m thinking is as I as we continue to build here at Business RadioX, you know it. In the past I have had I have fallen into the trap. I think of sort of hiring in my own image. You know, if a good old boy or you know or southern gal comes in and she’s pretty smart and she. But but we just we always think too much alike. Right. And it would be good to get some very different perspective, you know, like what some of what you said you were enjoying with Nick? Right? Like, you get that different perspective.

Andrew Temte: [00:25:20] Yeah. You know, diversity, equity and inclusion is is a very hot phrase. But yeah, that that. All concept, it needs to be extended into equity within your within your workplace, meaning incentive systems and and and especially that of providing learning opportunities. This whole concept of the the high the the high potential within your business is the one that gets the learning opportunities that that that that that’s that’s not that’s not a great approach. You need to provide learning opportunities with equity. You need diversity of thought and opinion within your business because you’ve got to have those people who are saying, No, no, no, no, no, I, that that’s a false narrative that you’re trying to try. That’s a that’s not the right way to approach this. I would approach it this way. And so then you have constructive conflict within the business, and conflict handled correctly can be a very good thing for your company. So I have I have made the mistake like like you just admitted that I’ve hired people that look too much like me. They think too much like me. And so I get in these echo chambers and it it’s all our things are going really, really well. That’s that’s awesome. And then all of a sudden, you didn’t think of this. You didn’t think of that. The business and the business model fails because you didn’t have a rich enough set of of humans around you to really challenge your thinking and and get a better result.

Stone Payton: [00:27:07] Before we wrap, I want to go back to this book balancing act. Is that that’s the title? Yeah. So what was that? Was that difficult to come together for you? Did it come together pretty easy? Tell us a little bit about the experience of authoring that thing.

Andrew Temte: [00:27:21] Yeah. Well, I started writing stories back in twenty seventeen and I would I would, you know, something would happen at work. And as part of my communication and my my teaching to the to the to the rest of the employment community, I would take that concept. Then I would write a small article about it and I would interject a personal story and I would post it both internally and externally. And then we’d have a conversation about it, either with the senior team or or with with a broader team. And as I kept building this library of of of stories, it dawned on me, Wow, I can turn this into a book. And the book was originally going to, you know, be called stories of mid-level senior executives. Because I’ve there, there are thousands and thousands and thousands of us, but you’re not quite the guy or gal at the top, but you’re also fairly senior in the organization. So you’re managing from the middle. So you’re managing up, you’re managing down and you’re managing on both sides. And and so that that was going to be the structure of the book. But the more I wrote, the more the concept of balance really started to become the theme. And it was it was in the spring of 2020, as the pandemic hit that I thought, OK, I’m going to be spending a lot of time at home. Let’s get this book done. And and we were and we we cranked through it. And it was it was it was a wonderful experience. But we, you know, we took all these stories. We laid them out on the floor and said, OK, how does this all fit together? And then we filled in all the blanks, and by April 2021, we had a finished product and it’s it’s out the door.

Stone Payton: [00:29:14] What a great foundation piece resource for people who are participating in your work to write your clients. It must be that that must add a lot to that, that whole client experience being able to go back to that material.

Andrew Temte: [00:29:30] Yeah, yeah. Yeah, it forms that foundation.

Stone Payton: [00:29:33] I’ll bet. All right. I want you to hang out with us after we go off air just so you and I can chat for for a moment. But before we wrap, I want to make sure that our listeners have whatever are appropriate points of contact. I wanted to be able to have a chance to to reach out and if they won’t have a conversation with you or Nick or anybody else on your team, and I don’t want to leave without finding out where we can hear that song to. So lay it on this man.

Andrew Temte: [00:30:00] Yeah, well, everything is available at Andrew. So Andrew, VMT, please don’t put a p in my name. One does not exist. Everybody wants to put a p in there. So Andrew temped is the website. You can find me on LinkedIn. We’re we’re on Facebook. The band’s name is called The Remainders, and we’ve been together for almost 18 years. Primarily classic rock, little modern rock, and now we’re and now we’re doing originals. We focus on philanthropy and giving back to the community. So fun philanthropic midlife crisis is the is the band, but but that’s that’s where you can find us.

Stone Payton: [00:30:47] Well, and it has been an absolute delight having you on the show this afternoon. Thanks so much for hanging out with us and visiting Mahal.

Andrew Temte: [00:30:56] Thank you.

Stone Payton: [00:30:58] All right, this is Stone Payton for our guests today, Andy temped and everyone here at the Business RadioX family saying, We’ll see you next time on workplace wisdom.

 

Tagged With: Andrew Temte, Skills Owl

Andrew Bournos With CloudGaia

March 7, 2022 by Jacob Lapera

ANDREWBOURNOS
High Velocity Radio
Andrew Bournos With CloudGaia
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ANDREWBOURNOSAndrew Bournos is a veteran Salesforce.com consultant, entrepreneur and corporate business builder. Husband and Father of five, Mr. Bournos has over the last two decades delivered corporate and client revenue growth through custom application development, sales & marketing automation, predictive analytics-driven business intelligence and cloud-based CRM & systems integration services.

A resident of New Fairfield, Connecticut, Mr. Bournos is an active member of his parish Christ The King, a third-order of The Society of St. Pius X and the President of The Holy Name Society.

Follow CloudGaia on LinkedIn.

What You’ll Learn In This Episode

  • Commanding locally in a remote work world
  • Achieving digital business transformation through a high-tech/high-touch approach
  • Clients: don’t be your own worst enemy
  • How to deliver excellence and maximize output in a capacity-constrained salesforce ecosystem

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for high velocity radio.

Lee Kantor: [00:00:13] Lee Kantor here, another episode of High Velocity Radio, and this is going to be a good one today on the show, we have Andrew Bournos with CloudGaia. Welcome, Andrew.

Andrew Bournos: [00:00:24] Hi, Lee, thank you for having me on the show. Nice to hear you.

Lee Kantor: [00:00:27] Well, I’m excited to learn about what you’re up to. Tell us a little bit about cloud Gaia. How you serving, folks?

Andrew Bournos: [00:00:34] Yeah. So we’re a what’s called salesforce.com consulting partner. We’re a professional services firm based in Latin America, largely in Argentina, but in other countries as well, with a long history of relationship with the software as a service company called Salesforce.com. So we help other companies who license Salesforce to implement Salesforce for their various divisions and and needs around the globe. We work in the enterprise space largely, but for mid-sized firms as well. So that’s what we do.

Lee Kantor: [00:01:10] So now what was the kind of the history of the company? How did it, how did it come about? People were using Salesforce and finding that they couldn’t kind of ring out all the value and they needed help doing them.

Andrew Bournos: [00:01:25] Yeah, you know, as software firms get larger and particularly into the enterprise space like Salesforce did, maybe like, I don’t know, six seven years into its existence, it started to see that it needed a more robust support system of consultants, and they began to engage the large consulting community. You know, the centers of the world and PricewaterhouseCoopers and Deloitte Digital and all those, you know, huge firms that have massive the most didn’t know this, right? Know those firms came out of the the tax preparation business, but they have become much larger and more profitable in providing professional services to help their clients. You know, whether it’s Coca-Cola or General Motors or what have you implement various software technologies? So interestingly, the founder of salesforce.com, Marc Benioff, worked for Oracle Corporation and was senior enough that the first check written to start salesforce.com was by Larry Ellison, who is the founder of Oracle. Now, Salesforce has become this twenty nearly billion a year in revenue firm twenty two, twenty three plus years in the making. And you know, I was a client of salesforce.com for a couple of companies from the early days, as were the founders of Cloud Gaia. And so we go way back, you know, well over 15 closer to 20 years of experience as clients of Salesforce. And when you license this technology, it became more and more flexible. And with that comes complexity. And with that, because, you know, you sort of have to look to some experts to become, you know, a help to your company and implementing and broadening the reach and the implementation of this incredible tool that that’s that lives in the cloud. So the founders of Cloud Gaia, like me, go way back. And we’re not only clients, but we’re implementing Salesforce at companies that we work for and began to see the great potential of becoming a Salesforce partner, a consulting partner. And that’s what we did with Cloud Gaia about six years ago. But the firm’s history goes back, you know, like I said, well over 15 years

Lee Kantor: [00:03:46] And and going back into that history and kind of having the roots in Oracle, Oracle has a robust ecosystem of consultants and people helping those the people who are using Oracle get the most value out of Oracle. So it kind of makes logical sense now that you explain the history that Salesforce would kind of follow a similar path.

Andrew Bournos: [00:04:10] Yeah, it’s pretty amazing. And you know, they did a study about three years ago, Salesforce, that showed that for every dollar a client spends on investing in the license cost of licensing Salesforce, and again, they’re approaching twenty seven billion or more now in revenue for every dollar spent on that upwards of six dollars or spent with consulting firms in implementing and customizing and enhancing and getting, you know, a more broad, robust deployment of Salesforce across all of their different divisions and needs. And Salesforce has become this great platform in the cloud that you can quickly develop software applications for every department, from legal compliance to services to sales to operations, you name it. And it’s very robust in extending your reach with your own customers. So if you’re you have channel partners or, you know, referral partners or you have vendors that are supplying you, you know, a particular raw materials to make your product and or service. You can extend and people have been and companies have been extending Salesforce to work not only internally within their own company, but with those channel partners, with those vendors. It’s an exciting space and it’s been a heck of a ride, and it continues. Salesforce is growing like a weed, and as a consequence, there’s been a great capacity constraint in the market for skilled Salesforce professional service resources to help these companies in all their needs. So it’s a good problem to have. We’ve got a lot of demand and there’s never quite enough people to fulfill the demand.

Lee Kantor: [00:05:45] Now is your work primarily folks who are veteran Salesforce users who have maybe used, either tried to attack this internally and realize that they don’t have the the team on board internally and they have to kind of outsource? Or is it something that these are brand new Salesforce people and they didn’t realize how complex it was going to be.

Andrew Bournos: [00:06:06] It’s a bit of a mix. Often that can happen. But as the technology has matured, particularly in the enterprise space, the large corporate space, the folks that run these Salesforce programs, they know the game right and they know that there’s no way I’m going to hire my own internal team exclusively to implement Salesforce. I’m going to ramp up and build and implement. And then as I, you know, go into more of that maintenance mode and supporting the application, I can ramp down on the consultants. But the more experienced folks know that they’re going to need consultants. So what happens is often there’ll be a joint almost, you know, pursuit, if you will, if it’s a brand new client to Salesforce between a consultancy and the Salesforce account executive or executives who are responsible for selling Salesforce licenses. Often, they’ll team up with a consultant like us to help scope, estimate, build the approach, understand the concepts, help the the company understand the concepts, and even often, you know, create proposals that would allow those senior executives to present to the sea level and the board of directors at these companies. Hey, this is what Salesforce is. This is what it can do for us. Here’s the proposal from Salesforce, as well as from the consulting firm, so that we know the full total cost of ownership of Salesforce, not just the licensing cost, but the investment we need to make with consultants to help implement it, and often involves helping them calculate the return on investment and the why. Behind the what like, why are we doing this? You know, are we going to make money and doing this? And that’s ultimately our job is to help them get a high return on investment on their investment in Salesforce.

Lee Kantor: [00:07:54] Now you mentioned that a lot of your works at the enterprise level is there are certain industries or niches that you’re working with more than others or is this kind of industry agnostic because it seems more and more folks are gravitating towards Salesforce?

Andrew Bournos: [00:08:08] Yeah, certainly. Salesforce is agnostic there in every industry and sub industry and, you know, globally around the world, we are experience just I think serendipitously was historically in retail consumer packaged goods as well as finance and manufacturing and energy. Now we have a smattering of customers in different industries, some of them being Salesforce itself. We actually do some development work for Salesforce when they when they have a need that, you know, perhaps they’re just behind on a release and they need some more people. But yeah, that’s been our experience financial services, manufacturing and energy and consumer packaged goods and retail. But, you know, Salesforce is applicable in every industry and when there’s a need for us to step up and help implement in a different industry, we certainly do. And we’re always happy to do so.

Lee Kantor: [00:09:01] Now, when you’re working with a new client, what is typically that kind of part of the transformation that you’re helping them achieve because you mentioned that they’re already probably veterans in Salesforce, they’ve already kind of done that, been there, done this. So how are you coming in and what is the pain that they’re having, where cloud Gaia is the solution?

Andrew Bournos: [00:09:21] And that’s a great question. Digital business transformation is, is is doing just that. It’s transforming businesses and particularly at a greater pace post-COVID, where there was a need for not only, you know, ecommerce solutions between the company, their product and the people who are, you know, the companies and and people who are purchasing products through, you know, through mobile enabled and highly responsive e-commerce solutions. But there was also a need very quickly to ramp up remote workers where people are staying at home during these troubled times. And Salesforce was full bore a part of all that. And as a consequence, we ourselves, like I said, we have majority of our folks are Latin America based. That’s our value prop. Position bringing Latin America, you know, good time zone based resources to the North American market for a less expensive price, but at a premium service. But we ourselves had to do that. We had to shift our employees to their homes and make sure that we were connecting like you and I are connecting through the internet today. So, you know, there’s been this great shift that has increased in velocity and in need to a digital world.

Andrew Bournos: [00:10:43] And Salesforce is a very big part of that. And we’re we’re always talking about that with our clients. Sometimes it’s as simple as, you know, we’re not using Salesforce at all, and we need some workflow automation. So that party understands what Party B is doing. And there’s these alerts and notifications that keep us all on the same page all the way to, you know where this like brick and mortar type of organization historically, and we need to digitize our business to some degree or to or to fully and transform our business into the modern 21st digital age. And Salesforce is a big component of doing that with many, many clients around the world. And as such, we have to be able to understand those things. You’ll draw out the ultimate goals that the sea level of these companies have and help the mid-level managers that are running these programs translate those strategic goals into bite sized chunks and achievable application development, delivery and support. So that’s that’s it’s been exciting time now.

Lee Kantor: [00:11:48] How do you help the clients kind of get out of their own way because a lot of times they think like, Oh, I’m, I’m buying them investing in this solution. So check that box. I’m good. And then when it drills down to the actual people who are the ones that are using it, it’s like, Oh, great, here’s one more thing I have to deal with. Here’s one more thing that’s taking me away from what I what they’re really paying me for. And, you know, and they don’t really fully embrace it, and they look at it as a hindrance rather than a tool that’s going to help them and the company.

Andrew Bournos: [00:12:20] That’s such a great, insightful question. You know, it really comes down to UX, what they call user experience, and you want to make sure that you get a high adoption rate from your internal users early. So you have success early and that builds momentum into a sustained, successful program. So a focus on user adoption and the, you know, sort of with them what’s in it for me, right? If we’re dealing with a a service organization and you have these contact center agents that are going to be, you know, receiving inbound phone calls and their computer screen pops with the right information. And it’s got these multiple sections to the screen and they’re seeing the history of what that client has said and done with them, what open ticket or case they’re working on now, the online transactions, the, you know, instant message chat history and the transcripts of that. If all that is like bang right in front of that service agent, that service agents going to have what we hope folks need to have using technology, which is that wow moment like, wow, holy mackerel, like we were, you know, I was swiveling my chair between three different systems to service our clients. Now it’s one single pane of glass. I see what I need to see to help the client and I resolve their issue more quickly, more efficiently. And it was easier for me as an agent and it was a great experience, a user experience, a UX for the client. Ultimately, that’s what it comes down to. If you’re going from current state to future state, that future state better be at least envisioned to be a higher level of experience better, quicker, faster, more efficient and an enjoyable experience which often we can achieve the opposite with technology. So you really got to focus on that UX.

Lee Kantor: [00:14:10] And then can you share a story of maybe a client that you work with that was having a challenge, maybe explain the challenge they were having? Obviously don’t name the name of the company, but explain the the challenge that they were having where when they engaged your team, they were able to maybe get to a new level that they didn’t even imagine was possible.

Andrew Bournos: [00:14:30] Yeah, yeah, yeah. So I’m thinking of one. I happen to live in Connecticut and there’s a company here in Connecticut that’s doing gangbusters around the world and increasing pace. And you know, they had licensed Salesforce a number of years ago and really didn’t have a consulting partner and implement it. And such as often can be the case. It sort of fell a little flat. They didn’t have the you know what they thought they needed right away, which were they call them KPIs. Key performance indicators like a dashboard of reports that show the sales organization and the sales managers, as well as the salespeople, how they’re doing versus their quota, what they’re selling when they’re selling it. Are they on track? Are they off track? You know, that’s sort of. The standard one hundred one concept that at least on the sales organization side, they can have about what sales force is. Well, as soon as we start to engage with them, they saw the potential for bringing in their customers into this platform because after all, when you think about Salesforce or any cloud solution, you’re literally launching a web browser and you’re logging into your software. Well, we know that our customers do that, too. So why can’t they see what we permissioned them to see and do what we permission them to do into our Salesforce org so that we’re collaborating with our customers? And next thing you know, this company began to see how not only is this about our own internal statistics, but what we’re doing with our customers, but we can bring our customers in through a portal product that Salesforce has called experience cloud used to be called communities.

Andrew Bournos: [00:16:06] They rebranded it, I think, very well talking about user experience, and we showed them how not only sales, but now we’re spinning up service. Cloud Cloud is the code word for Salesforce’s products, right? So they had sales cloud. Now they’re diving into service cloud, and we’re going to get their service organization up and running on Salesforce. And now the vision is the third step is bringing their customers in through a portal so that they can collaborate around this information, whether it’s presales or sales or post service support. And in so doing, you’ve got this seamless end to end ecosystem that’s very exciting that really and sometimes one plus one equals three. Sometimes it equals 30 where holy mackerel, sea level sees, you know, light bulbs begin to go off and flashes of light like, wait a minute. That’s a whole new approach to the way we are doing business and in so doing it sometimes and in this case with this company is opening up their mind to the potential of tapping, you know, entire new markets and in some ways, working with their customers to develop new and better products in a much more collaborative sort of high tech, high touch approach that in real time brings these ideas to the fore and again, lights those light bulbs up where you’re not only doing something that’s embracing the future, but you’re energizing your company.

Andrew Bournos: [00:17:29] Your people are excited to come to work. They’re they’re working with their customers more collaborative way. And truly, that’s when it’s not just digital business transformation, it’s sort of people transformation, right? The art of the possible becomes real and people get excited about the company that they’re working for, working with the customers that they’re working with. And that’s when really, it’s very rewarding for us because it’s extremely exciting to go from. We’re just going to get a dashboard up and running and now we’re talking about, you know, really transformative stuff and what a pleasure that is. And Salesforce enables a lot of that to happen. And I think that’s one of the reasons their secret sauce is they, you know, they they get they get people energized. After all, a company is a collection of people. And if you love your work and enjoy what you’re doing and you’re excited about the future and the technology help you do that, then that’s that’s just great stuff. And that’s win win win all around.

Lee Kantor: [00:18:26] Well, it’s exciting that a firm like yours kind of has these working partnerships with Salesforce and then your clients then could leverage those partnerships for themselves. And it just it, you know, everybody wins when you have that sense of community and everybody’s kind of reading off the same song book, you know that everybody is speaking the same language. It really helps with communication. It helps with clarity. And it and these kind of partnerships, I think, would really could take a company to a new level. If they really understand how to leverage it and to have a partner like your team, it seems like that helps kind of smooth out that learning curve and and and help them achieve success a lot faster.

Andrew Bournos: [00:19:13] Yeah, indeed. Yeah, it’s often it’s often about just broadening the horizon, having conversations where you can idiot and talk about, like I said before, the art of the possible and in so doing, connect the bottom up daily work that’s being done, you know, creating requirements and user stories and working in, you know, project management software to retire points on sprints and all that stuff that we talk about every day in the consulting business. And then, you know, talk more broadly about what’s the where’s the world going? What is it that we really are? And what is it that we do? And what are our customers want from us? And how do we get to a level where you know what we imagined our business was is something entirely or at least partially different in a much better way. And those are that. And then if we can connect the top down strategic art of the possible conversations with that bottom up work being done every day and connect the two in the middle, that’s when magic happens and. It’s a lot of fun when it does.

Lee Kantor: [00:20:14] Now, can you maybe share some advice for folks that maybe have Salesforce and aren’t kind of wringing out the value that they could? Is there some low hanging fruit that they could be doing today? Is there some action that they could be taking today, you know, outside of calling your your team, but just something that they can do that’s in their control, that can help them?

Andrew Bournos: [00:20:36] Yeah, I’d say there’s two things in the same vein of that bottom up and top down from the bottom up approach. Salesforce has this health check that you can initiate as a Salesforce administrator of your Salesforce.org, you know, and you’re logged in to the admin side of the system. You can trigger this, this, this health check, and it gives you all of these great sort of statistics and graphics and insights into how well or perhaps how much better you can be utilizing everything that you’ve licensed from Salesforce. So I’d say from the sort of granular level start there, get a health check. That’s something you can review with your Salesforce account executive and or your consulting partner. If you don’t have one like you said, you know one can always reach out to someone like us and then from the top down, take a day or two days, take a weekend, you know, and whether you’re doing the whole sort of like, you know, go out in the woods and the dude ranch and, you know, eating and getting excited about, you know, and rope climbing and all that like like people do to sort of broaden their their thoughts about business or, you know, just go have a cup of coffee with a colleague or two or by your by yourself and think about the most admired companies that you have in your mind and or the highest technology. You know, this sort of the companies that deliver a real high tech approach, but that you enjoyed it was high touch and think about those businesses more than your own.

Andrew Bournos: [00:22:18] Think about those businesses, talk about them, talk about what it is that makes those businesses successful or what it is that you truly enjoy about it and don’t stop with just the first level when you say, Well, why ask your colleagues or yourself, why is it that I feel that way? And then ask why once more go at least three levels deep on the why? Why is it that I felt that way about, you know, the first level of thought about that company? And then why is it that I feel that way or conclude these things about the second level? Ask yourself why at least three times what that does is it allows you to begin to think strategically from that top down. And in so doing, that’s when potentially light bulbs can go off and you can parallel it to your own business. And in so doing, you can do what you have to do to be successful in delivering cloud based applications. You have to have that top down strategy and you have to have a bottom up, you know, tactical approach with a partner or with a team that’s done it before you do those two things together. And like I said, you meet in the middle and that’s where the magic happens.

Lee Kantor: [00:23:26] Well, congratulations on all the success, Andrew. If there’s somebody out there that wants to learn more about your firm and how you can help them get the most out of, you know, this big chunk of software that they have invested in? What’s the website for you guys?

Andrew Bournos: [00:23:44] We’re cloud geeks. Cloud G, A.i.A. You can there’s a contact us form and we’ll be happy to get back to you if there’s something we can do for you. And boy, this has been a lot of fun. Lee, thanks for having me on.

Lee Kantor: [00:23:56] All right. Well, thank you for being a guest and thank you for sharing your story. This Lee Kantor we’ll see, y’all next time on high velocity radio.

Tagged With: Andrew Bournos, CloudGaia

Enid-Mai Jones With Association of States and Territorial Health Officers

March 4, 2022 by Jacob Lapera

Enid-MaiJones
Association Leadership Radio
Enid-Mai Jones With Association of States and Territorial Health Officers
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Enid-MaiJonesMs. Enid-Mai Jones is currently the Director of Diversity, Equity and Inclusion at the Association for State and Territorial Health Officers (ASTHO), and has more than 20 years of association management experience. She is a 2007 scholar in the American Society of Association Executives (ASAE) Diversity Executive Leadership Program (DELP).

An active member of the association community, she currently is a member of ASAE Diversity and Inclusion Advisory Council and previously served on the Research Committee as well as its Diversity Task force. Enid-Mai is a Certified Association Executive (CAE) and holds graduate degrees in Higher Education Administration and Communication Studies (Intercultural and Interpersonal) from the University of Kansas.

Enid-Mai began her career at the Golf Corse Superintendents Association of America (GCSAA) in student programs. She previously served as Director of Student Affairs/Diversity for the Association of Schools and Colleges of Optometry (ASCO) and Student/Professional Affairs & Diversity Manager at the National Association of Black Journalists (NABJ), and most recently as Senior Vice President at LifeSpan Network, Beacon Institute.

Connect with Enid-Mai on LinkedIn.

What You’ll Learn In This Episode

  • DEI is important to the growth and sustainability of associations
  • Some challenges faced as a woman of color
  • Insights into building an equitable organization, attracting a diverse talent pool, and eliminating bias

This transcript is machine transcribed by Sonix

TRANSCRIPT

Lee kantor: [00:00:18] Lee Kantor here, another episode of Association Leadership Radio, and this is going to be a good one today on the show, we have Enid-Mai Jones and she is a director of diversity, equity and inclusion. Welcome.

Enid-Mai Jones: [00:00:32] Hi, how are you, Lee? Very nice to be here.

Lee kantor: [00:00:34] Well, I am doing well. I’m so excited to learn what you’re up to. So before we get too far into things, can you tell us why you think D.I is important to the growth and sustainability of associations?

Enid-Mai Jones: [00:00:49] You know, the world is changing. People are very socially conscious. The new generation of people coming into associations or corporate America are very aware of what’s happening socially. They are very socially aware. So as they come into organizations, they are expecting organizations to be diverse but not only diverse, but actively making the environment welcoming, inclusive and creating a sense of belonging for their employees. People are trying to balance life and work, and they are finding that they are more creative, innovative when they are in a mix of diverse people.

Lee kantor: [00:01:46] Now are you finding that associations are leaning into this and are establishing some D.I, at least representation?

Enid-Mai Jones: [00:01:56] Some associations are doing it and doing it well, say he has really stepped up in that area. And is indeed that is the diversity executive leadership program, which I am proud to say I am a 2007 alum. And that program has been very instrumental in changing has been a game changer for my career. There’s, I think, close to 200 alumni, and we are a source of support for each other. A lot of jumpers are moving up in association management, but again that’s just 200 and it’s just as the E! I find that some associations are doing very well. Some are still doing them more per functional just to cross the T’s and dot the i’s and not really instituting it within the overall organization strategy.

Lee kantor: [00:03:04] Now is there any advice for associations out there so they can, you know, kind of walk the walk instead of just talking the talk so they can actually apply some of those dye in their associations and really benefit from it? This shouldn’t be something that they’re doing just to check a box. This can really help an association reach more people, engage more people and and better the association.

Enid-Mai Jones: [00:03:34] Definitely. My advice would be that this should be done consciously and intentionally and meaning that it shouldn’t be buried way down in human resources. I just had an experience where I went in to consult, and it was very disappointing because I only just I didn’t discover that. Indeed, I was buried all the way down in each hour and that it was not something that executive management was actively involved in. So my advice is, if you kind of do it, do it and get your executive involved in really instituting the program actively and beyond. Just your D- statement where it is across the board, in governance, in your membership, in your employee relations, your suppliers, even as even small organization can do that. So being intentional about it is very important is to get growth. And you realize that when you have a diverse organization, an organization where people can bring their attentive self and feel a sense of belonging, there will perform at the ultimate highest potential. And the organization will move and stay very sustainable. So have the foresight enough to be consciously and intentionally about instituting design.

Lee kantor: [00:05:22] Now, can you share a little bit about your background? Have you been involved in association work for the length of your career?

Enid-Mai Jones: [00:05:32] Yes. As you know, most association executive, I felt I just fell into association management. But I’ve been in association management for over twenty five years and I’ve had a very and I am having a very successful career. My background is. I’m originally from Liberia, West Africa, so I am an immigrant who came to go to the University of Kansas, and that too was an eye opener because I went from functioning in a majority black environment and community into becoming a part of sometimes not a very good part of or seen as as active members. So that moved me to get a master’s degree in intercultural interpersonal communications. And I also have a master’s in higher ed. My interest was really in the retention and recruitment of minorities, underrepresented and marginalized students into predominantly white universities. And of course, like anybody else, I got offered a job to do student programing for the association, and I’ve never looked back.

Lee kantor: [00:06:58] Now, any advice for maybe the younger minority student that’s in college to consider the same path of getting involved in associations? It sounds like there. There’s a lot of opportunity there for the right folks.

Enid-Mai Jones: [00:07:13] It is, you know, I am I to do a lot in getting interns and I am. And I do encourage minority students and marginalized students to apply for the internships that I offer and introduce them into association management. There’s a lot of people don’t realize that you can have a very rewarding career in association management and and that you can have very good work life balance and, like I would say, make a good living in association management, but also the service and the impact you can have on communities and be instrumental in guiding a profession or trade to become sustainable and growth and see growth. So my advice is that we reach out to more minority students, students at historically black colleges and encourage them to take that step and come into association management.

Lee kantor: [00:08:28] Now what about some advice for the associations out there that maybe haven’t leaned into this DTI initiatives as much as they could? Is there some insights you can share about some of the benefits, maybe that they’re not like, you know, people don’t know what they don’t know, but can you share some insights you’ve learned over the years working with a variety of organizations?

Enid-Mai Jones: [00:08:53] Well, as we all know, if you have a group of people who they are thinking like. Then there is no innovation, creativity without innovation is does not exist, so you can have people who are highly intelligent, who are creative. But if they are thinking alike, there is no innovation. Change does not happen. So you do need a diverse group of people, and diversity is not necessarily counting the numbers as to race. The diversity can be any combination off of disability, gender, race, sexual orientation, even people who went to different universities. So you can have people who went to big research universities and people want to smaller liberal arts schools because they’re at the smaller, liberal arts schools, they’re more the more liberal worldly. Curriculum, so the expansion of the curriculum is to become more well-rounded. So when you have that mix, you move on to innovation, you move onto people who don’t think alike. So problem-solving solving communication, all of those things become more highlighted, become more creative, become something that can bring changes. And we all know that the pandemic and the social movement were the great disrupters of the last couple of years. So we are all struggling to find to redefine who we are as people and also as organizations. So this is the time now to reinvent who we are as organizations and people so that we can open the door to a more well-rounded people can come as at that respectful, authentic self and feel good about who they are and what they bring to the table. Yeah, I’m sorry.

Lee kantor: [00:11:23] I think that it’s important for people to just open their mind to the fact that if everybody looks the same around the table, then there might be some biases that you all have that you may not be aware of. And by having a mind of diverse, having a more diverse group around you will open up opportunities that maybe you haven’t even thought of.

Enid-Mai Jones: [00:11:51] That is very true. You know, we all come with our biases because we all come with out our vision and virtues, morals, whatever way you want to describe it already in place because those are things that we get from our community, our was and and the way we were brought up. So we all come of our biases. And therefore, if you come with your biases and you are self-aware, I always say to people, diversity, equity and inclusion stands for becoming self-aware, self aware of who you are, self aware of, how you what’s what your makeup is. Once you can do that, you are then more able to check yourself when those biases surface or people are able to check you and your more receiving of those checks.

Lee kantor: [00:12:56] Now in your career, can you share maybe a rewarding story where you felt like, Hey, my voice was heard and I made a difference and I’ve really impacted this organization?

Enid-Mai Jones: [00:13:12] Oh, a lot, a lot has happened to for me and my last organization, Lifespan Network, where I was four for 14 years. I was always hurt, I was the minority person on staff there, but I did not experience the misogynistic or microaggression that people that some of my colleagues have explained because I had a boss who was very self-aware. And so therefore she opened up doors for me because she herself, even though she was a white woman, she also came from a marginalized community. So therefore, she was very aware of some of the biases and. Obstacles there, so she was very, very instrumental in my career growth. And so I came in as a director, and when I did make the change, I met a senior vice president and so that had that opportunity alone. And I was also allowed to build an entire educational institute. From $100000 revenue generating to over half a million dollars, so I can never thank her enough for the trust she placed in me and giving me wings to fly.

Lee kantor: [00:14:56] And then now you’re able to help others with their wings and fly.

Enid-Mai Jones: [00:15:01] Definitely. So, definitely so.

Lee kantor: [00:15:04] Well, if there’s someone out there that wants to connect with you and maybe just have a conversation and learn from you, what’s the best way to do that? Are you on LinkedIn?

Enid-Mai Jones: [00:15:14] I’m on LinkedIn. The person can send me a message, or they can send me an email at E! An idea from David M as in Mary as an Apple I a.m. dot com.

Lee kantor: [00:15:29] And that’s the and that’s where to find you on LinkedIn also. Enid Mae Jones.

Enid-Mai Jones: [00:15:34] Yes.

Lee kantor: [00:15:35] Well, thank you so much for sharing your story today. You’re doing such important work, and we appreciate you all.

Enid-Mai Jones: [00:15:42] Thank you so much for asking me and reaching out to me. This has been a wonderful conversation.

Lee kantor: [00:15:49] All right, this is Lee Kantor. We’ll see you next time on association leadership radio.

Tagged With: Association of States and Territorial Health Officers, astho, Enid-Mai Jones

Brian Helfrich With Summit Coffee

March 4, 2022 by Jacob Lapera

BrianHelfrich
Franchise Marketing Radio
Brian Helfrich With Summit Coffee
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

BrianHelfrichBrian Helfrich is the CEO and majority owner of Summit Coffee, which he has led since 2011. Under Brian’s leadership, Summit has expanded from one café in Davidson, North Carolina, to a national coffee and lifestyle brand. Brian is responsible for Summit’s vision, branding, and talent recruitment, and really likes his job.

Brian has a degree in Creative Writing and Theater from Davidson College, is married and has two kids, and can generally be found running every morning in the dark.

Follow Summit Coffee on Facebook, LinkedIn, and Twitter.

What You’ll Learn In This Episode

  • Choosing to franchise
  • Team commitment and experience
  • Brand standards
  • Sustainability plays a critical role in your business model
  • Retail sales

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Welcome to Franchise Marketing Radio, brought to you by Akosombo Comprehensive, high performing marketing solutions for mature and emerging franchise brands to supercharge your franchise marketing. Go to SEO Samba dot com that’s SEO samba dot com.

Lee Kantor: [00:00:31] Lee Kantor here, another episode of Franchise Marketing Radio, and this is going to be a fun one today on the show we have Brian Helfrich and he is with Summit Coffee. Welcome, Brian.

Brian Helfrich: [00:00:41] Hey, thanks for having me.

Lee Kantor: [00:00:43] Well, I’m excited to learn what you’re up to. Tell us a little bit about Summit Coffee.

Brian Helfrich: [00:00:47] Summit Coffee is a coffee roaster and franchisor based in North Carolina. We’ve been around for twenty four years but have had a significant growth phase in the last two or three years. The mirrors are our step into franchising. So functionally, we’re a, you know, a company with a long foundation, but we operate as a startup.

Lee Kantor: [00:01:08] Now talk about the transition from going from not being a franchise to being a franchise. What was the thought process behind that?

Brian Helfrich: [00:01:16] Yeah, it’s a great question and one we get off and I think for a long time and I associated franchising with a stigma of these national chains and impersonal experience. And what I found is that franchising really is the opposite. And I think as stomach coffee started to expand, we are effectiveness was based on how we were able to activate on a local level. And we need to empower local owners and local entrepreneurs to bring some coffee to life in their communities and their neighborhoods, rather than us trying to do it as a corporation across multiple markets.

Lee Kantor: [00:01:50] So now when you decided to do that, what was the hardest part of that transition? Because it’s one thing of having your own people, your own, say your own kind of vision, and then now you’re kind of recruiting other people who have to be of like mind, at least philosophically, like mind financially in order to pull it off. How did you kind of navigate those waters?

Brian Helfrich: [00:02:16] Yeah. So there’s been a lot of challenges, but you know, to answer your question, what is the hardest for us? It was identifying parts of our brand and what we sold, you know, that were scalable, not everything that worked in one or two or three of our locations, which were all corporate owned, are the same over seven locations or 17 locations. And so identifying the core products and the core parts of our brand that we wanted to really lean into as we scaled was the steepest and also the most important learning curve.

Lee Kantor: [00:02:48] What about identifying the appropriate franchisee? Was that a difficult or was that easier than you imagined?

Brian Helfrich: [00:02:57] It’s been difficult. I mean, you have to learn how to say no, you know, you can’t say yes to everyone who wants to open a summit coffee. And I think it’s tempting, especially as an early franchisor, to say yes to someone who’s prepared to write you a check for the franchise fee. But the reality is the same thing that caused the apprehension to getting into franchising in the first place, which is, gosh, I’m giving my brand to somebody else. You have to use that same filter when you’re selling a franchise, will this person? You know, be nice to work with, and we enter it into it as a partnership, not necessarily a sale. And so it’s, you know, 10 year relationship, a franchise contract that you are entering into. And so you need to be really thoughtful about who you want to be communicating with in some cases on a daily basis for the next 10 years.

Lee Kantor: [00:03:41] Now at this stage, are you looking for folks that are kind of rolling up their sleeves that are, you know, making coffee and or, you know, actually part and doing the operations of the franchise? Or are you is is this an opportunity for somebody who already has a bunch of maybe food franchises and this is just adding one to their portfolio that’s in the coffee realm?

Brian Helfrich: [00:04:02] No, I would say that we are open to both senators because we have both. I think that our business works well with people who are active investors. We certainly don’t want it to be a passive investment. And so we have a minimum amount of in-person on the ground time that’s required from somebody from the ownership or ownership group. But also, you know, coffee is really great, but the quality of coffee, you know, can be taught. What we’re care more about is business development and marketing and community engagement. And so we try to set up our franchisees to be spending more of their energy focused on those things rather than on making lattes on a busy Saturday morning.

Lee Kantor: [00:04:43] Now are the folks that are coming up to you, like kind of coffee nerds that are like, Oh, this is a dream come true. I love coffee. This is fantastic. And then you’re trying to explain to him, well, the coffee part, you know, I can train you on. But this community ambassador person and this person that immerses themselves in the community really, you know, has to love their town. That’s, you know, maybe they didn’t think they were signing up for that, too.

Brian Helfrich: [00:05:06] Yeah, that’s a great question. Well, we were very thoughtful in how we marketed our franchise, and we are trying to cater toward people that aren’t necessarily coffee nerds, so to speak, because I think we found out early that people who are really particular about how they do coffee are not going to be as inclined to be part of a franchise system. Those are the people that want to have more control over their menu where they’re sourcing their products from. So we found ourselves being more appealing to people who were interested in, you know, getting into entrepreneurship, people that wanted a potential career transition and starting to lay the groundwork with one store and hopefully opening multiple stores. So we are not having much sales conversation at all with people who are real coffee nerds and we have coffee drinkers and people that love coffee. But it’s more about what coffee does and allows, which is connectivity and, you know, happiness and joy.

Lee Kantor: [00:06:02] Now are the people that are attracted to the brand so far are some of them, those folks that were just recently, you know, maybe part of the great resignation where they’re just saying, Hey, you know, life has got to be more than this cubicle. I want to kind of carve my own path here. Or are you finding some of those people raising their hand and saying, Hey, this looks like a great second act for me.

Brian Helfrich: [00:06:24] Yes, that’s exactly right. And you know, people aren’t diving all the way in. We’re in an early stage franchisor, and so they’re not diving in like I’m quitting my career. But I think it’s interesting to time out our move into franchising with the COVID pandemic and the great resignation because we filed our PhD in February of 2020. And obviously, you know, things started shutting down a few days later. And so it has been going in alignment with people who were analyzing how they’re spending their time in life and saying, You know, I love my job or I like my job or my job pays me well, but I want to do something else that I feel like is more fun or has more meaning or has an alternative revenue stream. And so that is sort of how we’ve capitalized and grown during the pandemic.

Lee Kantor: [00:07:14] Now, have you figured out this a challenge for a lot of emerging franchises, kind of how to find the right folks in those local markets that you’re trying to serve? Have you stumbled upon a marketing and sales kind of funnel that works for you?

Brian Helfrich: [00:07:30] You know, we’re doing things pretty organically. We we do most of our work in-house and so we do a lot of digital advertising. We run ads on LinkedIn and in Facebook and those appropriate platforms. We’re doing open houses at our existing cafes. So that’s more the organic advertising we have found, at least for our first, you know, we’ve sold it, we’ve sold 10 franchises and our in the two years. So we’ve been doing this and all of them had at least some vague familiarity with some coffee. And I think that has been helpful, especially so we’re doing direct marketing to our customers through newsletters, in-store signage, some of this more organic stuff, you know, as we scale and try to enter new markets, that’s going to be a different conversation. So we just ramped up digital advertising efforts and are are sort of filtering through all of those new leads that we’re getting right now.

Lee Kantor: [00:08:19] Now, as part of the different revenue streams in a coffee shop, are there. What kind of ways to leverage that national as you expand the the the brand? Is there going to be some way for the local franchisees to kind of leverage those the brand in terms of retail sales?

Brian Helfrich: [00:08:41] Yeah, I mean, I think I understand your question, I mean, what is our what is our national well,

Lee Kantor: [00:08:47] Like, say, I have a store in a market and then I have a customer that, you know, drinks the coffee when they’re there, but they also would love to have it, you know, kind of arrive on their doorstep every month. Am I going to benefit from that? Or is that something that is just the corporate gets the benefit of that?

Brian Helfrich: [00:09:06] You know, the corporate does. So we own, you know, it’s a blessing and a curse. We own the supply chain because we are the coffee importer, roaster and distributor. So any e-commerce business is run through a summer coffee roasting, which is a separate company. We encourage our stores. They all sell the retail coffee in their stores and do a good job with that. And so for people that are in store and have a good experience there, know there’s bags that line the shelves that are delivered weekly that customers can take home with them. And we also do have a grocery that are surrounding our retail stores, too. So from a big overhead perspective, we are trying to build brands in the market and give customers several different ways to interact with some coffee.

Lee Kantor: [00:09:49] Now is it possible if I’m in a local market and I have a customer that wants to private label or white label the coffee, is that a revenue stream for a franchisee?

Brian Helfrich: [00:09:59] It is. And since everything runs through our roasting company, we we run everything through that. But if the franchisee were to set up a relationship with a business or a restaurant or whatever brand, whatever it may be, there is a shared a shared profit system on that.

Lee Kantor: [00:10:17] Now, having, you know, 10 or so franchises out in the wild now, what kind of been a surprise learning for you that, hey, didn’t see that coming?

Brian Helfrich: [00:10:29] Yeah. Like I said early on, I think there’s two things. Like I said first was that what works in one market doesn’t necessarily work in another. At the same time, our our top five selling items are the same across every store. So like our core coffee is super scalable and then there’s varying parts to our operations which change. I think the hardest part has been quality control, and ultimately we ended up hiring somebody into a position a few months ago to really be focused just on that. Which is why I said coffee is not super hard. We do want a pretty consistent product, and that’s something that Starbucks is honestly nailed down is Starbucks are ubiquitous, but also a Starbucks latte tastes pretty similar from one cafe to the next, and we want to make sure that our coffee quality translates from Georgia to North Carolina.

Lee Kantor: [00:11:22] Now, how have you chosen the markets you’re in right now? Is it just been whoever raised their hand, or is it some strategy that target certain parts of the country first and then expand from there?

Brian Helfrich: [00:11:33] Yeah, it’s definitely strategically based. So we are clustering around new markets in North Carolina, and so our approach and expansion will be what we call cluster expansion. And so rather than doing one store here, one store there and also rather than just slowly expanding from where we are, we’re targeting markets that we think our emerging cities and where we can really build a brand. So if they’re under saturated with craft coffee companies, we feel like we can go in there and really be a preferred coffee company for a lot of the locals who live there. So we’re targeting a city like Atlanta, for example. You know, there’s a ton of people that live in Atlanta, and there’s not a lot of ownership in the local craft coffee scene. And so we feel like we can go in there and open five to 10 plus stores and really build a brand that matters there.

Lee Kantor: [00:12:26] And then that way, there are some economies of scale. When you do the marketing, totally.

Brian Helfrich: [00:12:31] There’s bread, so there’s economies of scale of marketing, training, supply chain. All that stuff is important. But yeah, so we’re also doing branding work that, you know, benefits ten stores instead of one store.

Lee Kantor: [00:12:43] Now is there a certain kind of characteristics of a good market you you mentioned kind of up and coming or maybe tech oriented? Or is it college towns or is it, you know, some like what are some of the qualities these clusters have?

Brian Helfrich: [00:12:59] Yeah, I mean, I think young families is our best and most successful demographic. And so, you know, older millennials, younger Gen Xers, I think, are big people that have kids and starting to have kids, and we have success in college towns. But really, that works. And so it’s cities where that has, you know, we’re going into Atlanta, for example, and we’re targeting the several different vibrant suburbs of Atlanta rather than the downtown Atlanta area. And so I think any city where people are moving to and families are popping up in good school districts, you know, are pretty good prerequisites for success. The other thing I would mention is cities that have an affinity for craft food and drinks. So people, cities with good restaurants, scenes or good brewery scenes are usually a good pre-requisite for markets that are going to like some coffee.

Lee Kantor: [00:13:57] Now, has there been a success story you can share that maybe somebody got into this first time franchisee and then have just been knocking that out of the park?

Brian Helfrich: [00:14:07] Yeah, I mean, one of our first groups within a town called Huntersville North Carolina, and it was three friends, three golf buddies who wanted to get into a business together, all have other jobs, but I think saw something on LinkedIn about it, and they had a vague familiarity with Summit. But I didn’t know them personally. And when they went in and they built out a store and sort of recognized that in in and around neighborhoods where they lived, there was a lack of not only craft coffee but also of a community gathering space. And so they opened last summer and from day one have been profitable. And, you know, just lines of people and, you know, single people and young families. And it’s really been a great success story from the first day, which obviously is, you know, always what we hope for, but never what we expect now.

Lee Kantor: [00:14:58] Has the experience changed or are we getting back to some semblance of pre-pandemic experience for the coffee drinker where they would hang out there, do their work? Or is it mostly still come in, get it and leave?

Brian Helfrich: [00:15:15] I think it’s coming back around. I. And I think there are some things, some habits that have changed probably forever, so we one of the things we did early in the pandemic is we built a mobile app to provide convenience and also some sort of safety security for customers who are more concerned about not interacting too long with inside spaces or with other people. So I think that will continue to be popular and grow. And so we’ll continue to put energy and resources into that. But I do think, as we’ve seen in the past, even just the last few weeks and last summer, when it felt like there was some optimism again that people want to get back together, they want to bring their friends together to over coffee or all of our cafes have beer and wine. And I do think that providing a good community space is going to be important. And ultimately, I think if the pandemic had really lasted for four months or six months, their changes would have been more permanent. I think because it’s been two years, I think. It’s given people a really long time to realize what they’re missing in terms of social connectivity, and so people are excited to come and hang out again.

Lee Kantor: [00:16:25] Now is there different models for the store? Like, is there a drive thru model or is it all like in store?

Brian Helfrich: [00:16:32] Yeah. There’s different models we’ve not done drive through yet, but I’d be surprised if we don’t have one in the next couple of years. So we we design every store customizable and so we do not have a one size fits all, which is very different from most franchisors. And it’s definitely more work for us. But we also feel like is more authentic and genuine to the local communities that every summit looks the same. So. And it depends ultimately where we are. So we have one in a high tourist, high pedestrian market that’s a much smaller store where people aren’t going to sit down all day, but they sort of want to be in a place where they can get a cup of coffee and get a great experience and then move on with the rest of their day. And then we have other ones that are more suburban wear, bigger square footage, more patio space, and those are going to be different looking cafés, obviously. So we have a range of what a smart coffee can look like, and I’m sure that we will both hone in on those things, but also continue to expand like through a drive thru model.

Lee Kantor: [00:17:29] So if somebody wants to learn more about the opportunity, what’s the website website?

Brian Helfrich: [00:17:34] Is Summit Coffee franchising good stuff?

Lee Kantor: [00:17:38] Well, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Brian Helfrich: [00:17:45] Thanks so much for your time. I appreciate it.

Lee Kantor: [00:17:47] All right, this is Lee Kantor. We’ll see you next time on Franchise Marketing Radio.

Tagged With: Brian Helfrich, Summit Coffee

Karen V. Mills With Mills Law, LLC

March 4, 2022 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Karen V. Mills With Mills Law, LLC
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KarenV.Mills_Karen Mills has an electrical engineering degree from Georgia Tech and she is also a registered professional engineer. she worked 4.5 years as an engineer before resigning and attending law school at the University of North Carolina at Chapel Hill School of Law.

She is the Managing Member of a boutique law firm in Atlanta, GA, Mills Law, LLC, where she specialized in corporate transactional, contracts, and business law. They just celebrated the 11th year anniversary of her law firm.

In addition to having her own law firm, she also has a food products company KVM Enterprises, LLC dba Miss Jenny’s Treats where their product is Simply Divine Pecans, which make for a good treat for yourself and a great gift for others.

She is an Adjunct Professor at Emory University School of Law. she is currently on sabbatical from Emory so that she can focus on creating legal resources and educational training for entrepreneurs and business owners because she knows first-hand that so many of them are in need of such legal resources.

Connect with Karen on LinkedIn.

What You’ll Learn In This Episode

  • 3 legal pitfalls for business owners and entrepreneurs
  • Types of attorneys that can impact a business

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by onpay Atlanta’s new standard in payroll. Now here’s your host

Lee Kantor: [00:00:24] Lee Kantor here another episode of Atlanta Business Radio and this is going to be a fun one today on the show we have Karen Mills with Mills Law. Welcome, Karen.

Karen Mills: [00:00:35] Thank you. Thank you for having me.

Lee Kantor: [00:00:37] Well, I’m so excited to learn about your practice. Tell us a little bit about Mills law. How are you serving folks?

Karen Mills: [00:00:43] Ok, so. Mills Law LLC is a boutique law firm located here in Atlanta, Georgia, where we specialize in corporate transactional contracts and business law. I like to say we do everything from helping you form the entity to selling the entity and a lot in between and a lot in between the shoes, the contract review, negotiation and drafting.

Lee Kantor: [00:01:03] Well, what’s your backstory? Have you always been interested in law?

Karen Mills: [00:01:07] Well, you know, it’s funny. I always wanted to be an attorney. It was just a ninth grade of high school. But what happened is the summer. After my junior year of high school, I attended a program at Georgia Tech called Mike Minority. Introduction to Engineering fell in love with electrical engineering and Georgia Tech. So I have an electrical engineering degree, worked as an engineer for about four and a half years up in the North Carolina area. And then once I became a registered professional engineer, I quit and went to law school at University of North Carolina at Chapel Hill.

Lee Kantor: [00:01:39] Now, after graduating law school, did you join one of these large firms or have you always worked in boutique firms?

Karen Mills: [00:01:47] I actually did join a mid-sized firm on one of the oldest here in Atlanta, and I worked my way up from associate to partner there and then started my own firm with another attorney in 2010 and and realized, really, I laugh out loud, say how tight I am and realize I need to be by myself. So I formed Mills Law Associates at that time in January of 2011. So I have actually just a few weeks ago celebrated my 11th anniversary of my own firm. And I guess I’ve been practicing law now for a little over twenty two years.

Lee Kantor: [00:02:25] Well, congratulations. That’s quite an achievement.

Karen Mills: [00:02:27] Thank you.

Lee Kantor: [00:02:29] Now what? So what attracted you to having your own firm? Like, what are the kind of the four for maybe aspiring attorneys out there? What would be some of the trade offs of having your own firm as opposed to working for, like you said, in a midsize or even with a smaller firm?

Karen Mills: [00:02:48] I laughed. I always joke that once I was left the big firm and was at just me, I said I missed the mailroom. That’s how I missed the mailroom and having the luxury of having that laugh out loud. But no, I always say to folks when talking about being on their own and entrepreneur, you know, the best part of it, it’s just you. The worst part about it is just you. I mean, my thing is if you do not kill, you don’t eat. So a lot of times is that, you know, when you have clients, you’re looking for clients, when you don’t have clients, you’re looking for clients. So you’re always looking for clients, right? But you know, I guess with the big firm, of course, you have a lot more departments there and a lot more collaborative collaboration between the various departments. Now I do have collaboration now as a solo practitioner, but I team up with other solo and small firm as needed because it’s quite a few of us who have been partners at mid to large sized firms and now we have our own practice or a small practice.

Lee Kantor: [00:03:56] Now is there any advice you can share for entrepreneurs or maybe solopreneurs, entrepreneurs, small business owners when it comes to kind of legal issues that maybe they’re not paying as much attention to as they should?

Karen Mills: [00:04:13] Yeah, a few things, there’s some of these little pitfalls that I constantly see out here, one of the things that I often see and even when I’m doing my presentations, is incomplete corporate records and a lot of times one of the things I ask is what is a corporate board? And I added that to a lot of my presentations because there was someone that I knew well who worked in supplier development at a Fortune 500 company. And of course, you know, being a Fortune 500 company, people of course, want to do business with them. And they stated that when they were sitting across the table from various individuals and they would say a term like corporate. And those individuals looked like a deer in headlights. They were like, OK and what she stated she wanted to say. But what she didn’t know was that if you don’t understand the term like corporate minute book is not likely, you would get a contract at that kind of company, a Fortune 500 company. So when she told me that this was years ago, I try to make it an effort to when I’m doing presentations to ask whether people actually have a corporate minute book. And, you know, it’s just basically the official written record. You know that it’s going to contain all of the governing documentation, as well as the documented approval of various transactions of the owners and offices of the entity.

Karen Mills: [00:05:30] And a lot of times, people, you know, because we’re good at forming a lot of our entities online ourselves. So we’re, you know, we’ll do the name reservation with the secretary of State. We’ll file the articles of organization. If we’re limited liability company, we’ll file the articles of incorporation if we’re a corporation and typically that may be where we stop. Well, we also need if we’re a limited liability company, let’s make sure we have an operating agreement. We also want to make sure that we have, if you often ask prove to me, you’re the owner of the company when I’m presentations and people pull out business cards and I’m like, Look, I can go to say, get a business card that says, no, nothing like that doesn’t prove it. Show me the ownership at your equity ownership certificate. Whether it’s a limited liability company, you have your unit certificate or your member certificate. If you are a corporation, you’re going to have a share certificate or a stock certificate. And those are the kinds of things, of course, that you’ll find in the corporate minute book. You’ll find the consents where you are approving, authorizing even from the formation of the entity or various purchases, especially significant purchases that may be there. And you also have the corporate seal. You know, oftentimes if we are executing real estate related documents or maybe some bank financing documents and on that signature block there, in addition to the, you know, name printed by all of that information, they may have S.E.A.L.

Karen Mills: [00:06:50] Which of course, they want you to embossed the corporate seal. So that also comes in the corporate minute book. And so, you know, and you can google it and see know. But I want to make sure when I tell people that they can Google and find corporate minute book, make sure that you know what you’re doing to be able to prepare the documentation properly because things have to make sure they are in alignment so that when you have your corporate minute book and often the information that’s in it, you may need it for certification. You may be applying for certification as a minority owned business, a woman owned business or a disadvantaged business enterprise. You might even somebody may want to invest in your company, and they may be asking for that documentation. And what you don’t want to happen is when they request the contents of it, you’re telling them, hold on, you know, give me about a month and I can get that to you because that wouldn’t look well ahead for at all. So you want to make sure that you’re keeping up with that kind of information initially so that you don’t have to try to recreate the wheel when you have those investors or someone may want to purchase your company or you’re trying to apply for various certifications.

Lee Kantor: [00:08:01] Now, do you find that most small, even mid-sized companies, they don’t. They’re kind of underrepresented that they’re not leaning on the advice of attorneys enough, especially, you know, you want to get some of these your ducks in a row right from the beginning, so you don’t have any surprises later on because at some point most people want to sell their business. They want to, you know, get partners, get loans, get money, get certified for a variety of different things. And if you don’t do some of this foundational stuff right at the beginning, it can really hurt you later on.

Karen Mills: [00:08:36] That’s exactly right, we see it often. You know, and I like I explained early, I do corporate transactional contracts and business also strictly transactional work. I hate to see it when I have potential clients come to me who’ve already entered into a contract, and either they’re not getting paid or something else is wrong. And at that point, all I can do is refer them to a litigator. And I mean, they’re the ones that are going into court. They’re doing all this and it’s like, you know, it’s costly and you just want to tell them, you know, Oh, if you only come to me on the front end, maybe once I reviewed that contract, I could have told you that it was one where you don’t get paid unless maybe the prime contractor gets paid. And so, you know, you signed off on that. I’m like, Did you pay attention to that when you initially reviewed the contract? And a lot of times it’s like, Well, you know, I looked for the payment provision and sold it, and they told me it was going to be a two year contract. So I look for the term and it’s like, you can’t just look at those things while they are key provisions are very important. Every single word in a contract count. So you have to take time to review it or you have somebody to review it. And oftentimes what I’m finding is that people are often intimidated by attorneys. They, of course, sometimes it may be cost prohibitive as they think, because of course, sometimes they don’t see the value in our services, sometimes until after the fact. And you know, sometimes you know, like, I was selling a couple of potential clients yesterday, you know, a lot of us who are small and solo practitioners, we’re small businesses too. So we understand about small business ownership and entrepreneurship. So we are sensitive to that. And then often when we see people who are trying to do things the right way, sometimes you’d be amazed at how people will work with you regarding certain things.

Lee Kantor: [00:10:31] Now, in addition to being an attorney, you’re also an entrepreneur. Can you talk a little bit about your food products adventure?

Karen Mills: [00:10:40] Yeah, so I laughed. It’s CVM Enterprises LLC doing business as Miss Treats as a play off of my late mother’s name. Her name was Jeanette and it’s Miss Janice treats. And so when I was an associate at the firm years ago at holiday season, my sister had given me a recipe for spicy scones. I made those and bored people went crazy over them and they were like, Oh, you need to make these all the time. I was like, Are you kidding me? I’m like, I am barely able to keep up with my legal hours. You think I want to do this on a regular? We’ll fast forward 15 years later, I said, You know what? Let me try and see if anybody would really want to buy these things. So I’m originally born and raised in Macon, Georgia, so I went to a flea market down there. This was in December of twenty fifteen, and I said, You know what? Let me see if anybody would want to buy these. So I ended up engaging a graphic designer to make a pecan with eyelashes and boots. That was hilarious, and that was a get a little, got some mason jars and, you know, Miss Jenny Spice becomes and I learned a couple of things. One. It’s funny because when I was trying to give them to people to taste this, they were like, Are they hot? I’m like, Hot. No, they sugar cinnamon mix. But I was like, OK, the name spice becomes OK, so I said, I’m going to have to change the name. And then I realized that people did want to purchase them. So I said, for twenty sixteen, I’m going to launch a website and I’m going to change the name. So now they’re mischin these treats simply divine pecans.

Karen Mills: [00:12:03] I have a website and we actually celebrated the fifth year anniversary last year, so we’re getting ready to approach the sixth anniversary soon. And I say, look, they came about because I was making them for gifts for colleagues and clients. So I make them, you know, I make them now, of course, commercial kitchen doing all of that. But I said they make great gifts because that’s what they were intended for initially. So I get, you know, holiday season is extremely busy with making those gifts. And I I love it. I get so many stories about when they are received as gifts. I remember one consultant. He had sent quite a few out to various clients, and he said one client called him about two or three times afterwards. And then he called me. He was like, What did you put in there? Did you put something in addition to that one? 10? I was like, No. He said, this lady has called me three times about Typekit. I said, Well, what? You have to look at it that with that being is you just got three touch points that you could talk to their client about something. So I was like, So I love it. The stories that I get every single year about people loving the taste of them and they just, you know, laugh out loud if they have some folks who like, you know, you’re going to cause us to get divorced because I got home one day and there were no pecans left and I’m considering it, I think I might need to divorce him for trying to leave me without any pecan. So it’s just so many stories around here. But like I say, they make great gifts for others or good treat for yourself.

Lee Kantor: [00:13:34] So any advice for that as. Hiring a person who has maybe a family recipe that in the back of their head, they said, You know what, maybe I could make a go of this. What would be some, some things they can do to take action to see if it’s viable or not? Because, you know, some of these things, you know, might taste good to your family, but to the public, it may not be as wonderful.

Karen Mills: [00:13:56] Exactly, and I would suggest doing something like I did where you’re like, you know what? You can go down to a flea market where you just pay a booth rent and see whether people are receptive to them. And once I realize that others were receptive, I was like, You know what? This seems like it may be a good idea commercially. So, you know, do that taste testing and see if somebody wants to want your product and then, you know, go full speed ahead as far as making sure you know you’re going to have a website. You know, engage somebody or get some ideas regarding marketing and then don’t let anybody. I laugh because, you know, I say it’s not rocket science. The recipe, right? And I’m like, but a lot of times people are paying for the convenience. I’ll get people to say, Oh, I make these becomes. But you know what? I love it because you’re making them. You know, that means I don’t have the headache of it. So you know, you have to realize one thing I’ve learned over the years, they said people pay for answers, they don’t pay for problems. So if you can be an answer to someone, go full speed ahead. And my attitude is I want to die empty. So any gift and talent that I have, I’m going to use it. So when folks see me selling the pecans and I’m practicing law and I was, you know, an engineer and then an educator because I’ve also been an adjunct professor at Emory Law School teaching contract drafting. I’m like, Look, any gift and talent I have, I’m going to use it. Don’t feel like that. You have to stay in one particular position or a silo. Use them all, use your gifts and talents.

Lee Kantor: [00:15:26] Now, now getting back to your law firm is the do you have an ideal kind of profile of a client or do you do you do you work with certain types of entities?

Karen Mills: [00:15:39] No, you know, I have a wide variety, I have Fortune 500 companies where I assist their in-house, they have huge in-house legal departments. I do that and then I also assist the individual, the ones who are just starting out, who has no idea about starting a business so that sometimes they’re just relying on me regarding, you know, like what should I do now? So it’s a variety. And you know, of course, I only have so much time to be able to serve everyone. But, you know, I always laugh, I joke. Sometimes I’m like folks who need legal services and can pay for them, not in order, but an inch. But, but I have a wide variety, and I think what happens a lot of times is people sometimes don’t understand the the different practice areas that can actually impact their business. I’ll get someone to say, Karen, I’m about to buy a building or purchase some land. I was like, OK, I need to get you to commercial real estate attorney or I have some some issues related to copyright trademark need to get you to an intellectual property attorney. You tell me, OK, Karen, I think I might have some. Some folks that are in this are interested in investing in my business. Well, I want to make sure to get you to a securities attorney. So there are so many different kinds of practice areas that can impact the business. And what you want to do is get someone to me that’s practicing in that particular area day in, day out because to me, they’re going to be cost effective and then they definitely know what they’re talking about.

Lee Kantor: [00:17:09] So now on your website, do you have resources for folks that maybe they’re not ready or maybe they can’t afford to hire you today? But are there resources there for them to maybe just learn a little bit so they can at least get some baby steps or foundational information so they’re off in the right direction on the right foot?

Karen Mills: [00:17:32] I do. If you go to my website is Mills Law LLC. That’s Emil’s L.A. LLC. You go to the legal learning page and you’ll see I have some free webinars there that talks about pitfalls. I have some paid webinars, and I even just coauthored a legal resource guide workbook with Antoinette Ball from the organization Women’s Entrepreneurial Opportunity Project. And it is entitled Avoiding Business Conflicts. Avoiding Business Conflicts is five important contracts and legal documents for entrepreneurs and business owners. And how it came about is because, you know, they their organization is a nonprofit organization we offer and they help female business owners. But we also they also have male members as well. And and then for me and my practice area of just seeing day in, day out some of these pitfalls, what we were trying to do is create a resource because like when I do those presentations, you know, people aren’t going to what they don’t know in front of people. So it’s like, you know what? And they know they don’t know what. They’re afraid to ask questions. So if this kind of workbook can be used in the comfort of their home or the comfort of their office, where they are getting samples of certain documents, and so what happens is it’s kind of takes you on a journey. It’s a small business owner of a tech company who meets somebody at a chamber and realizes that they I think they may be an angel investor and they want to share some information with them.

Karen Mills: [00:19:04] They realize, say, I need a non-disclosure confidentiality agreement, so that’s the first agreement in there. Then they realize that you have someone that needs to come in to service their computers, but they don’t have a services agreement. So the next agreement is a services agreement. Then they realize, you know what? I have too much work for me to handle, but I and I can’t afford an employee, but maybe I can engage an independent contractor. So we have an independent contract agreement in there. Then they’re at the point when they’re ready and able to hire an employee and sustain an employee. So we have an employment offer letter. And then the final. The fifth agreement that we have a sample of in there is that they are ready to team with others as individuals or as an entity to respond to a request for proposal. So we have a teaming agreement to respond to request for proposal. So those are the five documents that we have in there. We have samples of them in there. We actually have information that describes key provisions in there. We have work sheets in there that will help you determine whether that particular agreement is appropriate for you at this time.

Karen Mills: [00:20:12] And then we also have some legal ease and then where we make it to where it can be, where a layperson can understand some of these legal terms. And and the goal was to be able to create affordable, quality resources because you could pull every form that I mentioned. You could pull it online somewhere. But the key is, are you going to understand those key provisions? And so what I also have done on that website as well on my website, you will see that I have and they’ll be starting next month. We’re going to be doing webinars that will go over a couple of those chapters. So it’s going to be three webinars, one during the intro in the first chapter. Second webinar is the third and fourth chapter in there as well. And then the last one we’ll have that will go over that final chapters as well. So, you know, we’re just trying to making those going to be probably about 30 minute webinars, but just trying to give you some overall general information because what we’re trying to do is empower you, equip you OK, as well as educate you. And that’s what we’re trying to do for the entrepreneurs and business owners.

Lee Kantor: [00:21:24] Well, congratulations on all the success. You’re just doing so much good work and so many areas. It just must be so rewarding for you to attack each day.

Karen Mills: [00:21:38] Thank you, thank you so much, and I greatly appreciate this opportunity because just trying to make sure that people are aware of this information. I think that makes all the world of difference because sometimes you know, we perish because of the lack of knowledge. And if we can just educate some of these entrepreneurs and business owners, I think it will help build them, build their legal foundation and then help them in being sustainable and help them with their growth as well.

Lee Kantor: [00:22:06] And then can you share the websites one more time, the law firm and and the pecan treats as well?

Karen Mills: [00:22:14] Ok, thank you. Ok, so the law firm website is Mills Law LLC. So am I. Ls La LLC. And then for the Food Products Company, which is CBRM Enterprises LLC doing business as misogynist treats, it’s Miss Jenny’s treats dot com. That’s M ISG and NYS TR S.A.T.s dot com. So it’s Miss Jenny’s treats dot com.

Lee Kantor: [00:22:44] Well, Karen, thank you again for sharing your story. You’re doing important work and we appreciate you.

Karen Mills: [00:22:49] Thank you so much for having me and just let me know if I can provide any additional information.

Lee Kantor: [00:22:55] You got it. All right, this is Lee Kantor. We’ll sell next time on Atlanta Business Radio.

 

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Tagged With: karen v. mills, Mills Law

Ken Robbins With Response Mine Interactive

March 4, 2022 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Ken Robbins With Response Mine Interactive
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KenRobbinsRMI CEO & Founder Ken Robbins got his start in business when he dropped out of Georgia Tech and earned his real estate license. He began knocking on doors—sometimes 150/day— and became the youngest board-certified multi-million dollar producer at age 24. The man behind one of those doors was a veteran ad agency owner who recruited Ken out of real estate to start a new initiative at his then agency, BKV, and eventually backed him, founding RMI in 2001.

In 2009, Ken realized that the agency was suffering a mid-life crisis. RMI lost a major account, some valuable talent was leaving for greener pastures, internal politics were increasing, and quality was decreasing. Something had to change. That’s when Ken found a group of CEOs called The Brain Trust and mentors- Tom Cramer and Bill Schwarz. Through their advice and counsel and using the concepts of Systems Thinking, Ken and his team transformed RMI to focus on competitive advantage, leverage points, self-disclosure, employee self-management, and deep Trusted Advisor client service.

Ken has been featured in articles in Inventor’s Digest, Atlanta Business Chronicle, Strategic Healthcare Marketing. Ken has also been a featured contributor to the best-selling books, Socialnomics and The Digital Leader and is an avid Keynote Speaker and business podcast guest.

What You’ll Learn In This Episode

  • Biggest issues with transitioning to a remote workforce
  • Big mistake in business
  • Marketing the next 24-36 months out

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by onpay Atlanta’s new standard in payroll. Now here’s your host

Lee Kantor: [00:00:24] Lee Kantor here another episode of Atlanta Business Radio, and this is going to be a fun one. But before we get started, it’s important to recognize our sponsor onpay. Without them, we couldn’t be sharing these important stories today on the Atlanta Business Radio. We have an old friend, Ken Robbins, with Response Mine Interactive. Welcome, Ken.

Ken Robbins: [00:00:43] Thank you. Thanks. Glad to be

Lee Kantor: [00:00:45] Here. Well, I’m excited to catch up with you. For those who don’t know, tell us a little bit about response. Mind interactive. How are you serving, folks?

Ken Robbins: [00:00:53] Well, we’re a digital agency, we’re based here in Atlanta, but we have a lot of national clients and we do many of the things you’d recognize search SEO and some of the things that maybe aren’t aren’t as common, which are more complex data analytics. And we launched a call center since the last time you and I spoke and have over 100 employees now taken doing telesales.

Lee Kantor: [00:01:19] So now how has it been? You’ve kind of been along for the ride for this whole technology wave. Probably the beginning of the internet, right? Your firm started at the beginning of the internet.

Ken Robbins: [00:01:34] Just about 2001, so we’ve been in business 20 years.

Lee Kantor: [00:01:38] So how has how have you seen it kind of evolve in the Atlanta area? Have we been pretty good or have we been ahead? Have we been kind of fast followers? How do you kind of see the trends in digital marketing coming out of Atlanta?

Ken Robbins: [00:01:53] Well, I’m afraid the word is out that Atlanta is and has been a hotbed of technology of internet innovation and execution of marketing since the beginning, I mean, you know, there’s lots of venture capital here. There is lots of M&A occurring here and there’s lots of incubators here. So it’s we’re on the cutting edge. I think that, you know, it used to be like, we’d like to have a little Silicon Valley here in Atlanta. I think Silicon Valley would like to have a little bit of Atlanta in it.

Lee Kantor: [00:02:30] Now what? Why do you think that Atlanta was able to blossom into this kind of tech hub that we are now and attract the venture capital, attract kind of these mega companies? What what was unique about Atlanta that allowed it to kind of really blossom?

Ken Robbins: [00:02:47] You know, I I don’t if I were going to surmise, I mean, I’m sure there’s a panoply of reasons. But it certainly the the fact that Atlanta is a transportation hub. The fact that there is a low cost of living generally compared to other parts of the country, you know, probably half the cost of living that it is in California and a 20 or 30 percent discount from New York and Chicago and other sort of. Major metros the whole south has been on fire with growth for the last 30 years. We have no natural boundaries, so there’s great housing environment and I think all those are attractants. And then as much as I, I, I I try to discount this, I think that it’s a very friendly business environment, tax environment, and those things have all conspired to form a recipe of let’s take a look at Atlanta for building Verizon’s headquarters. Let’s take a look at Atlanta for building these headquarters. And that’s been a huge attraction. You only need a few in terms of technology. You only a few companies that are technology leaders, and they bring in engineers that attract more talent and b and that sort of lays a fertile ground. The fact that Georgia Tech is here in Atlanta is certainly an artesian well of talent and thinking and forethought. So all those things together.

Lee Kantor: [00:04:28] Now, how does that come into play when you’re talking about employees now that it seems like employees aren’t really tied to a physical office as much as they were in the past? So all those things are great. But now, if a person can live anywhere in the world, how do you kind of take advantage of the fact that you can now be looking at talent from everywhere in the world? But on the flip side, it’s hard to have everybody in the world kind of absorb your culture and absorb kind of the the secret sauce that makes your firm, you know, different and unique from others.

Ken Robbins: [00:05:05] I’m going to tell you right now this is the thing that keeps me up at night. It’s absolutely the thing that keeps me up at night. We now have employees in 20 states. And since the beginning of the pandemic, we, you know, we exited in March of 2020, like a lot of people did on what we thought was a temporary basis. We had 85 employees and now we have over two hundred in just two years. And but while while for us, the advantage is we can recruit in other other states, other parts of the country. So can everyone else. And this year, since the beginning of the year, I’ve lost three employees to companies in California. And the reason is because in California, they’re accustomed to paying a higher base salary. Now they’re familiar with remote and more comfortable with it. And so, you know, I’m subject to the same poaching now at a greater scale across the country. But I think your question was, how do you how do you how do you continue the culture? And that is really the thing. The recruiting is we’re all we all are, are sort of live under the same forces of recruiting in our industries. But the culture is really a hard thing, and I’ve spent a lot of time, a lot of time trying to figure this out and try to get it right, and I recognized probably a few months into going fully remote that it’s there are there are certain environmental impact benefits to being inside of an office that you literally can’t duplicate the the organic coaching and consulting that happens before a meeting and after a meeting doesn’t really occur.

Ken Robbins: [00:06:58] Now the water cooler talk the Hey, let’s go get lunch together. Those things are really dampened or eliminated altogether when you’ve got employees spread out across the nation. So you have to compensate for that and you’ve got to be more intentional about employee recognition, employee outreach. For example, you know, on my task list, I am have set a goal for myself, and many of my executives have done the same, something similar. I call 50 employees that are not on the executive team every single quarter. I just go down the phone list and like, Who do I need to talk to? Who haven’t I spoken to in a while and I call them out of the blue and ask, How how’s it going? What’s going on with the family? How’s the house? And what are you working on these days? What’s what are the things that you would like to see? And have you had a chance to go meet with anybody that’s near you if you’re down in Florida, we’ve got several employees in Florida, go get lunch with them. We’ve tried to expand a lot of outreach like that. So I think you can have a great remote working culture. Many people do it, but there has to be a plan and a design around it. Does that make sense?

Lee Kantor: [00:08:14] Yeah, I think it has to be intentional, like you’re saying, and it’s funny because I know that you personally are an experience junkie. I know you like to do stuff that’s maybe a little unusual to other people, but you really like to kind of wring life out, you know, the joy out of life. And I think that that’s part of the culture that cultural advantage that you might have is that you like that to permeate your your business as well, like you’re saying to to schedule and block time to connect as human beings with your employees, that it sounds like common sense, but not everybody is willing to do that. A lot of people, a lot of leaders kind of sit back in this ivory tower and then, you know, have this great vision of how things should be and then send the minions to work. But it sounds like you’re really putting an effort to be intentional and to connect and to really create that human to human bond, that human to human experience that elevates you and your firm. And that’s probably helped you over the years. You know, keep clients because I know you have clients that have been around forever and that you have employees that have been around forever. So I think that that’s what separates kind of the top performing firms, the ones that, you know, take the time to put in an effort like that.

Ken Robbins: [00:09:33] Well, I I I agree, you know, it’s easy to make money, it’s easy to have a job. What’s harder is to is to commit to no one, especially in a remote environment, continuing the interpersonal relationships with people which often develop an office environment. And the second thing is, you know, for years, there’s been a lot of talk about Work-Life Balance. Since the dawn of the BlackBerry, at least in my personal experience, that’s what I observed. There’s been this overlap and often interference between work life balance because you could get emails at home and now you get everything at home because you’re working remote, the whole office just pours into your life or can 24-7. So I think one of the things we’re really trying to think about and we’re struggling to get right because employees, you know, they have a sense of duty. We’re struggling to get right, which is getting people disconnected. Get offline, take some time away, go on vacation, put an out of office notice up. I think that’s probably the forefront of one of the issues we’re trying to address right now because we don’t want to overwork employees and we don’t want to burn people out. That just makes them harder to retain, and it’s not fun for anyone.

Lee Kantor: [00:11:05] Now, can you talk a little bit about you’re an independent digital agency and you’ve been recognized as one of the top ones for a long time? Why was it important to kind of stay independent?

Ken Robbins: [00:11:20] I think that, you know, anybody in the digital ad agency business over a couple of million in revenues, and certainly we have a lot more than that. We’re probably this year we’re probably trending for $20 million in revenues. Any anybody of any size, there’s been role up after roll up. They come in waves. It happened in the mid-2000s and it happened around 10 in 2012. And then it’s been sort of a steady drip of of M&A activity and roll ups of digital agencies. And why? Because the internet’s been growing. I mean, the last two years has been another booster shot. It’s like lighter fluid on the plane of digital activity, digital delivery, digital marketing. So certainly the pull has been there. But for me, I’m 58, and I got to be honest with you, I am still having an incredible amount of fun. I love the people I work with, have a fantastic executive team and I mean, I don’t want to come across, you know, sounding pollyannaish, but I get up in the morning with. I, you know, 10 new ideas. The problem for me is not calling everyone saying, Hey, let’s try this. What about this? Have you thought about that and sort of letting people get the work done and not interfering with them with with too much volatility in new ideas? Let me give you an example. So we started out as. As a digital ad agency serving clients, and we still do that, we have fantastic national level clients, many of them publicly traded. But a few years ago we added a call center and that call center has exploded with growth. That’s a whole new business unto itself. And so that that newness is exciting and it’s it’s, you know, I don’t I don’t want to liquidate. I’m not really looking for an equity event and none of my my investors are and you know, I’m still having a lot of fun now.

Lee Kantor: [00:13:31] How do you see kind of the the landscape in the next year or so now that we’re coming out of the pandemic? Now you have. I mean, every day is a new adventure. Now you have, you know, a war in the Russia, Ukraine. I mean, there’s so much chaos in the world. How do you see kind of American marketing? Are you seeing that? Are you still bullish on that despite the chaos?

Ken Robbins: [00:13:58] Um, certainly I am, I’m unfortunately, I’m an optimist. Any downturns, I always have a sense they’re going to turn around, they’re going to turn around pretty quickly. I mean, you know, in terms of the entire economy, I wouldn’t ever be so presumptuous as to predict what’s going to happen. It seems like we had a really good run from the stock market standpoint, from economic activity standpoint. We’ve got a number of headwinds right now. We’re probably due for some, for some type of recession coming up. The headwinds of staffing that many, many and probably most companies are facing. I mean, I have friends that own restaurants and all of them used to be open seven days a week, and all of them have some type of limit in hours now because they can’t find the staff so that that staffing constraint probably is a bigger headwind than what’s going on over in, you know, on the other side of the world. Not that we shouldn’t pay attention and be mindful of what’s happening in the world. I just don’t think it has that great of an impact, right? This moment on economic activity and business activity. Here’s what I do think this is probably a more seminal event in the recent recent years. There are millions of people who didn’t realize how how flip and easy it is to get your groceries delivered, aisle flip and how easy it is to work from home. We as a company had no idea that it would be easy to attract, retain, train, equip and work and collaborate on a remote basis. None of my executive team wants to go back to full time in the office.

Ken Robbins: [00:15:50] They want it to be completely optional on a per meeting basis. I think the work from home and the delivery economy are going to be massive drivers of change over the next five years and probably the next decade. So what does that mean? More Home Office, more more investment in a person’s home and their environment? I never really had an office at home, but right now I’m speaking to you from a fully equipped bedroom that’s now set up as as as a home office with lights, camera, action screens and even a whiteboard attached to the wall. There’s going to be more investment in maybe outdoor living and things like that. I’d like to spend a lot of time out outside, so that’s my retreat, leaving the office inside and going outside and getting on phone calls. But I think the. The work from home environment will will is naturally automatically already changing the nature of the labor force and then the delivery economy is has exploded on the scene. Even though a lot of the major firms aren’t necessarily turning a profit yet, it is the consumers who realize, holy cow, it’s so easy. I I don’t have to go battle the grocery store after work. I can have stuff delivered at 10 a.m. because I’m at home and I can have somebody deliver, deliver my groceries at home. So I think we’re moving into a greater level of convenience and home life and home centric living. Then we we had ever, probably in the history of the country.

Lee Kantor: [00:17:38] Now how about share a little advice since you are expert in digital marketing? Any digital marketing advice for that entrepreneur that’s out there listening that just, you know, wants to kind of do it themselves? And maybe they’re not ready for an agency like yours, but they want some low hanging fruit that any entrepreneur or solopreneur somebody out there that’s kind of going out on their own that maybe they can take advantage of that. Maybe they’re not.

Ken Robbins: [00:18:09] Well, I think the easy the absolute easiest thing is to. Focus on customer experience and customer service. So your marketing will get done organically without any effort. It will get done on Google reviews and on Yelp reviews and and each of the major review platforms and on Facebook and and such so that marketing occurs based upon the customer’s experience. I’ve got to write up a review for a restaurant I went to. I went to one of Gordon Ramsay’s Hell’s Kitchen restaurants this past weekend in Nevada and my experience was different than what I expected. That’s all I’ll say. I don’t want to don’t want to know spoilers. Yeah, yeah, that’s right. No spoilers, but it was different than what I expected for a celebrity chef. And so, you know, I’m personally committed to writing up a review. I kept the receipt of everything that we ate, so I could remember all the different entrees. And that’ll cue into what people said about about what they thought about their entree and the service that we got. So that in itself is some of the most powerful marketing that’s going on. It literally is it is broadcast word of mouth. That’s what these review elements are on Google, Yelp and Facebook and such. So that’s probably the first thing if you don’t get that right. It doesn’t matter if you have a $10000 a month or one hundred thousand a month marketing budget, it’s going to be hard to overcome getting that wrong. So that’s the first thing I would say give good service.

Lee Kantor: [00:19:52] Yeah, and that’s something that a lot of people, they’re not they don’t take enough time kind of investing in. They think that it’s easier to invest in ads than it is to invest in their own people and just kind of jazz hands up their own experience in their own store, restaurant, whatever it might be. And I think that’s a missed opportunity. I think you’re exactly right.

Ken Robbins: [00:20:15] Yeah. Leigh, I think there’s a second thing that people can do, and that is. Every single one of us can become a journalist for our own business. Got an iPhone, you got a camera, you’ve got a video recorder in your pocket and you can post to the internet. So setting up an Instagram account, setting up a Facebook account. Shooting videos and and taking pictures of customers. User experience your employees. Your process. So if you own a restaurant, don’t just put up pictures of the menu items that are your you know or shot professionally. Put up pictures of people eating in a restaurant, put up pictures of conversations that are having those. Shoot some video footage of your staff making drinks and and cooking food back in the kitchen or taking deliveries. That then becomes an interesting story, and it draws in your user base that that type of content development is so easy it doesn’t require any money. All these things are free, and most entrepreneurs just miss that. I don’t even care if you if you own an insurance agency, think about that an insurance agency can be boring. That’s not true at all. It’s it can be made exciting. What if you’re on the phone and you’re trying to give a quote on on some commercial building that’s in a hurricane zone? There’s a story there that’s actually quite fascinating about the fact that it costs so much more and it’s more difficult to insure something in down in Florida. Does that make sense? So, so there’s a whole world of organic opportunity and marketing that I think that many businesses miss.

Lee Kantor: [00:22:00] Yeah, I think they take for granted what they know and what they’re doing, and they think because they do it every day. It’s not anything interesting to anybody else, but I think that people are hungry for that kind of behind the scenes, what what it’s really like experience. Yeah. Yeah. Now, can you share a story of maybe somebody one of your clients or somebody you don’t have to name the name, but somebody that maybe was struggling, maybe they plateaued and then you got involved, your firm got involved and you helped take them to a new level. Maybe they didn’t even imagine they could get to.

Ken Robbins: [00:22:37] Oh, sure, I mean, you know, there’s there’s there are lots of specialists in the world of marketing advertising, there are people who specialize in just PR and and people who specialize in just branding or maybe TV agencies, et cetera. Obviously, we’re we’re primarily a digital marketing firm. But I think that the best type of client that comes to us is one that’s struggling with a math problem. And that math problem always revolves around my cost per sale or my cost per new customer is getting excessive. Maybe I was buying keywords at 30 cents a click, and now they’re three dollars a click. And so it’s too expensive for me to do my marketing now or I can’t seem to grow. You know, I spent a million dollars in marketing and now I try to spend $2 million and I just don’t get the same bang for the buck. So those are typically the types of clients that come to us and the types of problems that that that we solve. So an example of this is a few years ago we took on a we took on a medical practice called Laser Spine Institute based out of Florida.

Ken Robbins: [00:23:51] Now, Laser Spine Institute had a math problem. It was costing them seven or $8000 to acquire a new patient, and they were only getting a couple of thousand of them a month. That is the perfect type of client for us. So because we can always find ways to make that more efficient. Two years after we happened as a client, they were getting six and 7000 patients a month at a cost per new patient under $3000. So the marketing cost of acquiring a new patient was half of what it was, and they were getting more than double the amount of new patients per month, which is a great, great, great story for us. You know, it’s a lot of kudos to the staff, a lot of hard work trying to figure out how to better track, how to find the pockets of new patient opportunities, how to test ad copy and things like that. And you know, I’m doing a little bit of bragging now on the teams. But you know, it’s their hard work that really and problem solving and tracking tracking the heck out of everything that leads to that type of success.

Lee Kantor: [00:25:01] Good stuff. Well, if somebody wants to learn more about the firm and maybe get on your calendar or somebody on the team’s calendar, what’s the best way to do that? What’s the website?

Ken Robbins: [00:25:12] Well, they can come to response or response mine digital. Either those two good sites will get you to get you to us and get you to me and, you know, be happy to have a conversation.

Lee Kantor: [00:25:25] All right. Well, Ken, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Ken Robbins: [00:25:31] Leon, thank you. Have a great day, man.

Lee Kantor: [00:25:32] All right, this is Lee Kantor, we’ll see you next time on Atlanta Business Radio.

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Tagged With: Ken Robbins, Response Mine Interactive

Kevin Monroe With X Factor Consulting

March 1, 2022 by Jacob Lapera

Kevin Monroe
Woodstock Proud
Kevin Monroe With X Factor Consulting
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KevinMonroeFrom the time Kevin Monroe was a teenager, he’s been on a quest to make the world a better place. That desire has prompted a variety of professional endeavors leading to launching X Factor Consulting in 2005.

He discovered the Power of Gratitude almost four years ago now, while in a dark place and difficult season of life. Little did he know then, that his embracing gratitude would be the spark that would fuel a movement to grow gratitude globally.

Kevin is known for helping people explore, express, and experience gratitude and believes gratitude is the gateway to abundance and that gratitude is an essential skill for the beyond-COVID world that is emerging.

Connect with Kevin on Instagram, LinkedIn, and Twitter.

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. This is Woodstock proud, spotlighting the individuals, businesses and organizations that make Woodstock one of the premiere destinations in metro Atlanta to live, work and play. Now, here’s your host.

Jim Bulger: [00:00:28] Hello, and welcome back once again to Woodstock, proud here on Business RadioX, where we spotlight and we celebrate some of the individuals that are making a difference in our community. I’m your host, Jim Bulger. Now today, I’m thrilled to give you a chance to get better acquainted with one of the most authentically happy people I’ve ever met. Kevin Monroe is the founder of X Factor Consulting here in Woodstock, a company that is changing both individuals and organizations through an intentional focus on gratitude. And as I’ve personally experienced, as I think you’re going to hear as we talk, Kevin is one of those people that has a unique gift that every time you talk to him, you feel inspired. You always walk away thinking deep thoughts about what he said, but you always feel a little bit better about the world around you too. So Kevin, welcome to Woodstock. Proud.

Kevin Monroe: [00:01:31] And no pressure. No pressure.

Jim Bulger: [00:01:34] No, that’s true. So there’s so much I want to touch on and we’ll go into a lot of detail later. But for those who maybe aren’t all that acquainted with you, let’s start with a brief overall description of X Factor consulting and the work you’re doing.

Kevin Monroe: [00:01:52] All right, so Jim, the way I first off, welcome listening. You’re listening today. I want to say welcome. Thanks. You have a lot of choices of where you listen. And so the fact that you’re listening to us says something about you says something great about you. Wow. The way I I say, I’ve had a lot of interesting, a lot of audacious sounding titles through the years, the ones that mean most to me now are husband, father, papa. That’s what my grandkids call me, papa, friend and Jim. Over the last three and a half years, I’ve picked up this other title that I actually kind of learned to love. Now that’s gratitude guide. So I love the way I say it. From the time I was 13, 14 years old, I’ve known I wanted to make the world a better place. I often think it has something to do. I grew up not that far from here, a couple hours down the road in Perry, Georgia, small town, Georgia. The Coca-Cola commercial, maybe that was what influenced me, remember the people on the hill somewhere in Switzerland? I’d like to teach the world to sing in perfect harmony, right? Have a coke and a smile. I don’t know. But some time from the time I was 13, 14 years old till this day, which has been a lot of years in between. I just wanted to make the world a better place. I wanted it to matter that I live, that I passed through.

Kevin Monroe: [00:03:24] And so that’s taken me down a very zigzag path through the years, done different things. But ultimately it led to starting a business 17 years ago. Now this business X Factor consulting. It was kind of funny when you and I were kicking some ideas around. I said something to you when we started the business. X Factor X Factor meant a lot of things to me. X meant, you know, there was this mysterious quality or quantity. It also meant excellence and it meant multiplication. Those were all of those things. So we had this idea. X Factor consulting. Well, I think over the last three years, I really zeroed in on what is the ultimate X Factor and that X Factor is gratitude. The gratitude. If you go to my website, you’ll see these words, and I remember it was my web designer, Susie, that put them on the site when she was doing work and she she showed me the type of the site, the prototype and right there on the front, it says gratitude changes everything. And I’m like, Wow, Susie, gratitude changes everything. She says, Well, I got that from you. You do believe that, don’t you? And I’m like, Well, well, yes, I believe it. I just don’t know if I’m ready to make that the claim to the world, right? What if others don’t believe it’s because it doesn’t matter? Do you believe it? I’m like, Yeah, I believe it. Gratitude changes everything.

Jim Bulger: [00:04:50] So that was, as you said, 17 years ago, yep. And. So as a gratitude guide, the work you’re doing right now is you’re using a number of different channels and a number of different ways of doing that. Talk about a few of those.

Kevin Monroe: [00:05:09] Well, OK. And I guess somewhere we’ll talk about the story that led to this. But but what I do now? I had an epiphany. Well, it was about two years ago this time, friend of mine Tracy Fenton. She’s the founder of an organization called World Blue Blue, creating freedom centered workplaces around the world. Tracy said to me, Hey Kevin, would you do a webinar for our leadership cohort? And I’m like, Of course I would. Tracy, what do you want me to do it on? And Tracy like Duck Gratitude and Jim. That was that first moment when I started realizing, Wow. People have now identified me as the gratitude guy or gratitude guide. And I also realize then that there have been a lot of other things people have identified me as through the years and this idea of being the gratitude guy or guide. You know, if I go to my my grave and this is what’s written on the tombstone, here lies one grateful fella. I can live with that, right, well, maybe I die with that, but but there have been a lot of worse things said, right? Oh, he was a curmudgeon. He was always cranky or those types of things. I mean, those things. Wow. You know, he just always seemed angry. Is that what you want said about your here? Lies one grateful fellow. So when when Tracy asked me to do a webinar, I said, Well, gosh, Tracy. Doing a webinar just doesn’t seem the right way to approach gratitude. And she goes, What do you mean? I said, you know, a talking head that shows up for, you know, how most webinars are. They introduce the speaker, the speaker comes on, and it’s a one way push of information for forty five minutes. Blah blah blah blah blah blah. Let me tell you about this.

Kevin Monroe: [00:06:58] You know, in the world, in the space of gratitude, we could talk about what happens in your brain and in your body, oxytocin and and serotonin and all of these, you know, things that are happening neurobiological to you. And then at the end of that, people go, Well, that was interesting. I might well, that just doesn’t seem to be the approach, I said. She said, What do you want to do? I said, I don’t know. Let me think about it. So over the next seven, eight days, I was thinking about it and I live right down the street here. We live in Farmington. All Arnold Middle Road live there for almost 30 years now and I walk every day and one morning on a walk. It just hit me. I stopped, whipped out my phone and in five minutes created the outline what I wanted to do. And I went back to Tracy and I said, Hey, Tracy, I don’t want to do a webinar. I want to do a gratitude encounter. And she goes, OK, what’s that? I said, it’s an opportunity for people to explore, express and experience gratitude. And Jim, it was a week or so later I landed on this phrase that gratitude experience is better than gratitude explained, right? So a webinar is inviting people to explain, you know, and that’s the talking head. Mm hmm. What difference does that make now? I have an intellectual understanding of the benefits of gratitude, but I’m no more grateful than I was before. I’ve not expressed gratitude. So what? What I do and what I’ve done over these past two years is create environments where people do those three things explore, express and experience gratitude. And that is what shifts something in us and shifts something in our world.

Jim Bulger: [00:08:43] Now, one of my favorite things is to hear about the journey that people and businesses have gone through to get where they are now. So over those 17 years. Talk about some of the major milestones you’ve experienced in how X Factor has evolved over those years.

Kevin Monroe: [00:09:03] Yeah, so you know, I love this question. As I said, X Factor kind of took on my quest in life and that was to make the world a better place. So when we started in two thousand five and when I think back then we set out to serve nonprofit organizations and in two thousand five, I would say the nonprofit sector pretty much had the lock on the do good part of the world, right? And there are all kinds of nonprofits, and they’re addressing different issues or different concerns focused on different things human services, arts, education, you know, those type poverty alleviation, homelessness. And so we set out to help small and medium sized nonprofits because most nonprofits and nonprofit leaders you probably have traveled this month. Most nonprofits have a cause that they’re really passionate about. But when they start a nonprofit, then all of a sudden they understand they have a business that they have to lead. So what we started doing was helping people address the business side of nonprofit to free them up, to do the service side, the cause related side. And so we did that for a number of years. And then all of a sudden, 2008 through 2010, I went to graduate school, went to Gonzaga, got a master’s in organizational leadership. I chose Gonzaga because it was one of the few graduate schools in the country with a focus on servant leadership, and I was drawn to servant leadership.

Kevin Monroe: [00:10:35] So I mean, grad school at Gonzaga. And I by that time, I’d been blogging for years, had several blogs. We had three blogs that we wrote in the nonprofit sector. Two of those I wrote, one a business partner wrote, and we had this following. And then all of a sudden I started writing more about servant leadership and this this two years grad school at Gonzaga opened up a lot of things in my mind, and at that time, I started realizing the world has changed, right? And one of the changes in the world was so much social entrepreneurship, social corporate, social responsibility. Companies like Tom Hughes have come along that are create this for profit model that ties doing well with doing good. They’re making money, but every time you buy a pair of Tom’s shoes, they’re giving a pair of shoes. And now you have bombas socks doing the same thing with socks, and you have so many corporations that were looking for ways. How can we to make the world a better place? So that’s happening in the world. I start working in this field of leadership and I was writing blogging about servant leadership and about that time I’m introduced to a I meet a guy on Twitter, and he was the incoming CEO of the Greenleaf Center for Servant Leadership.

Kevin Monroe: [00:11:52] Robert Greenleaf is the guy who coined the term servant leadership in 1970 with an essay, The Servant as Leader. And then a few weeks later, I’m offered the opportunity to launch a consulting arm of Greenleaf Center for Servant Leadership called Greenleaf Consulting Partners and help businesses. Business leaders apply and implement the concepts of servant leadership. So that created a new opportunity. We’re still making the world a better place. We’re helping leaders who want to put people first in the way they lead, apply and implement servant leadership so that just gradually open doors. So two and a half years I do work. It was all contract work. I was always I was never an employee, always a consultant still did that through X Factor. But doing this work and then all of a sudden that, you know, things just evolved, right? And now I’ve understood, and I remember I was in Cartersville one Sunday morning sitting under a big oak tree, and I realized there were three two word pairings that described all of the organizations that I had worked with that I loved working with that these organizations. One of these three two word pairings applied to them or two or the winning trifecta, all three, they were either purpose driven, people focused or values based.

Kevin Monroe: [00:13:18] And those were the kind of companies that were drawn to servant leadership. They’re drawn to servant leadership because they’re in the world to advance a cause, serve a purpose. They want to take care of their people or, you know, one of the best, most highly respected servant leadership organizations on the planet. Headquartered here in Atlanta, Georgia, Chick fil A, they hit all three of those purpose driven people led value space. Sure, right. And so when you look at organizations like that and Mark Miller, who was at that time senior vice president of Chick fil A, wrote books on servant leadership and. The principles that Chick-Fil-A put into practice, so you had organizations like that and that just opened the door to where I started doing more leadership work in the corporate sector with these types of organizations. So when I look at this, Jim, I realize now I’m probably on version. If you think of the business like a software, we’re on version 5.0 of the company, right? 1.0 was this nonprofit consulting firm, 2.0 was this leadership firm. And then we started into the purpose space, which was really 3.0, and then we were trying to figure out 4.0. And that was more around purpose and values and culture, recognizing that the companies that are purpose driven people led, people, values based.

Kevin Monroe: [00:14:49] They’re also really and you get this from your job, your work with work, thrive. Want to have a culture sure that that represents those values, a culture that values people? So I started doing a lot of culture work that also involved leadership. And then there was this little thing happened. And I don’t know. Maybe you realize it, or maybe you don’t. Seven hundred and seventeen days ago today, seven hundred and seventeen days ago today, the world changed. It was seven hundred and seventeen days ago today when the World Health Organization declared the global pandemic COVID coronavirus and the business I had, like so many other people, evaporated. Mm hmm. Right. I mean, because what I did was a lot of in-person events speaking at corporations conferences and every one of those that was booked was all of a sudden UN booked one of my biggest customers. They said, OK, we’re going to do this. We’re going to put it off a quarter. Ok, we’re going to put it off two quarters. We’re not going to do anything until late 2021. Oh, we’re not sure we’re going to do anything in 2021, right? And and so there was just this. Opportunity called no business

Jim Bulger: [00:16:13] Well, and I know that as we were talking back in twenty eighteen, there was a shift in the business. Talk a little bit about that.

Kevin Monroe: [00:16:24] Oh, and I happen to bring that journal today. Oh, so I’ve pulled this journal out. So twenty fifteen I reconnected with an old mentor. I met him in early 2000. I meet him in twenty fifteen. Yeah, twenty fifteen. We reconnect. Twenty know. Twenty sixteen twenty sixteen when we reconnect. And he says, Hey Kevin, would you join me in praying fifteen minutes a day? And I looked at my. Are you serious? I haven’t prayed 15 minutes in the last year or the last two years, and you want me to pray 15 minutes a day? And he said, Well, what I mean is by pray 15 minutes a day is is open. Your Bible, sit down with a journal and just see, you know, if there’s something you want to say to God, God wants to say to you, I’m like, OK, I’ll give it a try. At that time, I was in time blocking mastery that came out of Gary Keller’s work with the book The One Thing, and Gary taught this idea that it really takes sixty six days to get grounded in a habit. It’s more than twenty one. The numbers go from twenty one to maybe two hundred and something, but sixty six days you kind of get in a groove. So I had a sixty six day chart. I was doing some other things to get in the habit. So I started a prayer habit of day one, day two, and I opened a journal and I started writing the day number just to see so.

Kevin Monroe: [00:17:49] I can say that because I mean, you can see right here, I’m not lying April 17th was day seven forty four right day seven forty four, so day seven forty four of this journey April 17th. Now I have no idea if this had some bearing that it was two days after April 15th is why I found myself in such a dark, depressed state that morning. But business, you know, I’m trying to figure things out in business. Business wasn’t. Well, let’s just be honest, business wasn’t good, it wasn’t great, but it wasn’t good, I was struggling and and I’ve had as I look back over life, I can see three periods where I really dipped into depression, you know, and had those bouts of yeah, the first one happened in 2002, when I had left Corporate World joined a high tech startup that. September 11th, 2001, buried that high tech, high tech startup, as well as many other things in our country, right? And and so we the business failed. I was trying to figure out what to do went into this dark space. But fast forward to 2007 20, 18, April 17th. It was one of those mornings. Now I’m a morning person. Your morning person, Jim.

Jim Bulger: [00:19:04] Not at all. Not at all. So, oh, there’s owls and robins, and I am definitely in Team Owl.

Kevin Monroe: [00:19:10] Ok? Ok, so I am up usually between 4:30 5:00 in the morning without an alarm clock just up ready to go. And but that morning, that morning was like, no, there was just I couldn’t get out of bed, right? Yeah. And you know, I woke up several times like, No, I’m not feeling it. There’s nothing here, just don’t want to get up. And I recognized that I’ve known that before, when that starts coming. I’m at the precipice. I’m at the edge, right? These are tough days, dark moments. But if you linger there, you start going down the slippery slope and pretty soon you’re in about a depression again. So I knew that was coming, but I woke up that morning, seven, dragged myself out of bed, go into my office and having this daily routine. I’m a big believer in daily routines, rhythms, rituals, whatever word you call it, care to call it. For me, it’s more I think of it as a rhythm and a ritual than than just routine. Part of that is reading something inspirational. Part of that is prayer, meditation, listening to silence, or some kind of guided meditation for ten minutes. Well, that morning there was nothing I just didn’t want to block. Right? Maybe, maybe. Gosh, could it be possible that somebody’s listening to us right now that you can relate to this, that your morning this morning was? I didn’t want to get up.

Kevin Monroe: [00:20:36] I’m not feeling it now, right? It’s Day seven 17 of a pandemic. Life is tough right now for a lot of people. That morning I couldn’t get up. I finally got up, opened my prayer journal and there was just nothing to pray. And I wrote these words and they’re still here. Holy Spirit, you are the creative spark of the universe. Spark creativity in me. Close the book laid down on the floor. It’s in what I consider liminal space that that moment between you’re still partially awake, partially asleep, you’re in and out. You’re not, you know, it’s a it’s a days, right? It’s just this fog light down on the floor in my office was was that was the prayer I’d prayed. And forty five minutes later, I sat up erect and there was an idea, an idea. And the idea was like eighty five percent fully formed when it was there. When I sat up and it was to host what we would call the extraordinary experiment, that we would create a 90 day program 13 weeks and over those 13 weeks each week would have a challenge and we would invite people into the challenge. We’d lay out the challenge on Monday. On Wednesday, we’d give some additional resources. On Friday, we’d ask people to reflect back and see what happened in your life this week and when you did these things that we invited you to consider and find what you wanted to do.

Kevin Monroe: [00:21:59] Might your life feel a little more extra ordinary, right? Because I think a lot of people are like me when I look in the mirror. Any time I look in the mirror, I see a guy that’s just an ordinary guy, right? I’m a few pounds overweight of where I’d like to be right now was never super athletic. I was always the last kid chosen for the team. Gosh, that experience happened a couple of months ago at a family thing. We were choosing teams for a family game and our our granddaughter, Emma picked her one year old brother who can’t do anything drawing before she picked me to be on her team, right? So it’s just this funny thing. But. Could we feel a little more extraordinary? Could life be more extraordinary? And so we laid out 13 weeks and weeks, six of those 13 weeks, we labeled the gratitude challenge. And in that week, as I said, we did a video on Monday. So on the Monday video, when we’re preparing that, it’s the first time in my life when I began questioning, is there a difference between being thankful and being grateful? What does it really mean to have gratitude? And Jim, those 13 weeks set me on a different path began to spark new possibilities. And and it really opened the door to this world of gratitude.

Jim Bulger: [00:23:31] Well, and let’s do let’s do a deeper dove into that because. It sounds like such a simple idea, the need to be grateful, and I think most people, if you were to ask them, they consider themselves to be grateful, to be appreciative, to be thankful, to count their blessings. You know, Thanksgiving, we go around the table and everybody says what they’re thankful for. And the typical responses come up. I’m thankful for family and health and friends. And as you say, a lot of people use the terms thankful and grateful interchangeably, yeah, but you see a real difference between those.

Kevin Monroe: [00:24:10] Talk about that. Well, I’ve discovered a difference between those part of it out of my own experience. So I think about this. So I grew up, as I said in Perry, Georgia, small town, I remember. And I was taught and I was going to say a lot of our listeners, you know, growing up, especially around Woodstock, where where deep south we’ve been taught manners and being thankful is part of good manners. I remember the time I’m probably six years old. I was a little chubby kid. My dad cut my hair every two weeks, set us up on a chair, you know, and just buzzed it back. So I had this buzzed head. My parents left me for the day with the neighbors, the Richardsons and I remember and I don’t remember whether or not my mom pointed her finger. It seems like she did. Remember your manners, son. Remember your manners. You’re going to be at the Richardsons. So Mrs. Richardson. So this is, you know, like nineteen sixty five. So I’ll just be honest, she fixed me a sandwich right now. Today, she would have prepared a sandwich, but we just said she fixed me a sandwich. She hands it to me on a plate and I hear my mom’s voice. Remember your manners and I look up at her and I say, You’re welcome.

Kevin Monroe: [00:25:24] And she rubs my fuzzy little head and says, Nice try. I think you meant thank you. Right. So that’s that. But but what does that typify? Besides my confusion, it typifies this transactional nature, which is what we often attribute to saying, Thanks. And you’re listening. I’m wondering, did you drive? Did you go through a drive through today? Did you interact with a barista? Did they hand you a cup of coffee and did you say thanks? Or, you know, maybe just grunt. But if you did say things, did you actually think about that and take the cup of coffee and think about, I’m sitting here and I see all my coffee logo on the wall of the studio. You know, my friends, Harry and Leticia and Al, they are the farmers. They are related to the farmers that grew the beans. And I was at all coffee earlier this week and the semi was unloading a trailer full of beans that had come from their fifth generation Honduran farms in. Honduras. So they know, and when you drink muffins roasted on the coffee, there’s actually a Marvin who grew the beans, right? So do you think about? Hmm. I think about the farmer that grew the being, the people that harvested the beans, the people that roasted the beans, the people that bagged the beans, the people that shipped the beans, the people that unloaded the beans, the people that put them on the truck, the people that shipped them from the truck to the the Roastery.

Kevin Monroe: [00:26:49] The people that roasted the coffee, the people that now get that deliver it to your local coffee shop, wherever that is. And then the barista brews it. Hand you a cup and you go, thanks. Or do you look at the barista and make a human connection to them in the moment? This is what my dad taught me. If somebody is wearing a name badge on their uniform or on their shirt. That’s for your sake, not theirs. They know their name, they don’t have to look and go, Oh yeah, I’m Kevin. No, it’s for our benefit. What if you engage the barista by name and you go and you say, Hey Jim, man? Thanks for this awesome cup of coffee. It looks like you really put yourself into making this today. Thank you. Right. And you made my day or whatever that is right now. All of a sudden we’ve stopped being transactional and we’ve elevated that. Now, if you want to talk about the ultimate transactional expression of thanks, I think back I grew up when Kmart’s were around. You remember Kmarts?

Jim Bulger: [00:27:50] Absolutely.

Kevin Monroe: [00:27:51] So Kmart’s back in the day when I shopped Kmart’s, they had the cash register. No, no scanners, right? And the the cashier would have to punch in the numbers of everything. Well, there was a little square piece of of a laminated paper on every Kmart register, and it said, T y yfc Katie. Thank you for shopping at Kmart today, and every cashier at the end of every transaction was supposed to say to the customer, What

Jim Bulger: [00:28:28] Thank you for shopping at Kmart today?

Kevin Monroe: [00:28:30] Now did they really mean that? Were they thinking, Wow, you, you made my job possible? No, that’s transaction. Now I will tell you my fate. One of my favorite stories of when I saw this different, I was I don’t remember where I was flying in from back in the day right before COVID. I used to fly a lot. One day I was flying, I’d been upgraded. So I’m in the front of the plane on Delta and this flight attendant, she’s coming down the row and she stops at every row and she bends down on her knees and she looks to the people on her right, the left side of the plane. She talks to them. Then she looks to the people on the left, and I happen to be on her left the right side of the plane. She comes down. I’m about four rows back in first class. She gets star rows. She talks to the people across. Then she turns to us and she says these words. I love my job as a Delta flight attendant. I just love it. It gives me joy in life and its customers like you who are frequent fliers who make my job possible. Thank you for flying Delta now. Every Delta flight I’ve ever been on. There’s some point when a flight attendant comes over the P.A. Hey, we want to welcome all of our medallion members today. Whether you’re your gold silver, you know, platinum diamond. Thank you for choosing Delta that goes in one ear and out the other. This lady stopping looking me in the eye and the person seated next to me in the eye. Sharing that, that’s gratitude. That’s gratitude, right?

Jim Bulger: [00:30:10] So it sounds like I mean, this is much more intentional, intentional.

Kevin Monroe: [00:30:14] Yeah, that’s a great word.

Jim Bulger: [00:30:15] And going back to the Kmart story, I know you’ve developed what you call the gratitude framework. Yeah, yeah. And quickly walk us through that.

Kevin Monroe: [00:30:26] Ok, so I developed this gratitude framework as we were. I was creating content for we host a program called 30 Days in the Power of Gratitude. They’re micro coaching sessions over this, and I was trying to take people on a journey and trying to explain this. I was like, How do I explain this? Well, I started reflecting on my journey back when I heard You ought to be grateful. Right? That’s gratitude as an obligation where it’s social convention. And if we fail and maybe it’s a command, right?

Jim Bulger: [00:30:56] And it’s a note on the cash

Kevin Monroe: [00:30:57] Register note on the cash register. Thank you for shopping at Kmart today, right? That kind of thing. That’s that’s our obligation. And if I fail to deliver on something that’s an obligation, what are you normally feel? Guilt, shame. Right, oh, I feel bad, I didn’t do what I was supposed to do. Well, then if we go up the kind of the next level in this is what I consider to be hacked. And there’s so many people that present gratitude as a life hack having a bad day. Stop, pause. Think of something to be grateful for and get out of that, that law. I still believe there’s validity in that. But who wants to stop there, right? So its obligation, it’s hacked. Well, maybe we go a little further and we begin to develop a practice of gratitude. When gratitude becomes a practice, we’re looking for rhythm and routine. You know, write the journal right, right. Three things you’re grateful for today, and there’s nothing wrong with writing three things you’re grateful for today. But I’ve had so many conversations just this week about this. I can do my my three things that I used to be grateful for. I really got that down to where I could do that in seven seconds and check it off the list and say, Well, I’m done. I was grateful today. Was I right? So we’re getting into that practice. Well, maybe you want to go beyond practice and you begin to look for this to become habituated in your life? Right. So then you’re looking for routines or triggers. You’re looking for these things that spark you to remember the habit I have.

Kevin Monroe: [00:32:37] Well, I have a friend. She heard me tell about an executive that carries three stones in his pocket, and the goal is every time he expressed his gratitude, he moves a stone from the right, the left pocket to the right pocket, with the goal being that the three stones that started in the left pocket at the end of the day, they’re in the right pocket. So my friend Christie bought three silicon bracelets that were, you know, attractive starts with them on her left wrist when she pauses to express gratitude moves one from the left wrist to the right wrist. Those are things triggers. Well, it’s good to have habit. Well, what if we go further and what if gratitude becomes our mindset and that it becomes like the operating system of the human computer of our brain? And that anything that comes into our life, we begin to filter it through the lens of gratitude and we begin to find the good things on even the not so good days or the not so good seasons of life, which I think you know something about some of those seasons, Jim. Well, then if we go a little further on this and this framework, to me, the ultimate goal now is where gratitude becomes our lifestyle. It’s our DNA. It’s who we are. Gratitude is not something we do once a day or twice a day. It’s who we are throughout the day and people begin to think of us as grateful people. And then we’re living in joy.

Jim Bulger: [00:34:04] Well, in listening to you and as I said in the beginning, you always make me think and. As I’m listening to you, you know, there’s there’s another continuum that comes to mind, and one is that when we feel grateful and it’s unspoken and it just sits with us. And then there’s expressing it, yep. And then there’s exhibiting it. But I think a lot of it going back to you, talk to most people, they consider themselves grateful. That’s because they feel grateful. They may not be expressing it. They may not be talking to that person stuff and they may not be exhibiting it. I mean. I think gratitude is one of those things you can see in somebody, too.

Kevin Monroe: [00:34:51] Do you agree? Oh man, I so agree on this. So there are three things there, at least, that I want to unpack. One of those, William Arthur Ward, actually talked about this, he said. To feel gratitude and not express. It is like to wrap a present and not give it right. So you’ve wrapped this, you bought a present, you wrapped it up and just leave it right. That’s gratitude. Unexpressed. And now in our work, we ask, What does gratitude feel like? Where do you feel gratitude in your body when you’re feeling grateful? Maybe it is watching a sunrise or a sunset, or maybe it’s enjoying a meal that your loved one prepared for you? Or maybe it’s holding that newborn, baby or grandbaby and looking at the the majesty of this new creation and all of us, I mean, you’re feeling something right and it’s overflowing in your heart. And so how do we then express gratitude? And then what was the third thing there? I don’t know. It slipped me at the moment. It’ll come back, Jim.

Jim Bulger: [00:35:52] Ok, well, you know, while this sounds like a personal development, yeah, yeah. Internal individual concept. You’ve been very successful in instilling the need for gratitude into groups within companies, within organizations. And I think while some people may think that’s just a nice thing to do or a good behavior. You found it to be a necessary and critical component of a successful organization, so let’s talk a little bit about that and the measurable benefits that it has an organization.

Kevin Monroe: [00:36:29] So that was the third point, that was the third point a moment ago. Now that there is something right, it’s one thing to feel gratitude personally. And I will tell you, I mean, here’s how I stumbled on this and where I want to go is there’s something magical when we do gratitude in community as part of a group. Now we I stumbled on this. I stumped. So in twenty nineteen, yeah, twenty nineteen, we started hosting gratitude challenges and these were all email based and we had a 10 day program that we were inviting people into. And and we ended up having gosh, we ran 20 challenges, had 2500 people from 53 countries of the world. Join us in these challenges. We started having problems trying to get email delivered right and emails were getting caught in corporate servers that they were getting to the server, but they were not getting through the server to the desktop. So we’re looking, how do we fix this? How do we fix this? And I remember a community based platform, so we went to this community based platform simply to get away from email as the delivery vehicle.

Kevin Monroe: [00:37:41] Mm hmm. When we I still remember the very first challenge we hosted on a community based platform, we have a couple of hundred, well, 300 people in this challenge. And all of a sudden and we’re just sharing a daily prompt is what we were doing at that time. And a daily prompt could be like the beauty of nature. And you know, where what have you experienced in nature lately that sparks or inspires gratitude in your your life? Share that post a picture. And all of a sudden people started posting pictures and folks were like, Oh wow! And and global community. We’re seeing sunrises from whales or sunsets in Wales and Australia coast and, you know, all parts of the world. It’s like, Wow, wow, wow. And then somebody would say, What are you grateful for? Related We’d do the family challenge or the favorite book challenge or mentor challenge and people and somebody would write something, and I’d read what somebody else wrote, and that sparked additional gratitude in me. And somebody else would share something. And it was like, Oh, wow, when we share gratitude, it grows even deeper.

Jim Bulger: [00:38:51] It’s contagious, it’s

Kevin Monroe: [00:38:52] Contagious and it gets better together. And so, Jim, I’ve never read about that experience. I mean, this wasn’t something I read in the literature and then went to do. We just discovered this in the trenches, and then I started hosting events, more events. These gratitude encounters where we bring people into a group. I still do this doing one. This coming Tuesday, 12 noon Eastern Time. Feel free to join us. You’re listening. But we do these gratitude encounters and what people say. Gratitude allows them to connect quickly, deeply with other people. We have people from around the world join come in as strangers have this experience. And at the end of an hour, they they say, not me, say we arrived as strangers. We’re leaving as friends, right? The shared experience of gratitude allows us to connect with people of different ethnicity, people of different culture, different language, different faith. But we realize how much alike we are.

Jim Bulger: [00:39:55] Now that’s the pandemic we need.

Kevin Monroe: [00:39:57] That’s absolutely, absolutely. So then you take this into the workplace. Yeah, yeah. So I’ve had the opportunity. Oh, OK. So I started hosting gratitude encounters. I did the first one in August 2020. Then in September 2020, I was on a morning walk. September 10th, walking through the neighborhood in this question was just in my mind of all of the things that energize and excite you. What is the one thing that has the broadest appeal in the greatest impact? And for me, I knew then my answer was immediately gratitude. And that was the day, Jim. That was the day when I went officially all the way in to developing a gratitude business and a consultancy. And what we’d really say is that we’re growing a global ecosystem of gratitude. And I hosted I started hosting these monthly sessions in October. A guy attends the October one in November. He goes, You know, this is a commercial service, don’t you? And I’m like, No, I didn’t. He goes, Let me help you. So we put it together as a service. We started promoting these and then we started offering these two companies. And and now I can say, I mean, I remember the first company, Opera and Domino’s out of New Mexico hired me.

Kevin Monroe: [00:41:12] December 16, 2020 did the first commercial gratitude encounter. And this was a team that had had a lot of hardships to overcome through the gratitude. I mean, through the pandemic, right the first nine months of the pandemic. They were in a tough place and then all of a sudden, through gratitude, they started having breakthroughs and they started building things. So in 2021, they wanted to build on a platform of abundance. That was their theme. They said, Can you help us with abundance? I’m like, Wow, wow. Gratitude is the gateway to abundance. What if we started doing gratitude? So we did gratitude encounters with every department in their organization? They started working mindful mindfulness moments and gratitude moments into every meeting they hosted. Wow. And they began with mindfulness moments. And what are we grateful for? And they started seeing this shift throughout their culture, and that’s what we’ve seen. Other companies where they see that gratitude creates a much more positive culture, a much more committed team. And so we’ve started doing these type things, all kinds of different things companies do and all size companies doing it.

Jim Bulger: [00:42:26] Well, I’m going to guess both from the work you’re doing and the work I do that when you have that kind of a culture. It raises productivity. It increases efficiency, engagement, engagement, employee retention. People tend to stay in environments that they

Kevin Monroe: [00:42:45] Where they feel appreciated.

Jim Bulger: [00:42:47] Well, you know, there’s been research for years and years and years. The number one reason why people leave companies is they don’t feel appreciated, right? And you actually make a commitment to these companies of what an immediate difference you can make, right?

Kevin Monroe: [00:43:04] Yeah. So we’ve been tracking things for 18 months now, and we finally realized that one of the metrics for companies that are really focused on the happiness of their employees. And there’s a lot of research around that, but we can boost employee happiness by twenty five percent in an hour. Wow. And if we don’t, we’ll give you your money back. But I’ve done this. And what? Two weeks ago today, two weeks ago today, I was doing sessions for Pfizer Canada, and in the final we asked people, What’s something you’re carrying with you from this session today? And the first response was the happiness I feel right now. Hope it lasts a long, long time. Right? Because when you. Ok, Wayne Dyer said. When you change the way you look at things, the things you look at change. That’s what gratitude does. Gratitude provides you a different lens through which to look at. And all of a sudden you’re seeing that your your life is a life of abundance. Your work well, rather than just being all of these things you complained about. There’s some really good things here.

Kevin Monroe: [00:44:17] There’s some amazing people here. Our company has values. One of the things we do is is gratitude for values. What’s a value you’ve seen in place in how your company makes decisions or how you relate to people, employees, vendors, clients and all of a sudden you start hearing stories? I mean, the first time I ever did this, one of the stories this was right after the summer race riots of 2020, there was a company in Canada, Biggio. One of their values was diversity and respect, and some of the ethnic minorities that were in the session said I heard them tell these stories that, hey, last summer when when this was all going down, my boss or my boss’s boss called me and ask, Are you OK? Are you having any kind of harassment? Anything making you uncomfortable in the workplace or at home in the community is there? And they’re like, Oh my gosh. I felt respected. I felt valued. I saw what had been a word on the wall. I saw it active in the way we related to one another. I’m grateful for that value.

Jim Bulger: [00:45:28] And going back to your earlier comment, too, I mean, this is specific. I mean, it is intentional. It’s not the manager who walks up and down the rows of desks saying, Hey, good job. Good job, good job. This is real intentional. Going back to yeah. So we only have a little bit of time left. But let me run through a couple of things here. One is, you mentioned COVID and obviously over the last two years between the COVID pandemic, the economy, world politics, it’s caused people’s emotions and their views to change. In what you’ve seen through your work, has that had an effect on gratitude, has gratitude increased or decreased?

Kevin Monroe: [00:46:14] Yes. Okay, so no, seriously. So in some places of the world, gratitude has decreased. Right? I mean, man, 717 days. Here’s something I observed. I did not know this. It was day 500 of the pandemic. I was doing a session for a group in Europe, the Public Services People Managers Association of the United Kingdom, PMA doing a session for them. I was in Florida where I was doing the session from woke up 3:30 in the morning and this was the thought in my mind. Hope fades in crisis. Hope fades in crisis now. Things I had said before. Hope grows in gratitude, hope grows in gratitude gratitude. I love to think of gratitude as a catalyst. And I’m not a chemist. I may not have made such a good grade in chemistry, but that’s we won’t go there. But I did look up catalysts. The catalyst is something a substance that causes other things to to grow faster or to react in a more positive way to grow without being consumed in the process. So I think of gratitude is the ultimate catalyst and what grows in in the good soil of gratitude, kindness, appreciation, respect.

Kevin Monroe: [00:47:32] Joy, happiness, all of these things, they grow in the soil of gratitude, so some companies have lost gratitude, right? I mean, there are a lot of companies that have lost gratitude. A lot of other companies have realized that. And here’s what I would say. The shortest way to answer your question is I believe gratitude is absolutely now an essential skill for the world and the world of work that’s seeking to emerge post-pandemic. Gratitude. It’s it’s not an optional anymore. It’s not a nice option to have. You’ve got to have gratitude to, and gratitude creates one of the real benefits of gratitude that we all need personally and in business. Workplace resilience. Resilience being grateful. Boost resilience. People that are grateful have higher levels of resilience. They bounce back more quickly. They’re not as knocked off or knocked down, or don’t stay down as long when they’re knocked down, right? So this whole idea of resilience, it grows in gratitude. So I believe gratitude is absolutely essential for the workplace and the world going forward.

Jim Bulger: [00:48:46] So I have to ask you with with the years that you’ve been doing this and. Being the gratitude guide for so many other people across Geographics, across cultures. How has that changed you?

Kevin Monroe: [00:49:06] Yeah, well. I feel gratitude a lot more often now. And I mean, I say this in programs I lead, I feel gratitude rising up in my body and leaking out my eyes, right? I mean, that’s why I’m moved to tears with gratitude, right? When I see that gratitude really does change things. And when I see experience it, hear stories of the difference gratitude makes. Now I can show you on my phone right here. You can see I have a lock screen. I have a gratitude lock screen. We created these last year gratitude lock screens. Do you know how many times a day you pick up your phone?

Jim Bulger: [00:49:53] Way too many.

Kevin Monroe: [00:49:54] So and I host a lot of programs that are app based programs now. But the last time I checked, I picked up my phone hundred and thirty times a day. One hundred and thirty times a day. Now I have this this lock screen right now, and it’s the one I’ve had ever since we created gratitude lock screens. My mom mine is my favorite and Voss camp quotation. No amount of regret changes the past. No amount of anxiety changes the future. Any amount of gratitude changes the present. So, Jim. Every time I pick up my phone, I see that I have to clear that, but now I’m not saying that every time I do, I pause and express gratitude. But what if 10 percent of the time I pick up my phone, I pick up my phone 130 times a day. What if 13 of those times I pause for just a second and I and so hey, if you want to know when we’re talking about gratitude, what does this look like? I think it is as simple as these three things pause. Notice. Express. So pause and you’re listening right now. Just pause. And here’s something that I often do in exercise. I do this for myself.

Kevin Monroe: [00:51:09] I do this in corporations. Look back over the last hour, the hour before you came into this meeting. What’s something good that happened in that hour? Was there an interaction? Was there a phone call? Was there an email? You know, so what’s something good of the last 60 Minutes? We call this the last 60 Minutes challenge. You can do this as many times a day as you want. Just stop and look back over the last 60 Minutes. Go, what? What really good happened? What do I want to notice from this hour? And when I noticed that, what do I want to express gratitude for? Right. So that Paul’s notice expressed, so I pause. Oh, so something. Wow. Something that’s different in my life now. And this is a 20 20 to fresh reality. I made it. I made a decision in 2020 2022 that every day to the degree I could, I was going to spend moments of absolute silence and stillness. And I actually believe gratitude makes that possible for me. Right, that being grateful allows me to be at peace, to slow down, to push the pause button, to put my phone away and to be in the moment.

Jim Bulger: [00:52:23] Well, and I was going to ask you, I mean, for someone listening. You know, I’m sure they’re inspired by you and they say, OK, I get it, I want that. And what can I do today? What can I do right now? And I think what you just said with the 60 minute challenge is a great tip. I want to ask you to share one other thing that I heard on one of your sessions that I sat in on, and that was the I have two syndrome.

Kevin Monroe: [00:52:51] Yeah. Ok, so gratitude for me. Something else that changes it. It takes me out of any time I hear myself say, You roll the eyes. I have to fill in the blank, whatever that is. Wow, what if we just paused and we use the pause to reframe that? We use gratitude to go, Hmm, I get to do this now, right? This afternoon, I was on a call with a colleague and I was like, Oh my gosh. I have to go meet, Jim. No, no, no, it wasn’t that it was like, Hey, can can we transfer this call from Zoom to my phone so I can get moving to get to the appointment? So there’s something else, Jim. I have pre gratitude now, right? What if you have gratitude in advance for something that’s not yet happened? So this morning I’m thinking, Oh, here’s pre gratitude I want to have not just not just from I have to to I get to, but I’m going to express gratitude in advance that at two o’clock this afternoon, I get to sit down with Jim. We get to go on air and we get to talk real time about the power of gratitude and the gratitude that the difference gratitude will make in your life. And to issue an invitation. So I got one more if you want to. If you want to do something that will grow gratitude in your life, pick up your phone as soon as you finish listening to us. Think of somebody that you are grateful for the difference they’ve made in your life this week. You got somebody in mind. Think of that person whenever it is that you hear this, pick up your phone or whatever the messaging platform you, you use and send that person a message and say, I’m grateful for you, I’m thankful for you. Whatever words you want to use and give a little reason because, right, because you did this, you mean this to me or whatever and see what happens? So feel it, express it and then be deliberate, intentional back to your word, intentional. Communicate your gratitude for someone to that someone.

Jim Bulger: [00:55:05] Well, the reason I ask you to bring that up is that I know it had an impression on me that I have to to I get to because I would find myself during the day, Oh, I have to make dinner. Oh, I have to go to this meeting. Oh, I have to do this. I have to do that. And all of a sudden I’m saying, Wow, I get to make dinner. I get to go to this meeting. You know, how many people would, you know, trade places with me in an instant? And all the things that we take for granted and we just don’t appreciate them.

Kevin Monroe: [00:55:37] So, G.K. Chesterton said, we can either take things for granted or take them with gratitude.

Jim Bulger: [00:55:43] There you go. So as you look to the future, let’s talk about X Factor consulting. What’s the future goals, future vision, what do you want to accomplish?

Kevin Monroe: [00:55:55] We want we want to see a world transformed through gratitude and workplaces of the world transformed through gratitude. Yeah. So I’m not I’m not the kind of guy that that quantifies that and says a million billion. But I want to reach as many people as possible, and I want to invite people into the experience of gratitude, right, that people get to experience gratitude and have their lives, their families and their teams, their workplaces transformed by the experience of gratitude.

Jim Bulger: [00:56:31] And whether it’s a, you know, online session or a year long program with an organization. Some people may be a little hesitant, they might say, I’m kind of a private person, I don’t know that I’m going to be comfortable doing that. I can tell you through sitting in at some of these, there is a contagious aspect to him. Absolutely. And as people start sharing, other people start sharing and it just it’s those triggers. So if someone would like to contact you and learn more about embracing gratitude, either as an individual or as an organization, what’s the best way they can reach out to you?

Kevin Monroe: [00:57:08] Well, I do something crazy, Jim. Plus one four zero four seven one three zero seven one three Call Text me Seriously. Call or text me that is my cell phone number. Probably better to text first, so I actually know that you’re not a robot. When you call or go to Kevin de Munroe website, you can reach me there. You can find information on all of our programs we host. Right now, we’re hosting a seven day exploration of gratitude. A week from Monday, we launch our next 30 days in the power of gratitude. First and third Tuesdays of the month I host a gratitude encounter 12:00 noon Eastern Time. You can get information on all of those, or you can set up a call to talk about what we could do to customize and co-create a gratitude program for your company that accomplishes the desires you have, the desires and dreams you have for your company.

Jim Bulger: [00:58:06] You are living it every day, aren’t you?

Kevin Monroe: [00:58:09] I get it. I live it every day.

Jim Bulger: [00:58:11] You get to live it every day. Kevin, thank you so much for sharing your time, your insights with us. I know you’ve made us all a little bit more aware of the opportunities we have to show more gratitude, and we are truly grateful for the work you’re doing and the ways that you’re changing lives and organizations out there. We wish you and X Factor consulting every success in the future. Thank you so much.

Kevin Monroe: [00:58:40] Thank you, Jim. My privilege being here with you and for you listening to us today.

Jim Bulger: [00:58:46] And thank you. I’ll add my thanks. Thank you for listening to Woodstock. Proud. We hope you enjoyed getting to know our guest, Kevin Monroe a little bit better. Until next time, this is Jim Bulger saying Take good care of yourself. Please stay safe and we will talk with you again. Real soon.

 

Tagged With: Kevin Monroe, X Factor Consulting

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