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Marie Davis With GACEO, Sheila Eads With ERB Industries, Rhett Farris With Censeo Advisors and Senior Pastor Cedric Allen

February 25, 2022 by Jacob Lapera

Cherokee Business Radio
Cherokee Business Radio
Marie Davis With GACEO, Sheila Eads With ERB Industries, Rhett Farris With Censeo Advisors and Senior Pastor Cedric Allen
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This Episode was brought to you by

The Innovation SpotAlma Coffee

 

 

 

 

MarieDavisMarie Davis, Launch Manager at GACEO

In her role as the Launch Manager for the Georgia Center for Employee Ownership (GACEO), Marie Davis is responsible for establishing the network of partners and delivery of programming necessary for the GACEO to carry out its mission of the creation of new employee-owned companies throughout all of Georgia by providing unbiased education, outreach, and technical assistance on all forms of employee ownership. In addition to her passion for employee ownership, Marie is also passionate about providing opportunities for all children through mentoring programs.

Using her degree in Social Work from the University of Georgia, Marie has spent many years in different roles in the mentoring filed including the Director of Mentoring for Center Point, a non-profit in Hall County Georgia and a Technical Assistant for MENTOR, the National MENTOR program. Marie is a lifelong Georgia native – Go Dawgs!

Connect with Marie on LinkedIn.

SheilaEadsSheila Eads, CEO at ERB Industries

Sheila Eads is ERB Industries, Inc. chief executive officer.  Sheila joined ERB in 1995 to oversee all financial aspects of the company and in 2002 was promoted to her current position.  She has led the company to continued growth while also moving the company in new market and product directions.

Prior to joining ERB, Sheila was a senior manager at Deloitte, a global accounting and management consulting firm.

Sheila has served on multiple industry boards and was the first woman to hold the Chair position for the International Safety Equipment Association (ISEA) which was formed in the 1930’s.  She is a CPA, licensed in the state of Georgia.

Ms. Eads graduated with honors from the University of Georgia in 1986 with a degree in Business Administration and has one son, David, who is married and resides in Atlanta.

ERB Industries, founded in 1956, is comprised of two divisions: ERB Safety and Fame Fabrics.

ERB Safety is a leader in the development, manufacture and supply of safety products that protect the health and safety of workers in the construction, manufacturing and industrial sectors. Manufacturer of personal protective equipment such as head protection, eye/face protection and high visibility apparel. ERB is the Logo Leader of product customization such as pad print and screen print.

Fame Fabrics manufactures and distributes top-quality uniform apparel worn in the hospitality industry. The vast product line features aprons, smocks, chef apparel and work aprons. Fame also offers custom sewn and styled products including embroidery and screen print.

Follow ERB Industries on LinkedIn.

RhettFarrisRhett Farris, Vice President at Censeo Advisors

Rhett Farris is a Vice President of Censeo Advisors, LLC. His experience includes valuation and advisory services across a variety of engagement types, including employee stock ownership plan (“ESOP”) valuations, fairness opinions, intangible asset and intellectual property valuations, financial reporting, estate tax and gift planning valuations, lost profits and economic damages calculations, stock option valuations, warrants valuations, and complex capital structure allocations. He has completed assignments spanning a wide array of industries, from manufacturing and distribution to healthcare and construction.

Prior to joining Censeo Advisors in 2014, Rhett was a managing consultant and head of the valuation group of a regional litigation consulting firm. There he focused on forensic accounting and commercial damages calculations stemming from fraud, contract breaches, and trademark and patent infringements.

Rhett received a Bachelor of Business Administration in Finance from Auburn University and a Master of Business Administration in Finance and Financial Risk from the University of Alabama.

Censeo Advisors is a professional services firm delivering proven business valuation, financial advisory, real estate and tangible asset appraisal, and forensic analysis services.

Follow Censeo Advisors on LinkedIn.

CedricAllenCedric Allen, Senior Pastor/Shepherd in ministry

Cedric is a Senior Pastor/Shepherd in ministry, an Emmy Award Winning CNN journalist, a certified LinkedIn expert/trainer, ZOOM Live Event Specialist, Career Coach, U.S. Army/DOD/CASCOM Videographer, and a small business owner/idea birther.

His call is to reach the lost, to equip the saints, to reach, help, comfort, and counsel the community while setting the captives free by spreading the word of God by being a Senior Pastor/Shepherd in ministry, LinkedIn trainer, Career Coach, ZOOM Live Events, Social Networking Resume Writing, and Multimedia managing, glorifying God.

“I was once a world champion, but now I am a champion for Christ to the world!” – Cedric Allen

Connect with Cedric on LinkedIn and Twitter.

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now here’s your host.

Stone Payton: [00:00:23] Well, welcome to Cherokee Business RadioX Stone Payton here with you this morning, and today’s episode is brought to you, in part by Alma Coffey, sustainably grown, veteran owned and direct trade, which of course means from seed to cup, there are no middlemen. Please go check them out at my alma coffee and go visit their Roastery Cafe at thirty four point forty eight Holly Springs Parkway in Canton. As for Harry or the brains of the outfit Leticia? And please tell them that st. since you are, you guys are in for such a treat this morning, a little bit later in the program, we’re going to get a chance to visit with Cedric Allen. But first up on the Cherokee Business Radio show this morning, please join me in welcoming to the broadcast with Georgia Center for Employee Ownership. Launch Manager Miss Marie Davis. Good morning.

Marie Davis: [00:01:17] Hi Stone. Thanks for having us here today.

Stone Payton: [00:01:19] Oh, delighted to have you join us! So tell us a little bit about Oh, and we don’t have to say all of that. We’ve got an acronym or whatever a CEO tells us, mission purpose. What are you out there trying to do for folks?

Marie Davis: [00:01:33] Well, that stands for the Georgia Center for Employee Ownership, and what we do is provide education and spark interest for this long ago idea that Congress passed in 1974, that employees can actually own their own business. And it’s a really exciting and sort of hidden gem. And I brought some wonderful people here. Rhett and Sheila to help me there, the technical people, the excitement person. So we’re here to talk about that today.

Stone Payton: [00:02:03] Fantastic. Well, I knew when they walked in, I thought, now these two, they got it going on.

Marie Davis: [00:02:08] Don’t say they look smarter than me.

Stone Payton: [00:02:10] Oh no, I got I got more social skills than that. So employee ownership, what are the the the virtues of employee ownership? Why? What are the the positive aspects of if you have an employee owned company, why is that good?

Marie Davis: [00:02:25] Oh, well, there’s a long list, but I will tell you that most employee owners see a higher rate of employee retention, which is very important. They see loyalty to the company, they see increased wages. They’re just happier people. Why? You know, because they have a stake in the company. And if you’ve ever walked in a Publix, that’s what everybody knows. If you’ve ever walked in a public so you’ve ever eaten a cliff bar, you’ve been in an employee business.

Stone Payton: [00:02:56] I did not know that. I didn’t know Publix was employing 100 percent.

Marie Davis: [00:03:00] And that’s another thing that they’re going to tell you about is that some some companies are not 100 percent employee owned. The owner can sell part of their company and still retain ownership until they get ready to retire. Oh yeah, so that’s one of the major benefits. Another one is legacy. And you know, there are so many small businesses. There are actually seventy eight thousand three hundred and twenty six businesses in Georgia that are owned by people 55 and over.

Stone Payton: [00:03:30] Well, that makes me feel better.

Marie Davis: [00:03:32] And so we’re in danger of losing those if people don’t have a succession plan, which most people do not. And so employee ownership is one of the great tools to plan for that. And they’re going to talk about it, not me, because they’ve got the they actually do the work and have been in an employee owned company. But it’s a very exciting concept, and that’s what attracted me to say, Hey, I’d like to be your cheerleader for this, this launch. So here I

Stone Payton: [00:03:59] Am. So tell us more about the back story. How in the world does one find themselves in the role of the launch manager or for an outfit like this? I mean, this is not something you go to school for specifically.

Marie Davis: [00:04:11] Absolutely not. I have a financial background, but I also have a social work degree. But I saw it advertised on LinkedIn and I called them, and then I just happened to tell the story of my family and my family. My father, my parents moved here in 1955 five. They both had master’s degrees and start a business on Buford Highway. And 40 years later, my father got critically ill and his three daughters did not want to work in the landscape business. He was a horticulturist and landscape business. And so he just let it go. Now, if he had known about employee ownership at one time he had 40 employees, those people could have had a piece of that pie. And this was a long time before there was landscaping companies or, you know, Lowe’s and Home Depot that have, you know, people there weren’t there weren’t those sort of options back then. And so I think about what it would have meant to my father to see that legacy. And that’s really important in rural communities when there’s a family owned business that goes away and so do the jobs, or if they just sell it, the people that buy it are going to bring in their own team of management. And there goes those jobs, there goes the name. There goes the business, so I I got the job because they were like, you understand

Sheila Eads: [00:05:29] That you get it.

Stone Payton: [00:05:31] So yeah, but that leads to there is a real impact on the community and apparently it’s a very positive one for this, this whole idea of employee ownership I’m thinking about. For those of you who may trip over this six years from now. We’re broadcasting live from a little studio and in Woodstock, Georgia, and it’s a great, thriving community. We have a lot of small businesses here and I can think of the impact on this community, if you know, God forbid, the daily draft goes away or any of my bars read. There you go. You know, I would like to think that that’s a team, you know, could somehow have a piece of it and keep it going. If the if the dailies are, that’s their day were to say, you know, we’re out, you know, we’re going fishing or whatever. Yeah.

Marie Davis: [00:06:17] Think about the breweries. They don’t want those people that know their secrets going somewhere else, you know, that’s, you know, just an example. But to tell you that, owners, you asked me about benefits. Yeah, owners can sell all or part of the business. The employees pay nothing. Nothing. Zero.

Stone Payton: [00:06:35] Ok, yeah. You got to extrapolate whatever you say, more of the subject matter experts in here in a minute, but

Marie Davis: [00:06:42] There are no taxes on the portion owned by employees, and the tax savings can help pay off that loan.

Stone Payton: [00:06:48] Wow. All right. So it’s information like that that most of us don’t have a clue about. So is that a big part of of your job or your team’s job is just to to educate and get out there and let business owners know this is an option to let community leaders know this is something that they should endorse or be having conversations with some people about that. A big part

Marie Davis: [00:07:11] Of it, it is. And the more people we get in front of, we’ve been to the Small Business Development Center in Athens. We’re hoping to do a conference with them. We’ve been to the Georgia Chamber Executive Conference and spoke to them because they, you know, they know businesses in their community all over Georgia. We’ve been to the Georgia Economic Development Association, but we need to get really in front of more people and remind them of this excellent possibility. So any time you need a speaker, oh, I think the Jaycees would just be fabulous for this because, you know, they think they’re too young to think about retiring. But well, you know, there are plenty of young employees that that go the employee ownership or the co-op route. Yeah. And so anybody really could say, Oh, well, it’s not me, but my dad’s family needs to hear this story.

Stone Payton: [00:08:00] So is that a good vehicle for you to to kind of do the rotary J.C. kind of circuit and go and have like a brief presentation and share with them what you’re doing and what the benefits are?

Marie Davis: [00:08:11] That’s absolutely. We’ve got lots of PowerPoints and lots of wonderful people that actually have been through the process and can speak to what it’s like. And some of the benefits I, one of our board members, is works for essential ingredients in Lawrenceville, and I got the opportunity to tour that facility. And it was fascinating. And the CFO came over and he said, my father worked for United Airlines and they were employee owned and he tried to talk me out of this and I said, Well, how does he feel now? And he said, Oh, he’s our greatest cheerleader because he’s seen what this company has just blown up and how happy the employees are now to be a part of an employee owned company.

Stone Payton: [00:08:53] Fun. All right. Let’s don’t make them wait any longer. Let’s let’s bring in. Let’s bring in the subject matter experts who have you brought with you?

Marie Davis: [00:09:01] I brought Miss Sheila EADS and Mr. Brett Ferris.

Stone Payton: [00:09:07] All right. Well, Sheila, let’s start with you. Tell us about your organization and your in your connection with all this.

Sheila Eads: [00:09:13] Well, I am the president and CEO of ErbB Industries and we’ve been well. We just recently sold the company. But before that we were an ESOP company starting in nineteen ninety seven. So I was the CFO at that time, and so I really helped the owners transition over to an ESOP and have just gone through the whole gamut from the time of inception to the time of the sale.

Stone Payton: [00:09:39] Ok, so ESOP, another acronym, let’s get me particularly, but also our listeners. Is this what you are when you’ve done what she’s advocating?

Sheila Eads: [00:09:49] Yes. Okay. Once you transition over to employee stock ownership plan, you become a different entity. Not necessarily. We still are Erb Industries, but the ownership is under the guise of an ESOP, which is, which is, you know, sanctioned under the deal. Well, so there are certain regulations, a lot of activity.

Stone Payton: [00:10:08] Sorry, the Department of Labor,

Sheila Eads: [00:10:11] You go, OK, yes. And so, you know, there’s a whole thing that’s set out that you need to work through with your attorneys and everything. But we, we we are a good example of. A success of any sort.

Marie Davis: [00:10:23] Yeah, so one where you’re located, I’m sorry.

Sheila Eads: [00:10:26] No, yeah. And we’re just located straight up the street like a mile away from here in Woodstock. Oh, maybe so that’s fantastic.

Stone Payton: [00:10:32] I did not know that that is cool. So what was the catalyst? We didn’t have Marie back then. So what was the catalyst? What prompted you guys to do this?

Sheila Eads: [00:10:41] Well, the founder of the company, the company was started in nineteen fifty six and the founder was looking for an exit strategy. And so and some of these are, you know, just things that he was thinking through is like his he was first he tried to get a CEO that could run the company. That didn’t necessarily work out, you know, because he wanted to take a step back. And that didn’t work out at that time. And then he started talking to estate planners and you know, how to transition the business. There wasn’t a family link that was going to be able to take it over. And so he started talking about with some of the attorneys in Atlanta about an ESOP and the beauty of an ESOP is if you do a certain kind of tech transaction that’s sanctioned by the IRS, it’s called a ten point forty two transaction, the founder of the business. When they sell it, they do not have capital gain tax.

Stone Payton: [00:11:37] Okay, so that’s huge, right? That’s a big deal, right? Right. Yes. All right. So read your organization and the catalyst for what got you or where are you in this situation?

Rhett Farris: [00:11:49] Ok, so so I’m vice president at Canso Advisors. We’re located in northwest Atlanta, but we have clients all over the country. We’re a financial advisory services firm and we primarily provide valuation services for closely held businesses. Okay. In the realm of ESOPs, they are. Most of them are not publicly traded, so it requires someone like us to come in and do a valuation. In terms of the in these transaction, you would do an initial valuation to to advise the ESOP trustee on what to pay for the company. The terms of the transaction, so forth. So yeah, so we’re we’re basically advisors to companies like Sheila’s.

Stone Payton: [00:12:35] Ok, so you’re a strategic resource to facilitate this whole process and help and help everybody navigate the what I suspect is some pretty interesting, challenging terrain that you’ve got to. You’ve got to know what you’re doing.

Rhett Farris: [00:12:47] Yes, yes. So an ESOP transaction and I may be jumping ahead a little bit here, but there’s it’s really an arm’s length transaction. So you have the trustee of the ESOP, which usually hire someone like us to come in and do do a valuation of the company, the subject company, and advise them on what to pay and the terms. And then on the other side, the sellers are the business owners have their own advisors and they’re doing the same thing that we’re doing so with. With their advisors in hand, they are able to negotiate the transaction in and sell the shares of the company to the ESOP. And then from there, the ESOP, the shares held within the ESOP are generally allocated to the employees over time. And that really it really gives them the financial reward that that everyone’s talking about here in terms of loyalty to the to the company and and that sort of thing. So it’s really just a great vehicle to to provide additional motivation and reward to the employees that have helped these companies become what they are today.

Stone Payton: [00:14:06] All right. So let’s walk this through, guys. If you ever want free consulting advice, get yourself a radio show because that’s how I use. So I own 40 percent of a company called Business RadioX. Yes, and I was telling you before we went on air, my day job is not really doing this. We’re growing the company and I’m finding people to do what we’re doing here in other markets across the country and maybe one day internationally. Me and another guy own it. He owns 60 percent. I own 40 percent. We would love for all of those people who are running these studios at some point to own this right? Yes. So I got I got 100 questions. But let me start with you, how early should we be reaching out to a Marie or a read or saying, Hey, can we talk to somebody that’s done it and you know, and take Sheila to lunch? When should we start having conversations about this kind of thing you think? And I’m really asking all three of you, but I’ll start with read Yeah.

Rhett Farris: [00:15:05] So the companies that we deal with, we’ve dealt with fairly new companies that are that are ESOP companies, you know, that have been around for just a handful of years. And then we’ve dealt with companies that have been around for 100 years plus so. It’s really it’s really a wide array of of, you know, the the age of the companies that we deal with, so

Stone Payton: [00:15:31] We don’t have to be at the point of exit.

Rhett Farris: [00:15:34] No, no, not necessarily.

Stone Payton: [00:15:36] You said publicly, they’re not getting nobody’s getting right. Ok.

Rhett Farris: [00:15:39] That’s right. And and in terms of, you know, the non 100 percent employee owned companies, you can sell 30 percent of the business to an ESOP and still retain, you know, the 70 percent. So you don’t have to actually sell the entire company and give up complete control of the company right away. You can kind of test the water, so to speak. And we have that happen quite a bit with the companies we deal with.

Stone Payton: [00:16:04] So did you guys consider that?

Sheila Eads: [00:16:06] Sheila? Yeah, that’s exactly what we did. We kind of tiptoed into it as a 30 percent owned company. Once we worked on that for about four or five years, then we moved over into one hundred percent ESOP. And I want to say the beauty of that 100 percent ESOP is at that point. Not not only did the employees have a tax advantage, but the company no longer pays federal or state income taxes.

Stone Payton: [00:16:30] And you’re just dripping honey in my ear. It’s really, really good. Yes. Mm hmm.

Sheila Eads: [00:16:37] Wow. So that’s really important because when you start paying employees as they terminate, so this is another thing that happens when an employee has been in the east up for a while and they’ve vested some of their shares and they have, you know, decided to move on. You do need to pay them, you know, so you’re having to come up with cash flow and that savings from not paying taxes is essential.

Stone Payton: [00:17:01] Ok, so I’m an employee of the company and I’m I’m slowly or on some rhythm. I’m getting a little ownership of this company I’m working for. And then I want to go somewhere else. Then I’ve got a little bit of money here in the company will pay that out. That’s part of the deal.

Sheila Eads: [00:17:17] That’s right. And that’s exactly why we use a company like rats because they have to value the company every year. So that employee, when they leave, they know what their new value is.

Rhett Farris: [00:17:28] I see. Yeah, and I’ll add to that. The shares held with the ethos within the ESOP, they have a put right attached to those shares. So basically what that means is the the employee that either retires or otherwise leaves. The company has a right to sell that share back to the company, and the company has the obligation to buy that share back. So it creates a market for those shares that otherwise would not exist because it’s not a publicly traded company.

Stone Payton: [00:17:57] So I got to ask you, what do you enjoy the most? Man, what’s the what’s the most rewarding part of this work? Because I can tell. I mean, I can see in your eyes, I know our listeners can hear in your voice, this is something this is not you drudging off to work. You really enjoy that.

Rhett Farris: [00:18:12] I really do. I’ve been doing it for quite a while, so I’ve seen pretty much everything there is to see in terms of ESOP world. But, you know, I really enjoy seeing the motivation that that ESOPs instill in the employees, no matter what the position at the company. You know, you can be from the senior leadership all the way down to a brand new employee of the company. And and once the employees buy into to the notion that they’re they’re an owner, it really motivates them and it really drives them to do what’s best for that business.

Marie Davis: [00:18:51] They start turning the lights off, don’t they? They do.

Stone Payton: [00:18:55] I’ll bet. Just yeah. All right. So the money to to to buy in is that coming out of my paycheck and just scraping it off the top so I don’t see. Talk a little bit about nuts, OK? Sheila houses the houses piece. I mean,

Sheila Eads: [00:19:08] The employee doesn’t pay anything, right? They get allocated shares every year. They don’t have to pay anything for them at all. Wow. That’s pretty good. Well, yeah, yeah.

Stone Payton: [00:19:18] So I don’t get it right because it’s I don’t know. I guess I’ll just

Sheila Eads: [00:19:25] Like, let me explain it this way. Once you become 100 hundred percent ESOP owned, you can look at that company like you can look go, look at our building and you can say that is a retirement plan. It’s like a 401k. We have a complete retirement plan. And so everything that we do in the business is for that retirement plan. It does shift your when you’re running a company, it shifts your thought process. You know, there is growing the company and investing in the company. But you’re also and I say it like this, you’re still also the fiduciary over your employees retirement plan. So not only do you have to worry about paying their paycheck every other week, you have to worry about being the fiduciary over this long term goal of retirement.

Stone Payton: [00:20:10] What a recruiting tool this must be, right? If you have any. I mean, you’re if you’re interviewing, you’re trying to go after someone. That’s. Is that

Sheila Eads: [00:20:18] True? We tell that to everybody, but not everybody under. Stands it because it depends on the sophistication of the person that you’re trying to hire or the employees eventually grasp that, Oh, I actually am an owner and I actually do make a difference to the day to day work. A lot of that happens after they start seeing their investment in that usopp grow. It doesn’t always click on with everybody right away. Your leadership, however, has to get it. They have to get it because they’re the ones that are working to continue the effort to build the business.

Stone Payton: [00:20:52] All right. So what implications, if any, does this have for becoming internationally and on purpose? Because you want to be attractive for a larger outfit to come by you? Or are you pretty much given that up if you’re going to do this? Or is there actually a path for that?

Rhett Farris: [00:21:10] No, I can answer that. So it’s it’s sort of unusual for an ESOP to be purchased like like Erb was.

Stone Payton: [00:21:19] Hey, time out. Yes. Yes. It’s like what? I’m doing an interview in people just like squeeze in there. And yeah, and that’s when mom was dating Elvis. Like, OK, put your paper away. We’re going to talk about that for a little while. Ok, so already did that. We did this. Ok, yes. Talk to that. Please, both of you. Go ahead. Read.

Rhett Farris: [00:21:34] Yeah, yeah, yeah. So yeah, Sheila,

Sheila Eads: [00:21:37] No, you go. No, you

Rhett Farris: [00:21:38] Go, OK, yeah. So it’s sort of unusual for any company to then sell to to a third party. All right. And the reason that is is because when you become an ESOP and you have that motivation behind those employees, the company generally starts performing much better than a non ESOP company. All right. And so it really sort of turns off potential buyers in terms of purchase price because they don’t want to pay what the company is really worth, especially a company that’s growing so much. But on the other hand, you do have strategic reasons why why a buyer may come in and want to buy an Aesop company. And in that case, they generally want to pay a lot more than what we call fair market value for the company. And that really creates a big windfall for the employees that own the business through the ESOP. And Sheila, do you want to talk a little bit about your experience with that?

Sheila Eads: [00:22:36] Yeah, I can just say that we made a decision to sell the company because we knew that the multiples were really good. So we hired an investment banker and decided to start seeing what kind of offers we would get. A lot of the employees had been. We were an ESOP since nineteen ninety seven, so a lot of those employees had been around for a long time. And if the multiples were going to be high on the sale of the business, then yes, it would have been what we needed to do to maximize the value of the shares to the employees that were working there. And so that’s exactly what happened. The multiples were very good and it just made sense to go ahead and sell the business

Stone Payton: [00:23:20] And the the people who have ownership, which now includes everybody. How do they have to kind of vote on it, decide on it? How does all that work?

Rhett Farris: [00:23:32] Yeah. So if it’s 100 percent ESOP owned, then the trustee of the ESOP plan actually is the one that makes that decision. The ultimately makes the decision. And in the ESOP world, a ESOP cannot sell below fair market value, and that’s a that’s a Department of Labor standard. And on the flip side, the ESOP cannot pay more than fair market value. So. Gotcha. That’s really the trustees role the trustee decides, Hey, is this offer above fair market value? Is it to the to the benefit of the employees that are participants in the East plan? Or is it more beneficial to just remain an ESOP and an IRBs case the trustee deemed it appropriate to to actually sell because it was more appropriate and more beneficial to the employees?

Stone Payton: [00:24:23] And so when somebody with Cedric’s pockets walks in and buys up in the R.B. and then OK, and then everybody says, Yeah, this is great, you know, and you know that that good, dependable middle class worker guy goes home and tells his wife, Yeah, we’re going to sell the company. We’re going to sell my company. Yeah, I can see me saying that, Holly, we’re going to sell. Yeah. And then once that happens, is it not an ESOP anymore or OK? So it’s not an ESOP at that point.

Rhett Farris: [00:24:52] Yeah, it just becomes just like any other privately held company. You know, it may be a competitor to a competitor that’s buying the business, or it may be just a, you know, a private equity

Stone Payton: [00:25:01] Firm or but that’s a decision everybody goes into eyes wide open and the people that bought it obviously see value and you they may turn around, turn it into one. I guess. I doubt that they could.

Rhett Farris: [00:25:11] They could turn it into a partial ESOP. Yeah, for

Stone Payton: [00:25:13] Sure. Right. So Sheila has read about this, and we didn’t talk much about the actual work at Urbi, but I’d like to hear a little bit about. What do you guys do and what do you enjoy about the work of running the company?

Sheila Eads: [00:25:28] Well, I work down. I was just telling my short story, but I worked downtown, had a small son said, and there is no way I can continue to like drive downtown and do all. That’s all I’ve lived in. Woodstock found this place to work was a small business, and little did I know that the founder and I would become fast friends. And you know, we worked. We had similar thought processes or whatever. But we are a manufacturing company, but we supply safety equipment like PPE, which is kind of become famous since COVID. But we supply PPE to mostly the construction and industrial market. So it’s like hard hats and safety eyewear and all that kind of stuff. Yeah. And then we have another division that sells into the hospitality markets, which are uniform apparel, so mostly to restaurants. And so, you know, just been working on that business. And once we became 100 percent ESOP owned, I got promoted to be the CEO, and that’s kind of when the owner started exiting. Now I just want to say this as far as the owner exiting we did when we did the deal. No bank is going to give you enough money to buy the company, so the bank would finance us for a particular amount of money based on our cash flow or whatever.

Sheila Eads: [00:26:43] But the founder had to self-fund, so he had subordinated debt. He at that time became the trustee of the company to kind of watch how I was paying the debt off for him, right? Because he had to get he had to get funded. So there’s many things where it’s happening at that point when you first become an ESOP, you’re paying the bank debt, you’re paying potentially subordinated debt. You are also paying off some terminated employees now. At that point, their account values are low because they haven’t really accumulated many shares. There’s a lot of things going on as far as the cash flow and running the business to, you know, grow it, which also takes cash. So there is a lot of years right there at the beginning that, you know, debt was the main thing that we had to get rid of. You know, so but obviously, I’ve loved operating the company. I stayed there forever. I think it’s the best job that anybody could have ever had, and it was totally suited for me. And so, you know, it was a great run. It was a great run.

Marie Davis: [00:27:46] So it’s good. I want to put in a plug for the state centers, which, you know, there are numerous state centers across the country now. That’s the our parent company of Xerox. And that’s their plan is to have one in every state so that people like Sheila don’t have to try this at home alone. You know, they they they we send them to professionals like Rhett and and so they don’t flounder if they want to do this and they don’t make a huge mistake that they know what they’re doing and rattle flat, tell them you can’t do this, you’re not right to go employee owned. And that’s why the state senators are so important is that people have a vehicle to get them to the rets.

Sheila Eads: [00:28:27] I want to like just emphasize what Maria is talking about because I started so early. Aesop’s were not really very prominent and we did have an attorney in Chicago and we had, you know, evaluation person, which he was very good, but he wasn’t really in the ESOP world. And so I was like, after a few years, I’m like running around like, I need a group of people that really know ESOPs. And I wanted to say that like when the founder was talking to attorneys in Atlanta about doing an ESOP, every law firm in Atlanta is going to say, Yes, we have an Arista practice. Yes, we know how to do ESOPs. But the reality is is that you need to find your ESOP people. And I’m talking about the people that go to the ESOP conferences that go and do ESOP valuations. And they are third party administrators for ESOPs, not just for 401Ks or anything else, because those people are instrumental attorneys that know ESOPs. Those people were instrumental to me to be able to, like properly grow the company within the boundaries of an ESOP. So I think it’s like super important and I didn’t know anything about this association, but it took me a while to get that I needed the right people in place.

Stone Payton: [00:29:40] I was in the woods over the weekend. My listeners, they know I like to hunt and fish, and I was driving my brother’s truck and I went one way down this dirt road and he’s like, No, no, no, no, no, no, don’t go. You will never get back out, right? You know, you know where the holes are that the truck can’t get through? Right, right? Yeah. Yes, yes, yes. And you know some of them too now, right? Totally.

Sheila Eads: [00:30:01] Yeah, absolutely. I just know who’s right to go to, you know, after I’ve gone through that whole process and what? This is great what Marie is doing right now. I think it’s going to really help new ESOP potentials.

Stone Payton: [00:30:13] Well, it certainly sounds like so. There obviously are a ton of benefits, but there are some red flags and you need a rest. In my case, in the woods or a rat and these words to kind of help you think through all that and it sounds like you need and would be be well-served to have the backing of Marie and her outfit with the education. Yeah, mm hmm.

Marie Davis: [00:30:37] We’ve got an advisory committee of over 30 service providers, some very big names who do work in the employee ownership world. And so what we do is we refer to them. And so if anybody has an interest, I’m not going to come to your business and evaluate, you will have a professional. That’s what they’re doing. But I know them and I can get them to you. And it would be delightful just to hear for some people who would like to hear about it.

Stone Payton: [00:31:06] So between you and your advocacy and educational efforts, and between more and more people kind of doing this thing, are you seeing a trend of, you know, people with hair like mine now trying to reevaluate, you know, like we’re Lee and I, or we’re not just heads down trying to grow the thing, we’re also kind of looking at, Boy, wouldn’t it be cool if all of our studio partners own the company? Is there a trend in?

Marie Davis: [00:31:31] Well, there should be, because as I said, you know, there’s just, we call it, the silver tsunami. And what that like that? Yeah. Well, there are so many business owners. Fifty five and over, and I can tell you just back to my dad. He was very well-educated man. But he he he did not. He was running his business. He forgot that there was an end plan somewhere down the road and before he knew it, he had silver hair. So we’d like for people to know about it and get some ideas before they get to that point. But then again, like Rick can tell you, there are some young companies and young people. I mean, you all can’t see Sheila’s, but she’s she’s not silver haired either. There are people who are young who need to to think this through and look at it and say, This is what I want to do or what I don’t want to do or want to think about it later.

Stone Payton: [00:32:20] So I’m thinking about my brother in law with a dental practice it. Can it be something that small? I mean, I think, uncle, how he makes good money and he’s got four or five employees, is that too small, typically? Is there kind of a line?

Rhett Farris: [00:32:34] Yeah, I would say that that’s probably a little bit too small. I think, you know, in terms of sort of the key things to look at and assessing whether or not you should consider Aesop is the size of the company. So just to give you an idea, the companies that we deal with in terms of the number of employees anywhere from, you know, 40 to 50

Stone Payton: [00:32:55] All the way up, they’re not huge. Yeah, 40, 50.

Rhett Farris: [00:32:58] Right, right. And you know, we deal with other companies that have 4000 employees. So right? There’s a wide range there. I think I looked at some statistics statistics. And for those ESOPs that have less than hundred participants, the average is about forty three employees. And that’s about that makes up about half of the ESOPs in the United States. So yeah, that’s that’s probably about the sweet spot in that 40 to 50 employee range. But obviously, you even have publicly traded companies that are partly ease up known as well. So you can have huge companies

Marie Davis: [00:33:35] And we probably don’t have time to get into this today. But there’s another concept called cooperatives. Yeah. And so for smaller companies, that makes more sense. And I, you know, I’m I’m the launch manager. I’m not going to try to get into that, but that could probably fill you in more than me. But it’s it’s another discussion for smaller, like a like a dental or or smaller company that might not be qualified for.

Stone Payton: [00:34:01] You got to come back. I’ll buy you another cup of coffee.

Rhett Farris: [00:34:03] I got to be honest with you. We don’t really deal with cooperatives all that much. So. But you do have some resources. Yes. Yes we do. We do on your website and

Stone Payton: [00:34:12] I’ve withdrawn the invitation. Sorry, sorry. So now you got to come back anyway, because I know there’s so much death. And I mean, and you do. Sheila, let’s do this, though, before we wrap a couple of things. Let’s give our listeners for those that were, this is like, you know, they’re listening to this and thinking, OK, I want to at least start to learn about this. Well, what are some kind of initial steps someone should should take? And let’s make sure that we share a way for them to start that process. And so if it’s appropriate, maybe leave them with some kind of point of contact. If it’s not appropriate, that’s OK, too. But I don’t know LinkedIn, whatever email or maybe it all goes to Marie and Marie is the, you know, the expediter. But but yeah, let’s let’s do both of those things.

Marie Davis: [00:34:58] Ok, well, let me just start with we have a brand new website and I’m on there, so I’m definitely on the hook for if you if you email me or or go on the website, I will find your answers for you and refer you to the appropriate person and that that website is GHC Code.org. All right. Since we’re Georgia Center for Employee Ownership. Org.

Stone Payton: [00:35:21] All right, Sheila, you want nobody to bother you? Well, I was

Sheila Eads: [00:35:25] Just going to say, if you want to reach me, I think the best way to do it would be through Marie because I mean, I’m still running a business. I’m still got, you know, that responsibility. And so, you know, that would be the best way for me.

Stone Payton: [00:35:37] But there may very well be a point at which the person’s got questions or something that I hear from hear from somebody that, you know, has been there and done that right?

Sheila Eads: [00:35:45] I have street cred. Yes.

Stone Payton: [00:35:47] Yes, I do. Do you get a lot? And then for you read, I mean, you guys are doing valuation services only on the Aesop stuff or just purely.

Rhett Farris: [00:35:56] We also do valuations for lots of other reasons. One one being tax reasons. So gift and estate tax purposes, we do some litigation work. Mm hmm. We do financial reporting warrants, options, you know, complex capital structure. We do a lot of stuff. So. But Aesop is a very big part of our our overall practice. So if you do have questions about the valuation process or or anything related to that, you can reach me via our website. It’s just can say, Oh, advisors dot com and my bio is on there and you can click on the link for for email.

Stone Payton: [00:36:37] Fantastic. All right. And then one more time, let’s give them coordinates for you and Marie, you know, website, email, whatever.

Marie Davis: [00:36:46] Ceo Dawg. My email is M Davis, a CEO at Gmail.com. Love to talk to you. There’s plenty of buttons on that website, so you cannot go wrong. You’ll get in touch with somebody. Please, please look us up. And if you need a speaker, this is what we like to do. Let me throw this in there, stone, because it’s important this is what we like to do. We always like to have a professional one of our service providers, and we like to have a business person who understands what it means to be in an employee company. So that’s what we would do if we want to speak in front of you. That’s what we would have with us, a team like today.

Stone Payton: [00:37:26] I got to tell you, it’s been an informative and inspiring. Go ahead.

Sheila Eads: [00:37:29] Well, I just wanted to have a closing comment. I would say in my life, I think that the fact that I walked into a company that became an ESOP was life changing, and I know it was life changing for our employees. I highly recommend it and it’s been a wonderful thing for me to see employees. Life’s changed because of the easel.

Stone Payton: [00:37:50] Well, well, thank you. Yeah, this been a fantastic conversation, informative for me and inspiring to from the standpoint of I think that in my world, I think we’re building something here that maybe one day I do pick up the phone and call Marie and say, OK, let’s get this lined up and start thinking this through. Thank you all so much for joining us this morning. You bet.

Sheila Eads: [00:38:10] Thank you for having us.

Stone Payton: [00:38:11] Yeah. Hey, how about thank you? You’re hey, it’s my pleasure. You are welcome. How about hanging out with us while we visit with our next guest? Sounds good. All right, y’all ready for the headliner he’s been? He’s been nodding his head and he’s been taking a few notes. I think he’s been very polite, but it is now my distinct pleasure to introduce to you, Pastor Shepherd, for a group of folks. I think a LinkedIn expert, former Emmy winner, journalist guy and all around good person. Please join me in welcoming to the show, Mr. Cedric Allen. Good morning, sir.

Cedric Allen: [00:38:47] Good morning. And as I quote from the Bible, there’s only one good one like me. So I don’t don’t, you know, throw me into that one because I get in trouble already. The people in there, my Bible, I will study with God, like, what are you talking about? But thank you, Stone. And I was when I first heard about this, I thought it was Stone Phillips from Dateline and said, No, the other stone,

Stone Payton: [00:39:06] Not too many of

Cedric Allen: [00:39:07] Us. I was like, the other guy. It’s like, Oh, oh, that guy, OK, I know him. He’s a great guy.

Stone Payton: [00:39:12] Yeah, well, we’re delighted to have you, man. So you wear a lot of hats, obviously, the one that comes to mind that for me the most because I see you around town in various community organizations and business groups. Apparently you have a real track record and a background in helping people fully capitalize on leverage their LinkedIn presence. Can you speak to that a little

Cedric Allen: [00:39:35] Bit, right? And the first my first thing is always as a pastor, so I’m here to help people and be a lightning community. But I’m also your light on LinkedIn, and I like that. You know, that’s one of those things. And you know, Marie just talked about it. You know where she is now because she went on LinkedIn. So I called LinkedIn your professional Facebook, not your disgraced book.

Stone Payton: [00:39:54] But that’s

Marie Davis: [00:39:56] Great

Cedric Allen: [00:39:56] Because there’s some things on Facebook that’s just pretty descriptive. We just go like, did you see that or did you see that kind? No, no, I’m making, you know, I’m making a sandwich. I did not see none of that. I don’t want, I don’t want to get involved. So it’s one of the things I try to express, especially to businesses. And as you know, people will go on Facebook and they have Facebook ads and everything else. But LinkedIn is really for. Professional business, and sometimes when you know, some people will now think of LinkedIn more so in the past 15 years or more. That’s been around to say, Oh, that’s great for my if I’m going between career transition or something of that nature, well, it’s not really about you all the time. It’s the only place that allows you to talk and promote you. So it’s one of those things of putting your, you know who you are out there. It’s your resume and your personality put together. So you can show like in the back cover the banner they give you. That’s your personality. That’s where it shows you working or one of those things, your professional photo. I already looked at yours. Yours is pretty good.

Stone Payton: [00:41:00] You could only got so much to work with here said.

Cedric Allen: [00:41:05] All right. Well, yeah, but it’s a great thing, and people forget that they have these great stories during the time they’ve worked at a place, even if it did not really go well and helping people with career transition like I do a Zoom group every Friday, 10 a.m. on Zoom, I work with Apex Christian single professionals who allow us to use their line and everything else. You don’t have to be Christian or single to be on this career club helps everybody. But these are one of the choices I give to, you know, help people with, especially with their LinkedIn of OK. Maybe you want to be your own business owner. We’re starting to see that now because at the time away, Kovac showed us also that we need to work hard, but also we need to take time where our families are friends and be part of the community and help out the community. That’s why when you see me stone, I’m usually around to be a light in community to say, Hey, we’re here for you, whatever the problem of whatever is needed. But in the thing of LinkedIn, it’s the same thing. You want to have that great picture. So people know if you read a LinkedIn profile and you just go through it and you, you just go through it and don’t remember anything.

Cedric Allen: [00:42:10] It’s not a good profile, but I do profiles that make people want to go. I want to meet this person. I want to sit down. I want to talk to this person. They have something, you know, not just for the job, but I want to get to know this person you do. I started by having a cup of coffee. Or maybe you’re at the bar and you get what you get. You know, I tell people, Get me a Mexican. Coca-cola will be OK, or maybe a hot chocolate if it’s a very cold day. Those are the kind of beginning conversations and talking to people and say, Hey, I want to get to know you. I just read this thing about you. I see this vision. I see this passion. I see this heart. How can I know you? So those are some of the things I’m looking at, you know, when I’m talking to it and I don’t do it in a general speak, it is your voice. I just clear it up for you. So when you’re talking to people, it’s you.

Stone Payton: [00:43:01] So people actually engage you to say, Hey, Cedric, my LinkedIn, here’s my LinkedIn profile, and I know it’s not quite what it should or could be. You’ll actually consult with them and help them redesign that to be appropriate for what they’re trying to accomplish.

Cedric Allen: [00:43:15] Definitely. One of the people that we, you know, Barbara Sobel, for those that don’t know are, I think it’s she just recently changed her company, but she tells with order, you know, waterproofing and everything else. I helped her daughter recently with her LinkedIn profile, and just in about an hour and 30 minutes, I got up to all star. She had no connections after I was done with it, but then started. We started connecting with people, but it’s sitting down with her and just having a conversation, right? And I think we’ve missed those those kind of things, having conversations and saying, OK, what are you looking at? What are you looking to do as I talk to people in transition? What do you do, what you love to do? That’s the thing you’ll do it for. You know, I’ve been doing for free, but you want to get paid for it, right? So I helped those structure their LinkedIn. If you’re already doing things like Walter with AMP Floor and we just did his company page and his profile, and we started to talk to him just about getting into what do you do, what do you love to do? And just starting to feature the things Walter’s been everywhere. He’s done flooring, he’s done, you know, painting and all these other things. But you know, the pictures are out there. It’s all in the Facebook, but it’s not covering over to the LinkedIn. And if it doesn’t come over to the LinkedIn, you’re missing a great yield, especially to business owners. You know, you have each month with LinkedIn. Here’s a little trip for you. You have these invitations that you can have somebody follow your page.

Cedric Allen: [00:44:37] And depending on how many connections you hard, you can have at least one hundred invites for people just to follow your page. That’s free press. If you want to boost it, then you could go and get some of the paid ads and some and they’ll let you do a couple of free ones. But this is just free connection said. Hey, follow my page. Why? Well, you know, I have an interesting too. You know, something like, you know, if you’re on LinkedIn, I call my LinkedIn and look up, why is this thing? They call people also viewed there. Here’s a little hint, folks. You want to take that off and go to the settings and turn it off. The reason is that’s your competition. You have some friends, but that’s your competition. So if you’re in career transition or you have a business and you see this thing on the side, you may want to turn that off. But LinkedIn also has this little thing talking about people you may know which they tried. Their job is to keep connections. I look at them and go. Your job is to drive me nuts every week because you keep changing things. There’s little ways to just connect with people on LinkedIn and just also promote things. If you had an event, say you were on Business X radio, you know you could share that on LinkedIn. Copy paste link, boom, or if you have to actually verify, uploaded all these things pictures, things that you know, depending on legality, of course, but just all these things to promote. I’ve worked with people like Ian Johnson with her. You know what she does with insurance, depending on social.

Stone Payton: [00:45:56] Sounds like you’ve worked with everybody I know in town.

Cedric Allen: [00:45:58] Well, there’s a lot of people that, you know, you see these things and people go, right, you know, you’re just sending that through another bigger funnel. If they see video, it’s 80 percent yield on LinkedIn, they’re going to look at it. If you have a profile picture that’s 40 percent more that you’re going to be found. There’s little things of just, you know, having a showcase in a company page. You have a company in a business. Well, if I scroll down and I see great thing around your, you know, profile and I know I’m just starting to get this week, it’s my off week. So even though I have some meetings this week, I’m able to start to catch up because I do other things I help that accomplish Prep Academy with their newsletter being chaplain and things of that nature and teaching there. So hello to those guys and gals. Just a great place for hybrid learning and everything else from different careers. We have people, young people there. They’re already starting their story. People that have a landscaping business there. Wow.

Marie Davis: [00:46:53] When do you sleep?

Cedric Allen: [00:46:56] What time is sleep? I don’t know. So what day is it?

Stone Payton: [00:46:59] So those are some, some things that you can do to make it better. What are some just absolute no no’s? Or there’s some red flags like whatever you do stone on your LinkedIn? Don’t do this

Cedric Allen: [00:47:07] Well. The people also viewed, it’s just already in there, so you’ve got to turn that thing OK. All right. You got to show your picture. Have a good picture. I used to call them the Kardashian shot. Do not do the Kardashians.

Stone Payton: [00:47:19] They’ll go, Hey, look at

Cedric Allen: [00:47:21] Me or you’re in a party. It’s like, Hey, it’s all of us. You’re a person that’s look at you. That’s either about to do business with you or if you’re in transition, goes like, what kind of party was that?

Stone Payton: [00:47:32] And I don’t. So the inappropriate picture for your

Cedric Allen: [00:47:35] Situation picture, right?

Stone Payton: [00:47:37] And you want to

Cedric Allen: [00:47:39] You want to give don’t leave it with just resume speak. Well, I did this and this and this. Ok, I want you to have metrics. I want you to have those percentages. I want you to have all these things. But tell me a story if you go to say we were talking about eating somewhere. If you go to your favorite burger place, say a canyon’s down the street, great guys and everything else down the street say hello to. And you go to Canyon now.

Stone Payton: [00:48:03] Do you send them an invoice? You know

Cedric Allen: [00:48:04] That right? Right. Well, they’re worth it. So in the sense of burgers or something? But if you walk down there and you’re going for a burger, you know, if your LinkedIn profile looks just like the bun and a little bit of sauce. But no meat, no vegetables. No nothing. Well, you know, what kind of will you know? What kind of thing is going to be, you know? You know, these are the things that we’re looking at and everything else. And if you have a business, the one day that will give you great legitimacy is showing that symbol on the side. So they scroll down, they click to it, they go to your company page

Stone Payton: [00:48:38] Because you want to make it real easy to go back and forth between company page and

Cedric Allen: [00:48:42] Right. And if you’re just a solo entrepreneur or a small business, it’s a great thing because I could go click Boom, I’m over on your page and they’re like, they’re reading more about your out. And they just said, Wait a minute, I want to go to your website, click there. One of the things that happens in a lot of business owners don’t know that sometimes LinkedIn, because they want to help you, will sometimes make you a company page and you have no clue it’s out there.

Stone Payton: [00:49:05] Oh, my did not know that.

Cedric Allen: [00:49:07] Or yeah, if there’s a similar name as somebody, I’ve dealt with a client and this happened. I said, Yeah, I see you have a company page. Yeah, but it’s not going to your company page. It’s like, what? Yeah, it’s going to something else, and we clicked on it with something else, it’s like, wait a minute, I have a tore up the page. I know. Let’s change that around. Make sure that your emails, your phone numbers, those things, your location you can even put on LinkedIn, your location. I was looking for a certain place that we’re where I am right now. There is three locations the location where I’m at right now. It’s not on the LinkedIn page, it just says location or here, and you’re going. We need to promote that. That’s a little things that we forget because we’re too busy meeting people in networking, doing the things. But those are also important because after you make that connection, after you make the phone call, after you meet with them, everything else, they go back and going to look it up and see if you’re worth doing business. They go back and go like. That’s not there’s nothing there, right? I don’t know about that. They taught me in, but I don’t know I might have to walk out. So you have to have everything uniform, everything else. I understand being busy. Trust me, I am probably one of the kings of just being busy. But it’s one of those things you wanted your light and LinkedIn to shine so much that they can go, Wow, I want to talk to this person, that individual and everything else.

Stone Payton: [00:50:32] So but someone can engage you, and we’re not talking about weeks and weeks of work. We’re talking about a few hours of some Cedric Magic. Right, right. We’ll call it magic faster.

Cedric Allen: [00:50:43] Can’t say the word magic.

Stone Payton: [00:50:44] Okay. Wisdom, wisdom, right? Discernment there. But yeah, it’s not like you’re engaging you for like weeks and months. It’s a it’s a few hours. You can really tune this thing up, maybe occasionally get some counsel on updating. And that kind of thing gets some because because you’re a pro now, you’re also investing quite a bit of time energy resources in helping. Is it young people through navigating careers or is it young and old? Or are you everybody for

Cedric Allen: [00:51:12] Everybody that’s going through a career transition? That’s just basically Shepard. That’s the shepherd and part of the ministry, really. You’re taking that person where they are at that moment. Ironically, when I was with the DOD in the U.S. Army at Cars.com with Tim Vantaa, they came up this thing with lifelong learning sustainment knowledge network. This is back in 2006, so this is early, first, early e-learning, and they started to know that as people were retiring or leaving the service, you know, the next group because they were rushing people out to Afghanistan and Iraq to real time at theater, what they call in war, real time theater out to the war zones. They were not training enough. We’re not getting the training they need, so they start to do these forms depositories of information, people giving their experiences or the group that would come back from a mission and say, Well, we went through this one, this thing did this thing. And yeah, we had the situation. So how did you fix it? Well, this is how we fixed it. You know, those kind of things. You were starting

Stone Payton: [00:52:11] To capture that

Cedric Allen: [00:52:13] Information and the stories and redistribute. So it was easier. So how do you write this report instead of just yelling at the guy, just go fix, write the report and the guy who thought of this, he thought of this just from reading scripture. He just said, This is this is how I’ve got my idea on this. So he started to do that. This is the same thing here. So you’re working with people wherever they are at that same that point in their situation, they could be divorced, single whatever they’re going through. Believe it, nonbeliever, whatever it is, and just say, how can I get you from this point to the point you need to get to? I tell people all the time, Don’t tell me for 20 30 minutes what you don’t want to do or what you tell me. Or better yet, don’t tell me this, this this and then say, I don’t want to do that. Why? Because I want to get you to where you want to go. We already got enough people. You’ve already gone through that. Let’s where do you want to go? And if you don’t know, that’s fine, that’s part of the process we talk. We were listing everything else. I don’t put people in a box. I help you think outside the box.

Stone Payton: [00:53:14] So is it largely one on one work or do you do classes or a little bit of both for these days?

Cedric Allen: [00:53:20] Is more on Zoom or just whenever I talk to a person, it could be even while I’m doing my LinkedIn with them and said, OK, so what is that title? That’s you. I had that about two weeks ago when they were in the session. I said, What is that you? And it was a former colleague that was in the same business where I was working in the media business. And we talked, I said, Well, you have all this, but what you’re telling me is not reflected on your that part under there that says your title. Yeah, so who are you? And we thought she thought about it. I said, From what you’re telling me, you want to do this, this this. Put it in there because they’ll find you. Because when we do searches and Google search LinkedIn searches, but that’s where I’m looking for your name comes up to at the top of the list and I talk to her about go back to that sandwich. She had so many different positions, such great experience, but it was basically bred, a little bit of sauce, bread. I said, I need more meat, I need some veggies, I need to have the sandwich because, you know, if I’m going to, they want to take a bite of it. But when they show up, it’s like, Where’s the beef? Where’s the veg? If you’re vegan, you’re going.

Cedric Allen: [00:54:33] There’s nothing I can’t. You can’t consume it. You can’t. You want to make a connection. Everybody wants to make a connection with the person they’re trying to reach. And if that connection is not that good, it’s not going to happen. And it’s just, you know, and a lot of people think this is a hard process. It’s not. It’s just you’re working out and you’ll be surprised. The funniest story I’ve ever had one of the funniest former colleague of mine back in a little network downtown that was run by a guy I called Uncle Ted. At that time, we were talking back and forth. He was in. Transition, he’s working, thank God now a great job and everything else, I talked to him, I said, you know, we both had this Emmy Award thing for nine eleven, right? Yeah, I said, there’s got to be some other ones. He’s like, Oh yeah, he starts raffling off this stuff and I go, Let’s stop after a minute, I go, like, why is that not on your profile? I just didn’t want to show off. You need all your profile, how they’re going to know that you’re this great guy. This is a guy that was working satellite trucks, Ingwe trucks and he was doing Katrina and I believe the elections at the same time.

Stone Payton: [00:55:42] So it’s OK to show off a little bit, right? It’s it’s well, it’s not really showing off if it’s framed

Cedric Allen: [00:55:47] Properly, if it’s framed properly, but also this is your experience. Yeah. So if I’m looking for somebody in the business, I want, usually you want the best or the best within your price range. Mm hmm. Ok, I’m looking for the best. If he doesn’t put that out there, I’m looking for that guy. If I see him and that goes back to the story, I’m reading this and everything else. Steve Austin could walk out to the, you know, to the LinkedIn profile. Like star Reza,

Stone Payton: [00:56:12] This guy is boring.

Cedric Allen: [00:56:13] I’m going to get a pillow, I’m going to start going to sleep instead of him going, dang brother. We got to get him on the ring. Get him on the phone right now, now. You know, there’s the difference between. Those two and those and you’ve read profiles that you went like, yeah, and then you read profiles like, I got to subscribe to their email, I got to follow them on LinkedIn. I got follow them on Facebook. I got. Where is their website? I got to go start subscribing to what they’re talking about. Those are the

Stone Payton: [00:56:45] Things. So we will have you back in and maybe do a whole LinkedIn special episode. Maybe get some other folks. But I’m not going to let you out of here without telling us about the Emmy. You want an Emmy, right?

Cedric Allen: [00:56:56] The Emmy was for news gathering coverage for CNN, covering 911 out of CNN Atlanta. It was one of the one of the few that can actually say when the world was book, I was able to get two to three news feeds in a video where everybody else was either. The whole thing was locked down or in one. Some cases some people were kind of barring CNN signal because everybody was like, Oh, we got to show this, we got to show this. We don’t know what’s going on. So it’s an interesting time. If you were a news, you got this Emmy, but it was doing that and everything else. I think the thing you probably will know me more for would be the first live first. Video Pictures of the shuttle breakup in 2003 into Dallas, Texas. Yeah. Or, as I call it, yes, I made the president leave his Camp David on vacation to come and address the world about what’s going on. Yeah. So just that kind of story and just breaking news and things of that nature. But yeah, that was the me and some other parts.

Stone Payton: [00:57:55] You know what is interesting background? All right. If people who are listening would like to have a conversation with you or someone in your circle, what’s the best way for them to reach out and connect with you? Well, I’m thinking LinkedIn may be a place.

Cedric Allen: [00:58:08] Linkedin LinkedIn is the place I usually sit, everybody. There it is. Cedric Allen on LinkedIn. You’ll see me with the microphone and everything else. And that would be the easiest place. I also have a couple of showcase pages. I’ve done some upgrades on the bridge with God Ministries just trying to be very selective because a lot of things I do kind of mix with each other. So but the LinkedIn profile page is the better page for me. I also have a little bit of YouTube, a couple of videos, but it’s just a little bit of everything else. But go to the LinkedIn and everything else that’s I’m killing out all these, but

Stone Payton: [00:58:43] My own subjects phone. You guys are hearing,

Cedric Allen: [00:58:46] Yeah, the other alarm, because usually during this time I’m usually either up or I’m already at somewhere and I have this back in the brain thing of, OK, where’s my time?

Stone Payton: [00:58:55] Were you already admitted that you’re one of those busy guys? All right, so one more time just link the LinkedIn thing. Let’s make sure we get

Cedric Allen: [00:59:01] Them to that. Yeah. Linkedin.com, I believe slash Cedric s Allen looked me up there. You’ll find me a senior pastor, shepherd and everything else with LinkedIn and all these other things. Easiest thing I always check with people, especially when I’m doing all these things. Remind me where I met you because if I don’t remember and it’s good for everybody, it should be like, Remind me where I met you because there are weeks where I could. I used to joke and I could still do it by the time Friday come, so I could be in Hawaii on a Zoom meeting at five by five p.m., right? Because it’s just that many things because in person versus in different places, depending where I’m going.

Stone Payton: [00:59:40] Well, thanks so much for coming in today, man. Don’t be a stranger. I’m quite sincere about that. I think it might be fun. It might be fun to have. I think you’ve got a group of kids that our buddy John Cloonan was talking

Cedric Allen: [00:59:52] To right at Cooper’s Prep Academy, where there’s pre-K to 12. It’s hybrid learning is Christian, but it’s not. We don’t go so far in certain things, but it’s about how would people find a compass is really about them. Find out what they want to do, how they want to do it, and they and what. John Cloonan with audacity marketing. He came by two weeks ago and was talking to our middle school class that was just starting to do their own business and do entrepreneurs business entrepreneurial class. And now they have the the new they’re going to kill me because I’m trying to remember this as early for the new snack shop there. I think they called it, I got they’re going to kill me for this one,

Stone Payton: [01:00:37] But we’ll get them in here to talk about it. Maybe, or we’ll take something out there and put them on a Business RadioX anyway. Yeah, yeah. We have a great affinity for young entrepreneurs, right? Right. And we don’t we want to invest in that. So you and I have lots of reasons to connect on on different things.

Cedric Allen: [01:00:52] And one more thing I’m going to say hello for sure. Connections 12:00 noon Every first and third of the month on Wednesday at 12 o’clock. It’s for a Christian business, people connecting to everything else. That’s how Marie and I kind of met a little bit over online. But we haven’t first time face to face as I knock over the microphone because I’m crazy and having too much caffeine here. But it’s one of those things that I do producer and camera work for them, and I’m right across the hall from, of course, you as you know. But yeah, we never we see each other, but we’re never doing shows at the same time because.

Stone Payton: [01:01:27] Well, we’ll have to do some more, we’ll have

Cedric Allen: [01:01:29] Definitely,

Stone Payton: [01:01:29] Definitely. Thanks for coming in and hanging with us and thanks everybody. It’s been a great way to spend a Tuesday morning. Thank you. All right, John, you are more than welcome. This is Stone Payton for Cedric Allen, Marie Davis. Sheila, I don’t remember your last name,

Sheila Eads: [01:01:46] Sheila Eades

Stone Payton: [01:01:49] And Rhett Farris and everyone here at the Business RadioX family saying, we’ll see you next time on Cherokee Business Radio.

 

Tagged With: Georgia Center For Employee Ownership, marie davis, Rhett Farris, Sheila Eads

Jason Graub With Tourial

February 25, 2022 by Jacob Lapera

Tech Talk
Tech Talk
Jason Graub With Tourial
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JasongraubJason Graub is the co-founder and CEO of Tourial, a product experience platform which enables technology companies to drive growth with interactive product stories.

Prior to Tourial, Jason started his career in public accounting with KPMG before becoming a startup founder and executive with GamePlan and Gather Technologies. With Gather, Jason lead the partnership marketplace strategy as well as being general manager of EventUp.

Jason brings both his prior financial and operator experience to lead the Tourial team which has experienced 10x revenue growth in the past 12 months and recently raised a $3.4M seed funding round.

Outside of work, Jason enjoys staying active outdoors as much as possible, hiking and camping with his friends and family.

Connect with Jason on LinkedIn.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Coming to you live from Atlanta, Georgia, it’s time for another episode of tech talk with your host, Joey Kline.

Joey Kline: [00:00:16] Welcome to tech talk, everyone. We have got a great local entrepreneur on today. Jason Graub, CEO and co-founder of Tourial. Jason, how you doing?

Jason Graub: [00:00:26] It is great to be here. Thank you for having me.

Joey Kline: [00:00:27] Good. Ok, so you know, we have all different types of CEOs and execs and co-founders or no founders on the show. And so today we’ve got both a CEO and a founder and a company that just raised a little bit of cash. So I think we’re going to have a lot of fun diving into what you guys are doing. So first of all, trial spelled t o tutorial for everyone out there listening so you can google them headline What do you guys do?

Jason Graub: [00:01:00] Yes, a really high level. We provide a way for software companies to build interactive product experiences of their software, really focusing top of funnel on those marketing use cases. So the first time a potential buyer ever sees your product experiences, your product interacts with your product. That’s where you can use a tutorial like experience to give them a really good feel for what they’re actually going to be going through the buying process about

Joey Kline: [00:01:23] Ok, and we’re going to try in as best as we can audibly audio to recreate that experience, right? But for anyone listening, it is actually very cool. If you go to their website, you will really get to see how it works. But just as best as you can describe it to folks who are listening, how it works?

Jason Graub: [00:01:39] Yeah, the basically I would say the way it works is you’re going to click on one of these toriola experiences and then it’s all interactive. So you’re actually clicking through the full experience of, let’s say, imagine, you know, you go to your website, you go walking through what it’s like to be actually being using the Tawil platform. So our own tour actually has a persona. So like, imagine you are a VP of marketing at Asana and you’re trying to share what Asana does as a platform to what gives you an interactive way to walk through that without ever having to log in for Asana, for example. So this is all exists outside of the platform.

Joey Kline: [00:02:10] Yeah. So OK. So as opposed to maybe a rep or we’re going to talk about how this kind of interacts with sales and marketing a second. But as opposed to a rep describing this to someone on the phone, we are basically looking at a video of someone going through the software as opposed to you trying to figure it out yourself, what it does.

Jason Graub: [00:02:31] Exactly so. Video But more interactive in the sense that the buyer, the visitor, is the one who’s actually clicking through it. Whereas a video is a bit more passive, it actually forces the person to kind of engage, and that process allows them to educate more on what the software does.

Joey Kline: [00:02:45] Ok, so this is by the time they go, assuming they’re an interested buyer, by the time they go in to actually speak with someone from sales, they’re a little bit further along in their understanding of the product than they typically would be.

Jason Graub: [00:02:57] Yeah, it allows them to do more of that evaluation. And even to the point that some of our customers say that people will buy their software without ever having to talk to a sales rep.

Joey Kline: [00:03:05] Ok, so we we went there. So let’s let’s talk about that. Ok, so I can see a use case in which this it obviously depends on sort of how complicated and complex a sale is for a certain piece of software. I can see a use case in which this augments what marketing and sales are already doing, right. It leads more qualified folks to sales right off the bat. I can also see a use case in which this sometimes circumvents sales altogether. Or is it just is one of those the right way to do it? Does it just depend on the company? What what are your buyers prefer?

Jason Graub: [00:03:43] I think it really depends on how their marketing and sales teams are set up. So I would say the in the future, maybe bypassing that sales rep. But right now, it’s really how do you augment the process of using the sales rep to have a more qualified and meaningful conversation? So imagine all the questions that a sales rep might be having during a discovery call that they don’t really need to be having because someone has already answered those questions for themselves through a tutorial experience.

Joey Kline: [00:04:07] Ok, but I imagine that this is typically a product that is purchased by marketing as a way to send leads to sales. Or are you selling? Are you? So are you selling it to a CMO or a CRO or it just depends on the company.

Jason Graub: [00:04:21] More often the CMO, VP, marketing director, marketing persona. The biggest reason is the website is definitely the core place that someone is going to be experiencing material.

Joey Kline: [00:04:30] Ok, OK. So this is not something where and I don’t know, maybe this is in the future, right? Yes, right now, I can totally see how this works on the website and have experienced it myself. Is this something that let’s say an SDR is reaching out to prospect they embed something like this in an email for them to experience? Or does that not? Is that not a functionality right now?

Jason Graub: [00:04:52] Yes. So you get hyperlink it in an email. Ok, would it embed like a video? There’s some technical limitations with Gmail that prevent that. Yeah, but we do have a lot of companies that will really have their outbound sales team, for example, say, Hey, check out this tour and you click on that and it would open. Fall, a kind of microsite experience that that trail goes through.

Joey Kline: [00:05:09] Ok, very cool. So, you know, I imagine your pitches like we live in a very, very crowded universe of B2B software. And this is a way for people who use trial to stand out to their buyers. Yep. Ok. So I brought up B2B software, which of course, I imagine is quite a robust prospect for Toro’s own sales efforts. Are there are there specific types of software companies that work best with L’Oreal?

Jason Graub: [00:05:39] Not really. I would say we have customers that really span SMB through enterprise and really any type of software. Even some companies that have like hardware. So if you think about IoT companies like a samsara can get a lot of benefit from a tool like Turrell because you can not only show how your software works, but because you’re using just screenshots and videos of the software to build it. You could actually show your hardware in relation to that software kind of the full product value.

Joey Kline: [00:06:03] Yeah, OK. And so, so hardware or software both work. I imagine that this is typically something that applies to an inside sale, a sale that happens over the phone or the internet as opposed to, you know, I mean, I guess maybe it could be the first step of someone going to actually see a prospect in person. But I imagine most of this is applies to inside sales,

Jason Graub: [00:06:23] Especially, I think, in 2022 with the pandemic. Yet most sales are definitely inside. Yeah, we do get requests for like a downloadable tutorial feature. So if you imagine you’re at an event or you are doing door to door sales that you could have that Turrell pulled up without needing Wi-Fi. So that stuff is something that we’re considering.

Joey Kline: [00:06:38] What what is your what are folks doing now? Right? I mean, it’s actually I slight slight tangent. So I recently had Jeff Perkins, who’s, well, he’s now the CEO of Park Mobile. He was the CMO, and he wrote a book that everyone should get because it’s very good. It’s called How do not suck at marketing? And it is. He’s been a marketing guy his whole life, and it’s really just about the massive number of technological changes that people in marketing have to keep up with. It’s when I really started to think about it. It’s really unlike any other function, except I would say sales as well, which somewhat, you know, kind of go together in terms of how much you have to keep up with. So that lead in what are the folks you’re talking to doing now? Is there something that is similar tutorial? Is this a total paradigm shift in terms of how people have their prospects experience a product at the front end of the funnel?

Jason Graub: [00:07:38] So I think there is without a doubt, a paradigm shift that’s occurring right now. The biggest thing being driven by the buyer. So if you think about from a B2C side, we’re all going to Amazon and we can buy something and have it at our door, potentially the same day. That urgency that need to feel the product see the product earlier is now kind of coming into the B2B space. So you think about as a marketer, you really want to be showing the product as early as possible because there’s an impatience, I think, with humans in general in this day and age that people want to be able to experience whatever they’re buying earlier. And you know, I think there’s also that stigma of getting on the phone with the salesperson. So the less you can force a potential buyer to do that and kind of match the way they want to purchase software, you’re going to have more success. Yeah.

Joey Kline: [00:08:20] So the the first job that I ever had out of college was as an SDR. And I’m thinking, I mean, this was around 2008, 2009, and then it seemed like buyers were bombarded with so many forms of information. Now, you know, it makes that time look, you know, laughably pedestrian. And so I imagine that this is very welcomed by the folks that you work with. What are some of the different ways that people that marketing uses this tool?

Jason Graub: [00:08:52] So the website is therefore the primary way, but you could have one tutorial on your website. You could have 10. It really depends. Are you trying to show kind of the whole product experience? Do you want to show different features, maybe how a certain integration works? So the website, I think as the core primary use case, that’s the main way when someone hears about a company, they’re going to go to their website and check it out. You want to give them that product experience on the website that will enable them to at least get some of the information that they would want as part of that initial evaluation. Outside of the website, you have outbound sales, like you mentioned, is definitely a really, really big use case with emails. So being able to say check out a Two-Year in an email really quickly and easily. Linkedin when I was actually selling toil originally a couple of years ago, a lot of what I would do is I would take a tutorial link and I would pop it into LinkedIn message and say, Hey, just check this out. All they had to do is open it up, and they were able to experience whatever that was without ever having to talk to someone.

Joey Kline: [00:09:47] Yeah. So I’m thinking about I mean, it’s really as sort of the proof is in the pudding, right? So you talked about selling. Ok, look, typically co-founders and, you know, are the chief salespeople for a period of time. So are you getting to the point where you all have a dedicated sales team who is a. Course using trial to sell trial, or does most of the onus still fall upon you and, you know, the other executives?

Jason Graub: [00:10:14] Oh yeah, so we definitely we brought our first sales higher actually about a year ago. Ok, I’m a director of sales and then we have been steadily building out our sales team over the last year. So we have about three account executives right now. It’s been really effective and we obviously use tutorials ourselves, got to practice what we preach and all of our outreach.

Joey Kline: [00:10:31] Well, and I imagine that it helps you sell. Oh yeah. Yeah, absolutely, right. It’s, you know, they’re sort of. They’re buying the experience. So do you have any stats in terms of, you know, comparing what’s say after six months, what a marketing department was doing before to after using trial? You know, whatever it is, how many more qualified leads they send to sales, how many more deals close. Are there any metrics like that that exist?

Jason Graub: [00:10:58] Yes, I’d say the leading to metrics that we really focus on are the volume and the quality of those top of funnel leads. So when someone implements a trial, if they have their data tracking set up pretty well, they’ll see typically between a two to three x increase in the total volume of leads. Not only that, but it’s a little harder to quantify quality. But overall, our customers will also see that the quality of those leads is a lot higher because those buyers have evaluated the different tools already, they’ve already kind of gotten a feel for it so they can disqualify themselves earlier in the process.

Joey Kline: [00:11:30] Ok, less people who sort of fall through the cracks and proved to just not be serious buyers.

Jason Graub: [00:11:34] Yeah, it’s kind of like all of us have been on a sales call and we realize halfway through the sales call that we’re not really interested or not qualified, right? How do you avoid this?

Joey Kline: [00:11:41] Let’s take the call. Yeah. So in looking at a trial, it’s clear that there’s an art to it, right? There is a design esthetic to it to make it visually appealing, as well as intellectually appealing. So when when you are working with VP of marketing for Company X and they actually end up becoming a customer of yours, is it intuitive for them to set up trial? Do you have consultants and guides who sort of help them design it? How does that work?

Jason Graub: [00:12:10] Yeah. So there’s kind of three elements to when you actually would, you know, let’s say you sign a contract with trial to having these tours live and using them in your website. The first element is the builder, so that’s actually building the actual toilet experience. That’s all. No code, so a marketer can do that themselves. They don’t necessarily need a designer or design experience to do that. Then there’s actually putting it on the website. So that sometimes takes a little more technical experience. We do have a pretty easy embed code, so you can put it in an iframe, which most web designers or marketers are familiar with. And I think the last and most important component that we’re really starting to focus on now, which is all of the engagement activity that you can understand that where people are doing what they go through a tutorial. So imagine you want to understand what John Doe does. They actually go through a drawing your website and then they submit a lead. You’re going to want to make sure that the sales team understands that John Doe went through that tutorial and what he did because that might, you know, build a much stronger sales relationship if you know what they’re interested in before the call ever happens.

Joey Kline: [00:13:05] Sure, it’s you have to do a little bit less discovery. Exactly. Ok. And I think that you all recently released an integration with HubSpot, right? We did. Ok, so tell us a little bit more about that.

Jason Graub: [00:13:15] Yeah. So that’s right along the lines of that engagement activity. So it’s the first integration we released like this, but it basically allows anyone who uses HubSpot as their marketing automation platform to basically add toil to their website under their subdomain. And when they do that, as long as the company knows who that person is, whether it’s through a lead form tutorial or whether it’s through a lead from through their own website, they would have all of the data of what happens in that trial. So that’s the amount of time they spent. What did they click on? Did they finish it? All of that activity will actually log into their HubSpot account for their marketing and sales teams to use.

Joey Kline: [00:13:49] Do you think that this sort of technology could be applied to something that isn’t a piece of technology, software or hardware, maybe more of a a service or an experience provider?

Jason Graub: [00:14:02] Oh yeah. Early on, I would say we got pulled in a lot of different directions of people wanting to use tutorial for all different types of tools. I think one of the more interesting was it’s like real estate listings. So imagine being able to create a tutorial of an actual property. Yeah, and just taking pictures, and you kind of have tool tips and hot spots that kind of walk through the different elements of the property. So we definitely have people that have gotten pretty creative. But our bread and butter is definitely still focusing on technology companies.

Joey Kline: [00:14:28] Ok. That’s right. It’s look, obviously at this point in your growth, you got to you got to focus. Yeah, yeah. And of course, as a commercial real estate guy, that’s, you know, sort of was in my head. That would be very interesting, although I imagine that, you know, maybe those brokers out there who represent the landlords, you know, maybe want to be able to do that in person. Yeah. Ok. So so let’s talk a little bit about you. Ok, how did you get to Atlanta? How did you start to trail? What is your entrepreneurial journey?

Jason Graub: [00:14:58] Yeah. So I actually started my career up in Philadelphia, which is where I’m from. I spent my first four or five years in public accounting. Very different. Then software and startup world. So I’m actually was a CPA, realized pretty early on that I didn’t want to be an auditor for my whole life and started my first company actually out of that. So it was called game plan, which was kind of like a collaborative version of Yelp. But that was really the start of my startup journey, and I would say that I learned a lot from that failure and kind of going through that process of learning what not to do. And the biggest thing the biggest component of game plan was it actually introduced me to the founders of Gather Technologies, which was a software company based down here in Atlanta, Georgia. So I met those founders, and when it was time to move on from game plan, they actually created a role for me to gather to run the marketplace arm of their business. So I was actually managing partnerships with Yelp Open Table. And I was actually the GM of an internal marketplace they owned called Event Up, and that was where I met my co-founder, Andy. So Andy was on the marketing team. I was running the marketplace side of the business. So both kind of in marketing, in some form, within within gather. And that gave us the opportunity to build that friendship, build that trust. And then when Andy kind of had the light bulb moment for tutorial, he brought me along about six months later as a co-founder.

Joey Kline: [00:16:11] Ok? So yeah, it’s just, you know, we all have these moments and things where we just never know where something’s going to lead us. I’m curious about your your background, right? You go from CPA, which is typically a very predictable, rote tasks. And and look, my wife is a CPA and you know, we have a very good balance in our family. You know, she is the risk averse one and I am the risk embracing one. It works very well. So do you think that you have somewhat of a risk averse personality and you kind of pushed yourself to get past that to become an entrepreneur or had you always has always had this in you and whatever anyone wants to glean from you, being a CPA doesn’t really have anything to do with your risk profile.

Jason Graub: [00:16:59] I would say it was. I always had this in me. I think during college is when I started to really explore entrepreneurship, but by the time I got more into it, I also had that job offer from KPMG and I was ready to, you know, have a secure job offer and kind of been that risk averse side of me. But I think early on, it took me about six months to a year to realize that that wasn’t really for me. It wasn’t exciting enough and it was I wanted more of a challenge where I could really kind of build something that was my own.

Joey Kline: [00:17:23] Yeah, yeah. I think if you have that in you, it is. It’s impossible to turn off and your biggest regret in life generally becomes if you don’t scratch that itch and you wake up several decades later and you know, you wonder about what could have been. Oh yeah. Yes, it is. It is very. It is not only very helpful to know what you want to do, but I think even more helpful to realize very quickly what you don’t want to do with your life, right? Ok, so you met you met your co-founder at Gather. And did it take much convincing or the second that he kind of showed this to you were like, Yeah, that’s that’s awesome.

Jason Graub: [00:17:58] I would say didn’t take me as much convincing as it took my wife. I think that first failure was hard, but I learned a lot from it. So it definitely took a lot to kind of take that leap back into entrepreneurship, especially because it was right around the time that the pandemic hit. So it was definitely a big decision to move forward. But I think when I talk to customers, when I talk to people about what Tokyo was and I saw the excitement, I knew there was something there and it was something that I really wanted to explore.

Joey Kline: [00:18:24] Yeah, sometimes you just got to say, screw it and, you know, go for it. Yeah, that’s great. And so do you. You you obviously have many moments where you say to your wife, I told you so right, because that’s a totally healthy thing for a husband to do.

Jason Graub: [00:18:35] Yeah, I would say you definitely have to bite my lip on that one.

Joey Kline: [00:18:38] Yeah. Yeah, OK. So, you know, I alluded earlier as to how I think marketing and sales change so quickly. And I am. Well, look, you probably have opinions on the future of marketing, sales and Torrijos place in that world. But I’m curious if there are any, you know, besides how Toradol is going to be fantastic and make marketing and sales, you know, even more effective. What are your thoughts on where marketing is going, where sales are going and what the challenges are that lie ahead in the next five years, folks who run those verticals?

Jason Graub: [00:19:13] Yeah, I think the transition is more towards. I think product lead is a very buzzy term right now and the marketing and sales world of getting people to experience the product earlier. But I think it’s really all about the buyer. And I think the farther we go over the next five years, it’s going to become more about the buyer and what they want, what they’re looking for and understanding that as early as possible. So Tawil are many other tools that are also working on this think give have to entrust radius, which are two marketplaces that collect that social proof the reviews from customers. If you combine things like that with a total editorial, you can really kind of build a full picture of what someone cares about and better understand. Companies can better understand to be aligned with their potential buyers based off of that.

Joey Kline: [00:19:57] Was it ever not about the buyer?

Jason Graub: [00:20:00] I think the the company had the leverage. So if you think about historically, you had to. Call a number, you buy something, right, so the company you really still had all of the leverage, the more digital we’ve become, where people can buy things themselves, online companies are losing that leverage. The more they lose that, the more they’re going to have to kind of adapt to the buyer.

Joey Kline: [00:20:19] Ok. I can understand that right buyers have more information than they ever have before they go into the sale knowing more than they ever did before. And so the role of the salesperson changes. So for for people who are getting into a sales career, it’s it’s very different than if you did it. Frankly, I think even 10 years ago, let alone 20 or 30, right? So what are the skills that people who are coming up in sales have to have? They didn’t maybe a decade ago.

Jason Graub: [00:20:48] I don’t think the scales have changed all that much. I think you’re still focusing on the problems of the buyer, right? I think that is going to still be core to sales. I think the way you think about sales where you’re running this really long multi demo type of sales cycle is definitely changing. I think a sales assisted buyer process is something we’re seeing a lot more of where, you know, they may actually be in the product, they experience the product and at certain milestones, that’s when sales gets involved and says, Hey, I saw you did this in the product. Maybe it’s time to have a conversation and see how you can take advantage of our of our software more, more in depth.

Joey Kline: [00:21:23] And I would imagine. Ok, so you probably have a set of salespeople that is lower on the totem pole that doesn’t like this because their value was providing information. Ok. And now, of course, that information can be, you know, gleaned online. There’s probably another higher level of salesperson that likes this shift because they can focus their focus, their time on those higher value activities.

Jason Graub: [00:21:50] Yeah, I would say the a good salesperson doesn’t really get scared by trial because they know where their real value is, which is not just kind of walking through a vanilla demo of the of the of the product.

Joey Kline: [00:22:01] Yeah, that’s right. That’s right. That’s that’s probably not a not a path to job security. Yeah, OK. So Toriola recently raised a round of funding, which is very exciting news. And what are your plans for the next 12 to 18 months in the growth of the company?

Jason Graub: [00:22:18] Yes. We just recently raised our seed round, which was led by Bonfire Ventures. They’re actually based out in Los Angeles. They really kind of aligned with our vision for where we want to take the company, which is this is not about just being super super product led. It’s about building something that that address to this trend that we’re seeing, like we just talked about this paradigm that we’re seeing where it’s all about the buyer. And if you can address the needs of the buyer earlier in the sales process, earlier in the marketing funnel, you’re going to have more success. That’s really the hypothesis as we start to build the business and scale the team, especially yeah. And focusing on the product roadmap that is going to really build those features that our buyers are going to want.

Joey Kline: [00:22:58] Ok, so so let’s talk about the fundraising process. I remember when I was having these conversations even just five years ago, most funds were being raised from the West Coast or the Northeast. Now, obviously, you just described a process that was led in on the West Coast, but more and more in Atlanta. There have been enough an infusion of capital, enough successful exits that I find people, you know, I feel like more than at least more than half the time, you know, someone’s got a seed round that’s led by an Atlanta based investor. So I am curious what was there a specific reason for looking outside of Atlanta? Did it just happened that way? What was that process like?

Jason Graub: [00:23:37] Yeah. So we actually raised a smaller pre-seed round about a year earlier, which was led by Nole Ventures, who is local here in Atlanta. You know, we had we really are fond of the Atlanta VC community. I think the biggest thing was we wanted to talk to as many voices as possible that would align with our vision and really understand the problem that we were solving. So we now I think I talked to about 40 different VCs over the course of a couple of months. The biggest thing with Bonfire is they got it. It wasn’t even really a pitch. It was really a conversation about the problem and understanding, like our vision for where we want to take things. The company

Joey Kline: [00:24:10] Yeah, it’s they sounds like they just felt like partners as opposed to, you know, someone who just wrote you a

Jason Graub: [00:24:15] Check. Exactly.

Joey Kline: [00:24:16] Yeah. Yeah, that’s very cool. So this is, I guess, this is your second time in the CEO seat. You know, first with your own, you know, your first venture back in Philadelphia and now with Torrio. What? And of course, in between there you you know, you work for someone else, right? You know, certainly still, you know, a growing company, but you worked for someone else. So what have you taken from all those different experiences into your leadership role now? And how does it change as you kind of go to this next phase of the company’s growth?

Jason Graub: [00:24:48] Yeah. And I would say it even starts earlier than that at KPMG. I think about the all of the things that I learned at KPMG just to be a professional and really communication skills. As I think about the startup journey, you know, game plan was really learning at the earliest stage what to be looking for in terms of how do you get to product market fit. So I think that was the failure at game plan was we never really were solving a true problem and that made it really hard to grow as a business. You know, as we moved to gather obviously a different stage of a business, it was private equity backed at about one hundred employees. So I really got to see a full software company in every different component of that business. So I could see a full engineering team. What a marketing team a sales team looked like. Get a full feel for how those teams operate, the processes that go into all of that. So that gave me a feel for OK. Pictorials. Not there just yet, but kind of where we’re moving towards. And then obviously, I think over the last couple of years editorial solving. Invalidating those biggest pain points from those previous experiences I had.

Joey Kline: [00:25:52] Yeah. Ok, so someone actually asked me this at dinner the other night, and I thought this was a great question that no one has ever asked me What is the most? What piece of your job has been the most surprising to you or would be the most surprising to someone else that you have to do on a day to day basis?

Jason Graub: [00:26:12] Yeah, I think I think it’s all about the people when you get past about 10 to 15 people, employees on the team. And I think the CEO role, you know, that’s very glamorized. But I think it’s really about thinking about how you build the right team, the right culture, and it’s easy to say that. But it’s another thing to go out and actually do that and to bring really great quality talent onto a team.

Joey Kline: [00:26:34] Yeah. Ok. So so that being said, what is the culture that you’re looking to foster? Who who are the type of people that help to realize that vision?

Jason Graub: [00:26:46] I think at this stage, the biggest thing that we look for people that are self starters, it’s really hard to train at the earliest stages of people that, you know, you know, maybe someone who’s straight out of college that doesn’t have that professional experience yet. So we really need employees that can understand what they’re doing, be self starters, kind of carry a bag and really kind of run with things. You know, we can set the vision as founders and leaders, but it’s really about empowering everyone on the team so that they know what they’re doing and they don’t have to rely on us all the time.

Joey Kline: [00:27:17] How do you try and suss that out in an interview process?

Jason Graub: [00:27:21] Yeah, it’s really about asking the right questions that get at not necessarily technical skills. So I think when you think about a typical interview, it’s really focusing on hard skills that they may have, but it’s asking questions about, you know, an experience they had where they kind of went above and beyond, or they helped out someone else who wasn’t necessarily on their team questions that get at the really the grit and their personality and how they think about working as part of a team, especially at this early stage when things are changing and evolving really, really rapidly.

Joey Kline: [00:27:49] Ok. Are there any interesting books that you’ve read recently that you think have been helpful in your journey, either as an executive or as a co-founder?

Jason Graub: [00:27:59] I just read death to meetings, which is very was very, very helpful. I think, you know, as a company, you start to realize after you’re at, you know, you kind of pass that five to eight person stage where everyone is really aligned and you can kind of just talk generally, you know, whether it’s through slack or email and you get to a certain point where you start to rely on meetings too much. So reading that book really allowed me to understand, where do we need meetings? But really, where can you also then rely on a certain asynchronous communication to keep everyone aligned on the team?

Joey Kline: [00:28:28] Ok, so so is most of your time right now. Spend on hiring? Is it spent on strategy? What are you doing with your day?

Jason Graub: [00:28:35] All the above. Yeah, yeah. We’re growing pretty quickly. So hiring is definitely a top priority strategy and understanding with the product talking with our customers. So I’m still pretty involved in the day to day of the business as we bring more leaders on the team that’s getting less and less so. So it’s also more important that I work with our leaders, coach them up so they can also understand what you know, what’s going to be expected and understand that

Joey Kline: [00:28:57] Vision and how have you found the the talent atmosphere right now? I feel like most of the technology companies I talk to, they’re having a hard time with technical talent. Maybe not so much sales and marketing talent, but it just seems like it’s extremely competitive out there.

Jason Graub: [00:29:15] Yeah, I would say it’s really hard across the board. Yeah, technical talent and marketing and sales. It’s really challenging to find really competent individuals and especially you have prior experience in software. I think that’s the biggest thing. Software companies definitely operate a little different and a more traditional company, so it’s hiring people that can understand that coming in makes it a lot easier for them to ramp really quickly.

Joey Kline: [00:29:40] Is this an issue of because unemployment is so low, right? So is it just that, OK, you hear about people who are quitting their jobs and moving on? But is it that at the level of employee you’re looking for that they have moved on to someone who’s made them, you know, just a large company that’s made them an incredible salary offer that cannot be matched by early stage company? What what is the reason that it’s so hard to find people right now, especially in a place like Atlanta?

Jason Graub: [00:30:06] Yeah, I think there’s there’s a lot of money out there for one. So there’s a lot of investments being made in the software space. So a lot of companies that have a lot of capital that they can invest in employees, that’s what’s one part of it. But the technology sector is also growing so quickly that the employment base can’t catch up to it. So if you think about experienced individuals that you know, Salesforce are desired by all 50 other companies that may be local here that are going after that same talent. So the the the the movement, this entire industry is growing so quickly that you can’t build the experience behind it. And I think that’s

Joey Kline: [00:30:41] Making it harder. Right. It’s like you can’t graduate them from Georgia Tech quick enough. Exactly. Yeah, no. Look, it is amazing. It’s like, you know, I got. Term sheet in my inbox every morning, and you just look at not only the volume of companies every day that are announced, they’re being funded, but the sum of money they’re getting. And yeah, you wonder, who do all these companies really have something amazing to offer to the marketplace? And then to your point, where all the people who are going to work at this company come from? That that is a good point. So if someone is listening to this and this has sparked their interest, how do they get in touch with you? How do they get in touch with toil to find out more about what you do see?

Jason Graub: [00:31:23] Go to TerraCom. It’s definitely the easiest way to take that tour right on our website. You can sign up for our call with our sales team if you want. So it’s we make it super easy. It usually takes. You could take one sales call and you could be on board on editorial this week.

Joey Kline: [00:31:36] Very cool. Ok, everyone. And again it is spelled t o u r i jl. Jason, thanks a lot for coming on.

Jason Graub: [00:31:43] Thank you. Thank you for having me.

Joey Kline: [00:31:44] Sure thing.

Tagged With: Jason Graub, Tourial

Gina Lokken With GinaMarie Coaching

February 23, 2022 by Jacob Lapera

GinaLokken
Austin Business Radio
Gina Lokken With GinaMarie Coaching
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GinaMarie

GinaLokkenGina Lokken, Executive Coach at GinaMarie Coaching

Gina is passionate about helping female entrepreneurs, business professionals, and leaders infuse God into their everyday personal and professional lives so that they can become the person He designed them to be. She firmly believes business and faith do not have to be separate, and business does not have to be boring.

Gina specializes in strengths-based leadership and team building, creating cultures of joy through neuroscience practices, leadership and communication training, and creative coaching methodologies that propel her client’s past what they originally thought was possible!

Connect with Gina on Facebook and LinkedIn.

What You’ll Learn In This Episode

  • Formulate a professional strategy to turn passion into achievable goals and timelines
  • Avoiding or overcoming seasons of burnout
  • Maintaining Momentum
  • Importance of finding mentors
  • Importance of growing where you’re planted

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxambassador.com To learn more. Now here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one today on the show, we have Gina Marie with Gina Marie coaching welcome.

Gina Lokken: [00:00:44] Hi Lee, thank you so much for the opportunity to be here.

Lee Kantor: [00:00:47] Well, I’m excited to learn what you’re up to. Tell us a little bit about your practice. How are you serving, folks?

Gina Lokken: [00:00:52] Yeah, I am an executive coach, trainer and speaker. I focus a lot on strength coaching. I’m sure a lot of people are familiar with strengths Finder, which is now called the Clifton Strengths Assessment. So I work with leaders and teams and helping create cultures of joy, and then I also work with Christian women entrepreneurs and coaches.

Lee Kantor: [00:01:14] Now let’s talk a little bit first about the strength training for those who aren’t familiar. That’s I guess it was based on a book a while ago, and now it’s a whole coaching practice built around it, but that’s about emphasizing strengths and kind of bolstering weaknesses.

Gina Lokken: [00:01:33] Yeah, it’s more about the management of weaknesses. We don’t want to completely negate our weaker areas because that wouldn’t be very responsible of us. So we offer people the opportunity to understand their top talents, which are their strengths. So if you take the assessment, it’s the ones towards the top of their assessment. And they. Have the ability to work on those and master those talents into strengths and then manage their weaknesses.

Lee Kantor: [00:02:09] But it’s about kind of wringing out the most from your strengths while shoring up the weaknesses.

Gina Lokken: [00:02:16] Yes.

Lee Kantor: [00:02:17] So for some people, that might sound counterintuitive that they if they have a weakness, they want to focus in on that and spend all their time and energy and kind of bringing up that weakness. So it is no longer a weakness. Why is it more beneficial to kind of wring out the most out of a strength?

Gina Lokken: [00:02:34] We want to work and spend the majority of our efforts time and money on working on our strengths because those are the things that we are naturally good at. We naturally gravitate towards and we can excel really fast when we focus on our strengths. This all started with Donald Clifton, and he found that there was a group of 10th grade students. They did a research study to see if they could increase their speed reading techniques because the state of Nebraska was in an educational crisis due to their reading levels being below the national average and two groups emerged. It was the naturally talented readers and the not naturally talented readers, and some very interesting results came from that. And that’s where Gallup kind of was birthed through this study was the not naturally gifted students they were reading at about ninety five words per minute, and after the speed reading techniques, they went up to about one hundred and fifty words per minute. So this is comprehension and the gifted, already gifted students for reading at a remarkably high rate of three hundred and fifty words per minute, and they went up to two thousand nine hundred words per minute. So that was about a eight hundred and twenty eight percent increase because they were focusing on something that they were already good at.

Lee Kantor: [00:03:57] And then they took that kind of concept and then they’ve deployed it in lots of different areas for other people in different. That’s kind of agnostic in terms of the way it works in other areas as well, not just obviously reading comprehension.

Gina Lokken: [00:04:12] Yes, and all in all areas.

Lee Kantor: [00:04:15] So now what kind of compelled you to be gravitate towards this kind of work in terms of leveraging strengths?

Gina Lokken: [00:04:25] I found in working with a lot of my clients that there was an overall struggle to find clarity and confidence and in who they were and what they had to offer because the things that naturally that we naturally gravitate towards and we’re good at, we wonder why other people can’t do it because it just seemed so easy. But they could never express the language to say, This is who I am. This is what I’m good at. This is what I should be focusing on. So strengths really gave them the clarity they needed to either find a position that was a better fit for them, develop questions to ask an organization to make sure the organization is a good fit for them or just help them with the overall direction of the their business and what they should be focusing on because it gives them joy and then they can delegate or ditch the other things to other people, or just stop doing them altogether. And that really creates this level of acceleration. Personally and professionally, for them, when they can do that because it just brings them joy to focus on what they’re good at.

Lee Kantor: [00:05:43] Now is there kind of a trap, though, when it comes to this in terms of when I’m kind of following my bliss or the things that I really love to do? They might be something I’m passionate about, but it may not have kind of a business case around it that I can get other people to pay me to do that specific skill.

Gina Lokken: [00:06:06] Yeah, sometimes there are things that we are passionate about, but maybe we lack the skill or the practice. So there is some discernment in that, and that’s where coaching can really come into play in helping people really decide if this is something that goes with their strengths, that they’re passionate about, that they should be moving forward on, or if it’s just something that is more of a hobby that brings them brings them joy. So that’s where the coaching piece really comes into play.

Lee Kantor: [00:06:40] So can you talk a little bit about how when you’re working with your clients, you’re helping them kind of not only discern what their strengths are, which I’m sure some of them wants? You tell them they’re like, Oh, that makes sense, but then also help them say, OK, now let’s take this strength and then we can really leverage it in this area here. And then you have an opportunity here to really kind of transform or transport your business to a new level.

Gina Lokken: [00:07:04] Mm hmm. That’s kind of the fun thing. As a coach for me is the more that I bring people through this process, the more I can see how talents really play on each other. I have I do not have responsibility high, but I do have a chief or achiever activator and futuristic. And so people that know me would probably say that I do have a responsibility high, but I actually don’t. It’s because of that combination of three talents. So talents, there’s four domains the Clifton strengths, domains there’s executing, there’s influencing, there’s relating. And then there’s strategic thinking. And when we have talents in our top five or top 10, those will play on each other. And if they’re in the same domain, they will amplify each other. And if they’re in different domains, they modify. So that’s one way that people can kind of mitigate those weaknesses is by combining and mastering some of their top talents and playing on those to overcome some of those weaknesses.

Lee Kantor: [00:08:19] And then is it the very start of a relationship? You’re doing some sort of an assessment to kind of say, OK, these are these top three or four strengths. These are the top three or four weaknesses. So now we have at least a, you know, a starting point.

Gina Lokken: [00:08:33] Yes, I have all my clients take the full thirty four talent assessment. There are a total of thirty four talents that Gallup has found, and there’s no more, no less. So I have them all take that assessment and then I end up taking them through a five hour process. So five individual coaching sessions where I walk them through each one of their talents and we divide them up into three different categories so they have their top talents, their signature talents. Those are the things that they’re naturally good at, that they should be focusing the majority of their time on. They have their auxiliary talents, which are kind of in the middle part of their results, and those are the things that they can kind of turn off and on. They can do them very, very well, but they may not bring them a whole lot of joy. And I find that a lot of my clients that sit at a position where they go, Wow, I’m really, really good at my job. I just don’t understand why I dislike it so much. They’re typically sitting in that middle range of their talents, and then the bottom part are their non patterns, which is just kind of that nicer way of saying they’re they’re weaker areas. So we take them through that whole process and then we kind of create a personal development plan to help them move forward and start focusing more on those top strengths.

Lee Kantor: [00:09:56] And then once you develop that plan, is there some low hanging fruit like a listener could take today to maximize their strength?

Gina Lokken: [00:10:06] Yeah. So I always have people go to YouTube. Gallup has a plethora of short video lessons on each one of their talents. So if you can go there, you can learn more about your talents. If you just want to know what are my top five talents? You can go to Gallup’s website at Gallup Access and you can either get your top five and they send you emails and little action steps for each one of your top talents. Or you can go to that Gallup YouTube theme Thursday and learn more and dove deeper into into your talents.

Lee Kantor: [00:10:49] Now, in your practice, do you have a story you can share of somebody that you worked with once they were able to kind of see what their talent was and see what their areas of maybe struggle are and how you help them get to a new level? You’re coaching.

Gina Lokken: [00:11:07] For sure, I was working with a gentleman that has a consulting company, and he started going through the process with me and really latched on to some of the areas that he was struggling in with his clients, why some people weren’t moving as fast as he was, why he had to follow up and didn’t understand why people weren’t as passionate or forward thinking as he was in his business. So that was kind of a pain point for him. And going through this process, we did something called an energy grid, and that helps you write out all of the things that you do on a weekly or monthly basis, and then it has you rate them. And he found through this rating system some of the things that he really needed to delegate to somebody else or things that he could just drop altogether. And it was an eye opener for him. And when he was able to do this, he kind of restructured his team, and now he’s excelling at a really fast rate because he was able to start putting more focus on his top strengths and kind of ditch and delegate some of those other pieces that he was spending a considerable amount of time on weekly and monthly and just really move him, his business and his clients forward.

Lee Kantor: [00:12:32] Now, isn’t that one of those unintended consequences of if you’re spending a lot of time in areas of weakness that that is just energy depleting and you’re frustrated and it could cause burnout? And if you can align yourself with your strengths and things that are coming easy, then all of a sudden you start getting momentum and you start enjoying your work again.

Gina Lokken: [00:12:53] Exactly. And that’s my hope for all my clients that move through this process is they can just really sit in a place that brings them a lot of joy and understand that there are people that love to do the things that you don’t, and they’re a lot faster at it. They’re more efficient and it brings them joy. So it’s I’m totally for collaboration and finding those individuals that can really up level your business and your organization because you can see those gifts in them and give them the things that that they love to do and that you hate.

Lee Kantor: [00:13:32] Now, can you? Have you identified who your ideal client is? Is it that person that is a business owner that is kind of plateaued and is frustrated? Is it a corporate person that is maybe in a job that they don’t like and would like a change of scenery? Have you kind of narrowed down who is the optimal client for you?

Gina Lokken: [00:13:53] Yeah, I have. My optimal client would be Christian women entrepreneurs who are kind of starting their business or have kind of plateaued, as you said, where they’re feeling kind of stuck in. Not sure which direction to go. Very overwhelmed with all of the pieces of running a business and also those middle management individuals who are struggling to manage people or a team. They typically got a raise because a really, really good at managing processes and tasks and things. But then they get handed the the leadership role, and they’re not quite sure how to lead a team or manage manage people well. So those are those are the two clients that really thrive with me.

Lee Kantor: [00:14:45] Now you mentioned kind of faith based clients or is that how did you kind of stumble into that area? Was that your faith is important to you throughout your whole career? So you just wanted to incorporate that as part of your practice? Or is that something that came later on?

Gina Lokken: [00:15:01] Yes, it’s definitely something. When I opened up Jayna Murray coaching, that was extremely important to me. I don’t have the resources and the tools for adding faith based, faith based flavor, I guess you could say into the coaching, but I also understand that some organizations don’t want that in the training or in the coaching. So that is also something that I stay true to as an individual. But I recognize that not everybody holds the same beliefs as I do. So I’m very sensitive to that, and I’m willing to customize the approach for the organization or the individual based on their needs.

Lee Kantor: [00:15:47] Now in your work, did you have somebody that was a mentor to you or was this something that you’re kind of self-taught?

Gina Lokken: [00:15:56] I’ve always gravitated more towards an entrepreneurial spirit. I didn’t really have anybody in my life early on that mentored me or showed me the way it was kind of fallen into. I ended up breaking my foot on a trampoline. I should never go near trampolines. And so I was kind of stuck at home and my friend asked me to go to a Mary Kay event and that kind of ironically launched this whole self-improvement world, seeing that women wanted to help other women succeed. And it just really struck a chord in me. And that really kind of ultimately launched my coaching and training because I just loved being around people and believing in them before they could believe in themselves like that organization did for me at the time.

Lee Kantor: [00:16:57] So community is an important component of your work as well?

Gina Lokken: [00:17:00] Extremely, yes.

Lee Kantor: [00:17:02] Now, for the coaches out there that are listening and are looking for, you know, some advice, is there something you can share about how to build community? Because I think I agree with you 100 percent. The community is so important, especially for the small to midsize business owner that you have to have a way to build community, serve a community that makes your life a lot easier when it comes to narrowing down who the ideal client is, how to serve the ideal client. Any time you can bring a bunch of like minded people together and get them all kind of rowing in the same direction, yeah, a lot of good things can happen. So can you talk about how you’ve been able to build community with your folks?

Gina Lokken: [00:17:44] Absolutely. I found a organization called We Align, and that’s the affiliate coaching organization that I’m a part of. And we like to refer to ourselves as a tribe of coaches really getting down to that core of serving one another and having the abundance mentality is huge. When you can start growing a community that, like you said, you’re all moving in the same direction. It’s very uplifting. It brings you through kind of those hard times in your business when you feel like, why am I doing this to myself? Why? Why do I keep dragging myself through the mud? It feels like some days, and then you just have those amazing times in your business as well. Kind of that roller coaster ride. But having that community around you to to challenge you, to be a better person, to help you when you’re struggling through some things in your business, it’s I can’t speak to how much that it’s meant to me to have that really amazing, uplifting community behind me. So I 100 percent say, if you don’t have a community to find one. And sometimes it does take a little while. I did have to try out a few networking groups, a few organizations until this one I found was a great fit for me. So that’s also really important to write.

Lee Kantor: [00:19:18] You might have to kiss a few frogs before you find your people.

Gina Lokken: [00:19:23] Yes, absolutely.

Lee Kantor: [00:19:24] And but it’s something that you should kind of have the resilience to keep trying because once you do find your people, life becomes a lot easier.

Gina Lokken: [00:19:33] Life? Yeah, and business too. Like I said when I found this organization and these amazing group of coaches, it propelled me so much further, so much faster in my business. And that’s when I felt like, Yeah, I’m doing this, and it really took off. Because when you have those people behind you that are rooting for you, that are championing for you, it makes all the difference in the world.

Lee Kantor: [00:20:02] Well, if somebody wants to learn more, have a more substantive conversation with you and learn more about your practices, their website.

Gina Lokken: [00:20:10] Yes, it’s W-w-what Gina Marie coaching,

Lee Kantor: [00:20:15] And that’s jai and a are aiico HHI. And. Thank you so much for sharing your story today.

Gina Lokken: [00:20:24] Thank you for having me. I really appreciate

Lee Kantor: [00:20:26] It. Well, you’re doing important work and we appreciate you. Thanks, Liane. All right. This is Lee Kantor. We’ll see, y’all next time on Coach the Coach radio.

Tagged With: Gina Lokken, GinaMarie Coaching

Matt Stanton With Mici Italian

February 18, 2022 by Jacob Lapera

Austin Business Radio
Austin Business Radio
Matt Stanton With Mici Italian
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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.

MiciItalian

MattStantonMatt Stanton is Partner and Chief Growth Officer for Mici Handcrafted Italian. Mici is a Denver-Born fast casual concept serving pizza, pasta, and salads made using family recipes and natural ingredients. Mici is now growing nationwide through a combination of franchise and corporate owned restaurants.

Founded in 2004 by Miceli siblings Jeff, Michael and Kim, Mici is an emerging Italian restaurant franchise based in Denver. Mici’s streamlined artisanal menu offers comforting, classic Italian fare steeped in generations of family history, all prepared quickly without losing an inch of quality, for families who don’t always have the time or money to prepare a full Italian dinner and each location offers minimal wait and delivery times thanks to high-efficiency kitchen operations. Recently, Mici signed a 30-unit franchise deal in Phoenix with several new locations slated to open in 2022.

Connect with Matt on LinkedIn.

What You’ll Learn In This Episode

  • Mici Italian’s 18-year history
  • Mici Italian’s announcement of closing on three multi-unit franchise agreements less than a year into its first year of franchising

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Welcome to Franchise Marketing Radio, 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. That’s seosamba.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 Matt Stanton with Mici Italian welcome Matt.

Matt Stanton: [00:00:42] Hi there, Lee.

Lee Kantor: [00:00:43] Well, I’m excited to learn what you’re up to. Tell us a little bit about Mici. How are you serving, folks?

Matt Stanton: [00:00:48] Yes, Ameche is a fast, casual Italian concept. We serve basically a great Italian New York style pizza, pastas and salads. So pretty simple menu, but we try to do that very, very well. And we’ve actually been in business for 18 years serving customers.

Lee Kantor: [00:01:09] Now, did it start out as a franchise or did it start out kind of as a mom and pop the neighborhood place that just kind of grew? And then all of a sudden, it’s a franchise?

Matt Stanton: [00:01:19] Yeah, the latter. In fact, we only started franchising this last year, so it’s a family owned and operated company started by three siblings 18 years ago who were in the pizza business and decided to start their own brand here in Denver, Colorado. And the brand really evolved and grew out of their vision and kind of went from one unit to unit a small handful till we really locked in the four wall economics, the menu, the service model. All of that to where with that really good foundation, we decided to scale and start franchising this last year.

Lee Kantor: [00:02:04] So what were some of the kind of clues or breadcrumbs that led you to franchising as the growth path?

Matt Stanton: [00:02:14] Yeah, I mean, a few things, I mean, franchising, if you do it with the right franchise partners, is a great way to scale. They can add a lot of insight into the brand. Oftentimes they can run restaurants better than you can, and so you have to do it right. But with a brand like Mickey, that’s very, you know, let me back up a little. One unique thing about Mickey and especially being in the pizza space, is it’s actually very simple to operate the kitchen. Jeff are founder and president, is a very ingenious guy and has done a lot of things to take complexity out of the kitchen. So when you have a a restaurant model that’s very systematic, very ease of operations, it becomes very scalable via franchising. And so it was kind of all that wrapped up on that foundation and the ease of scalability that led us to pursue franchising as an option.

Lee Kantor: [00:03:15] Now how do you kind of keep the culture and that kind of family ambiance in a franchise like this?

Matt Stanton: [00:03:25] Yeah, you know, I mean, part of it is who we franchise with. They need to have those shared values. We treat our customers like our family. We have staff that’s been with us. Actually, our the first staff member ever hired 18 years ago is still with us. So, you know, part of it, it’s just good business to treat people right, whether it be the customer or the employee. So we certainly want franchisees who share those same values, and we think those shared values also lead to business results. And then part of it is if you look at our menu, our design, really everything about us, you know, our core customer is that young family who really values good quality food, but maybe is also in a time crunch as well. And that is our core customer. So just that fact means that all those come together to that brand culture that will that will then replicate throughout the U.S..

Lee Kantor: [00:04:27] And then when you took the plunge to start franchising, were you getting traction right away or was this something that took a while to kind of get the word out about the offering?

Matt Stanton: [00:04:38] Yeah, you know, we’ve had incredible success over these last six months that we’ve been franchising, and it’s it’s really, I wouldn’t say, surprised us because we knew we had something really powerful with this brand, but it’s just been very rewarding to see. We’ve secured large multi-unit deals with very experienced franchise teams who really outperform in the other brands they work with. And so we’re very honored that they chose Mitchie to to franchise with and lead the charge. We have a great franchise group down in Phenix with a couple of sites that are going under construction shortly. We have another franchise group with decades of experience and restaurants in Dallas, and then most recently we brought on a very experienced and high quality group up in Detroit. And so, you know, that’s just the kind of the tip of the spear, but those are the kind of quality groups that see something in Mitchie understand the value proposition to the customer as well as to the business owner and have decided to partner with us in this venture.

Lee Kantor: [00:05:48] Now was that intentional to go after kind of these complementary brands rather than kind of just put the word out and just get these onesies around the country?

Matt Stanton: [00:06:00] You know, certainly I think most restaurant brands out there love to franchise with the the multi-unit franchisees. However, we wanted we wanted folks that were going to be focused on niches. So we’re not exclusively looking for that. We certainly want to look at somebody’s background, we want to look at how they’re going to be involved in the brand. So just because someone has multiple units and an operating structure doesn’t mean they’re a good fit for Mitchie. And likewise, just because somebody hasn’t necessarily done restaurants before, it doesn’t mean they they, you know, they could be a good fit as well. So it really depends on the franchisee there, their background and really how focus they’re going to be on the brand we want. We want people who really sees this as their next big opportunity, not just something to kind of dabble in on the side.

Lee Kantor: [00:06:58] So now what has been the most rewarding part of the journey so far for you?

Matt Stanton: [00:07:04] You know, so far is seeing the growth of this small brand, right, securing franchise interest so early and seeing a brand that, like I said with 18 years of operating history, there’s a lot of stuff worked out. I think some brands grow before they’re ready. Nietzsche certainly has taken the opposite approach of generating a really strong foundation to grow off of. And when we decided to launch that growth, it’s just very rewarding to see that other people see what we see in the brand.

Lee Kantor: [00:07:36] Now, any advice for folks running at an emerging franchise brand like yours to kind of smooth out their learning curve, like if if you could do some things over again? What are some of those things and how would you kind of help them launch faster and more successfully?

Matt Stanton: [00:07:54] Yeah. I mean, I think one thing that I think we did right, that I would suggest others to do as well is don’t try to jump into high growth before you’re ready. You know, we we brought in our CEO about four years ago and really didn’t hit the gas pedal. There were still things to be worked out with the brand, from simplicity and scalability of operations, fine tuning, the menu and supply chain. So probably the best thing we’ve done that I’d suggest to others is really get that foundation right and make sure you’re growing off a strong foundation because once you start growing, it’s very hard to pivot. Whether it be the technology you use, whether it be your operational processes, it can be very hard to adjust that the bigger you get. And so I think Nietzsche did it smart in waiting on that growth and being patient until we had a lot of things worked out at the same time. Nothing’s ever going to be fully perfect, right? And so there is a time you have to say, Hey, we have enough pieces in place. We have something really special here and we want to share it with the rest of the country. So let’s hit the gas on growth now. So I think we’ve done it at the right time.

Lee Kantor: [00:09:09] You mentioned a couple of times the importance of simplifying operations. Is there any advice in that area you would recommend? Like, how do you know when the process is ready, you know, to be replicated that it’s simple enough?

Matt Stanton: [00:09:25] Yeah. I mean, if you look at especially with franchising and especially in today’s difficult labor environment, we were really looking at, do we have to have incredibly skilled people in the kitchen who maybe have been either pizza chefs for years and years or even with Micky for years and years or months and months even to be effective? And so part of it was taking the complexity out. So if we are bringing on someone new, how fast can they be effective in the kitchen? Basically, how fast can you learn to be successful in the kitchen and serve the customer as well? And with with what we’ve done with our kitchen operations, we can take someone. We have 17 year old high schoolers who are some of our pizza chefs. We’ve taken some of the complexity out of making pizza. We’ve taken put in the right processes. So again, we can be very busy, but it’s very smooth in there and that’s what you want. You don’t want to get high average unit volumes by sheer power of will, and it’s exhausting. Each time you run high revenue hours, you want it where you’re moving along and the operations are smooth. Your team’s winning the restaurant, those great volume. And yet it’s not a chaotic or stressful environment. And so, you know, we look for that. And once you hit that and you can train people into that environment very quickly, then I think you have simple enough operations to really start scaling, especially via franchising.

Lee Kantor: [00:11:03] And if somebody wants to learn more about the opportunity, what’s the best way to do that?

Matt Stanton: [00:11:08] Yeah, go to our website. Meet you, Italian. You can learn all about our brand. Obviously, go to our franchising page as well where you learn a little bit more about the business opportunity, and that’s linked on our main website. But I’d say learn both about the brand from a consumer perspective as best you can, as well as from a business owner perspective to get the right sense of what the brand is and what we have to offer.

Lee Kantor: [00:11:33] Good stuff, Matt. And that website is Mitchie Italian. That’s Mike see-I Italian Italia. And that’s one see in Mitchie. Matt, thank you so much for sharing your story today or doing important work, and we appreciate you.

Matt Stanton: [00:11:48] Thank you very much. It was a pleasure being on with you.

Lee Kantor: [00:11:51] All right, this is Lee Kantor. We’ll see you next time on Franchise Marketing Radio.

 

Tagged With: Matt Stanton, Mici Italian

Art Oleszczuk With SkillPointe

February 18, 2022 by Jacob Lapera

ArtOleszczuk
Atlanta Business Radio
Art Oleszczuk With SkillPointe
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SkillPointe Logo

ArtOleszczukArt Oleszczuk, Chief Marketing Officer at SkillPointe

Art is an experienced entrepreneur, digital marketer and research expert and with over 20 years’ experience in building online marketplaces and SaaS solutions. His background includes leadership roles at Cox Automotive, Equifax and TrueCar.

He is currently focused on creating a better future for skilled professionals who do not have a college degree. He lives in Roswell GA.

Connect with Art on LinkedIn and Twitter.

What You’ll Learn In This Episode

  • Lack of information and online resources for students and job seekers interested in skilled careers that do not require a college degree
  • Higher education system not serving the needs of many students
  • Workforce shortages and skills gap

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 good one today on the show, we have Art Oleszczuk. And he is with skillpointe. Welcome art.

Art Oleszczuk: [00:00:34] Hi Lee, thanks for having me on.

Lee Kantor: [00:00:36] Well, I’m excited to learn what you’re up to. Tell us a little bit about skill point. How are you serving, folks?

Art Oleszczuk: [00:00:42] Sure. Well, Skill Point is a relatively new venture where one year and since we launched February of last year, so we’re actually just celebrating our one year anniversary and we are a service, an online resource to help job seekers and current students in high school and the trade schools and colleges find the best careers that don’t require a college degree. So skills based careers and health care or construction or manufacturing and a whole bunch of other industries that are very high growth and high demand?

Lee Kantor: [00:01:19] Can you talk about kind of these unintended consequences that a lot of folks have been kind of almost forcing their kids to take a college path when that may not be the best fit for them? Is this where your kind of service comes into play?

Art Oleszczuk: [00:01:34] Absolutely. You know, the harsh reality is that we have millions of kids pursuing four year degree pathways right now, and it may not be the best pathway for them. Two out of three high school seniors pursue a four year degree, but unfortunately about half of them wind up dropping out within two years. And they have no credentials and no, no work certificate or license to do a kind of a new career that’s that’s going to be a high paying opportunity for them. And furthermore. A lot of four year college grads wind up being underemployed, even if they do get a degree that that percentage is a staggering forty five percent. So. So, you know, there’s a lot of folks who who are unaware of a lot of amazing opportunities and skilled trades and various tech or health care professions that don’t require a four year degree. And there’s millions of these jobs that are open and huge scarcity, you know, in terms of workforce supply. So that’s where skill point comes in is to kind of help people identify these amazing opportunities and help employers and schools pull more people into into their programs.

Lee Kantor: [00:02:55] Now is are the folks that are kind of using the platform or exploring the platform. Are they people that you just described that maybe have gone through college and are now frustrated and they’re looking for other opportunities? Or are they the parents of young people that are saying, Hey, this path may be a better path than they’re kind of trying to get ahead of that rather than go down a wrong path that could cost them, you know, student loan debt of tens, you know, hundreds of thousands of dollars in some places.

Art Oleszczuk: [00:03:25] Yeah, we you know, it’s it’s the reality. We kind of have both, right? We have three primary audiences using our platform. One is what we call the new skill of people who are just getting new skills into a new career. And they’re often maybe leaving military or high school grads, and they’re just trying to decide what to do with their life. Then we have folks who are reskilling who are who are potentially degreed already right to your point, and they come in all ages, right? We have folks using our platform who even out of retirement age, who may want to do something new. And then we have a group of people who are what we call up. They may be in a great career path right now. They they are well rewarded and they’re happy, but they just need to get a bit more training to get that next level of opportunity. So I would say all three have find very useful content and guidance on skill point.

Lee Kantor: [00:04:35] And can you talk a little bit about the genesis of the idea, what was kind of the spark that led you all down the skill point path?

Art Oleszczuk: [00:04:45] Yeah, thanks. You know, Skill Point was initially founded by Todd Wilson, who was the CFO at NASCAR for many, many years. And Todd essentially heard a very similar story from all of the various NASCAR sponsors over the years, and these organizations are well known, obviously well-known brands within the Fortune one hundred, and they all said more or less the same thing that one of our top barriers to growth is lack of skilled workforce supply. You know, and these companies would have a lot more marketing money, frankly, to spend on NASCAR sponsorships if they if they could, you know, if they would have only more more people in these various skills based professions. So it really was a huge barrier to growth. And the more he looked at what is out there that helps organizations attract top talent and what is out there to help colleges and trade schools grow enrollment, Todd realized that, you know what, there’s really not a national comprehensive solution that that does both of those things in the same platform. So he he came up with the concept to kind of create a better job search engine and a new training search engine, which is really an industry first to to help people not only find the best jobs that don’t require a college degree, but find the best training that empowers them to get that job. And, you know, and that that process we’ve simplified compared to kind of the legacy ways which have been very difficult for people to to find.

Lee Kantor: [00:06:30] Now, one of the challenges of creating these kind of marketplaces is the chicken and the egg. How did you go about, you know, kind of building it up from both ends of the balloon there in order to get the engagement you needed to serve both?

Art Oleszczuk: [00:06:45] Yeah, we’re serving the needs of job seekers and students and serving the needs of employers and colleges, really. And it’s a great question. What we decided to do, first and foremost, is invest in authoritative but easy to digest content. So we we did not spend a single dime on advertising to grow the brand. We what we did is we developed a database of of jobs, the most comprehensive database of open jobs that don’t require a college degree. We developed another database of all the training programs, over sixty thousand programs so far collected, and we’ve written thousands of articles and written and developed videos and created infographics that help people explore all of these careers. And that content and those tools have attracted a very sizable audience so far. We’re just one year in and we have almost one user, so one million users use the platform so far and our organic search visibility is off the charts. We have, you know, ninety five percent of our traffic is just from organic search, meaning people discover the content while performing, you know, searches on Google or Bing or what have you. And they see skill point come up to the top of the results. So it’s a, you know, and we talked to a lot of agencies and SEO experts and stuff like that, and a lot of them say the same thing that they have not seen such such organic growth of a of a website yet. And you know, and they’ve looked at a lot of websites.

Lee Kantor: [00:08:32] And then is the revenue model like, who pays? Is it the the trainee that wants to find these opportunities? Is it the company that wants to find employees or is it both

Art Oleszczuk: [00:08:46] The the consumer, the job seeker or trainee pays nothing. It’s a completely free resource to to users. The revenue model is based on revenue primarily from two streams the employers who are promoting their opportunities on skill point and the various training providers, the colleges and trade schools who are promoting the programs, the training programs and we. We see healthy growth in both of those categories

Lee Kantor: [00:09:16] Now from the trainee or the student perspective or the person looking for the opportunity. Can you share a story of maybe somebody who was frustrated, an individual that was, you know, kind of maybe in a rut and frustrated about their career path? And then they find a skill point and all of a sudden now they have a great opportunity and maybe something you know more than they imagine could be possible.

Art Oleszczuk: [00:09:42] Yeah, we have dozens, if not hundreds of them. Honestly, we we have, you know, one one person that one story that sticks out in my mind is a the person who wrote a very nice note to us, basically saying, you know, I grew up at the end of the dirt road and I forget what what state? Maybe Nebraska or Arkansas, somewhere in the middle of the country? And he said, you know, growing up at the end of the dirt road in in in central, you know, Nebraska or whatever, right? I I never thought that I would wind up welding the components for the space capsule, you know, like a rocket. He’s basically working on rockets. So he went from, you know, he went from working unskilled jobs and then went through a welding program and, you know, just super smart guy who wound up getting a job at SpaceX. So that’s that’s one story. And there’s dozens more of, you know, we also help a lot of folks with funding their training programs. We have a nonprofit side to our organization called the Skill Point Foundation. And every month we get thousands of applications and we award many scholarships to people who may not have the capability. You know, the financial resources to to attend these training programs. And we get letters and videos from them all the time saying how you know, they they are finally able to kind of. Get to that next level, thanks to not only the tools that silicone provides, but also the the funding that’s the School Point Foundation provides. So, you know, skill point is is not only a great tool, but I think also just a great organization for being able to help change a lot of people’s lives.

Lee Kantor: [00:11:51] Now what’s been the most rewarding part of the journey for you to get involved in an organization like this that is really making a huge impact in a couple of different areas?

Art Oleszczuk: [00:12:01] Yeah, you know, it’s a very rewarding path. You know, my my background is in building online solutions and in automotive and in finance in, you know, having worked in many, many big brands. And you know, this is this is different because we’re not just moving metal, we’re not just selling car loans. We’re we’re helping people find a better future. We are. We are, you know, our our vision at skill point is to create a future where skills based careers are celebrated and rewarded. And, you know, to to kind of shine a big spotlight on a lot of these opportunities. And you know, the Todd, our founder, Jim Franki, our CEO and myself and the rest of the team all could be working on various other things. But the passion behind skill point really is is doing good and helping people and we we all share that.

Lee Kantor: [00:13:05] Now, what do you need more of? How can we help?

Art Oleszczuk: [00:13:09] Well, you know, we we always can use more more folks coming to the platform, you know? I would say one million is not enough. We’re on our way to two and three and four million. So any chance we get to to just raise awareness with with people who are exploring these options. That’s we always want to get the word out. But you know, we’re also looking for partners. You know, we’re looking for college partners, employer partners, potential strategic investors and organizations who are like minded as skill point. And we’re always forging relationships with with like a Union state organizations, even federal organizations and and have had some tremendous success in various states. So, so anyone who kind of feels that you know this, this is a nationwide crisis that needs fixing. We’d love for you to kind of take a look at skill points, see what our solution looks like and connect with us to, you know, to learn more.

Lee Kantor: [00:14:14] And if somebody wants to learn more, what’s a website?

Art Oleszczuk: [00:14:18] It’s skill points, and that’s point with an E. And if you go on there, you can check everything out and there’s a contact us form. You can you can just reach out via email. And you know, my profile is also on LinkedIn and Twitter and all of that good stuff too.

Lee Kantor: [00:14:36] Well, art, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Art Oleszczuk: [00:14:42] Thank you so much for being thanks again for having us on.

Lee Kantor: [00:14:44] All right, this is Lee Kantor Lusail next time on the Atlanta Business Radio.

 

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Tagged With: Art Oleszczuk, SkillPointe

Littie Brown With SpeedPro Marietta

February 18, 2022 by Jacob Lapera

GWBC Radio
GWBC Radio
Littie Brown With SpeedPro Marietta
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Inspirational, influential, creative, dynamic communicator, are words most often used to describe Littie Brown. Through her years of employment and community involvement Littie has helped individuals personally and professionally realize their dreams. Because of her investment in their lives, many persons have been promoted, taken on new opportunities and realized their own potential.

Professionally, Littie has successfully led sales organizations for three Fortune 500 Companies. She began her career in sales and sales management with Xerox Corporation where she spent 26 years. From there, she went on to Dunn & Bradstreet and then to W.W. Grainger, Inc. as Regional Sales Vice President rounding out 35 years of corporate leadership.

Today, Littie is in her ninth year as an entrepreneur. She is the President/Co-Owner of LittKare, LLC (dba) SpeedPro Marietta, specializing in large format printing. From banners to vehicle wraps, SpeedPro Marietta helps companies bring visibility to their business or organization. Her motto is “if you can image it, they can print it.” Since becoming an entrepreneur, Littie has become active in the business community.

Serving on several boards, Littie recently ended her term as President of NAWBO/Atlanta, (National Association of Women Business Owners Atlanta Chapter), she is the 1st Vice Chair for PIAG (Printing and Imaging Association of Georgia), Board Member of Cobb Chamber, and a Board Member for Zion Baptist Academy. Previous positions include, the Past President of East Cobb Business Association, and Past Vice Chair for MBEIC (Minority Business Enterprise Industry Council). Littie is a graduate of Leadership Cobb, Class of 2018 and currently a board member of the Leadership Cobb Alumni Association.

Littie is known as a mentor, teacher, advocate, and an author. In 2016, Littie published her first book, “Leadership Lessons from the HART,” keys, tips, and insights on successfully leading in business and in life. You will have to read the book to understand the meaning behind the word HART. Her second book, “An Issue of the HART,” learning to be a great giver in business and in life is slated to launch in 2021. Littie has spoken to both primary and secondary students at numerous high schools and universities. Most notably, she was a guest panelist for the Cole School of Business at Kennesaw State University.

As a business owner, Littie continues to share her knowledge, passion and insights wherever she is asked. She was a panelist for the Women of NABA Empowerment Forum, a panelist for the 17th Annual Phenomenal Women’s Conference at Kennesaw State University, a guest speaker at the East Cobb Business Association monthly luncheon, a guest presenter/teacher for the NAWMBA conference (National Association of Women M.B.A.) just to name a few.

In 2019, SpeedPro Marietta was selected as one of the Top 25 Small Businesses of the Year by the Cobb Chamber. SpeedPro Marietta was again recognized as one of the Top 30 Small Businesses of the Year by the Cobb Chamber in 2021.

Littie earned a B.B.A. in Management from Texas State University. She is single and very active in leadership roles in her church, Turner Chapel AME in Marietta, GA, and the community. She is an active member.

Connect with Littie on LinkedIn and follow SpeedPro Marietta on Facebook.

What You’ll Learn In This Episode

  • The biggest challenge in 2022
  • Stay motivated
  • A new and interesting event on SpeedPro Marietta for 2022
TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for GWBC Radio’s Open for Business. Now, here’s your host

Lee Kantor: [00:00:18] Lee Kantor here. Another episode of GWBC Open for Business. And this is going to be a fun one. Today on the show, we have Littie Brown and she is with SpeedPro Marietta. Welcome.

Littie Brown: [00:00:29] Thank you, Lee. How are you?

Lee Kantor: [00:00:31] I am so excited to be catching up with you. Tell us a little bit about SpeedPro for the folks who aren’t familiar with what you do.

Littie Brown: [00:00:38] All right. Thank you very much. Well, first of all, SpeedPro Marietta is located in Marietta, Georgia. We’re a large format printing company. So, we produce three types of sign available to our customers, from a banner, to a wall graphic, to their vehicle wraps, to their trade show display. So, all things printing, graphic printing, we can help our customers with.

Lee Kantor: [00:01:04] Now, what’s your back story? How did you get involved in the printing business?

Littie Brown: [00:01:09] You know, they asked me that a lot. And my story has nothing to do with printing or this being where I was going to end up in my career. I spent 35 years in corporate America working for three Fortune 500 companies. And when I decided to leave the last company, Granger Industrial Supply, I was looking for something different and something new. And so, I was exploring and received a call from a franchise consultant who said, “You ought to consider owning your own business?” My current, my business partner right now and one of my best friends that always wanted to own our own business, so I was showing her all of the information. And one day, we just sat down and said, “Well, maybe it’s something that we could do together.” An[d we looked at it and saw the options.

The SpeedPro franchise model was one that draw our attention for a couple of reasons. One, we wanted something that that we’d actually work into the business, probably not as hard as I’m working right now, but we wanted to actually work the business and not just buy something for pricing. And it was new to the industry. You know, graphic printing, it’s been around for a little bit, but it’s really taken off in these last 12-15 years where people are graphically putting large signs out and visible graphics for drawing attention for their customers and for their events. So, we thought this would be a good one. And there was an existing business here in Marietta, and we jumped on it, and we’ve been here now. We celebrated nine years on yesterday. So, it’s surprising it’s been that long.

Lee Kantor: [00:02:49] Well, congratulations on that accomplishment. That’s a big deal. And I hope you take a moment to really appreciate that journey. It’s a hard one.

Littie Brown: [00:02:57] Yes, especially during two years of a pandemic.

Lee Kantor: [00:03:02] Now, can you talk a little bit about that moment? You’re in a transitional period, right? You went from corporate, and then you’re going to do this entrepreneurial adventure. Was there kind of a voice in the back of your head saying, “Oh, this is a big risk. I don’t know if I can do this”? Did you have any of that kind of apprehension or was this something like you were just kind of ready to go and just go boldly forward? I think a lot of people are in that same spot, right, where they have that moment where they’re in a big company, and then all of a sudden, they’re not. And now, they have to make a decision about their future. And you chose a very brave choice. Can you talk about how that decision came about and what gave you the confidence to go forward?

Littie Brown: [00:03:49] Yeah. You know, that’s a really good question because, like I said, it was not something that I stepped out on it and looked at. But I feel confident in my years of experience that I could go out and market myself. I had the backing of a good business partner who was very operational and who could quickly understand how to navigate the actual process, and the equipment, and the inside part of t[he business. And then, we did a lot of prayer, a lot of stepping out and saying, “Hey, if we’re going to ever do it, this would be the time to do it.”

And I will also say that there’s a little bit less fear when you have your finances in a good spot. And so, because I had that, I wasn’t relying on the business coming out of the gate being able to afford my lifestyle. So, that was a big piece that made the decision a little bit easier that you’re not risking everything that you had built up. So, you know what I tell people that are looking at what they should do or should they jump out there, you’ve got to feel comfortable with your finances and knowing coming out of the gate owning your own business, you’re not going to make the money that you are making when you leave your regular job. But there’s a point in time that you’ve got to just commit, and put all your effort into it, and go forward. So, that was it. I won’t say just boldly jump out, but I would say that we stepped out on faith and we went for it.

Lee Kantor: [00:05:30] And then, when you did that, when you took that leap, and then kind of, now, you put all your chips on the table, right, you were like, “Okay, we’re going to do this,” when did you start seeing kind of those clues that, “Hey, this is going to work out. I think we’re going to be okay”?

Littie Brown: [00:05:51] I think I’m still looking for some of them. No. I think I realized that the amount of support that was out there, two ways. I had some really great mentors. I had one mentor that said, “You really need to get certified as a women-owned business, and get involved, and do that with GWBC. Get certified as a minority-owned business with GMSDC, you know, and it put a network of people around you.” And then, more importantly, within the franchise model with our franchise, the owners across the country are very open to help and support, particularly the ones that had been around for a while, they knew the business a little bit better.

And so we, had a good network of people to learn from. And we had a very good consultant with the SBDC, the Small Business Development Council. I received from a good mentor that, “Hey, go to them. Let them help you kind of get started and understand what you need to do from a financial perspective and things like that.” So, I had some really good mentors that have been business owners that shared all their information and knowledge to really help us get started. And that, I think, kind of solidified the fact that, hey, we know we can make this work.

Lee Kantor: [00:07:21] Now, nothing prepared any of us for the last few years with the pandemic, as you mentioned earlier. How were you able to kind of navigate that? Was that through the help of kind of those foundational communities that you’re part of? Did that all contribute to your success to make it through?

Littie Brown: [00:07:43] I would say, yes, a lot of that. I think what happened with us, one, we’re small and lean, so we did not have to have any negative impact with our employees. We also recognized that people needed signage. You know, if nothing else, there was a lot of COVID signs going out there. So, we were in a good market that we couldn’t shut down. We may pull back a little bit, but we actually pushed out there. And customers that we built relationships over the years, particularly those that came through our corporate customers, really stepped up and needed us, and we were able to quickly deliver.

We actually went out and invested in a new piece of equipment that allowed us to do things to positively impact the COVID time frame, time period, the negative. So, it was worth the investment because we were able to do jobs that we would not have been able to do in the time frame that we needed them had it not been for us stepping out and going ahead and getting the machine. So, we kind of trusted what we knew. We had good relationships with our customers. We continued the ones that weren’t negatively impacted, and we were able to pursue and continue. So, we’ve had our our best two years the last two years. So, that says a lot.

Lee Kantor: [00:09:15] Yeah, that’s amazing. And going forward, is that something that’s — doing some of these things that you had to do kind of in a crisis mode, is that some of that going to bear fruit down the road, do you think?

Littie Brown: [00:09:27] I think so, yes. I think that once you stabilize, and people know you’re there, and people know that they can still trust to get things out, because there are quite a few in this industry that didn’t make it, that had some really tough times. We had one of our suppliers that stopped doing a certain part of their job that we got a lot of business from that pulled back or rescale. And you have to be able to find other means of filling in those gaps and finding other suppliers that did do well, that did make it. And then, relying on your staff. And you know, I will also say that we are thankful for the opportunity to get the PPP money, as well as the ideal money that just gives you a little bit of undergirding, so that you can continue to go out and build your business while the market might be still up and down.

Lee Kantor: [00:10:29] So, now, is there anything that you’re kind of nervous about moving forward into 2022? Is there any challenges that you’re kind of dealing with right now?

Littie Brown: [00:10:39] I think, you know, nervous. You stay with nervous, just don’t ever let it catch you. You’re always a little nervous, you just try to keep outrunning it. And so, I think, sustaining existing customers and getting new customers is always going to be the main focus. And so, right now, we got a little bit of a lull. We thought we had one earlier last month to pick back up. You go through these ebb and flow. So, any time you have a little bit of a lull, you kind of feel like, “Okay, where is everybody? And what’s everybody doing?” And then, you know, it pops right back up. So, try not to let those continuing to market and look for new ways to get your name out there because you’re not out cold calling, you know, you’re not out running in and out because nobody’s in a lot of businesses and nobody’s letting you in either. So, you got to find different ways to reach more customers. So, doing some investment in those areas kind of helps keep those nerves down.

Lee Kantor: [00:11:45] Can you talk about an event that you’re planning? For 2022, is there any event that you’re planning that maybe is going to help either serve your existing clients or get on the radar of some new clients?

Littie Brown: [00:12:00] Have not nailed that down. We always try to have some type of event here where we can recognize our customers, where they come in, and see the equipment, and kind of have a open house event. But because of where things are, we have not started to look at how is that going to work out. So, if we do anything like that again, we’ve done that in the past, it’ll be toward the summertime. So, I’m cautiously optimistic that we’ll be able to have our Customer Appreciation Day – that’s usually what we call it – and get customers in to see our new equipment, see some of the new things we can do. So, that’s what we have on the radar. But right now, we’re not close to pulling the trigger on that.

Lee Kantor: [00:12:49] Right. And it’s one of those catch 22s, right? Like you want to appreciate your clients and you want to let them see kind of the behind-the-scenes magic and, also, you have to be careful and cautious. Is there a way to do something like that virtually? Have you ever done anything like that where you’ve kind of given people tours virtually of your facility?

Littie Brown: [00:13:13] We did that. It’s funny you say that because we’ve done that with some individual customers and organizations where I’ve used my iPad. You put the Zoom on, and then I can literally walk them through the whole facility, and actually show them the equipment running, and they can actually see some of the stuff. So, we did some of that actually in 2020. We did that a couple of times where people couldn’t get in, but they wanted to to get a kind of an understanding of what we do. So, it’s a good point too. We haven’t thought about whether we want to go back that way. I think if we did it this year, it would still be kind of by customer or market base, not just an open house for anybody to get on. It’d be a lot more challenging to manage through that. And I think people do want to come in and see. I think people want to get out of the office or out of the house and have some hands on. We just have to be very cautious when we decide.

Lee Kantor: [00:14:18] Right? Yeah. I’ve done some traveling recently, and there’s some tours that I’ve done is like go behind the scenes. There was a chocolate making company, and then they took you through the whole process from how they take the beans, and then they get the seeds and they grind. So, you saw all these big machines working, and you see the process, and they tried to do it in a very safe way, everybody was separated, and masked and everything. And it was just an interesting glimpse kind of behind the scenes to see how something that the people working there probably just are like, you know, it’s not amazing to them but to-

Littie Brown: [00:15:00] It’s a regular bit.

Lee Kantor: [00:15:00] Right, but to a person that doesn’t know how these things work, it’s kind of fascinating to see how it goes from one thing, and then it turns into something different at the end, so.

Littie Brown: [00:15:11] Mm hmm. Mm-hmm.

Lee Kantor: [00:15:13] Now, is there any advice you can share for the listeners to kind of — how do you kind of stay motivated, and keep the energy up, and keep coming up with new ideas and great ways to serve your clients and find new clients?

Littie Brown: [00:15:28] Well, I think it starts internally with the person. I am an upbeat person naturally or by nature, I guess you’d say. So, sometimes, they tell me I might be too upbeat sometimes but I do think it has to come from that person. And I would tell people that the person you can trust the most is yourself. You know what your strengths and weaknesses are, focus on your strengths and then get somebody else to help you with your weaknesses. So, for me, having a business partner, my strengths are in marketing and sales, my weaknesses are in operation and driving the production side. And so, when I know that I have those resources with our employees and with my business partner, then I can go all out and focus on customers and focus on growing the business. And so, I think part of it is knowing who you are, what you do well, what you need to learn and work on.

I’m always learning, trying to learn new things. I’m involved in a lot of organizations. And so I get opportunities to go through training. The next level training through the Ladder Business League on last year, which was excellent and taught me a lot. And so, the more I can learn, the less panic that you feel about what you’re doing. Because the fear in being a small business owner is not knowing what you don’t know. You don’t know what’s missing because you’re not aware it’s something that you need. So, education is important to learn it.

And I think when you get in front of people who like you, customers who want to do business with you, they give you an upbeat feeling when you’re talking to people who just are looking for something nice or looking for something special and then you deliver. For me, it gives me a great feeling when customers leave out saying, “Oh my God, that’s more than I even thought it was going to be.” It’s, “Oh my god. I wasn’t even thinking about that,” or “Oh my gosh. Thank you for catching that mistake,” and they didn’t have to pay for it. So, those things. Customers make me excited,

Lee Kantor: [00:17:48] And it’s important, like you mentioned earlier, is to surround yourself with networks or network of folks that are kind of on the similar journey that you’re on, so that you can all learn from each other. One of those groups you mentioned was GWBC. Can you talk a little bit about how GWBC specifically has helped you with your business and your growth?

Littie Brown: [00:18:13] Oh yeah. One of the things I’m probably most proud of, last year, I received the Trailblazer Award for our category. And so, just being recognized by them as a great small business was a reward I’ve been looking for, and I was able to receive last year. And I think it’s because you have some commonality with other women business owners. Women deal with a whole set of things that not everybody has to deal with. And then, when you add businesses on top of that, the networking opportunities, even online, and people reaching out to you because everybody wants everybody to be successful, I think the GWBC provides that.

And then, on top of that, just the relationship building, the educational part, the programing where you get a chance to hear from not only successful other businesses but you also hear from those corporate businesses. What are they looking for? What type of business would they step out and do business with? It’s much harder to get my name out in front of some of the large companies than not having the ability to go through GWBC and meet those same people online. And so, we’ve had the opportunity to get involved and get engaged through GWBC with some corporate partners. And it’s because of those relationships that they have that then allow us to be able to meet those same folks. So, those. I think when you think about GWBC and what they offer, they offer education, they offer connection, and then they offer sponsorship with corporate accounts

Lee Kantor: [00:20:10] Now, for moving forward for your business, I know you’re in the large format printing business, have you kind of got a clear picture of the ideal client or is printing something that is pretty much anybody in business or even maybe not even in business only could use your services?

Littie Brown: [00:20:31] You know, it’s funny because it is not a single market or two market environment. Everybody needs some sort of printing. We focus on a corporate standpoint when they’re looking for things within their business operation. We focus on non-profits because they’re looking for signage for revenue growth for that nonprofit. We look at government and schools because they need both connection for inside with students and parents and community people, as well as externally to promote any causes or any opportunities that are working on. And then, we do even individuals will find us, especially those small businesses, that are just getting started, and they need something, and they kind of want — they’ve got a vehicle, they kind of want to get some advertising on their vehicle. It may only be one vehicle. And if we can get them a good pricing opportunity, then that’s advertising that every time they drive down the street. So, it goes across the gamut of people. Everybody in some shape or form can use some part of what we do.

Lee Kantor: [00:21:50] And if somebody wants to learn more, is there a website?

Littie Brown: [00:21:54] Yes, it is. You can go to SpeedProMarietta.com. That’s SpeedProMarietta.com. And then, you can always email us at OrdersMarietta@SpeedPro.com, and we respond back quickly.

Lee Kantor: [00:22:19] Well, Littie, congratulations on all the success. And happy anniversary. Nine years is quite the achievement. It’s a lot to be proud of, and you’re just getting started.

Littie Brown: [00:22:31] Just getting started. Thank you so much, Lee. Thank you for the opportunity. And thank you GWBC for this chance to talk a little bit about us.

Lee Kantor: [00:22:39] Well, you’re doing important work and we appreciate you.

Littie Brown: [00:22:42] Thank you.

Lee Kantor: [00:22:43] All right. This is Lee Kantor. We’ll see you next time on GWBC Open for Business.

About GWBC

The Greater Women’s Business Council (GWBC®) is at the forefront of redefining women business enterprises (WBEs). An increasing focus on supplier diversity means major corporations are viewing our WBEs as innovative, flexible and competitive solutions. The number of women-owned businesses is rising to reflect an increasingly diverse consumer base of women making a majority of buying decision for herself, her family and her business. GWBC-Logo

GWBC® has partnered with dozens of major companies who are committed to providing a sustainable foundation through our guiding principles to bring education, training and the standardization of national certification to women businesses in Georgia, North Carolina and South Carolina.

 

Tagged With: Littie Brown, SpeedPro Marietta

Jack Tompkins With Pineapple Consulting Firm

February 15, 2022 by Jacob Lapera

Jackthompkins
Austin Business Radio
Jack Tompkins With Pineapple Consulting Firm
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JackthompkinsJack Tompkins is the owner of Pineapple Consulting Firm based out of Charlotte, NC. He helps you analyze and visualize your data in interactive dashboards so you can get all of the insights from your data without actually touching it!

His goal is to help you grow profitably while giving your data a seat at the table and becoming a bit more data-driven.

Connect with Jack on LinkedIn.

What You’ll Learn In This Episode

  • Data for small businesses
  • Analytics for small businesses
  • The importance of visualizing your data
  • Benefits of the dashboard for a client
  • Types of data that are important to look at
  • KPIs are important for business owners
  • Data influence strategy

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxambassador.com To learn more. Now here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a good one, and for the folks out there, this is an important one for your business as well. So please help you have a pad of paper your phone handy to take some notes. This is going to be a lot of great information today on the show. We have Jack Thompkins and he is with pineapple consulting firm. Welcome, Jack.

Jack Thompkins: [00:00:54] Thanks, Lee. Pumped to be here. I couldn’t agree more. I think we’re going to cover a whole lot of good stuff.

Lee Kantor: [00:00:59] Well, I’m excited to learn more about your practice. Tell us about pineapple consulting firm. How are you serving, folks?

Jack Thompkins: [00:01:05] Sure. So we’re kind of your outsource data nerd. So everybody is familiar with the fractional CFO and fractional C-suite executive type thing. We’re kind of the fractional analyst. So that’s what we do. We put everything into dashboards, help folks become data driven. So even non-financial or non numbers, folks can easily make decisions and build strategies from their numbers.

Lee Kantor: [00:01:29] Now this is an area that’s, I think, really not appreciated by most entrepreneurs. There are so much data out there and there are so many numbers to look at. It’s very difficult for a business owner to really hone in on what are the kind of metrics that matter and how to discern what are the numbers you should be paying attention to every day. How do you help educate your clients to the importance of that number one and then give them some tools so that they can pay attention to the stuff that matters and not get bogged down by all these other distractions?

Jack Thompkins: [00:02:05] Yeah. So we’re obviously doing audio only, but I was aggressively nodding my head in agreement while you’re going through that. So, so number one, what’s important, right? Or how did they get started? What metrics do they pick that kind of thing? Honestly, I always say, start simple, start with something that you probably look at every day and I’ll use like revenue and profit as kind of the basic example, something that most business owners probably look at pretty frequently. Maybe it’s not every day, but whether they’re numbers, people, financial people or not, that is something that they’re going to look at every day. So kind of start there and then let the snowball grow from there. I always encourage people to start simple and then ask yourself, like, what does that mean? Right? So revenue is up 10 percent. Fantastic. That’s awesome. Why? Right? So was it more marketing? Was it better conversion rate? Did people come in from LinkedIn as opposed to networking groups? Stuff like that? And your questions will kind of feed your next steps. So that’s always my advice on where to start. And then second, part of your question stuff that we do at pineapple to kind of help make it easy is all just using dashboards. So an income statement, I’ll stick with the revenue example. I’m a financial nerd and I I absolutely love going through an income statement. Most people don’t because it’s a black and white piece of paper, and it’s kind of boring to look at. It doesn’t really tell you a lot of insights when you throw that into a dashboard. Now you have a trend graph, now you’ve got indicators of your performance and you’ve got your brand colors, and it’s actually kind of fun and engaging to look at. So I guess the all in answer is start simple. Feed your curiosity and then make everything visual because it becomes a whole lot more usable when it’s visual.

Lee Kantor: [00:03:54] And I think that’s another important kind of component with this. A lot of times people get, they just see kind of numbers and they see columns and it’s numbers and that that doesn’t really give them any context unless they can somehow remember what it was at the same time last year or over time or last quarter. It’s difficult to really understand and appreciate the direction your business is going unless you put this kind of data into some visual tool that helps you kind of see trends.

Jack Thompkins: [00:04:28] Right? Yeah, it’s exactly right. And the same thing goes for obviously this is Coach the Coach and everything. So for the coaches out there, for the consultants out there, when you’re working with a client, it’s a whole lot easier to point to a number that is in a graph or in a chart or something like that and have a solid foundation of to your point. The context around it, right? Here’s what it was last year. Here’s what it was last month. Here’s how we’re trending. Boom, now you have this solid foundation for the conversation, and you can get into strategy now that you’ve covered the numbers piece the quote unquote boring numbers piece that you have to get through.

Lee Kantor: [00:05:06] And I think it does a better job when you have these this information in a visual form, I think the story becomes clearer. It becomes when people can kind of see the graph and see the trends and see. However, you’re kind of framing the visual, whether it’s a pie chart with a big slice of pie that just improved, you can see it. It helps you tell your story better. It helps. You kind of understand the impact that people are making in the company.

Jack Thompkins: [00:05:37] Yeah, that’s exactly right. That is one hundred percent right. And that’s I think the number is like sixty five percent of people are visual based learners, but through a big red down arrow on the screen, everybody’s going to understand that that is not something that should be. That’s not what you’re going for it, right? That’s kind of the big red X that you want to avoid. So you dig into it and it becomes really clear with the visual. Absolutely.

Lee Kantor: [00:06:02] So now what’s your back story? How did you get into this line of work?

Jack Thompkins: [00:06:05] So kind of boring, honestly. I grew up, if you will, professionally in the insurance world. So Up in Connecticut was an analyst for an a bunch of different capacities and had some really cool like leadership roles in there. But really like the analysis, really liked making dashboards because I had to present every now and then to like the CFO of the division or my boss’s boss’s boss or something like that. And I quickly realized even continuing our visualization conversation. The best way to get my point across to this leader, who only has two minutes for me is to just not even explain it. Just turn my computer around, show them a picture of the dashboard, and then they’ll get the insights that they’re looking for. So that’s kind of where it all started. And then I’m about two years full time in running pineapple on my own.

Lee Kantor: [00:06:58] Now, kind of the epiphany of a dashboard or seeing the value of a dashboard. Was that something you were like, OK, I can create dashboards. I can take this data and kind of smush it into a dashboard so that it becomes very crystal clear just the handful of metrics that matter for an individual client. It was that kind of the epiphany, and now I can. Now I have a tool that I can now deploy and offer to lots of people. Was that what happened or is this something that you work with clients and then customize some solution, whether it’s a visual dashboard or whether it’s numbers or whatever the solution is?

Jack Thompkins: [00:07:36] Yeah, it’s kind of both. So I think I should know this because I’m a numbers person, but at least 90 percent of what I have done for clients has been completely custom from the ground up. And I honestly love that I have an absolute blast making that type of stuff. But to the first part of your question, that was kind of the formula, right? It was let me take the things that matter because in my corporate life, it was I know that they’re going to ask about these three metrics. And now in the small business world, I know we care about, you know, revenue, profit and leads and conversions or, you know, whatever it is. I know that those are the big things. So how do we package them and they kind of formed together to be this a bit of default stuff so we can have the conversation of here, the KPIs that we’re thinking about. Here’s why they make sense in general. Let’s see if they make sense for your business, too. And then part two, let’s let’s make it custom to your business and make it visual and make it engaging and make it interactive.

Lee Kantor: [00:08:39] Now, most small businesses, if they don’t, they would imagine not have kind of a data analyst on staff, but they might have a bookkeeper. They might have themselves with QuickBooks or some, you know, software. How does your firm kind of play with those tools and how do you help them get the most out of those tools?

Jack Thompkins: [00:09:00] Right. So it’s a very complementary situation, and I’m glad you brought it up early because my business is very garbage in, garbage out, right? So if the bookkeeper is or if there is no bookkeeper, right, maybe that’s the better example. There is no bookkeeper. It’s difficult to create a dashboard, a financial dashboard, right? Which is a very common thing. I link up to QuickBooks all the time. But if the data is not good in there or it’s inaccurate or whatever it is, the dashboard is not going to be totally useful. So whether it is the bookkeeper, whether it’s the CPA, whether it’s the CFO who wants to know or wants to drive the strategy but needs to know a few metrics first, those are all folks that are great, either information feeds for us or data sources for us.

Lee Kantor: [00:09:49] And then so how do you kind of work with your clients, is it something that you just say, OK, here’s what you need and then you just give them the resources to do that? And then they just now the bookkeeper is doing this kind of work or their CPA or their themselves? Or is it something that your service is kind of been ongoing, like a retainer like relationship?

Jack Thompkins: [00:10:12] It depends. It’s again, so everything that I build is custom, and that’s kind of the model for working with clients, too. It is very client by client. More often than not, it works out out to be a retainer type situation. So the example the standard example is people come in for, Hey, I have this idea. I want to see financial dashboard with, you know, sales by SKU or by product that came in through online versus versus whatever channels online or whatever other marketing sources. So they have that idea to start and then it kind of evolves into. All right, this is great. We also want to see how that impacts our operations. We want to see some more marketing stuff that we can do better. And so it kind of grows from there. So I guess kind of wrapping that up. It does transform into a retainer thing after starting as a project in more cases than not.

Lee Kantor: [00:11:08] Now are you typically kind of partnering with CPAs or these payroll services or the people that have some of this data? Or are you kind of going arm in arm with them? Or are they referral sources or are they just kind of, you know, you’re just complementary services that are both serving a similar client?

Jack Thompkins: [00:11:27] Yeah, it’s a good question. Kind of a little bit of all of it, I would say. Referral sources, both both directions, right? So a business coach, for example, needing to see the numbers, they talked to me and then me creating the numbers, building the dashboard and then saying, Hey, talk to this business coach because he’ll help you kind of build the strategy off of it. So the referral partner is most common of those options with, again, just very, very complementary services.

Lee Kantor: [00:11:56] And then in your work, are you kind of. Is this kind of industry agnostic or do you have some niches that you focus in on?

Jack Thompkins: [00:12:05] It’s been kind of all over the place, which honestly is a whole lot of fun for me because like I said, I came from insurance and that I really like the people. I like the work I did. I didn’t like insurance that much. So to be able to work, I have clients and transportation. I have clients and e-commerce. I have I have other consultants as clients and kind of the whole gamut. And that’s super, super fun for me. Honestly, there’s so many different metrics out there and so many ways to slice the data, and a bunch of different things matter to a bunch of different people. So I am pretty industry agnostic. I should say we are pretty industry agnostic because it’s just it’s more fun that way.

Lee Kantor: [00:12:45] And then because the dashboards don’t care about the data, right, it’s just a matter of aiming it at the right information that the person cares about.

Jack Thompkins: [00:12:52] That’s exactly right. Yep, 100 percent

Lee Kantor: [00:12:54] Now for you. Can you share a story? Maybe that kind of illustrates some of the impact you can have in an organization. Maybe share what the challenge was before they got a hold of you? And then what happened after you kind of deployed some of your services into their world?

Jack Thompkins: [00:13:09] Yeah, absolutely. So this will be a we’ll go with a transportation company, so fairly big company, big for my term. So I think there are 40 50 employees, something around that. But a whole lot of truck routes every day, right, going in and going out, delivering packages, all sorts of stuff. That is it feels like kind of what was the analogy that we used? It was putting out fires with a blindfold on. So it was so many things happen in a day, right? Maybe a truck breaks down, maybe a deliveries and all that stuff. So it was kind of just whatever happens today, we’re going to deal with it and then wake up and try and figure it out tomorrow, kind of thing. And and that’s probably a bit too cavalier. But the bottom line is it was put out the fires first and then try and build the strategy second. So what we did was we created an operational dashboard and a financial dashboard. So the operations was how many stops do we do? How many packages did we do? What was the time? What was the efficiency on all of that stuff? And then how does that lead to financials, right? So two complementary dashboards and now the operating structure isn’t put out fire figure out solution. It’s now anticipate what’s going to happen. Select the most efficient things, aim for specific targets that we know it can hit based on data and run the business much, much more efficiently and honestly with a lot more confidence. Because when when it’s not just dealing with. Fires. It’s a whole lot less stressful. And when the numbers are backing your decisions and you’re telling your management team and stuff like that, hey, here’s what we need to do. It’s a little bit of a stretch, but I think we can do it. You have the confidence of the numbers to back you up. So this client in particular would be the first to say that the dashboard is something that he looks at every day, and it is just it’s a 180 for his confidence in his day to day business.

Lee Kantor: [00:15:16] Now are there some kind of symptoms or breadcrumbs for you or for a company that says, Hey, you know what? Maybe a data analyst is the right person that we should be talking to, because I would imagine that this isn’t an area that a lot of that it’s top of mind for a lot of folks.

Jack Thompkins: [00:15:34] No, you’re right. It’s it’s not super top of mind. It’s one of those data is one of those things that honestly, even in the corporate world too, it was, Oh man, we should definitely look at that right? And then kind of crickets because it

Lee Kantor: [00:15:46] It seems like a nice to have, but not a must have. But I think that in today’s world, with so much data out there and everybody having the ability to collect so much, I think it moves higher up in that hierarchy and it becomes something that is becomes a must have.

Jack Thompkins: [00:16:01] I completely agree and I think that is the that’s the shift that’s happening. So corporate has had data and dashboards and stuff like that for a while and making decisions off that for a while now. I kind of seeing the transition into more small businesses and I have a couple of solopreneur clients as well that one of their first priorities when they started their business is let’s get the data set up. And I absolutely love that just in general for the for the whole field of data. So you’re absolutely right, it’s becoming more of a must have because of the decisions that come from it, because of the strategy that can come from data. And and again, that confidence and your gut tells you one thing your gut is going to be right your gut. Plus your data can make you completely profitable, right?

Lee Kantor: [00:16:49] And that’s the thing. I think a lot of, especially the smaller businesses they rely on just kind of their gut or just like that initial, you know, whatever happened first and then they’re using that data point as that’s kind of modeling for everything going forward, and that’s just one data point. And exactly. And I think that that’s a mistake. A lot of people and you can get into a rabbit hole and you can go down the wrong path pretty quickly if you adopt that kind of thinking in terms of strategic growth.

Jack Thompkins: [00:17:19] Right, it becomes a short term strategy that only has good short term results.

Lee Kantor: [00:17:24] Well, and then you forget when you’re wrong and then say you don’t have any kind of data that supports you having a good gut feel for things like you think it is. As long as you’re in business, you know, you just have to win a little bit more to stay in business. You don’t have to be that right. But if you have some system that kind of looks at your data and you can make better decisions, you’re going to increase your chance of success dramatically.

Jack Thompkins: [00:17:47] Oh, a hundred percent, absolutely. And this isn’t to say get rid of your gut, right, your guts, why you got into business in the first place, but again, your gut plus data, you’re absolutely right. It’s you can be so much more efficient grow, so much more scale, so much more when you have those processes in place and data being one of those processes, it is about as important as automating some of your marketing or developing a marketing strategy or consistent emails and conversations with clients. Anything like that. And if that operational day to day stuff data is right up there in terms of importance.

Lee Kantor: [00:18:24] So now is there any kind of low hanging fruit for our listeners out there right now, anything they they should be doing today or something they could do today that could at least get them thinking about, you know, kind of analyzing their data or even just kind of being aware of the metrics that matters or something that you would recommend people do.

Jack Thompkins: [00:18:45] Yeah, so I think first would be just kind of a kind of an easy take away for listeners is somewhat what we talked about at the beginning of starting simple. So even when you’re just walking to your next meeting in the shower or whatever, wherever you do your thinking time, I would encourage everybody to just challenge themselves a little bit and say, I know what I focus on, right? There’s a few metrics that I pretty much know offhand just because I have to. What’s the next step? So using the example we use at the beginning revenue, most people are going to know it. Why did it grow? Where did it come from? And then kind of build on that, right, so it’s that sort of step one is what is the next step of importance because every step that you take is going to be exponentially better. So if you go into why data are scary, why clients have joined me, fantastic, you’ll get more clients because you know that answer. And then tools wise, I always encourage folks to start with whatever sort of visual representation that their software they’re already using has. So QuickBooks, for an example, and most crimes have this Google Analytics as well for marketing and website analytics, there is always a default dashboard out there. It’s not going to be great. It’s not going to be exactly what you’re looking for. You kind of dip your toe and say, OK, this is cool, I get it, but it’s not exactly what I want. And then again, what’s the next step? And that’s where you get into some more in depth data conversations and and making sure that the processes are in place for the data flow properly and making it easier to update and easier to visualize. But it starts kind of like most cliches out there, right? How do you eat an elephant one bite at a time? This is very, very similar. Just start with the next logical step that makes sense to you, and it’s important to you today.

Lee Kantor: [00:20:48] So what is it that you need right now? Is there something we could be doing for you? The what is there anything the listener could be doing for you? Or are you looking for more referral partners? Are you looking for more clients? What can we do to help you grow?

Jack Thompkins: [00:21:04] Oh, I appreciate that. I never get that on the podcast, so thank you. More clients and more referral partners are always fantastic. Honestly, I really like just kind of talking shop. Like I said earlier with being industry agnostic, I always learned so much. It’s always a lot of fun. I just like kind of seeing what other folks are doing, so I would absolutely love to have a conversation with anybody that’s listening. Just kind of talk shop here about your business, and I’m sure there’s ways that we can help each other that will come out of that conversation, too. So I just I love small business and I love talking with other entrepreneurs. So please contact me and let’s talk some shop.

Lee Kantor: [00:21:41] All right. If somebody wants to learn more, what’s the website or the best way to get a hold of you?

Jack Thompkins: [00:21:46] Best way is the website, and it is pineapple kfcs, and that’s the abbreviation pineapple abbreviated consulting firm So Pineapple KF.

Lee Kantor: [00:21:56] Well, Jack, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Jack Thompkins: [00:22:00] Oh, thank you so much for having me on. This is fun and and I hope it was good for the listeners, too.

Lee Kantor: [00:22:04] All right. Lee Kantor we’ll see you next time on Coach the Coach radio.

 

Tagged With: Jack Tompkins, Pineapple Consulting Firm

Courtney Schutter and Tammy Lewis on Women in Business

February 11, 2022 by Jacob Lapera

Women In Business
Women In Business
Courtney Schutter and Tammy Lewis on Women in Business
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This Episode is brought to you byAlpha and Omega

CourtneyschutterCourtney Schutter is a Life Coach who works with ADHD parents to help them go from being overwhelmed, exhausted, and stressed out to organized, well-rested, and happy human beings.

After overcoming her own struggles with ADHD as a single mom Courtney knows the key to happy children is happy parents.

Courtney holds a Bachelor of Science in Psychology from Kennesaw State University and is a Certified ADHD Life Coach through the iAct center.

Outside of her passion for coaching, Courtney loves to play outside with her son and 2 dogs, painting, singing, and watching her favorite show The Office. She loves bringing parents and children joy through her other passion, Tinkergarten.

Connect with Courtney on Facebook and LinkedIn.

 

TamaraLewisTamara Lewis helps people get on the “Right Side” of wealth through people at work and money at work. Her personal passions are; empowering women, optimizing digital planning, and advocating for Breast Cancer awareness.

Connect with Tamara on Facebook and LinkedIn.

 

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. Welcome to women in business where we celebrate influential women making a difference in our community. Now here’s your host.

Lori Kennedy: [00:00:28] This is Lori Kennedy, and I’m your host today for women in business, powered by Business RadioX Stone Payton, our producer is also in the studio with us today. We’re grateful to have you tuned in with us and today we are interviewing Courtney Schutter. Did I say that right? Yes, you did. Ok? And Tami Lewis. So the first thing I’m going to do is I am going to ask each one of them to tell us about what they do and, you know, just their businesses and why they’re here. So I’m going to start with you, Courtney. Courtney, tell us what you do and how that plays out into your life and the community and that sort of thing.

Courtney Schutter: [00:01:03] Absolutely. So I am an ADHD life coach, so what I do is I help specifically parents with organization feeling overwhelmed, and we talk about the obstacles that are preventing them from getting to their goals, and we find ways to get over those obstacles.

Lori Kennedy: [00:01:24] Ok, so when you say parents, do you mean helping parents that have children with ADHD? Or do you mean helping parents or adults who have ADHD or both?

Courtney Schutter: [00:01:35] I can do both, but my passion is parents who are ADHD, because that’s that’s my story. So that’s why I got into this.

Lori Kennedy: [00:01:44] Yeah, well, I’m a parent who is ADHD without children in the home. Does that still count? Yes. Ok, good. I might need help.

Courtney Schutter: [00:01:54] Absolutely. Yes.

Lori Kennedy: [00:01:56] Absolutely awesome. Ok, and do you have a name for your business or do you operate on your own or how does that work?

Courtney Schutter: [00:02:02] Yes. So it’s ADHD Parent LLC.

Lori Kennedy: [00:02:06] Ah, OK, great. All right. Awesome, Tammy. Hey, hi. Tell us about what you do and how I know you have several things that you’re passionate about, so I want to hear about all of them.

Tammy Lewis: [00:02:18] Ok, well, thank you again for having me here. This is so awesome and a great opportunity just, you know, to meet other women and learn more about women in business. So my my journey has definitely changed. I was in corporate America for a while in the pharmaceutical industry, and I totally did a 360. So I’m actually in finance now, which has nothing to do with health or selling illegal pharmaceuticals. But but I did a total 360 in finance. I partner with my husband in our business, where we really do focus on helping people get on the right side of wealth with people at work and with money at work as well and life changes. And I’m pretty sure I’ll talk a little bit more about it. But I’m also a breast cancer survivor. So I started a nonprofit called Pink Pearl Hero, literally a week before my major major surgery, and it was because I didn’t see women who look like me talking about breast cancer and African-American women die at a higher rate. Oh wow. From it. So I was just like, why? You know, I was like, Somebody needs to talk about it, and I’m like, Well, why not you? Because your background is health, education. And then from that, which is not ironic. I always think things happen for a reason is I co-created a digital planner called One Dope Planner. It’s a digital organization planning experience. Pretty dope. But my partner actually was, as is, has been diagnosed with ADHD. So it’s again, I always say it’s divine that when you’re around certain people with, you know, places and that you go, So that’s me. So I’ve turned into a trilogy. I’m trying to figure out how to really say that. But you know, just from life, those are the three passions of mine.

Lori Kennedy: [00:04:10] Ok, I’m going to like, delve into each of those just a tad. Yes. First of all, I want to know more about this dope plan or like, how do you get it? What type of device do you need to use it on? Like what? Give me some details there. Like if I wanted to do this and be part of this, how do I join you in this?

Tammy Lewis: [00:04:28] So I mean, right now it’s just available on Instagram, so there’s a link where you can purchase it through Instagram. You do need like a tablet and you do need so, you know, iPads or like any type of PDF, you know, tablet you do need like a pen, you know, because it works better with like a stylus, you know, because people have asked me, What can I just, you know, purchase it and how does it work? And you do need to have certain software, but all that is laid out in like if you go check like the Instagram post on there. So we’ll be having more people because I don’t have time to do it, but we’ll be having more people kind of show how they use it just in their everyday lives. So and that actually came into play because when I was going through all my surgeries, I couldn’t carry anything over 10 pounds because I was like the Clevenger junkie, like I had. I had the top of the line lavenders because I always like to plan and organize. But when the surgery started to happen, my plastic surgeon said you can’t carry anything over 10 pounds and I said, Well, I got to figure this out because I still have a business that we’re running so I cannot not be organized. And so I learned, well, digital planning fell into my lap. It was a divine digital planning and I just started creating them, and it actually kept me busy during that process, too. So my mind was on that and not on where I currently was when I was going through that process.

Lori Kennedy: [00:05:57] That’s awesome. I do. I do. It seems to me like the more life I do, the more I realize that sometimes the hardest or the most difficult moments in our life are where things grow and bloom that take us to the next place, you know? And so the fact that you say that this planner came as a result of something that was, you know, a tragedy in your life and has turned it into a triumph? And that’s awesome and I of that. Mm hmm. I love that. Well, tell me a little about your story, Courtney. As far as like what led you to this place for such a time as this?

Courtney Schutter: [00:06:33] Yes. So I. Good things come out of tragedy sometimes. So I was let go from my insurance job. I was also in the insurance industry for 10 years, and I had no idea what I was going to do. I was a little bit panicked. I have a four year old, it’s just me and him and I had just been diagnosed with ADHD the summer before that. And you know, I was doing I was hyper focusing. That’s what ADHD people are really good at. And so I was hyper focusing and looking up all these things with ADHD. And I saw that there are ADHD life coaches and I thought, Well, what is that? I didn’t even know. I never even thought of a life coach, to be honest with you. And I looked into it, and it was one of those impulsive, a little bit impulsive ADHD things where I was like, Oh yes, that’s what I’m going to do. Shiny object. Let’s do it. And so I paid for the classes and just going through the certification process has made me learn so much about me how I function. It’s it’s been amazing. And it also explains a lot about like childhood because I was one of those ones where I was OK in school. I got, you know, talks too much on my report card, you know, every time they came out. But you know, my mom loves to tell this story that in high school, she she was a teacher. She met, she retired math teacher and she I was not doing well and she held a parent teacher conference. She was like, We need to talk. This is not acceptable.

Courtney Schutter: [00:08:16] And every single one of my teachers was like, Oh, but she’s so sweet, and she’s working so hard and it’s OK. And my mom is sitting there like, No, it’s not OK, she’s getting D’s. And, you know, it’s so. And we didn’t know at the time that there was anything going on in my brain. It was just I was struggling and we didn’t know I’m 35 years old back then. You didn’t really. It’s rare it did happen, but women really did not get diagnosed with ADHD, and it’s still very rare and we have to fight a lot harder to get our diagnosis. I actually had to convince my doctor to. I said, Listen, I’ve taken all these tests. I’ve talked to all my friends who know things. I need you to. What do we need to do to try this? Because I think this is what I have because before I was diagnosed, anxiety and depression and I thought, I’m not really depressed, I’m just really tired all the time. So, you know, so being let go from my job trying to figure out what I wanted to do with my life and then just jumping in and finding my passion. But I also have a degree in psychology that was my my undergrad, so I always in insurance. I worked in claims. So I always kind of said, Oh, I use my degree because I’m making people. I’m calming them down. I’m making them feel better when they’re stressed out because they just got in a car accident, right? But now I really am going back to my roots and I’m it’s it’s been awesome. It’s been awesome

Lori Kennedy: [00:09:53] Ride. That is awesome. I love that. So tell me what hyperfocus means. Like, I just want to understand or I want everybody who’s listening plus me to understand what that means exactly.

Courtney Schutter: [00:10:06] Yes. So when a typical person, we a lot of the word is neurotypical. So if you don’t have ADHD, autism, those things you are neurotypical neurodivergent is autism, ADHD, et cetera. So neurotypical people get exact. I read about stuff and they’re like, Oh, yeah, this is this is great, let me read about this for about an hour and they learn some things and it’s great. Neurodivergent people are like, Oh, that’s so cool. Five months later, they know everything about that subject because they have just completely consumed their day to day because they have to know everything about it. And that’s what happened after I got my ADHD diagnosis one, I realized that I have always been doing that. But to that’s what allowed me to really learn all these things about ADHD and find out what I really want to do with that. But yes, it’s we just take everything to a little bit of an extreme.

Lori Kennedy: [00:11:14] Ok, well, I want to explore this more with you later. One on one. And personally, yes. Tami, tell us about the financial or wealth building part of what you’re doing. And I would love for you to mention some of your social media things that you have happening around that as well.

Tammy Lewis: [00:11:37] Yeah. So what I realized and this actually came more into play during the whole breast cancer journey is I started reading when you said that, I’m like, Oh, that’s me. Wait a minute. Yeah, I was like self-diagnosis, but

Courtney Schutter: [00:11:53] It

Tammy Lewis: [00:11:53] Happens. I started reading more about why women don’t have the wealth that we should be, you know, should have. And a lot of it is because we’re trying to win a game and we don’t understand like where we are on the board and we’re playing from behind because women actually make 80 cents for every dollar that a man makes. I mean, it’s not our rules, it’s just what it is. And so if you’re playing a game, you got to know what the rules are. And I think that’s I think women know that, but they don’t like know the dollar. And when you look at it by race, I mean, the separation happens even more. So I’m like, OK, so we’re all trying to win this game of, you know, wealth, but we’re all playing from behind and we’re not using the right tools. So one of the things that I share is like when I went through my breast cancer journey is, you know, I had certain things in place. So, you know, I talk about how I had life insurance in place. You know, nobody wants to think about death, but I actually had to because, you know, we didn’t know what was going on, you know? And I told my husband, I said, You know, well, worst case scenario, the kid’s financial future is set because we put those plans in place.

Tammy Lewis: [00:13:03] And outside of, you know what you know, benefits that you get in a corporate job and then, you know, just teaching people about investments. So, you know, I’ll, you know, take time and do workshops on that or just one on one just to put a plan in place because I had money making money for me while I was going through all the surgeries. But, you know, in entrepreneurship because we had a business that had passive income. I didn’t have to work. And you know, I tell people, when you have options, you heal differently because, you know, when you’re going through like chemo and radiation, you only have one or two options. You’re either working because you have to because you got to have benefits and keep money coming in or you can’t work at all because the side effects are too bad. But when you got options, you do, you just heal differently.

Lori Kennedy: [00:13:52] And so I would assume I was just going to say I would assume that the stress of having to have a full time position while you are going through something like that would just make it even harder. Yes. Harder to heal from because you now you’re adding stress to it as well, right?

Tammy Lewis: [00:14:08] And I just was talking to actually one of my sorority sisters who’s also a breast cancer survivor who actually went to see my plastic surgeon for some redo reconstruction. And she said, Yeah, he said it again. He said, you were just an anomaly the way that you healed and because everything I did was intentional. But I think I could be more intentional about it because I didn’t have all these other stressors that most women, you know, have going through that process. So that’s, you know, and one of my girlfriends who was one of my partners in pharmaceuticals. She said, So you know what this means, right? So this means that you can tell your story from you living through it and the things that you had in place. And you know, having your business that you can talk to other women about this is how you have, you know, multiple sources of income. This is how you get your finances in order. And, you know, just talk to them through what you live through at the same time.

Lori Kennedy: [00:15:07] Yeah, I love how all the pieces like I’m trying to get you to tell me about one thing, but it always flows right into the next. It’s like your whole life is all so interconnected you don’t have like this space for this and this space for this. It’s all together because you do have this women of wealth. Social media and then you also with the breast cancer thing, I want you to tell me about these boxes or something that you were talking about in reference to that. I want to hear more about that. So tell me about those two things.

Tammy Lewis: [00:15:39] So the women are wealth like I. I started like a private group just so we can just start having wealth conversations. And, you know, most people think I’m just talking about finance. No health as wealth. You know, mindset is wealth, because if you have a bad mindset, then I mean, you’re not making any money because you’re just kind of like all over the place. And so bringing a platform where we can have safe conversations about that and again, going through the breast cancer, I, it’s like, OK. So I really need to do something with this. And when I was in the Woodstock business club for like the first time I was there, it was actually last March. And actually, Giselle came up to me and she said, You know, I wanted to introduce myself. I invited actually this person and this person. So we kind of went down the list and she said, and there’s probably seven other women in this room who know who you are, but you don’t know who they are. Oh, wow. And that’s when I said, OK, so this thing is really getting big. So it’s it’s an opportunity number one, to have wealth conversations on health mindset and wealth. But also what it’s turned into is I want it to be a platform for other women who are entrepreneurs to showcase their business.

Lori Kennedy: [00:16:54] Yeah, it’s

Tammy Lewis: [00:16:54] Awesome. You know, at the same time. So we’re working on what we’re actually going to do with it. So I’ve talked to some other women and just some of the relationships that I’ve had with other women and not just here, but it’s also like I went back and looked at the analytics because I’m a little analytical. And yeah, I mean, we have women from Atlanta, like all areas of Atlanta and in Nashville, in St. Louis and Houston and Dallas, parts of Jersey, New York. We got people in Boise, Idaho. I mean, it’s just. But it’s that, you know, six feet of separation that has happened and it’s like it’s own like growing organism.

Lori Kennedy: [00:17:39] So how many how many members of this social media?

Tammy Lewis: [00:17:45] So right now, when I last counted, we’re right at 1300 getting ready to tip over to 14, and that’s only because it’s private now. So like I know, as soon as we release it, it’s just going to turn into its own beast. So I just want to make sure a couple of things are in place before we do that. So we’re really supporting women in that process, not just kind of being another women’s group.

Lori Kennedy: [00:18:09] Yeah, yeah. I love the strategy behind that. So tell me about these boxes that we had talked about at one point in time. I want everybody to hear what you want to do.

Tammy Lewis: [00:18:17] So when I was when we started the Pink Pearl hero, it was like, So what are we going to do? Because I have some girlfriends who like valid is hope. One of my girlfriends in St. Louis, she does recliners for women who have double mastectomies. I would have never thought of that until I went through it, and it was like my saving grace. It was like my bed from October to October to the next May because of just the type of surgery. So what I decided was a couple of girlfriends of mine in St. Louis would send me a box once a month and I always like, look forward to the box and had funny things and it had t it had a mask and it it had like gift cards to Pinero, a Starbucks, T-shirts, all that stuff. And I said, Well, what am I going to do or what are we going to do to give back? So I decided, let’s do this hero box, because that was one of the things that I always look forward to. And that’s a way that someone can support another breast cancer survivor, even if they’re not in the same city as them.

Tammy Lewis: [00:19:22] So the hero box and so I took it a step further because, you know, big on supporting women in their businesses is let’s put contents of the box only from women’s businesses so we can support other women in their businesses. So that’s what we’re in the process of doing. And I’ve met some phenomenal women in the journey of doing that and even from things because we even talked about, you know, little things about getting, you know, oil change or car repair. I mean, it may sound like, OK, why would you put that in the box? I’m like, because the car still has to be repaired when you’re going, you know, through that process. And there are so many women. And I think that’s the only thing that keeps me talking about my journey is because there’s so many women who go through this alone. And, you know, and even some of my friends are like, Yeah, I just, you know, they have family members who don’t know they had breast cancer. Wow. Because that’s just their choice and I respect their choice. And so for me, I’m just like, Well, I’ll just be your voice now.

Lori Kennedy: [00:20:22] So that’s awesome. Yeah. Wow. So, Courtney, I want to hear about. How people like are able to know about. What you do and how they find you like, how does somebody come across, how do how would I have come across? Yeah, yeah. Like, I mean, I found you on social media, right? But it just was kind of by

Courtney Schutter: [00:20:45] Accident, which I’m so happy for.

Lori Kennedy: [00:20:47] Yes, I am, too. And I can’t wait for us to be a little

Courtney Schutter: [00:20:50] Obsessed with him. You know, I have to admit she’s awesome.

Lori Kennedy: [00:20:52] Yeah. Tammy is awesome.

Courtney Schutter: [00:20:54] Can we just ask her more questions?

Lori Kennedy: [00:20:56] You know, we want to hear from you, too. I know

Tammy Lewis: [00:20:58] Because I’m over here self-diagnosing,

Lori Kennedy: [00:21:01] Right?

Courtney Schutter: [00:21:01] Yes. Well, no. So I am most active on Instagram, so my Instagram is connected to my Facebook page. So it’s ADHD parent. Eighty six on Instagram, and that’s where I go live. I post a lot. I repost a lot of people who are self-diagnosing themselves with ADHD. They get it from Tok, which is fantastic. There’s a lot of good information out there, but there is a lot of not correct information out there, so I just would encourage everyone to just do their own research. You know, love the Tik Tok videos. Love the Instagram even. But yeah, and then go. And my favorite place that I go for a lot of my information is called Attitude Magazine. Its aid attitude. Oh, that’s cool. And so they have all these experts and a lot of different information about what ADHD is, what it is not. But yes, where you can find me is mostly on Instagram. That’s where I just talk, usually to myself, it’s fine. I love it. Actually, I go live it. No one’s there. I’m just like, Well, I’m just going to pretend I’m talking to you guys. And I just, you know, and usually some people will watch it afterwards and comment. But and then I have my own I have two websites, so Courtney Schutter is my just official coaching. That’s all it is. Is coaching and then ADHD. The parent is my blog. But in true ADHD fashion, I have three posts on my blog because I was so excited to become a blogger. And then it was like, Oh, wait, this is boring. I don’t want to do this, so I do want to get more into it. But again, this I’m a baby business. I just started even thinking about this in May. Oh, wow, yes.

Lori Kennedy: [00:23:08] Well, is this something that can be like connected to psychology or like, could you be on some sort of insurance type of thing where somebody could get so insurance?

Courtney Schutter: [00:23:21] No, it’s not. It’s not covered on insurance and it’s not like therapy counseling. But I do work with a lot of other coaches and you can go and buy regular advertising, things like that. The main body that kind of looks over all of life coaching is called the International Coaching Federation, so they’re the ones that are making sure that everyone’s kind of doing coaching in a similar manner. Ok, but yeah, all of it, you have to pay to get your name on there. And again, I’m a baby business. So yeah, yeah, yeah.

Lori Kennedy: [00:23:59] I just didn’t know how all that worked because it sounds like it should be something that is part of it. Should counseling or something of that nature, you know?

Courtney Schutter: [00:24:09] And I always encourage people coaching is not therapy, so what I’ll do is either I’ll have a conversation with somebody and I’ll realize they may be better suited for therapy because therapy, I think a lot is dealing with past traumas. Talking about the past, figuring out how to maybe get over those types of things, coaching is all about the future. It’s here’s where I am, and here’s where I want to be. How do I get there? And people just get stuck. I mean, I just talked to somebody yesterday that they had this great idea to fix a problem that they had, but they have no idea how to implement that fix. They’re like, I know this will work for me, but I cannot bring myself to actually do it. And it was like, OK, we can work on that. We can get there. It’s very similar to. Like, you hire a fitness coach, you’re like, OK, I’m here in my weight or my fitness level and I want to be here, but I cannot do it on my own. So can you get me there? And that’s what a life coach does, especially with people with ADHD. I think we tend to get stuck more often because we have a lot of stuff going on. And, you know, a lot of ideas, a lot of shiny new objects that we get so excited about, and it’s so hard to rein it in and think, OK, this is what I’m going to focus on today. Even I do. I mean, I have all the tools of a coach, you know, I know what I’m doing, and I still struggle with it sometimes. So it’s a work in project process.

Lori Kennedy: [00:25:46] Always, yeah. Ok, so the next question is, I want to know who’s in your household. So let’s start with you, Courtney.

Courtney Schutter: [00:25:54] I have my son who is four and two dogs and a cat. Oh, yes, it is. I just moved my office upstairs to my bedroom because where my house sits, the sun only hits one side of my house and I have to have that sunshine. Otherwise, I’m just like, Oh, it’s nap time, OK, let’s do that all day long. Even on medication, I’m just like, No, I can take a nap. That’s fine. So, yes, but my dogs were there little 10 pound dogs and they bark at everything.

Lori Kennedy: [00:26:29] So I have little ones too. What kind of

Courtney Schutter: [00:26:31] Ears? Bishan and having knees. Ok, I have Pomeranians.

Lori Kennedy: [00:26:36] Oh, and they bark at everything, too.

Courtney Schutter: [00:26:38] Yes. Jacki’s my next dog will be a German Shepherd.

Lori Kennedy: [00:26:42] German shepherds are

Courtney Schutter: [00:26:43] Beautiful. They’re my secret. They’re my favorite.

Lori Kennedy: [00:26:46] Yes. Well, Tammy, who is in your house?

Tammy Lewis: [00:26:48] Well, so we’re going through a transition because so my oldest is in college in Nashville and my youngest is graduating. She’s a senior and so she’ll be leaving the nest, so we’ll be empty nesters. And so I’m like, everybody is like, Are you excited? I’m like, Actually, I’m not because I’m so, you know, it’s always been them. And of course, I’m sorry my husband too.

Courtney Schutter: [00:27:14] Oh yeah. Oh yeah, the other big kid, right?

Tammy Lewis: [00:27:19] And we do have a little dog. We have a it’s a Yorkie, Shih-Tzu, Shawki Zoo, which that breed is got, you know, detachment issues, I think, for families, but which we’ve been informed from my older daughter that as soon as she gets her apartment in Nashville, she’s taking the dog too. So I was like, OK, so yeah, so Lauren, our youngest, it’ll be going to SCAD in the fall, but she’s going to be in, you know, in Atlanta, on campus there. So that’s who’s in the house, kind of in the house, but we’ll be empty nesters. So.

Lori Kennedy: [00:27:55] So why don’t you tell me? Tammy, about a mistake that you made in your business and what you learned from it.

Tammy Lewis: [00:28:03] Oh, I think I’ve made a lot of mistakes. I think one of the biggest mistakes always has to do with people. And, you know, in any business, I think especially when you have people that work with you is really not like listening. Like, you kind of hear them, but like really listening to what they’re saying and not clarifying and just assuming this is, you know, this is what I think I heard you say. And really just taking a step back, you know, the whole process, like he said, what I heard was. And taking that step where I just kind of like assumed and went on like a whole nother tangent and realizing that I mean, my like my agents, my agents are my customers. And you know, the customer is, you know, always, right? So you still have to kind of take that step to to listen. And I think, you know, a couple of times where I’ve made people mistakes is not taking that extra step to say, All right, well, maybe what you’re thinking and what they’re saying is two different things. So just take a step back, clarify, ask the question, just be humble about it. And then, you know, kind of go from there.

Lori Kennedy: [00:29:18] So, yeah, that’s great. Courtney, what about you?

Courtney Schutter: [00:29:22] So when I first thought about this question, I thought, Well, I’m too new. I haven’t made any mistakes. But now that you’ve said that, not that I have made any mistakes with other people yet because it is just me, but not listening to myself. So I was I’m past that point now, but I was being very wishy washy about who I wanted to coach. And then when it wasn’t working out immediately, I thought, OK, maybe I just need to go back to what I know insurance and maybe not get out of the coaching space per say. But, you know, start coaching insurance agents, which would have been months of retraining. And I thought, you know, finally, I just said, OK, no, no, no. Trust your gut. This is what you’re passionate about. So I think that would be, you know, my main takeaway and what I have to just try and remember consistently is trust your gut, you know, and don’t and just go with it. You know, this is what you’re good at. It may be a little bit of a slow start. Yeah, but again, I just started in May. So yeah, it’s great. It’s it’s, you know, you can’t expect things overnight to happen, but I do love that. I love what you said about taking a step back and making sure that you are understanding what people are actually saying to you and what they’re understanding because that’s big in coaching. It’s like, this is what I’m hearing you say you want to work on or this is what I’m hearing you say, making sure you have that understanding because people’s brains, you know, work differently and not just if they have ADHD, everybody, right? So getting that clarity is so important with all relationships.

Lori Kennedy: [00:31:13] What are some misconceptions about your industry?

Courtney Schutter: [00:31:17] So I think the biggest thing is people just don’t know about life coaches, especially that there are specific life coaches for people with ADHD. I know the courses that I took at the iaCt center, she the woman who runs them. She started them years ago, but it’s always been kind of a small, small school. And now finally, I think partly because of the pandemic, it’s just blown up, you know, because a lot of people are giving themselves permission to work on their mental health because we’re all struggling right now and a lot of people. There was a meme and I can’t remember the numbers, but it said women who took an online test to find out if their ADHD in Twenty Seventeen was like 1100 women who took an online test to find out if their ADHD in twenty twenty two was like twenty five hundred. I mean, it’s absolutely it’s just crazy because partly we are very under-diagnosed. We mask very well. Masking is when you you realize that you’re different and so you do whatever you need to do to fit in with everybody else, which also can then cause anxiety because you’re just not able to be yourself at all. So, yeah, and I lost my train of thought hashtag D

Lori Kennedy: [00:32:49] Did I think, don’t we all do that or

Tammy Lewis: [00:32:52] Yeah, actually a diagnosis in the DSM four? Yeah, to the it’s called postpartum amnesia. I’ve been using it for 20 years.

Courtney Schutter: [00:33:00] Yes. Yeah. There’s. There’s the normal rate, and then there’s the ADHD rate where you’re like, just OK by thought it was nice knowing you when I had you?

Lori Kennedy: [00:33:10] Well, so do you typically do Zoom? Is that how you do that?

Courtney Schutter: [00:33:15] Ok? All online? Yes. Ok. Yeah. So I’m international. So coaching, there’s no regulation. As far as like, I don’t have to have a license in each state, so it’s all Zoom and it’s whatever country, city, state, whatever I can.

Lori Kennedy: [00:33:32] Is it typically one hour sessions? Is that how you do it? Ok, yep.

Courtney Schutter: [00:33:36] So one hour. So I think one hour a week they can contact me throughout the week. Like if there’s a quote unquote emergency, they can message me through my client management system. And yeah, and then I offer 12 weeks or twenty four weeks. And right now what I’m doing, especially because, like I said, ADHD people can tend to quickly sign up for things or, oh, that’s going to work for me. I know this is going to fix me, which is one of the things I don’t do in my coaching is we’re not trying to fix you, but that’s how they think. They’re like, I’m going to be normal. It’s like, No honey, you don’t need to be normal. You’re perfect, but I do three weeks at a sliding scale. So essentially what you can afford for three weeks, and that gives people typically an understanding of if coaching is going to work for them, if that’s what they thought it was going to be. And then after that, then that’s when we sign up for they decide the 12 or 24

Lori Kennedy: [00:34:42] Weeks, OK? I love that.

Courtney Schutter: [00:34:44] Yeah, it just gives them kind of a, you know, a better idea of what coaching is and how I can help them. And I don’t want to be another app that you forget to cancel and then it just keeps renewing. And then, you know, $500 later. It’s like, Oh my god, I keep forgetting to cancel this. You know, I don’t need to be that. I don’t need you to sign up for the whole 12 weeks and then realize three weeks in. This is not what I thought it was going to be. So I like to give people that kind of trial.

Lori Kennedy: [00:35:16] Yeah, I love that. I appreciate that. Yeah. Tami, tell me about some misconceptions or a misconception in your industry.

Tammy Lewis: [00:35:25] Well, I mean, I think one of the biggest misconceptions, I think from a client perspective is that people. Like, like they don’t want to get their finances in order, like some people just don’t know where to start. Yeah, and I’ve met, you know, folks anywhere from like, this is all I have, you know? But I got to start somewhere to people who make six figures and say, I just never sat down and did it. And you know, like, they just I do the stuff you know, that my employer has. But there was never a plan in place, and I think it’s just some people just, you know, it’s just, you know, they’re they’re just working kind of like just in them on the treadmill, just kind of just working. And they’ve never stopped to say, I really need to put a plan in place. And I think like, especially like our Gen Xers know, not Gen Z or Gen Xers. I mean, we’re now at a point where it’s like, Oh, retirement is like in 20 years, and I never really like sat down and really put a plan in place. I just been kind of winging it the whole time. So and then I think the other misconception is like these younger folks, you know, they’re, you know, I do call them like kind of the juice box generation. They want instant gratification. But there are a handful out there that are just like, Look, I ain’t trying to do like, you know, my mom and my dad did, I got to do something different or I’m going to be stuck in this, you know, in this cycle. So I think there’s there’s more of that now in pockets than ever before.

Lori Kennedy: [00:37:05] Ok, do you have a message that is for women specifically?

Tammy Lewis: [00:37:10] Yes. Yes. Can you

Lori Kennedy: [00:37:13] Tell? I can.

Courtney Schutter: [00:37:14] I can. Big, deep breath go.

Tammy Lewis: [00:37:17] You know? And and here’s here’s why can I can I take a second to say, Wow,

Lori Kennedy: [00:37:20] You absolutely can. I just think it’s funny because I’ve read through these questions and I’m like, Oh, we’re answering them naturally. Like, I don’t I can’t even ask half of my questions because it’s just automatically come out. But yes, tell us.

Tammy Lewis: [00:37:32] So I think, well, a couple couple of reasons why it’s number one. Just through my own personal experience of going through breast cancer and having options in life is all about options. And I think the other thing is is just from sitting from on. The financial part of it is seeing women like I met. I met a lady who had been married for years over 20 years, and her husband dies and there’s not enough life insurance. So now she has to sell the house. She had an estate sale and she lives with her son in his basement because there wasn’t enough and she just never, she said. I just never thought to have the conversation and not saying that, you know, that’s just, you know, her husband just didn’t. They just never had the conversation and she thought that everything would be OK. So I’m a little different when I talk to couples, I always ask the wife. I said, he dies, what happens to you? And like, lay it out, tell me step by step. And a lot of women don’t know and vice versa, because I’ve seen the wife die and the husband have to figure it out where they had to get a nanny and had to have somebody come in like those little things. People don’t think about. So my message for women is if, if, if you’re married or not married, if you’re, you know, if you’re a single mom, a stay at home mom, if you don’t have a husband or a kid, you know, what is the plan? And if somebody said, Go, can you recite the plan like, you know, like for me, I shared because of this experience.

Tammy Lewis: [00:39:06] One of the things that we did is, I, you know, I was like, OK, well, this is real. So we’ve really got to put a better plan in place is, you know, I told my husband, something happens to me here the five accounts, and here’s where all the money needs to go. Nobody, again, nobody wants to talk about that. But now there’s an ease like if something still happens because something is going to happen one day. I mean, it’s like, I don’t know why people don’t realize you are going to die one day. So you just don’t. We don’t want to think about it. But the thing is, is that wealthy people think about it. That’s part of the plan like and that’s why they have generational wealth, because it’s part of the plan. So, you know, even like talking to Taylor, you know, our oldest now that she’s 20, I’m like, OK, so we need to redo our will because you’re 20 and you kind of know our business. And so putting those plans in place, because once you do it, then you don’t have to do it again and you can rest easy at night and you can really, really enjoy life and not be the wife that I met, whose husband is no longer here.

Tammy Lewis: [00:40:08] So she can’t even grieve because, you know, the house that she’s been in for years, she can no longer be in. So that makes me sad. I know me too, me too. And I hear it more so you know than not. I mean, and there was another case where the wife was. She stayed at home with the kids. Husband was in corporate, and these are fi. These are none of my clients. These are just stories that kind of, you know, brought more passion. And he goes, you drive. He’s on his motorcycle and he dies. And he’s making, you know, good income because you stayed at home, but they were like living in a half million dollar house. All that gone because it just wasn’t enough to plan for it. Wow. So it’s just no. Whatever the plan is, put the plan in place and on the good side and on for retirement. Unless you plan on working like you know how you see. Well, I don’t know. But like if you go to Wal-Mart, like it just burns. It burns me, and it makes me sad when I see older women working. Yeah, like over 70. Mm hmm. Still working? Yeah. Right. So like that shouldn’t.

Courtney Schutter: [00:41:22] Yeah, have the uncomfortable conversations. That’s me. I love them. Yeah. Conversations with people I love. I love to get awkward. But yeah,

Tammy Lewis: [00:41:30] Because, you know, it just makes people just start think like, Oh my gosh, and that’s what you know, struck me as I was like, Yeah, I was making great money in corporate, but I didn’t have a plan. Mm hmm.

Lori Kennedy: [00:41:41] So Courtney, is there a specifically for women? Is there a message that you

Courtney Schutter: [00:41:48] Have for that? Yeah, definitely. Go for your dreams. So, you know, I spent probably too many months trying to get back in the industry that I had been in that I knew. And then I finally decided to actually just forget it. Go for it. And I’m a single mom and it’s a big risk to decide I’m going to work for myself. I this is my business is my company. I know I can do this, but I also have days where I’m like, Oh my God, what was I thinking? This is not. This is terrible, but I just, I just keep going. And then the other thing really is take up space. You know, we do not. We shrink ourselves, which causes anxiety, and we just need to stop. We need to stop shrinking ourselves to make other people uncomfortable, make other people comfortable. Yeah. You know, I still do it to an extent. I catch myself, but it’s a hard habit to break. Yeah. You know, and especially women with ADHD, even if they don’t know it, they are much more susceptible to doing that because we’re so often told that we’re wrong. We’re doing it wrong. You’re, you know, you’re not being ladylike because especially women with ADHD, we have a really hard time being traditional women. We talk too much. We’re we’re too much for people, and I just would love every single woman ADHD or not to just get over it, you know, as best we could and just say, you know what, I’m going to take up all this space. And if it makes you uncomfortable, that’s your problem. That’s not my problem. So that’s, you know, I’m very passionate about that clearly.

Lori Kennedy: [00:43:38] Yeah, no. I mean, I think embracing who you are is something, yes, that a lot of women struggle with. And I think that the message of you are, OK, you are good enough, you are amazing. The way you are is something that needs to be retrained and a lot of brains.

Courtney Schutter: [00:43:59] And it is. It’s very, very difficult. I mean, I posted something. I mean, it was ADHD specific, but about ADHD being a superpower? Well, it’s not always a superpower. Sometimes it feels like kryptonite. You’re just like, I literally can’t get off the couch today. That’s just that’s that’s what’s going to happen today. I’m doing nothing but to be able to find that superpower is so important, but I posted it on a women’s ADHD and got torn apart. Oh no, because they said, because they don’t feel it and they and they are not in the space right now to be able to believe it, that they can be, that they can use this as their superpower.

Lori Kennedy: [00:44:39] Don’t you think, though, don’t both of you think and you too stone, don’t you all think that our superpower and our kryptonite are typically the same thing? Just one of them is managed and one is unbridled?

Tammy Lewis: [00:44:52] Yes, I would agree. Yeah.

Lori Kennedy: [00:44:54] Like when I when when you know, like if you’re in an interview and somebody says, What is your weakness? Well, you’re supposed to turn it around as your strength. But in reality, it’s probably the same thing. Your strength and your weakness is the same thing. Yeah, it’s just one of them. You’ve you’ve got a handle on. And then in some cases, it’s out of your grasp, so to speak.

Courtney Schutter: [00:45:16] Yeah. Absolutely. Like with ADHD, one of the people that people that people complain about is talking too much. I wish I could just shut up and stop talking, but I can’t. But then you can flip it and say, I’m really easy to talk to. Right? And so, yeah, absolutely. It can go both ways. It’s just a matter of being able to get to that mindset of, yes, this is a positive thing, and I’m going to use it as such and not everybody can get there.

Lori Kennedy: [00:45:47] It’s hard. Yeah, well, I love that that it’s your life’s mission to ensure that as many people get there as possible. Yes. And Courtney, how can people get in touch with you? Give us all of your things. I know you’ve done it already, but we’re going to have it right here. You know, packed in at the end.

Courtney Schutter: [00:46:04] Yeah, absolutely. So Instagram is ADHD parent. Eighty six. My website is ADHD Dash parent or Kourtney Shutter C o u r t and e.y s c h u ttr. Awesome. Yes.

Lori Kennedy: [00:46:26] And Tami, tell people how to get in touch with you.

Tammy Lewis: [00:46:29] Yes. So I guess because of my business, my, you know, in the brokerage, it’s really just my personal. So on Instagram is probably the easiest way. It’s Tami gluey. So it’s nothing like, you know, fancy because of that. But as far as, like the Pink Pearl hero on Facebook and Instagram, it is pink pearl hero altogether. And for the planner, it’s one dope planner. So it’s the number one d o p e so p like Paul E Planner and that’s on Facebook and Instagram. And now on Tik Tok. I wish I could just I mean, that’s why we’re hiring other people to do it. And when you said that about the kryptonite, I think my girlfriend and I, she’s an entrepreneur as well, and we both figured it out. We’re professional extroverts, but we’re personal introverts. Yes, because I’m really an introvert and people are like, No way. I’m like,

Courtney Schutter: [00:47:28] Yes, I’m going to go home and take a nap because all of this Typekit like, really,

Tammy Lewis: [00:47:33] I’m just like, Can I go back to the beach? That’s all I really want to do. So.

Lori Kennedy: [00:47:37] So Tami Lewis is with a Y and an e w e w.

Tammy Lewis: [00:47:41] Yes, OK. Just with Tami

Lori Kennedy: [00:47:43] Lewis from St. Louis, I knew that. But yeah, I wanted to make sure others could find you.

Courtney Schutter: [00:47:49] And then one is the number is the number one.

Lori Kennedy: [00:47:52] Yes. Yes, any last minute amazingness.

Tammy Lewis: [00:47:56] I think this is amazing. Yeah, you

Lori Kennedy: [00:47:57] Know, it’s fun.

Tammy Lewis: [00:47:58] I’ve seen personally, I’ve seen a shift in the U.S. with women, and I like I was seeing it. But now it’s kind of like I am woman. Hear me, wore your roar. And then when the pandemic happened, I think a lot of women actually pivoted and they were just like, You know what, this, you know, baby that I had on the shelf or this this feeling I had inside. Dang it, I’m going to do it and I’m going to do it guns blazing. And I think we’re seeing a lot of that now. So if there’s women listening, if you know, if you got that, that urge just I mean, literally just just do it because the world is waiting on, you definitely will meet you and the world needs you for sure.

Courtney Schutter: [00:48:38] Yeah, absolutely, absolutely. We need to be heard. And like I said, we need to take up more space for sure.

Lori Kennedy: [00:48:44] For sure. Awesome. Well, remember, if you already know everything, then you are sure to learn nothing. Lori Kennedy signing

Courtney Schutter: [00:48:51] Off.

Tagged With: Courtney Schutter, Tammy Lewis

Jordan Queen & Gilead Fishel With Dilly Dally Provisions

February 11, 2022 by Jacob Lapera

dillydally
Chicago Business Radio
Jordan Queen & Gilead Fishel With Dilly Dally Provisions
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Dillydallyco-foundersJordan Queen & Gilead Fishel, Co-Founders at Dilly Dally Provisions

Dilly Dally Provisions is a small food business that was founded by two brothers-in-law in 2020. They make handcrafted preserved goods that liven up everyday meals. Their products are made with clean, simple ingredients that promote healthy eating and reduce food waste through old-fashioned food preservation.

Follow Dilly Dally Provisions on Facebook, Instagram and LinkedIn.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX studio in Chicago, Illinois. It’s time for Chicago Business Radio brought to you by FirmSpace, your private sanctuary for productivity and growth. To learn more, go to Firmspace.com. Now here’s your host.

Max Kantor: [00:00:20] Hey everybody, and welcome to another episode of Chicago Business Radio. I’m your host, Max Kantor, and before we get started, I just want to go ahead and thank today’s sponsor today. Sponsor is firm space thanks to them because without them, we couldn’t be sharing these important stories. We’ve got a great one for you today. Today’s guests are the Dream Commercial Kitchen Pitch Contest winner at the hatchery in Chicago. They’re the co-founders of Dilly Dally Provisions, and I’m so excited to talk to them about everything they’re doing. Please welcome the show, Jordan Queen and Gilad Fishel. Welcome to the show, guys. Thanks for having us. Well, let’s jump right in. Tell me a little bit what is dilly dally provisions?

Jordan Queen: [00:01:03] Yeah, so don’t dilly dally provisions. We we specialize in chef crafted preserved goods. The focus is small batch handcrafted, everything, a sugar free, no additives, no preservatives. And we just take a lot of pride, a lot of passion in creating delicious good for you products that are oil free, vegan and also gluten free when possible.

Max Kantor: [00:01:31] So how did this idea come about of dilly dally provisions?

Jordan Queen: [00:01:37] Yeah, so Gilad and I are our brother in laws. You know, I moved to Chicago about three years ago and yeah, you know, I’ve always been a long time hobbyist of pickling and fermenting and preserving just always been something super passionate. I’ve been passionate about my grandmother. She we grew up in Appalachia mountains, so it was just very much a way of life. She was very self-sufficient. She grew everything herself. So, you know, always played around. But then, you know, of course, you know, the pandemic happened and I got furloughed, so I had to kind of move around a little bit kind of, you know, shift the focus. So I came up with this idea for dilly dally provisions. I knew we had some. I had some good recipe development, but I just I knew that I needed someone to kind of help bring more of a business perspective. And that’s when I approach my brother in law of Gilad. And we just started kind of brainstorming and thought that it had some legs and we’ve been making a run at it.

Max Kantor: [00:02:43] Now, Gilad, have you had any background kind of in like the food industry or restaurant industry or this was all new to you?

Gilead Fishel: [00:02:50] I’ve worked. I’ve dabbled in in restaurant kitchens. Not a ton. I mean, really, the the the culinary expertize comes from Jordan side. But I mean, I love food and you know, a little bit about our back, our backgrounds in general. I mean, Jordan’s from rural North Carolina. I grew up on a kibbutz in Israel. And so while we come from very different backgrounds, we just we found that we had this common set of values around the connection that we have to food and farming and sustainability. So you know, it just it’s just kind of it just kind of evolved and we’re just been really enjoying kind of taking our passions and creating something out of it.

Max Kantor: [00:03:35] Now, I’m not familiar with the pickling process. Could you talk about like what goes into pickling something and how do you guys decide what you are going to use?

Jordan Queen: [00:03:47] Yeah. So, I mean, the pickling process and this goes with fermenting, too, I mean, the basis of it is you need an acid. You know, usually sugar and salt. Those are the core ingredients and then spices that kind of makes up the general foundation for pickling. But that’s but there’s there’s so much that you can kind of build off that. So, you know, we we we do six products all very different. You know, it all ranges from, you know, kind of condiment based. We do hot sauces, spicy beer, mustard. We offer a couple of different relishes. Being in Chicago, we have to offer a genre relish that’s fermented and oil free. And we do dilly beans and corn relish. We’re just kind of taps into my roots of being in the south. But you know, the the R&D part is just, you know, that’s that’s kind of the fun part about our name dilly dally. It’s not only fun to say, but it’s also kind of expresses our love for food exploration. So a lot of times when we were developing these recipes and we continue to develop recipes throughout the farmers market season because we work with a lot of farmers and we offer seasonal rotation. So a lot of us just inspired by what we can get our hands on locally and and just kind of, you know, a lot of experimentation. You know, it’s a lot of things. We try it and we’re like, That’s not it. Sometimes we’re like, That’s cold. So it’s just a lot of trial and error. And then, you know, and then we’re constantly trying to perfect recipes, you know, tweaking here and there. But that’s kind of our process.

Max Kantor: [00:05:31] Totally. It’s interesting to hear you talk about how this business kind of grew during the pandemic because we’ve talked to a couple of restaurants on Chicago Business Radio and we obviously bring up, you know, how COVID hit them so hard. And Jordan, I know you talked about getting furloughed like, you know, firsthand, so it’s great to hear you guys took this really hard time, but then made something out of it. But during that? Were there any struggles that you had to overcome when getting started?

Gilead Fishel: [00:06:00] Yeah, I mean, I think, you know, I think it’s something that is not necessarily unique to our business, standing a business in the midst of a pandemic is sounds kind of crazy, but at the same time, it’s kind of like. Why not, you know, the world is kind of turned upside down, so we we I mean everything in terms of navigating. I mean, I think first and foremost, we launched our business really in in front of people at the farmer’s market. And so obviously, you know, we’ve been masked the whole time, pretty much at least initially when when when the business kicked off. A lot of a lot of people are interested in sampling our products, and that’s not something we’ve been able to do. You know, it’s kind of the typical list. Supply chain issues there was a major shortage of of glass jars when we started the business because guess what? We weren’t the only ones that thought that this would be a good time to start pickling. So, yeah, it was. Those are just a few of the challenges. But you know, we we are we’re so, we’re so grateful and feel so fortunate to be where we are. And we’ve already, you know, we launched in November of twenty twenty and we’ve we’ve managed to establish some really strong partnerships with some suppliers and vendors. And so it’s you compare it to the horror stories we’ve heard from from others. We feel really grateful that we’ve been able to move forward and execute in the way that we did last year and what we have planned for twenty twenty two.

Max Kantor: [00:07:42] Oh, absolutely. Now are you guys pickling out of your home kitchen? Do you have a space you go to? Where are you guys doing this?

Jordan Queen: [00:07:52] Yeah, that’s a great question. I mean, initially when it started a lot of the a lot of the experimenting and a good bit of the R&D started just from my home kitchen. But once we realized that it had potential, we kind of, you know, partnered up with Gil-Ad and really decided to make, you know, build a business model around this. We was lucky enough to have a neighbor that owned a restaurant just just nearby in Evanston, on the North Shore, and we were able there like the restaurant was closed down for almost a year, so we were able to get in there and do a lot of production. But, you know, as the pandemic lifted and restaurants started going back to normal, it kind of put a little bit of a squeeze and we had a we kind of had down dance around their schedule. So we started looking for other opportunities. And, you know, late late last fall, Dillard was like, Hey, there’s a pitch contest coming up, I’m going to sign us up for it. And I was like, Sure. And then, you know, next thing we know it’s we’ve been we made it down to top top five finalists, which we were just so humbled and blown away by that. We thought we were kind of a long shot just to get to that point. And then we, we we did our pitch in front of it was it was virtual, which is kind of different. But we had an amazing panel of judges and and we, you know, we we won which that was. We’re still kind of thinking shocking on cloud nine about that. So that’s allowed us. We’ve actually just moved in this past week into the hatchery. We have our own private kitchen here, and it’s just a total game changer for us, you know, just having unlimited access and just it’s going to really allow us to be able to scale and kind of ramp up our business, and we’re just really excited about it.

Max Kantor: [00:09:51] So you mentioned being in some like small farmers markets, markets like store like that. Where can people find you both in person and online?

Gilead Fishel: [00:10:05] Yeah, well, last year we were fortunate to participate and be a vendor in the Evanston Farmer’s market, which has been going on for over 30 years. So we were there every Saturday and as well as the Wicker Park Farmer’s Market, which is also long standing. So, you know, John lives in Evanston. I live in the city, and so we kind of started to focus on on kind of establishing ourselves in our own neighborhoods. And so those are two major markets we were also in in a number of other ones during the week Lincoln Square, Ravinia in uptown. But we’ve we have these wonderful independent shops all scattered throughout the the city and the suburbs that are taking a chance and offering our products. So Ravens, Goods and Ravenswood in Lincoln Square. Kaufman’s deli is a is is a fun one in in Skokie, to name a few.

Max Kantor: [00:11:13] Now do you guys have any upcoming products, locations, events that you want to share to our listeners?

Jordan Queen: [00:11:22] Yeah, I mean, we’re we’re as far as upcoming products, we have a lot of things kind of in the works. You know, the beauty about us working with local farmers like during the season, it really does. It’s kind of a it allows us to do a lot of R&D kind of testing recipes and then hopefully perfecting those where they can kind of move into our lineup. But you know, as Gilad mentioned earlier, he does, you know, he has, you know, he was born in a kibbutz in Israel and he’s got those roots. So we’re definitely focusing on maybe some Mediterranean flavors. We’re developing in the process of developing a harissa recipe where we’re trying to make it an oil free version, which a lot of commercial versions you get are are a little heavy on the oil. So, you know, and then just whatever we can get when peaches come in season, we we we do pickled peaches, pickled asparagus, we we just have so much available to us. We can kind of that’s the fun part. We have our core lineup, but we have so much room to play with on the seasonal side. And I don’t know. I personally, I love that aspect of it.

Max Kantor: [00:12:38] What would you say is the most rewarding part of what you guys are doing?

Jordan Queen: [00:12:45] I would say real time customer feedback and engagement. I think that’s just the beauty of being in a farmer’s market. It’s not like you’re selling online or a store or someone buys it and you never hear from them again. I mean, we see a lot of these people every week. I mean, they’re very much loyal to the markets in their neighborhoods, and they’ll be very frank with you and honest and and, you know, lucky for us, we’ve had a tremendous amount of positive feedback and it’s just it’s great. Like without that, we we feel like it would be hard for us to improve and get better. So we really we really are grateful to our customers.

Max Kantor: [00:13:27] And if people want to purchase some of your products, learn more. Do you guys have a website, social media? Where can they find you?

Gilead Fishel: [00:13:35] Yeah, we we absolutely do. Dilly Dally Provisions launched on Small Business Saturday Enough in twenty twenty. We offer free local delivery in the city for those that can’t make it out to visit us in markets or in gift shows. And yeah, we are on Instagram as well with the dilly dally provisions handle and lots of we try to we try to share our experiences and our journey of how we’re, you know what we’re up to. And so, yeah, please check us out.

Max Kantor: [00:14:12] Well, Jordan, glad you guys are both doing great work and we appreciate you for being on Chicago Business Radio today.

Jordan Queen: [00:14:20] Thanks so much for having us.

Gilead Fishel: [00:14:21] Thank you.

Max Kantor: [00:14:22] And thanks to you all for listening. Today’s episode once again is sponsored by firm SpaceX, and we’ll see you next time.

Intro: [00:14:30] This episode is Chicago Business Radio has been brought to you by firm SpaceX, your private sanctuary for productivity and growth. To learn more, go to Firme Space.com.

Tagged With: Dilly Dally Provisions, Gilead Fishel, Jordan Queen

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