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Search Results for: marketing matters

Scaling with Confidence: How One Operator Transforms Multi-Site Businesses

November 5, 2025 by Jacob Lapera

Franchise Marketing Radio
Franchise Marketing Radio
Scaling with Confidence: How One Operator Transforms Multi-Site Businesses
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In this episode of Franchise Marketing Radio, Lee Kantor interviews Ben Kramer—a seasoned franchise and operations executive with more than 15 years of experience leading multi-site service businesses through transformation, growth, and profitability. Known for turning around underperforming units and building high-performing teams, he brings a clear, practical approach to scaling brands and driving operational excellence.

Ben Kramer, President of Bio-One.

He is a franchise and operations executive with more than 15 years of experience leading multi-site service organizations through transformation, growth, and sustained profitability. He excels in solving complex operational challenges, building aligned and accountable teams, and guiding franchise brands as they scale with clarity and confidence.

He is particularly motivated by creating forward momentum. Whether revitalizing underperforming business units or enabling teams to perform at their highest level through effective systems and processes, he believes the strongest organizations invest in their people, measure what truly matters, and continually refine their operations.

𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀:
• Reversed a $30M restoration business from six-figure monthly losses to break-even within 90 days
• Increased average job size by 23% through the redesign of billing processes
• Reduced annual labor spend by nearly $2M by implementing a scalable staffing model
• Led a comprehensive overhaul of franchisee onboarding, evolving a 3-day session into a structured 6-week ramp-up program
• Scaled a startup to $500K in revenue and negotiated its acquisition by an international brand

Outside of his professional responsibilities, he enjoys spending time with his family, mountain biking, and continually expanding his knowledge. He believes that curiosity, empathy, and disciplined execution are the foundations of exceptional leadership.

Connect with Ben on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • More efficient processes, smoother long-term operation and start up
  • Ongoing training and updated equipment
  • National marketing/advertising campaign support

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio.

Lee Kantor: Lee Kantor here. Another episode of Franchise Marketing Radio and this is going to be a good one. Today on this show we have the president of Bio-One, Ben Kramer. Welcome.

Ben Kramer: Hey Lee. Thank you. It’s good to be here.

Lee Kantor: Well I’m excited to learn what you’re up to. Tell us a little bit about bio one. How you serving folks.

Ben Kramer: Yeah absolutely. So you know bio one’s a it’s a very, uh, very interesting brand. Uh, we we definitely are not uh, I would say your typical, uh, clean up company. Uh, we we’re a franchise system that is truly built around helping people. Uh, and quite honestly, they’re, you know, one of their, if not their most difficult moment. Um, and it’s that interesting model built, um, around a, you know, purpose driven business that combines a really strong business model, which I think just makes us a very unique brand, uh, out, in, out in this space.

Lee Kantor: Now, to be clear, a lot of your work is crime scene cleanup, biohazard decontamination. Like, you’re kind of working it, like you said, probably in someone’s worst day.

Ben Kramer: Yeah, absolutely. Um, yeah, there’s there’s several markets that we hit, uh, you know, we call it bio bio cleanup. So that’s going to cover crime scenes or, uh, anything similar to that. Um, and then there’s a lot of also, um, hoarding cleanup, uh, that we do in our communities as well. Um, we also do a good portion of our owners do, uh, drug remediation, um, as well. And that’s becoming a big piece of our business.

Lee Kantor: Now, can you take us back to how this the genesis of the business, how to get started?

Ben Kramer: Yeah. Started, um, you know, I’d say almost 15 years ago, individual started actually here where I sit in Denver, Colorado. Um, and it just grew like, like a lot of, uh, organic franchises grow, um, and it grew to, you know, from 2 or 3 offices here in the, you know, front Range of, of of Denver, uh, out to, you know, now we’re at, um, you know, give or take 125, uh, territories with 110 plus owners. Um, we went through a lot of transition transactions, mostly transitions, I’d say mostly, uh, 2022 time frame where instead of being an independently owned franchise, uh bio one was acquired by uh five Star uh franchising, which is a platform brand owned several brands and their private equity backed. So, um, you know, different definitely different, um, feel for some of the owners, uh, initially. But, uh, I think we’re all coming around to the benefits of being part of a platform brand and also having, you know, private equity funding behind us to, uh, put in some bigger tools, you know, larger system wide CRMs and things like that.

Lee Kantor: Now, when it’s first started, was it built to be a franchise or was it just someone said, hey, I can help people in my market by doing this kind of work?

Ben Kramer: Yeah, no, I don’t know the answer to that. Lee. I think it was built initially as I think I can help people. Um, and if you look at our, our our our tagline, our mantra help first, business second, um, I would venture to say it was built around helping people. And then that grew into the concept of how can we help more people? Uh, and like most franchises, you know, putting brick and mortar and scaling a business yourself, uh, nationwide, just it’s just not not a possibility. Right. But franchising makes that possible.

Lee Kantor: Now, what does that ideal franchisee look like? Because it’s such a weird business. Like it’s not a yogurt shop, you know? Yeah.

Ben Kramer: No, definitely not a yogurt shop. Um, you know, there is definitely a piece of this ideal owner that that we have the conversation with about making sure they fully understand, uh, what this job entails day in and day out. And what we do see, a lot of we see a lot of, uh, uh, EMTs, uh, that want to kind of start their own business, uh, first responders, other first responders, police officers, firefighters, um, that have already gone through a lot of the training, uh, that they might need to, uh, be able to deal with this on a day to day basis. Uh, so we do see a lot of that, a lot of military, actually. A lot of, uh, retired military folks also feel pretty comfortable in this space. And quite honestly, we also see just a lot of business folks, um, that, that go down the route of, uh, you know, executive model, so to speak. Um, they see our business model, um, and they say, hey, that looks good. Uh, I don’t necessarily want to do this work every day, but I know I can find a great general manager, I can find a great lead tech, and I can scale and run a profitable business.

Lee Kantor: So then, um, the the kind of the operations and the mathematics of it are attractive to folks who may not be as comfortable, you know, being inside that a crime scene environment there. You can hire folks to do that work.

Ben Kramer: Yeah, absolutely. Yeah. We could inside bio one, we call it in the suit. Uh, right. Because we have to put on these Tyvek suits. A lot of times to enter into these different environments. And so we definitely have owner operators that are in the suit, so to speak. Uh, and we definitely have owners that are not in the suit. Um, and, and it does work. You know, it works for both, both types of owners, I would say. Yeah.

Lee Kantor: So now when you’re working on, um, it’s a it’s such an unusual concept to be a franchise. And I love it for the because of that, because a lot of people think they know what franchising in is and they think it’s some restaurant or it’s some, you know, kind of food related business. And franchising works in a lot of different industries. And this is a great example of how, um, this isn’t an obvious franchise for folks. And I would imagine that’s, uh, kind of is good and bad, like to attract a person to even be aware that this is a franchise that takes a lot of education. And I would imagine you work with a lot of brokers or folks that are out there recommending this as an option, because, I mean, how many people just think, hey, maybe this will be an area.

Ben Kramer: Maybe I want to go do pricing, right?

Lee Kantor: Like.

Ben Kramer: It’s not, it’s it’s not. And we do we do a lot of outreach, a lot of, uh, work in the broker networks. Um, and it’s interesting your point, Lee, we, uh, ifg recently, uh, bio one took away a broker, um, a broker voted award of. Don’t judge a book by its cover. Um, because of exactly what we’re talking about here, which is, you know, on the surface, it may immediately kind of turn some people off and say, oh, I don’t I don’t know about this. Right. Uh, but when you start opening up, uh, you know, the FTD and looking through the financials and looking through the operating model and the business model and the support, um, you start to see that it’s not quite what you thought it was on the surface.

Lee Kantor: Yeah, and I think it’s the hard part. I don’t know if this is true, but just to be part of someone’s consideration set, you know, takes a lot of education because again, this is not something if somebody’s putting a list together of things where they would work because they just, you know, retired from, you know, IBM, I don’t know where this would be on that list unless someone prompts them.

Ben Kramer: Yeah. And that’s why I would say the majority of, uh, of the interested parties that we get to talking to are coming from broker networks, uh, where they’re able to have those conversations with them about, have you thought about something like this? Let’s look at the let’s look at the, uh, you know, what they’ve got published as kind of the, the model and and how do you feel about it. And and so and that is why you do see, like you asked me at the beginning, traditional or ideal owner type. And even brokers tend to lean in more towards first responders and military, um, and EMTs and nurses, uh, even ex doctors we have in the network. Um, just because there’s not as much of an initial right.

Lee Kantor: They’re not going to be squeamish about this. This is not something, you know, if you just go to some random person, I’m sure the average person’s like, do you want to be around this or do you not want to be around this? And they’d say, no, I don’t want to be around this. Yeah. You know.

Ben Kramer: But I will say, what I will say is having started here at bio one and, um, we have a lot we five star in bio one, you know, there is very proud brands and so everything we have is branded. And uh, I travel quite a bit for this job. And so I’m always wearing bio one logoed gear and I’ve had more people, uh, just random strangers stop and talk to me about it than I ever have of any other logo that’s been on my shirt, so there’s definitely an interest in it. Yeah, I won’t admit it off the top.

Lee Kantor: Well, I mean, I think there’s a curiosity. I mean, I think what goes in your favor is that so many people love true crime, things like that, that it’s just a conversation starter just around that.

Ben Kramer: It is. You’re right, you’re right. But but the real I mean, honestly, the part of the reason why I’m at this brand now is, is that that very unique. And I think this is what draws in and what brokers are able to talk to potential owners about is, is what draws in people about this, uh, this ability to combine, uh, a successful, profitable business with a mission driven focus. Um, that that, to me, helps people put the work aside sometimes, um, because it opens up the door to them being able to put those two worlds together, which, which is, which is sometimes, uh, a A challenge. Um, in any work you’re doing?

Lee Kantor: Yeah. When you have a why that’s so compelling. And again, I don’t I’m not I think what you’re doing is important. And I want more people to know about it because it is important. It’s just I don’t think they connect the dots that this could be a franchise for me. You know, in my town, like, they don’t, they don’t even think of the possibility. So the more that we can help you get the word out, I think is important because it should be part of a consideration set of someone who’s thinking about this. Because, like you said, there’s probably in any community, a bunch of people that can go into this environment and do a great job and turn someone’s worst day into something manageable, you know, down the road because they did good work. I mean, I think it’s important work you’re doing. I don’t think there’s any debate about that.

Ben Kramer: Yeah. And the owner group here, uh, we we are just hyper focused on that mission of help first, business second. And quite honestly, I think that’s what distinguishes us from other brands. And that’s what you start to call we’re just not another cleanup company. There’s the owners that come in and maybe I’ll go back to, you know, what an ideal owner, the other ideal owner has to be one that is going to lead with that mantra, with that mindset, uh, that I’m here to service the community, my community, um, and help these folks and I can have a profitable business while I’m doing that.

Lee Kantor: Now, how do you kind of train that level of empathy and not look at it as, hey, get out of my way. I got to clean this stuff up, but really kind of empathize with whatever the situation is that the person that called them is going through, because that’s kind of some art and science there, I would bet it is.

Ben Kramer: And quite honestly, I don’t think you can you can’t train it. Um, so really, I think, well, what we do is we look for that, those personality traits while we’re going through the process with prospective owners. And once we as a brand feel like, yeah, they fit, they have this because teaching somebody, you know, to to balance empathy with with also running a successful business is is very challenging to do. It’s one of those things they almost have to bring to the table. Um, but we do coach and teach on why and how it’s important. Um, and what impact that can directly have on your business. And I’ll take that to, uh, Google right now. Right. Google is Google changes their algorithms for, you know, paid advertising and SEO constantly. But more recently they’ve pivoted to this, uh, eat algorithm or eat algorithm, which we, they experience, uh, expertise, authoritativeness and trustworthiness. And that’s different for Google. It’s a pretty big shift for Google. Um, but it’s in bio ones favor. Um, because of the way we’ve built this brand from the beginning, uh, which is around this the and I would I’m never going to say it’s a customer. Right. It’s a it’s around the client’s experience. Um, and what we as a brand are bringing to the table so that having that is kind of a necessary requirement. And then we teach them how to how to make that a business advantage, if that makes sense.

Lee Kantor: Now, how does that, uh, franchisee kind of the boots on the ground in a, in a market, um, go about building the I would imagine referrals are the key for you. Um, because, you know, I don’t I hope they don’t have a lot of repeat customers, you know.

Ben Kramer: Well, it it’s interesting. We we really have a couple paths, a couple verticals to, to pull those revenue streams from. And there are actually, um, uh, recurring revenue, uh, that, that a bio one owner can can get. Um, and it’s not what you would think. It’s not a, it’s not a person’s home that we’re going into or an apartment or something like that. Um, those are no, that’s not a repeat business, but the apartment complex itself, uh, property managers that oversee, uh, multiple complexes, those are referral partners that we build relationships with that do deliver, uh, recurring revenue streams. Um, and because of what our owners are trained in handling every day, there’s some really unique ones out there that that owners have been able to find, uh, you know, partnering with, uh, vet clinics, um, partnering with, um, uh, recently I’ve talked to one that partnered with, uh, trailer, a trucking company, and they their job is to to haul biohazardous waste. And these trucks have to be cleaned. Uh, you know, every month. So again, that’s a recurring revenue stream that they’re partnering with locally, um, in their community.

Lee Kantor: So now is your team at corporate, like you’re trying to figure out the processes and equipment and the things they need to deliver on whatever kind of, um, situation that a franchisee might find in their local community. So, like, once somebody finds the trucking company and it’s like, hey, that’s great. Everybody can use that. Uh, then then you go to work building the process and equipment and the, the systematic way to execute on something like that so that everybody benefits from that kind of learning.

Ben Kramer: You hit the nail on the head. That’s exactly what we’re doing. We’re leveraging those those um, in this particular case where we were taking, uh, brand fund dollars and we’re applying that to what we’re calling national accounts, national relationships. And we take these that are happening at a local level, and we scale them up and we put the tools and the resources behind that. You know, let’s let’s take a couple examples. Call centers, distribution centers, uh, to be able to say, all right the call comes in dispatch center, be able to take the call, dispatch it to the right owner. Um, make sure the owners, uh, understand what the SLAs are for that national account. Make sure that to your point, you know, do we have and are there any special, uh, equipment that we have to have, uh, for any of these accounts that we can, again, leverage our buying power as a network to get them at a better prices for the owners. These are things that we as the franchisor, um. As a leader, I look at the North Star as what are we doing as a franchisor to help these owners be more successful? And what you just laid out and what I went into a little more detail is exactly that. It’s leveraging the community buy in through brand fund or software, tech fee or SEO fees to to provide a service to these owners that they wouldn’t otherwise be able to get if they were independent operators.

Lee Kantor: Right. And you’re just constantly kind of pushing the value up and create more and more value to make it easier for your franchisees to get one more client.

Ben Kramer: Yeah, absolutely. Yeah. And and not only that, but we you know, we answered the phone and we dispatch it to them, right? So we make it even easier.

Lee Kantor: So that’s part of the offering is that, um, you’re kind of giving them the leads in their local market.

Ben Kramer: Yeah. That’s, that’s the direction we’re moving is we’re giving them leads. I mean, they’ll get leads through the SEO process, which we definitely, you know, that’s a huge piece of of what we’re doing as a brand, uh, is trying to leverage leverage national SEO. Right. The so-called saying of, you know, the rising tide lifts all the boats. Um, get everybody going up with that. Um, so that’s where a lot of the lead delivery is going to come from. You know, we’re looking at actually delivering them the job, right? So let’s walk through a small example that we we’ve been kind of using is locally somebody finds a relationship with a trucking company. Uh, we pass that to our national accounts, which is, you know, funded by the brand Fund national accounts, gets Ahold of them, negotiates a national deal for the whole network. Right. And now those calls. And when we negotiate those calls come into our call center. Um, we we take those calls 24 over seven. And then we’ve trained that call center to even dispatch that call to the particular location that need that would be able to service that job and push it directly into their into our CRM. And so it’s just interesting to look at that like that’s the brand fund working. That’s the tech fee working. Um, that’s all of these, um, monthly fees going to work and paying dividends back to the owners.

Lee Kantor: So now, um, what do you need more of? How can we help you?

Ben Kramer: You know, I think what we need is just to your point earlier, right? We need more exposure and more understanding that franchising, uh, isn’t just, you know, yogurt shops and dog washing places and restaurants, um, that there are there are franchising opportunities out there for folks that that are wildly different from what most people think. Um, and quite honestly, uh, I think provide a, you know, a really strong operating model and profitable business that can couple with this mission driven again. So we just need more exposure. We need more people to know about us.

Lee Kantor: Now, is there a story you can share, maybe a franchisees success story that you’re most proud or is memorable.

Ben Kramer: Yeah. You know, um, we had a franchisee join the system, uh, last year. Um, you know, let’s call it mid-year. Uh, 24, in the, in the, uh, Maryland area, uh, ex-military and, um, just, you know, really bought into, um, our startup and our ramp up and our onboarding, um, really, even from an early, early stage was just. Yeah, this is what I’ve been looking for. Um, and the revenue growth that he saw was like, nothing I’ve seen in a short ramp up time. Uh, and it allowed him to. Within 12 months of starting, he bought two more locations, um, and funded that through his business, which is just incredible. Um, and to to see that kind of success. And now he has three communities that he’s supporting. Uh, with bio one services is really awesome to see. Yeah.

Lee Kantor: So how do you kind of, um, manage the territories? Like what? Because I can’t imagine, like, it can’t be a subway where there’s one on every corner.

Ben Kramer: No, no, no. Definitely not. Um, you know, we manage the territories, uh, right now. You know, it was a it was a difficult topic because early on, um, we talked about how the brand was founded initially. Right. And, um, they my experience in franchising, it wasn’t really set up. Like, I like a traditional franchise. There weren’t dedicated, uh, territories assigned, which makes it a challenging once we’re coming back on this now. But now we’re looking at it through these protected marketing territories or pmts. So every new owner that comes in gets a PMT, and then we base that off of a couple of different numbers. Population is one, demographic is another. And then we can cross that with, you know, public statistics as well, uh, that show us what we believe. The potential in that particular, um, PMT would be for the owner.

Lee Kantor: Now is the I mean, can you educate us a little bit about how it works, like say something terrible happens, like crime related? Is it the like the residence owner’s responsibility to pay for the cleanup on that? Like, how does that work?

Ben Kramer: Yeah, you know, it’s interesting. There are quite a bit of what we call self pays that do happen in this space, but there’s also quite a bit of insurance coverage that happens during this time as well. Um, and that’s an education piece on bio one when we, when we get this and typically we’re going to get that kind of a crime scene. Uh, we’d would typically come through um, either local law enforcement, usually the detectives that would be potentially be involved um, and or um, the medical examiner’s office or coroner’s office, um, also lets families know about our type of services. And so when we come in, it’s our job to educate, uh, that homeowner, if it’s an individual, um, that in many cases, their insurance policy, their homeowner’s policy may cover some or all of this type of service.

Lee Kantor: So our insurance agents also referral source.

Ben Kramer: Not so much the agents. Um, we we go more towards, um, the adjusters themselves. Um, and then also again on a national level, we would approach them nationally for national contract work.

Lee Kantor: Oh, so they say, okay, if this happens in this market, these are our go to or.

Ben Kramer: Yeah, typically with insurance companies you really just get put on a preferred.

Lee Kantor: Preferred vendors list.

Ben Kramer: Because insurance can’t mandate something, right? Right. But we buy one is, you know, a preferred vendor on a few of the carriers. Yeah.

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

Ben Kramer: Yeah. Bio-one Bio-one, Inc. Inc.com is the website to go to. And all the information they would need is there.

Lee Kantor: And it’s all together. B I o n e I n c.com.

Ben Kramer: That’s correct.

Lee Kantor: Yeah. Good stuff Ben. Well congratulations on all the success. You’re doing such important work and we appreciate you.

Ben Kramer: Yeah, absolutely. I really appreciate you having us on and getting getting by one a little more exposure to to the communities out there.

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

Tagged With: Ben Kramer, Bio-One

Mike Pink, SmartPM: Cutting Construction Delays and Overruns

November 4, 2025 by John Ray

Mike Pink, SmartPM: Cutting Construction Delays and Overruns, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
Mike Pink, SmartPM: Cutting Construction Delays and Overruns
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Mike Pink, SmartPM: Cutting Construction Delays and Overruns, on North Fulton Business Radio with host John Ray

Mike Pink, SmartPM: Cutting Construction Delays and Overruns (North Fulton Business Radio, Episode 910)

On this episode of North Fulton Business Radio, host John Ray talks with Mike Pink, founder and CEO of SmartPM. Mike explains why construction projects slip on time and budget, and how tighter use of the project schedule can prevent it. He breaks down CPM schedules, the detailed timelines used to plan a job. CPM stands for Critical Path Method, which is simply the chain of tasks that must finish on time for the whole project to finish on time.

Mike also demystifies schedule analytics. Think of it as software that reads the timeline like an auditor, checks whether the plan is sound, and spots early warning signs such as tasks starting out of order, the critical path bouncing around, or float shrinking. He shares examples of catching problems early, like a trade falling a week behind across several activities, or a logic link that quietly puts the project finish at risk. The result is fewer surprises, clearer conversations between the field and the office, and faster decisions that keep work moving for both owners and contractors.

Why it matters: Days turn into dollars. Each week of slippage can trigger liquidated damages, burn overhead, extend rentals, and push labor into overtime. Owners may delay revenue from a school, hospital, or plant that is not open. Contractors see margin erosion, slower pay apps, and a higher chance of disputes. Better schedule quality and frequent checks reduce those costs, speed decisions, and cut the odds of a claim.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Key Takeaways from This Episode

  • The project schedule is data, not a document. If you analyze it regularly, you can spot risks weeks before they hit the jobsite.
  • Good inputs matter. A clean baseline schedule is required before any tool can give trustworthy insights.
  • Simple metrics beat guesswork. Track things like critical path changes, total float shrinking, and out-of-sequence work to see trouble early.
  • Start small. Even mid-market contractors can begin with scheduled quality checks, then add regular risk reviews as they build the habit.

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
00:36 Guest Introduction: Mike Pink from SmartPM
01:57 The Problem with Construction Projects
02:18 Mike’s Background and Passion
03:08 Challenges in Construction Projects
04:24 The Birth of SmartPM
07:47 How SmartPM Works
15:58 Building Trust in the Construction Industry
20:34 Customer Collaboration and Trust-Building
21:15 Introduction to Mike Pink and SmartPM
21:25 The Role of AI in SmartPM
22:07 Understanding and Leveraging Schedule Data
25:09 SmartPM’s Approach to Project Management
26:52 Symptoms Indicating the Need for SmartPM
32:53 Success Stories and Impact
37:27 How to Get in Touch with SmartPM
38:22 Closing Remarks and Additional Resources

Michael Pink, Founder & CEO, SmartPM

Michael Pink, Founder & CEO, SmartPM
Michael Pink, SmartPM

Michael Pink is the founder and CEO of SmartPM Technologies, a company he started in 2016 with a mission to transform construction project management through innovative schedule analytics. With over 20 years of experience in project controls, risk management, and forensic delay analysis across various sectors, Pink identified the construction industry’s struggle to effectively use vast amounts of schedule data. His background includes working with top consulting firms and earning a BS in Industrial Engineering from Georgia Tech, an MBA from NYU Stern, and certifications as a Planning and Scheduling Professional and Certified Cost Engineer. Pink is known as a thought leader who frequently speaks on how AI and machine learning can drive improvements in project controls and construction outcomes.

SmartPM Technologies, under Pink’s leadership, offers an AI-powered platform that automates schedule analytics to provide real-time, actionable insights for commercial construction projects. The software helps teams identify potential delays, reduce inefficiencies, and resolve disputes by converting complex schedule data into understandable information accessible to all project stakeholders. The company is based in Atlanta, Georgia, and has quickly grown as a pioneer in using advanced technology to improve construction project performance, making schedule management more precise, proactive, and collaborative across the industry.

Website | Company LinkedIn | Mike’s LinkedIn

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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Beyond Computer Solutions supports North Fulton Business Radio

Whether you’re a law firm, medical practice, or manufacturer, there’s one headline you don’t want to make: “Local Business Pays Thousands in Ransom After Cyberattack.” That’s where Beyond Computer Solutions comes in. They help organizations like yours stay out of the news and in business with managed IT and cybersecurity services designed for industries where compliance and reputation matter most.

Whether they serve as your complete IT department or simply support your internal team, they are well-versed in HIPAA, secure document access, written security policies, and other essential aspects that ensure your safety and well-being. Best of all, it starts with a complimentary security assessment.

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About North Fulton Business Radio and host John Ray

With over 900 episodes and having featured over 1,400 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their markets, communities, and professions. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of North Fulton Business Radio and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. John and the team at North Fulton Business Radio, LLC, an affiliate of Business RadioX®, produce the show, and it is recorded inside Renasant Bank in Alpharetta.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

You can find the complete archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants, bookkeepers, marketing professionals, and other professional services practitioners.

John is the author of the five-star rated book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, praised by readers for its practical insights on raising confidence, value, and prices.

Tagged With: baseline schedule, Beyond Computer Solutions, capital projects, construction analytics, construction delays, construction tech, cost overruns, CPM scheduling, critical path, Critical Path Method, data driven construction, delay claims, dispute avoidance, ENR contractors, forensic schedule analysis, general contractors, Georgia Tech, John Ray, mid-market contractors, Mike Pink, North Fulton Business Radio, out of sequence work, project controls, project schedule, renasant bank, Risk Management, SaaS for construction, schedule analytics, schedule quality, schedule risk, SmartPM, SmartPM Technologies, total float

Behind the Screens: The Power of Human-Centered Operations

October 31, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Behind the Screens: The Power of Human-Centered Operations
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In this episode of High Velocity Radio, Lee Kantor interviews Tamara Munoz, a Fractional COO to leading online businesses and founder of Behind the Screens. Drawing on decades of experience with global brands like Disney and Starbucks, Tamara brings deep expertise in high-stakes operations and people-centered leadership. Her corporate career shaped her commitment to building systems that safeguard both performance and humanity, inspired by pivotal moments where she witnessed the cost of prioritizing results over people.

Tamara Munoz, Fractional COO to some of the world’s leading online businesses and founder of Behind the Screens, is an operations and leadership partner for growth-minded companies. After university, she built an illustrious, decades-long corporate career with iconic brands like Disney and Starbucks, mastering high-stakes operations in organizations with a 24 hour workday.

A human-first leader, she believes results should never come at the expense of people. That conviction was fueled by her corporate experience with moments that mattered: requesting only three to four bereavement days to mourn the grandmother who raised her, leaving Christmas dinner to manage an actual store fire and losing a team member in a car accident only to see corporate leadership respond with chilling detachment. These instances crystalized her mission to design systems that protect both people and performance.

She has spent years serving high achieving founders, proving her signature approach to systems and processes and giving busy CEOs back their lives. She has grown Behind the Screens to a 22-person team of employees and contractors. Seven years in, she is renowned for getting to the heart of operational gaps, building clear roadmaps and designing better systems so no one has to ask permission to grieve, to celebrate or live a full life.

She is a first generation American citizen and finds joy in travel and cooking with her husband and three children.

Connect with Tamara on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Crisis Made Me a Better Leader: Rewriting Culture After Loss and a Christmas Fire
  • Why it matters: Real crises expose broken systems—and the path to better ones

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have the founder and CEO of Behind the Screens, Tamara Munoz. Welcome.

Tamara Munoz: Thank you so much. I’m so excited to be here.

Lee Kantor: Well, tell us a little bit before we get too far into things about your practice. How are you serving folks?

Tamara Munoz: Absolutely. So we support small business owners with the back end operations of their business. So we’re an operational partner for CEOs who are ready to get out of the weeds. We come in, we build sustainable systems structure and the team support that small businesses need. So that way the CEO stops being the bottleneck. And we then handle the daily operation so that they can focus on delivery, marketing, sales and everything that’s needed to grow the business.

Lee Kantor: So what’s your backstory? How’d you get involved in kind of the operations side of business?

Tamara Munoz: Oh my goodness. So I have been in operations since I was a teenager back in the day. I was in corporate operations, so I went straight from high school to college to study business. And during that time, I got sucked into food and beverage operations, which then turned into management operations. And I spent about a decade in that role, and it was a incredible time in my career, and also a one way ticket to burnout. And while I was at the tail end of my career in the corporate space, I was running high volume stores, big teams, massive operations. And there was a lot of nonstop work. No work life balance. I was getting sick. Uh, there was a lot of tragedy that was going on at the time. Personally, I lost a family member. And bereavement policies aren’t very flexible. Uh, especially when you’re at a higher level role where there really isn’t too many options to replace you in the business so that the operation can keep going while you’re grieving. And things kept happening, and it felt like the universe was telling me that it was time to move on. There was a fire at one of the stores that I was managing on Christmas Day, so I had to leave Christmas Day with my family to go handle that. And it was around that time, as things kept happening where I realized that there had to be a better way. There was no reason for for me to keep running the way that I was running, running ragged, getting sick, missing out with my family.

Tamara Munoz: So I then turned into the online space, and I realized that there was a place for me here, because so many small businesses are doing incredible work, and their business owners are actually running ragged themselves because they’re doing all of the operations. And most of these business owners are not operators, they’re service people. So they’re excellent at what they do, their practices, their managers. They are speakers, consultants, teachers, educators, but they’re not true operators in creating the systems that can support their business. I am my background for over a decade was doing just that. So once I came into the online space, it was very easy for me to find a niche where I can support business owners in creating those sustainable systems and creating those processes so that they can remove themselves from the weeds of their operations from the trenches, and move into a role that allowed them to actually practice what they want to practice and serve their clients how they want to serve them, but also grow the business in a sustainable way and feel fully supported. And sometimes that growth looks monetary, and some other times that growth looked like they were able to just work a 6 to 8 hour day, 4 to 5 days a week instead of 14 plus hours, 6 to 7 days a week. So that is the transition from corporate to the online space. And it’s been a lot of fun.

Lee Kantor: So when you decided to make that change, were you thinking that your initial clients would be other corporates, or did you see the opportunity for small to midsize businesses as kind of the ideal prospect for you?

Tamara Munoz: It was small and medium sized businesses from the beginning. Those are the businesses that truly need this type of fractional support that we offer. Um, financially it makes the most sense, but also operationally, they don’t have the infrastructure at all to be able to scale, whereas, um, like corporate businesses already have a lot of this set. And of course, it’s it would be amazing to go in and be able to advise. And we have done that a lot of advising for higher level businesses and, um, corporations. However, my passion is truly in the small business, medium sized business, growing teams, leadership like growing, um, our CEOs and bringing them into a space of true leadership and visionary foresight for their business. So then that way, they’re able to enjoy the fruits of their labor and not necessarily end up on that hamster wheel where the resentment comes in. Once your business is stuck in a certain place for a little too long.

Lee Kantor: Now, when you’re working with those folks, I would imagine a lot of them, you know, might have hired a VA and said, that’s my chief operations officer. Now, um, because they’re doing all the admin stuff. Are you working? Kind of at a higher level. Like a more strategic level to really put the right people in the right seats. Because a CEO is not necessarily a VA.

Tamara Munoz: Right. So a virtual assistant is a tasker. And they are very necessary in businesses. They are the ones that keep the lights on and keep your inbox clear and your calendar managed. The work that we do is at a higher level where the strategic systems are put in place. A virtual assistant thrives when they are working within a system and when they have documented processes that are optimized. So then that way we get the most bang for our buck for the services that we’re paying for. So if a virtual assistant comes in and you don’t have processes in place and you just tell them, hey, so I need you to get X, Y, and Z done, that person’s going to do their best with the tasks that they have, but at the end of the day, they’re taskers, they’re not operational strategists and they don’t have the experience to create scalable processes. So they are just going to do what they can with what they know. Now, when you get a virtual assistant who is killer at getting things done, and you plug them into a system that is specifically designed for your business that is optimized. So that way it is efficient and consistent throughout. They’re going to kill it. They’re going to do such an incredible job, and they’re going to feel very supported in that role. Something that we see very often is when virtual assistants are put into a business and are expected to function at a higher level than they want to function. So at the strategist level, they get burned out. And there’s a lot of turnover there. And on the business side, there’s a lot of expenses that come with turnover. Having to replace them, having to do the work yourself while you’re finding a replacement. It gets very messy very quickly.

Lee Kantor: So let’s talk about the CEO of some of these organizations you’re approaching. Are they what’s kind of a pain they’re having. What’s a frustration they’re having where they should, uh, call your team to at least have an exploratory discovery call.

Tamara Munoz: Yeah, absolutely. So the biggest thing is they are still the linchpin in their business. So every single task that a team member has to do goes through them. Every single decision that has to be made in the business, regardless of how small it is, has to go through them. They are still the ones that are project managing everything, managing the timelines, managing the contractors. They are still the ones at the end of the day are still managing their inbox. They might have a VA in there, but their VA is still circling back. Hey, I don’t know how to respond to this. What do we do in this case? What happens here? They are the ones that on the weekend, if something breaks, they have to come in and step in and fix it. So they are very much involved in every single facet of the business. And there’s overwhelm. So if you find yourself stressed out, overwhelmed, being the only point of contact for the business, being the only one with answers, there comes this this feeling of frustration. And also you find yourself that you don’t have time for revenue driving activities because you are so stuck in the administrative piece of your business, so you can’t go out there and network. Go on podcasts, expand your, um, your worth because you can’t be having these sales conversations when you’re stuck in an inbox or, um, figuring out software or walking your team member through something. You’re missing that key operational partner that is the bridge between the ops and yourself.

Lee Kantor: So say I’m a CEO of an organization. I come to this realization. I have those frustrations. I call you up, I contact you. What does that onboarding. What are some of the questions you’re going to ask me to help better serve me and to give me the outcome I desire.

Tamara Munoz: So the first thing is, what are the things that you’re that you are personally handling in your business? And usually this is where business owners brain dump. And they let me know all of the things. I digest that for them and let them know exactly what their job description. As the owner and chief operating officer or chief executive officer of their business is supposed to be, and it’s supposed to look like from there. In terms of onboarding, we do a full audit of the business, so we go through every single pillar of the business, from offer suite to what you have going on administrative wise to marketing, sales, delivery, all of the things. So we know exactly what the operational gaps are in the business from where you are today to where you want to be. And then we create a plan of action. So we have a full plan of action. Anywhere from 3 to 6 months is usually what it takes to bridge most of those gaps. And then our team moves in and starts implementing the plan of action once it’s approved by the business owner. But there is a full audit that is done because every business is so individual and every CEO has their own strengths and weaknesses. So those are usually reflected in the business. If they are very strong at marketing and very strong at delivery, but not so strong at time management, project management, team management, we’re going to see that reflected in the business.

Lee Kantor: And then is this a done for you or done with you? Um how does that kind of arrangement work? Are you are you training my virtual assistants or my team members, or is your team actually kind of rolling up their sleeves and doing the work?

Tamara Munoz: Yeah. So this is all done for you. So we come in, we do the full audit, you give us the green light, and then my team comes in and handles all of the implementation if you do have team members. So for example, if you have a virtual assistant on the team as we are on the back end creating these systems. We are having meetings with your team members, getting their buy in, getting their experience in the business, and at the end, we are training them up on the processes, saying that if you don’t have a team member in your business, we can come in and run the operations for however long you’ll have us running things after we set everything up.

Lee Kantor: And are you kind of creating a standard operating procedures for each of the activities in the business as documentation? So if I wanted to franchise or replicate the business, I would have kind of a playbook to do that.

Tamara Munoz: Yep, absolutely. So we create the playbooks, we create the SOPs, and then we make sure that they are written, that there are videos involved so that whoever you plug into the business, we are meeting their needs in terms of, um, visual learners, audio learners, um, they’re able to just go through everything and process it, digest it and be able to execute. They know what it looks like for a job well done. So we have all of that as part of our handoff.

Lee Kantor: Now you mentioned online businesses. Is this kind of tailored to like e-commerce. Is that your kind of sweet spot now?

Tamara Munoz: So we handle a lot of our work is actually with online business owners. Um, who have we work with a lot of e-commerce. We work with coaches, consultants, agencies. We work with, um, practitioners. So doctors, dietitians, accountants, bookkeepers, um, basically anyone who has a online part of their business, we are equipped to support, um, operationally when it comes to the, the administrative stuff and the systems. We’re pretty agnostic. Most most systems are were able to plug them into most businesses. There are of course the outliers. And I am very I’m a very honest person. So if if your business is not a great fit, or if we’re not a great fit for your business, I will let you know and I will point you in the right direction.

Lee Kantor: Now, is there a certain revenue size or, um, it could work for solopreneurs? I would imagine that it doesn’t matter really how many employees they have, but is there a certain revenue size that’s the right fit for your firm?

Tamara Munoz: Yeah. Usually once, um, businesses are hitting that quarter million. So 250,000 is when we start seeing things fall apart. And it’s usually a great time to get us in, plug us into the business. So that way as you continue to scale, you’re able to scale quicker with more piece. But also there’s not a lot of cleanup that happens once your business is hitting that half million to $1 million mark.

Lee Kantor: So that’s where kind of bad habits form.

Tamara Munoz: Yeah, yeah. Bad habits. Um, and then it takes a lot more in terms of the cleanup of the business to get it to where you want it to be. Um, yeah, it takes a whole lot more once you’re getting closer to that million dollar mark. We’re happy to do it. We’re very well versed. We have many clients who come to us close to that million, if not beyond. Um, it’s just knowing that the sooner that you bring us in, the easier it’s going to be.

Lee Kantor: Now, is there a story you can share that maybe illustrates what this looks like in real life? Is there, you know, obviously don’t name the name of the organization, but maybe share what challenge they came to you with and how you were able to help them get to new levels.

Tamara Munoz: Yeah, absolutely. So we have this client, we’ll call her Alex for the for the purposes of the story right now. So she is a practitioner. She is incredible. And when she came to us, she was working anywhere from 14 to 16 hour days, 6 to 7 days a week. So she was working a lot and she was very tired. She and and she had a full team. So she had a virtual assistant. She had a podcast manager, she had, um, a social media manager. And she was still doing all of the work. So she was reworking everything that the team was doing. She found herself having to constantly be communicating the same things over and over and over again. So she came to us. She had been stuck at about half a million for going on two years, and not only that, she was burnt out. She was getting sick. She was very tired. So within 90 days of us being in there, we did the full business audit. We went ahead and created a 90 day roadmap to extract it from the business. So within three months we had extracted her from about 80% of the daily operations. Everything was living in her brain, so all the standard operating procedures were living in her brain, the systems that she had created.

Tamara Munoz: She’s not an operator. She’s a she’s a holistic practitioner. So all of those systems were things that she had patchworked together when she first started her business. And then she just plugged in a virtual assistant into what she had created with no optimization. So we went ahead and we gave everything a facelift, optimized everything that she had trained up her virtual assistant, and it got to the point where her business was scaling so quickly that we had to put one of our online business managers on retainer in her business, and we’ve been there for, at this point, three years just, um, supporting and running the day to day business for her. So now she’s working four days a week. She works anywhere from 4 to 6 hours a day. Her revenue has in the last three years, it has tripled from when we first started and she has now a podcast. She has a very robust email list and, um, she has no issues making money and bringing people in without necessarily adding more work to her plate, because we have a full team that is plugged into the systems that we’ve created.

Lee Kantor: I would imagine one of the benefits of working with you and your firm is that you’re kind of accumulating these best practices across a variety of, um, professional service operations so that you can kind of, you know, choose the right path for new folks based on what you’ve learned from previous folks?

Tamara Munoz: Yeah, absolutely. We have at this point worked with almost 300 different businesses. And when it comes to best practices with different software, um, it’s it’s a lot easier for us now to be able to match the business owner and their specific business to what exactly they need. Everyone is so different. So it’s not cookie cutter at all. I am of the belief that everything needs to be customized to the goals, right? Because like, um, one business owner is going to have completely different goals than the next one and their business is going to be completely different. So for us, it’s it’s been great. And as clients stay with us because a lot of clients stay with us after we set everything up and they we bring in our operators and they run the businesses for our clients. Um, as they stay with us, we evolve. So as we continue to find better, you know, best practices. Even this last year, everything has changed so much in the online space and also with buyer behavior and how the market is moving. We have been able to view trends across the businesses that we’re working in and make strategic shifts as we go and as we grow. And it has really benefited the clients that we have on board.

Lee Kantor: Now, any advice for the folks out there that might think they can do it themselves? Is there some low hanging fruit they can do to have tighter operations?

Tamara Munoz: Absolutely. So the first thing is document everything. And if you think it’s the smallest task in the world, document it. And you don’t have. It doesn’t have to be anything fancy. You can literally use a software like scribe and it will help you create an SOP. It might not be refined, it might not be optimized, but it is documented and out of your head. So it is easy to then it’s easier to delegate to a team member. That’s the first thing. The second thing is to do a time audit on yourself. So as a business owner, take the next two weeks and every single day use a free software like toggle. Toggle. It’s a timer and pop in every task that you do and time yourself. So if you’re in the inbox, just click Type down Inbox Management Start Timer and see how much time you’re actually spending on the operational tasks in your business. It is going to open your eyes to how much time you are spending on things that don’t necessarily move the needle. It’s also going to help you identify exactly who you might have to hire to get some of these things off your plate. So those are my the two lowest hanging fruit that make a big difference when you are first starting out in business, or when you are first starting to think about handling things yourself, document everything and track everything, and then you’ll have a really good idea of what you need to outsource and to who. And you have these documented processes ready to go.

Lee Kantor: Now, you mentioned who the ideal client for your firm is in professional services, uh, etc. but who is that referral source? Do you have referral partners that you collaborate with?

Tamara Munoz: We do. We do. So most of our business comes from referral partners. Great people know great people. So usually most of our clients have referred anywhere from 1 to 3 of their peers to us. And it has been, um, we’re really just very fortunate in that way.

Lee Kantor: So it’s your existing clients refer clients to you.

Tamara Munoz: But we also have, um, referral partners outside of this. So we work with complimentary services. So complimentary service providers, a lot of the times ads agencies, marketing agencies, we work with coaches, for example, who coach CEOs, um, either on marketing or sales or anything like that. They also send business our way. We work with incredible people, for example, like the, um, um, what’s it called? Public relations specialists? Um, mentors. Anyone who really has a large audience of business owners, we collaborate with them, and then they’ll send people our way, and then they do get a cut of the retainer.

Lee Kantor: Oh, so it’s a true partnership.

Tamara Munoz: It is a true partnership. Yeah. I am a big believer in in energetic exchanges and true partnership in business. It makes it a lot of fun too.

Lee Kantor: So what do you need more of? How can we help you?

Tamara Munoz: Um, so for us right now, we are growing. Our team has at this point doubled in the past year. And I would really, really appreciate to be part of a community of small business, small and medium sized businesses and business owners to just a connect connection is huge for me. I am a mother of three young children, so any human connection I can have with grown ups is incredible. But also, um, it would be great to be put in front of an audience that can benefit from our services, and that their lives can be changed by the work that we do. My team is so incredible. The work that they do is life changing, truly, and our biggest way to impact lives is to help our clients be able to impact more people. Because the, the, the clients that we have do such incredible work and really impact the lives of the people that they serve, whether it is through their services, whether it is through their products, their education. So any way that we can serve your audience, I am happy to do so.

Lee Kantor: If somebody wants to connect with you or somebody on the team, what’s the website? What’s the best way to connect?

Tamara Munoz: Yeah. So our website is behind the screens. And um, same on social media. Behind the screens.biz, we kept it very simple. They would just have to. We have a form on the website. They can go ahead and submit a form. They can get on a call with me directly, and I’m happy to lean in and support and, um, get them started. And if they want to have a chat back and forth. Happy to. Like I said, there’s a form on the website or they can just DM me directly on Instagram.

Lee Kantor: And that’s behind the screens. Biz biz.

Tamara Munoz: Yep.

Lee Kantor: Good stuff. Well, congratulations on all the momentum and all the success. You’re doing such important work and we appreciate you.

Tamara Munoz: Thank you so much I appreciate you.

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

Tagged With: Behind the Screens, Tamana Munoz

Dr. Bill Lampton on Communication and the Leap from Academia

October 29, 2025 by John Ray

Dr. Bill Lampton on Communication and the Leap from Academia, on The Price and Value Journey with host John Ray
North Fulton Studio
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Dr. Bill Lampton on Communication and the Leap from Academia, on The Price and Value Journey with host John Ray

Dr. Bill Lampton on Communication and the Leap from Academia (The Price and Value Journey, Episode 151)

For expert-service pros, communication is not polish; it is how work gets won. In this conversation, Dr. Bill Lampton, “The Biz Communication Guy,” shares practical habits that help professionals be understood the first time, steer tough moments, and stop undercutting themselves on price. Bill traces his path from teaching at the University of Georgia to launching Championship Communication, including the six months of cold calls that went nowhere, the mentors and mastermind groups that changed his trajectory, and the lesson that too-low pricing tells buyers you are not ready yet.

Bill and John get specific. They talk about Stanislavsky’s “illusion of the first time” to keep repeat talks fresh, a short prep routine that settles nerves without turning you into a script reader, and why short video reps two or three times a week sharpen delivery while creating proof buyers can see. They cover how to host a podcast without making yourself the star, how to ask for referrals and public reviews right after a win, and why executives should treat board updates, deal discussions, and internal briefings as real presentations. John closes by underscoring a core point: clients do not buy credentials; they buy outcomes.

Listen if you want workable steps you can use this week and a clear path for turning reputation into revenue, whether you are already consulting or moving from campus to clients.

The Price and Value Journey is presented by John Ray and produced by North Fulton Business Radio, LLC, an affiliate of the Business RadioX® podcast network.

Key Takeaways You Can Use from This Episode

  • Price with self-respect. Too-low pricing signals “not ready” and slows deals.
  • Keep repeat talks fresh with the “illusion of the first time.” Relive the message, do not recite it.
  • Use a two-part prep: one page of message bullets, then one minute of breath work before you speak.
  • Post short videos two or three times a week. The reps improve delivery and give buyers visible proof.
  • Ask for referrals and public reviews immediately after a win, and make it easy for clients to post.
  • Treat board updates, sales calls, and deal conversations as presentations. Prepare and review them.
  • If you are leaving academia, stop leading with courses and credentials. Translate expertise into outcomes buyers want.

Topics Discussed in this Episode

00:00 Introduction and Welcome to Dr. Bill Lampton
01:38 The Power of Communication
03:31 Early Passion for Communication
06:11 Dramatic Roles and Lessons Learned
13:04 Transition from Academia to Business
15:48 Challenges and Strategies in Consulting
24:06 Importance of Pricing and Value
27:55 Advice for Academics Entering Consulting
31:07 The Importance of Referrals
32:49 Building a Compelling Internet Presence
34:59 The Power of Video Shorts
42:45 Hosting a Podcast: Why and How
44:28 Common Mistakes Podcast Hosts Make
46:19 Communication Skills for Executives
49:06 The Value of Professional Coaching
53:23 Final Thoughts and Contact Information

Dr. Bill Lampton, The Biz Communication Guy

Dr. Bill Lampton, "The Biz Communication Guy"
Dr. Bill Lampton, “The Biz Communication Guy”

Bill Lampton, Ph.D., known as The Biz Communication Guy, coaches executives to say what matters, listen for what is missing, and run meetings that lead to decisions. He earned his Ph.D. at Ohio University, taught speech communication at the University of Georgia, and then spent two decades in senior management in higher education and health care. In 1997 he started Championship Communication, where he speaks, coaches, and consults.

His clients include the University of Georgia Athletic Association, Georgia Power, Oceania Cruises, Ritz-Carlton Cancun, the Missouri Bar, Gillette, and Procter & Gamble. He works with CEOs, CFOs, COOs, and CIOs in business, healthcare, higher education, and nonprofits. He coaches the moments that decide outcomes: board updates, investor and media conversations, M&A discussions, sales presentations, and internal briefings.

Website | LinkedIn | YouTube | TikTok | Facebook | Twitter

John Ray, Host of The Price and Value Journey

John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey
John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include business coaching and advisory work, as well as advising solopreneurs and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

John is a podcast show host and the owner of North Fulton Business Radio, LLC, an affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their podcast using The Generosity Mindset® Method: building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 900 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

John Ray at Barnes & Noble with his book, The Generosity MindsetJohn Ray is the author of the five-star rated book The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, praised by readers for its practical insights on raising confidence, value, and prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to them. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset®, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver outstanding value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

Your combination of these elements is unique in your industry. There lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Email

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: academia to consulting, academic consulting, Biz Communication Guy, Championship Communication, discovery questions, Dr. bill lampton, executive communication coaching, John Ray, leaving academia, listening skills, mastermind groups, on camera presence, presentation skills, pricing confidence, professional services, professional services growth, referrals and reviews, short form video, The Biz Communication Show, The Price and Value Journey, University of Georgia, value conversations

Mastering AI: Essential Tips for Women-Owned Businesses to Differentiate and Win More Contracts

October 22, 2025 by angishields

WIM-Stephanie-Nivinskus-Feature
Women in Motion
Mastering AI: Essential Tips for Women-Owned Businesses to Differentiate and Win More Contracts
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In this episode of Women in Motion, Lee Kantor and Renita Manley welcome back Stephanie Nivinskus, an AI marketing expert from Sizzle Force. Stephanie shares practical strategies for women-owned businesses to use AI in clarifying their unique differentiators, enhancing credibility, and winning more contracts—especially during the proposal and RFP process. She emphasizes the importance of providing AI with rich, specific inputs and engaging in iterative dialogue to generate compelling, customized content. The episode also highlights an upcoming hands-on workshop at the WBEC-West conference, where Stephanie will offer deeper insights into strategic AI use for business growth.

Stephanie-NivinskusEveryone’s got a story to tell, and Stephanie Nivinskus, CEO of SizzleForce, knows how to tell them. Since 1995, she’s helped thousands of business owners, big and small, transform their mission and vision into strategic marketing plans, compelling brand stories and meaningful marketing messages that humanize commerce, maximize opportunities and win customers.

The international #1 bestselling author of Absolutely Unforgettable: The Entrepreneur’s Guide To Creating A Heart-Centered Brand That Stands Out In A Noisy World, Stephanie is well-respected in the marketing industry.

She has written for Forbes and Entrepreneur and shared the stage with some of the world’s most renowned marketing and business growth experts, including Les Brown, Jasmine Star, and Suzy Batiz at Digital Marketer events as well as at countless business-building conferences including Level Up Live, The Copywriter Club IRL, and more.

Connect with Stephanie on LinkedIn.

Episode Highlights

  • Use of artificial intelligence (AI) in business strategy.
  • Importance of clearly articulating business differentiators.
  • Challenges faced by women-owned businesses in proposal processes.
  • The difference between competent and compelling proposals.
  • Connecting proof of capabilities to client pain points.
  • Strategic use of AI to enhance messaging and content creation.
  • Importance of providing specific inputs to AI for better outputs.
  • Techniques for repurposing content across different platforms.
  • Upcoming conference for hands-on learning about AI in proposals.
  • Need for expert guidance to avoid generic AI outputs in proposals.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here with Renita Manley. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today’s topic is how to use AI to clearly articulate your differentiators, prove your credibility and win more contracts. Renita, this is a very important show. And we have with us Steph Nivinskus with SizzleForce to help explain all this stuff.

Renita Manley: That’s right. We have Steph who’s joining us again today. Steph has become our, like, WBEC-West AI marketing guru. But this time, she’s actually educating us on how we can use AI before the proposal process even begins. And for those of you who are attending our conference in Phoenix, Arizona this December, Steph will be continuing this conversation in person. But at the conference, she’s going to be giving way more insight, and she’ll be answering your personal questions about your business. So, let’s start off today with this question about your session. On your session description, there is a powerful statement about it. It says that if buyers don’t instantly see what sets you apart, you won’t win. So, why do you think so many businesses struggle to clearly communicate their differentiators?

Stephanie Nivinskus: I think one thing that happens all the time, especially I see this all the time in the WBEC circle, there’s so many brilliant women that are way too close to their own brilliance, right? They know what they do. And often, they don’t know, though, why it matters. Or in some cases, they know exactly what they do and they know exactly why it matter, but they don’t do a good job of articulating that well to other people, right? So, other people are left to guess, right?

Stephanie Nivinskus: Like it’s pretty crazy, honestly, when I will sit down next to different people and I’ll say, “Oh, so what makes you different?” and how many of them will give me like some snooze-worthy response like, “Oh, well, we have great service,” or “We’re really known for our quality work,” or “We’re all about integrity.” And when the truth is, literally, anybody could say that. Anybody. And everybody does say those things. So, that doesn’t Set you apart in any way, right? Like what I think is really missing here, it’s not talent, it’s translation, right? So, like, when you learn how to use AI properly, it gives you not just words, it gives you words that take you from being like everybody else to being unforgettable.

Renita Manley: All right. That sounds really good. So, here’s my next. It actually sounds really good because I know some WBEs might be wanting to know, “Well, what type of differentiated can I have?” But she can’t tell you that unless you come to the conference or you ask SizzleForce marketing directly. So, I want to ask you next. Many WBEs do feel like their proposal writing skills are very strong, yet they still get shortlisted. So, besides the differentiator aspect, what else is missing?

Stephanie Nivinskus: Yeah, I think a lot of times, people sound really competent on their proposals, but they don’t sound compelling. And there’s a big difference, right? Like buyers, at the end of the day, every buyer wants to feel understood. And that doesn’t matter. If you’re selling WBE to WBE or you’re selling to the corporates, it doesn’t matter. Everybody wants to feel understood. They want to feel like you get them. And so, one thing that I am frequently advising people of is the importance of connecting the proof of your capabilities to the pain points that the proposals reveal, right. When you start doing that, that’s how you get evaluators looking at it and saying, “Oh, my gosh. Finally, someone who gets us,” right. That’s how you move from being qualified to fulfill the proposal to actually being chosen to fulfill the proposal.

Lee Kantor: So, let’s get a little bit into the weeds with the AI portion of this. A lot of people, hopefully, everybody, but definitely a lot of people are playing around with AI, and they’re probably using it in a kind of a superficial surface manner, and they’re not really kind of wringing out the most value from AI. Is there anything you can share when it comes to AI on how to use it strategically to help a business clarify, amplify, and really have their differentiation shine? Is there something you can share about that, so that they can stand out and be the one that’s chosen instead of just another one on the list?

Stephanie Nivinskus: Yeah. So, one mistake I see people make is they often will just insert really generic prompts. There’s so many of them that are floating all around the internet, all around social media and people will be like, “Oh, my gosh. Use this magic prompt and it will do all these things for you.” And really, about 99% of them are complete garbage. I’m sorry to break it to you, but they are complete garbage.

Stephanie Nivinskus: So, here’s what I want you all to know. Any outputs you get from AI are a direct reflection of what you have fed it, right? So, this is why it is so important to equip your AI to write on your behalf in a powerful way. So, like some things that you might want to feed it, you might want to feed it your case studies. You might want to feed it your testimonials, an audience profile, the psychology, the things that keep them up at night, the things that they fear, the things that they have been burned by in the past and are not willing to let happen again, any differentiators that you’ve already identified, and then you continue to peel back the layers of the differentiating onion as time marches on. The more that you start doing this, the more likely AI is going to be giving you content that really has extracted consistent themes for you, right? This is how it hones in on your tone. This is how it generates content that’s really rooted in the unique insights and the unique value that you provide.

Lee Kantor: Do you have to give it kind of competitor information to give it some context, so it knows what’s special about you versus what other people in the market are doing? Is there any value into kind of giving it outside information, maybe industry information that isn’t just all about you, but it’s just about the ecosystem as a whole?

Stephanie Nivinskus: Yeah, there’s definitely a place for that. The important thing is to understand how to provide that information and communicate it to the AI, so it does not mix signals and think that that competitive information is actually yours, right. So, yes, to the question, should you provide competitive information. And when you do that, you make sure to educate the AI. Say, you know, being very clear, “This is information on my competitors. I’ve named this file XYZ.” And then, you make sure the file that you upload is called XYZ or whatever it is, right. And then, you need to instruct it saying things like, “I want you to analyze what you see that my competitors are talking about doing, positioning,” all that stuff, “but I do not want you to duplicate it. I want you to identify my key differentiators knowing what theirs are.”

Lee Kantor: And when it kind of spits out its response, how often is it important to just kind of push back and ask it to dig deeper or to take another look at this or I disagree? Like, like how much back and forth is there or do you just take whatever they just kind of give you?

Stephanie Nivinskus: Yeah. Well, I think that depends on a couple things. I think it depends on how much time you have. And I also think it depends on how deep you really want to go. I mean, I get into very, very, very long and detailed conversations when I’m using AI to generate any type of content. Even though I know how to write killer prompts, I still get into this because I think genius is uncovered through discussion and brainstorming. And so, I largely will use whether it’s ChatGPT or Gemini or whichever one it is, I will use it as my brainstorming partner. I call it sparring, right? I’ll also ask it to do things like act like my harshest critic and tell me why what you just wrote is the worst thing I could ever say. And you start getting very interesting feedback at that point, and it will help shape what you’re writing. Of course, it really depends also on how strong of a writer you are, because some people might be like, “Oh, my gosh. It’d be easier to just do it myself than spar with ChatGPT.” And for some people that’s true. But most people, it’s not true because most people aren’t going to consider all of these different angles.

Lee Kantor: Yeah, I find that people aren’t kind of pushing enough. Like they’re just taking kind of the first response back, and then moving on instead of kind of doing what you’re doing is really getting in there, and digging in, and going layers and layers deep, and looking at kind of facets that you’re curious about and you want them to kind of poke at and to find that, uncover that hidden gem or that kind of clever answer.

Stephanie Nivinskus: Yeah. Most of the time, when people are copying and pasting the first answer, often even the second answer, they’re getting a bunch of regurgitated, snooze-worthy stuff, right? They’re getting stuff that it might sound nice when it first is read, the words sound pretty, but they don’t do anything to set you apart. They don’t do anything that makes somebody that’s reading it feel energized or motivated or driven to take any sort of action because it’s just more noise. It just sounds like all the other stuff that’s out there.

Lee Kantor: Now, ultimately, the WBEs want to be differentiated as the obvious choice in their RFPs. Is there anything that you see as kind of the low hanging fruit that can help them become that obvious choice?

Stephanie Nivinskus: Yeah. Yeah, definitely. One thing is to rely on AI to help you build what we call visibility equity, okay? So, whenever you have an insight of any kind, you want to ask AI to repurpose it into other types of content for you. Specifically, thought leadership content in this particular case, right. So, for example, let’s say that you were interviewed on a podcast, right? You would take the transcript from that podcast, upload it into AI, and then say, “Help me repurpose this discussion into three different pieces of thought leadership content.” For example, a lesson that can be learned from this, a misconception that can be debunked from this, a commentary on why this is extra important, something like that.

Stephanie Nivinskus: And then also have it — creating unique content for different platforms, as well as unique content for the same platform. So, let me explain. That kind of sounded confusing but, for example, when you go to AI, you don’t want to say, “Create something for LinkedIn.” And every single time you just get a text post, okay. That’s going to get real boring. It’s not going to differentiate you, right? You need to take advantage of the different types of content that you can put on LinkedIn. So, have a text post at one point, have a video at one point, have something with an image at one point. Get that variety to keep your audience engaged.

Stephanie Nivinskus: And then outside of just LinkedIn, whatever other social platforms you’re on, say, for example, you’re on LinkedIn but you’re also on YouTube, right? How can you repurpose this podcast script into a YouTube short, something that’s under 60 seconds, maybe even 10 seconds, seven seconds, right. What nugget can you grab out of this to make it applicable over here? And when you get AI being your content syndicator, so to speak, that’s when you’ve tapped into real power.

Lee Kantor: So, now, we’re just scratching the surface on all this. At the workshop, I’m sure you’re going to be digging in a lot deeper, and it’ll be a lot more interactive with the attendees. Can you tell us where the WBEs can go to experience this workshop firsthand? I know it’s in December. Do you have the logistics or website?

Renita Manley: Yeah, Lee, you know what, Stephanie, I was going to answer that for you if you want me to. Or did you?

Stephanie Nivinskus: Yes, please. Yes, please. Because I was like, I know it’s in December in Arizona.

Renita Manley: It’s something. Okay. The conference is actually taking place December 16th through the 18th in Phoenix, Arizona. And Stephanie, along with another WBE by the name of Lisa Rehurek, those two will be diving deeper at the conference into how AI can be more helpful with your proposal.

Renita Manley: Now, this is the word on the street, and I’m not here to gossip or do anything like that, but I’m just being very honest. I am learning that corporates or whoever’s who’s reading these contracts or proposals, they are starting to see patterns in their submissions and it’s getting rather boring. I guess maybe Stephanie, everybody’s using the same prompts, and they’re getting the same regurgitated information. So, don’t think you can bypass coming to our conference just because you can Google what prompts should I use for this proposal, for this RFP? You probably need to talk to people like Stephanie and Lisa, who will be presenting at our conference, so they can give you the real inside scoop on how to update those prompts to ChatGPT and how to play around and maybe even manipulate ChatGPT to help get you those proposals that differentiate you from everybody.

Renita Manley: So, if you want to talk to Stephanie more and Lisa more again, Lisa’s another baby who will be presenting at our conference coming up on AI and RFP integration, go to our website WBEC-West.com. That’s WBEC-West.com and register to join our conference. That’s in person December 16th through 18th in Phoenix, Arizona.

Lee Kantor: And Steph, if somebody wants to connect with you about SizzleForce or just connect with you in general, is there a website for SizzleForce or maybe your LinkedIn kind of coordinates?

Stephanie Nivinskus: Yeah. Absolutely, yes. Sizzleforce.com. I always say sizzle like bacon, force like may the force be with you. SizzleForce.com. And you can find me on LinkedIn. My name’s a little crazy. So, hopefully, it’ll be in the show notes that can be a link to me on LinkedIn. Also, if you really want to learn more about how to use AI practically to grow your business, I do a ton of stuff on TikTok that I, then, repurpose on YouTube and Instagram and Facebook.

Lee Kantor: Well, thank you so much for sharing what you do. You do important work and we appreciate you.

Stephanie Nivinskus: Thank you. I’m so excited to see everybody in December.

Renita Manley: Me too. I’ll be there. I’ll be there this year, Stephanie. Looking forward to meeting you.

Stephanie Nivinskus: You too.

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

 

Tagged With: AI, Sizzle Force

From Tax Strategy to Wealth Preservation: Mark Kanakaris on Financial Mastery

October 21, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Tax Strategy to Wealth Preservation: Mark Kanakaris on Financial Mastery
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In this episode of High Velocity Radio, Lee Kantor Mark Kanakaris, Founding President of Kanakaris & Associates and Managing Partner of Cherokee Tax Group, shares his expertise in helping individuals, families, and business owners build, protect, and transfer wealth with precision and purpose. With over 20 years of experience in financial planning and tax strategy, Mark discusses how a proactive, client-first approach can transform retirement planning, optimize tax efficiency, and preserve wealth for future generations. As a federally authorized Enrolled Agent, he brings deep insight into complex tax matters and offers practical guidance for navigating today’s ever-changing financial landscape.

Mark Kanakaris is a trusted authority in financial planning and tax strategy with over 20 years of experience helping individuals, families, and business owners build, protect, and transfer wealth. As Founding President of Kanakaris & Associates and Managing Partner of Cherokee Tax Group, he leads with a client-first approach—offering tailored, strategic solutions for retirement planning, wealth management, and complex tax matters.

A licensed Enrolled Agent (EA), Mark is federally authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. This designation places him among the nation’s top tax professionals, with specialized knowledge in navigating high-stakes tax scenarios and delivering forward-looking financial strategies.

He works extensively with individuals nearing retirement, small business owners seeking tax-efficient structures, and families interested in long-term estate preservation. His dual academic background in Economics and Philosophy (Mercer University) and Accounting (Saint Leo University) reinforces a well-rounded, analytical approach to problem-solving.

He is a go-to expert for insights on tax policy changes, retirement income planning, and strategies for high-net-worth individuals.

Connect with Mark on LinkedIn.

What You’ll Learn In This Episode

  • Navigating retirement income planning: Key strategies for securing a comfortable future
  • Wealth management for the next generation: Building and protecting family legacies
  • Understanding complex tax scenarios: How to handle IRS audits and tax disputes
  • Estate & trust planning: How to ensure a smooth wealth transfer
  • Tax strategies for business owners: Maximizing deductions and minimizing liabilities

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have the Founding President of Kanakaris and Associates, Mark Kanakaris. Welcome.

Mark Kanakaris: Thank you. Thank you for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, for folks who aren’t familiar, can you share a little bit about your practice? How are you serving folks?

Mark Kanakaris: Sure. So we are a full service tax, investment and estate planning firm here in Woodstock. Been here for 17 years. So we kind of cover the whole gamut, you know, from what you make is what you keep, you know, get you prepared for retirement and make sure that you have your estate planning documents in order. So there’s no messes later on.

Lee Kantor: So who is your kind of avatar for your ideal client? Are they people that are already at that stage ready to retire, or are they up and comers who maybe haven’t, or who are in the kind of growing their wealth stage?

Mark Kanakaris: Well, we’ve got a mix of everybody. Predominantly. What we’re geared for is for people within the first five years before and after retirement. But we have a lot of folks, um, you know, business owners, because they need a special hand-holding. We’re able to guide them through the tax work because a lot of accountants just don’t give them the tax. Call it insider thinking that they need to have to be proficient with their cash flows, how they handle their taxes, recognizing income, and, uh, how how to set up the right kind of investment plans for retirement plans, whatever it might be for themselves or their employees.

Lee Kantor: So is your firm, um, would it help a retiree eliminate. They wouldn’t need a CPA. They can use you for both the CPA and for wealth management.

Mark Kanakaris: Correct. We do all that for our clients included in our management fees are a one stop shop. We do it all so and we take a proactive approach. We don’t have people say, oh gee, Mark, should I convert? We’re actually telling them how much the Roth convert and why. So one of the biggest things we find with Roth conversions is people try to drag it out. And what they don’t realize is that Irma taxes, well, it’s not really a tax, but the Irma costs and their Medicaid will end up eating them up if they don’t get aggressive with their Roth conversions.

Lee Kantor: So when you’re, uh, helping with both sides of the equation there, it seems more efficient because I know a lot of folks have a difficult time getting their wealth advisor and their CPA kind of on the same page.

Mark Kanakaris: Yeah. We, uh, in our workshops, we talk about the three monkeys, your tax guy, your financial guy and your lawyer and getting them all. Most people just don’t think they need to have them all in the same room once a year saying, what do we need to do for our client? And it’s a big challenge. And and a lot of efficiency is lost there. I mean, a tremendous amount in my opinion, obviously.

Lee Kantor: So now talk Talk to me how you work. So say I’m using your firm for this kind of thing. Are you meeting with me every year? Like, what does it look like when you’re in a relationship with your clients?

Mark Kanakaris: So we meet with our clients usually several times a year. Obviously we’re going to see them twice a year, at least at tax time alone, because we’re going to have to, you know, drop off your return. We go over things. When you pick it up, we’re going to have a meeting. And there’s usually follow on meetings from that because we’ll figure out based off of this year’s taxes what kind of Roth conversions. And then you know, what tax laws change. Maybe more advanced tax strategies like using charitable trusts or Nim cuts or flip cuts to to, you know, offset future taxes. So we’ll usually have sometimes five and six meetings with the client a year just because of the tax work. It’s so heavily involved.

Lee Kantor: And is this fee based or um is it a percentage of the portfolio.

Mark Kanakaris: Yeah, it’s all fee based. Guys are percentage of the portfolio. So we take our percentage as well and we knock it all out. And for most of my clients, I tell them that you’ll save more money in taxes than you’ll ever pay me in fees by a landslide. You can’t even you can’t even compare the two.

Lee Kantor: And that’s, um. So because because you have, uh, the knowledge of the wealth management side as well as the tax side. So then that helps even in the investment side, I would imagine when you’re, uh, kind of helping them build, you know, put their portfolio together.

Mark Kanakaris: Yeah. More than most people realize, especially those. And I see it all the time as people who have non-qualified money, which is money that maybe came out of their bank account they gave to an investment guy, and he just went and put it to work. And every time he makes a trade or has dividends or income, that stuff hits their tax return. Well, one of the biggest things I see is, is all I see people with non-qualified all the time and I’m like, well, where’s your Roth accounts? Because this is money that you could put into a Roth and they’re never doing it. And it just it blows me away that people don’t think to do this. It’s a no brainer to me for somebody who’s got nonqualified money to automatically if they’re working, of course, to be putting money into their Roth. I see it all the time. It really shocks me to see how much that opportunity is mixed. Probably more than most, more than anything else, I would imagine. And then, of course, they’ll invest backwards. They’ll put their trading account in a non-qualified account, so they’re throwing their tax return all over the place because of their gains and losses. Instead of investing that way in their IRAs, where no matter what they do so that money comes out of the IRA, there’s no tax issues.

Lee Kantor: Now, when you’re working with the retired, um, how do you recommend they navigate the spending of the money? I know that’s a challenge for a lot of folks that are retired. They’ve spent their whole life accumulating, and now you get time to spend. And that’s trickier than maybe they anticipated.

Mark Kanakaris: Well, you know, in retirement, every day Saturday. Right. Can be what we do is we? Yeah, we, uh, we have an income chart that we put together, and it’s just it gives us a baseline to work off of, and we’ll take a client. We’ll show them the Social Security and their investments and a nominal rate of return and say, we just make this rate of return. Here’s your budget that you can live on on a day to day basis. And usually we’ll show them a couple of we’ll show them the max amount that they can have. And if that’s more than what they’ll ever need, then we’ll show them what they really need so that they’ll see what their nest egg that they may be leaving as an inheritance. So we can deal with the taxes on the inheritance. But once you have that road to go off of that baseline every year, you could say, you know, just make up some numbers. Hey, Mr. and Mrs. Retiree, you can have 100,000 a year, but we need to make sure that every year our investment accounts worth so much money. If that starts to change to the downside, we have a problem. The other thing we find, too, is a lot of folks who, even if they have that chart later on in life, they’re never going to spend what we tell them to spend, because I call it the rule of 85. I say, look, your knees, my knees, my back, your shoulders, all that they’re going to hurt. And the thought of traveling and doing a bunch of things at 85, when we’re aching all the time doesn’t sound that exciting anymore. So your spending will probably drop from outside activities. So we’ll probably find that we’re saving a little bit more than what we anticipated. Now, of course, if we do better than anticipated, that makes a big difference.

Lee Kantor: Now, how do you help folks when it comes to insurance? It seems like you you, uh, have carved that area out as not part of your, uh, services.

Mark Kanakaris: No, we, um, we’re fully licensed in insurance, so life insurance, annuities. If we need, um, for the people who are working disability, uh, we have access to all that stuff, and we do quite a bit of it. It’s, you know, it’s always case by case. Some clients like the guarantees of annuities, the guaranteed payments. Some people, uh, they’ll come in and say, look, there’s no way I’m going to get all this money and pay the taxes. So maybe they’ll buy a big life insurance policy to offset the taxes or to buy their their heirs. The time to pay the taxes on that money over the ten year period that they have to pull the money out and give them just cash to work with. We see that becoming a more popular idea. I’m of the opinion that we’re in the cheapest taxes we’ve seen for a while. Let’s stick with Roth conversions that no longer make sense.

Lee Kantor: So now when you work with your business clients, um, how do you go about helping them kind of maximize their deductions and minimize some of their liabilities?

Mark Kanakaris: So there’s a lot with that. You know, first and foremost, you know, we make sure that their books are in order, you know, enough that if they ever were to get audited that they’re going to be able to stand through an audit. And luckily, audits are not as frequent, I think, as people think they are. Once we know that’s in place, you know, we look at what they’re spending money on, how they’re spending money, if they’re doing really well, you know, we have to see how many what kind of retirement plans, if they have to have a retirement plan for all their employees to keep them, versus if they’re just having one for themselves, where they can dump a lot more money in it. We have a gentleman now with a medical practice, and, uh, most of his employees are all subcontractors to him. So he can set up a set plan, and he could put a ton of money into his retirement account and avoid paying the taxes on it now. Yes, it’s going to be an IRA. It’ll be taxed later on. But right now he’s in such a high tax bracket, he needs every deduction he can get his hands on. And sometimes we look at, hey, what purchases are we making? Maybe we need to, you know, uh, look at bringing in new, uh, new, uh, inventory for next year early, uh, prepay, maybe next year’s advertising sometimes just to get the, to get the expense out so we can keep the taxes down. So we’ll have, we’ll have like, uh, right about now is when we start our Q4 huddles to say, what are we going to do to end out this year and keep our taxes where we want them to be?

Lee Kantor: Now, what about for the retirees that are struggling kind of financially? Maybe they anticipated having more income. Is there any advice for that person? Um, to maybe create additional revenue streams or maybe, uh, having to invest in maybe getting buying a business or something along those lines?

Mark Kanakaris: Uh, you know, when people are kind of when they didn’t save enough, you’re caught in this. It’s been my theory right now. I would tell that client, you know, the market’s doing good. Let’s grow that money until we can create the income we need. Or can that money be converted to something like, like an annuity for, say, and maybe give them the income they would want? But hopefully you don’t have to use that whole nest egg. I always like to leave some liquidity in case an emergency comes up, but that’s such a case by case basis. Um, you have to take it, you know, person by person. I don’t know if I would tell them to go out and buy a business or start a business, but, you know, some folks will work part time in retirement. Just one. I always think it’s just to keep you busy, but if it helps you from having to use your nest egg for a few more years and let it grow. That usually helps, because I find that the first 5 to 10 years of retirement can have the most impact on a retirement, so I really want to avoid big losses in that that time period to the best of my ability. So that’s why we’re active money managers. So we’ll get out of the market. We don’t like what we’re seeing. Uh, because the mathematics, you can’t beat the math. If you take a big hit early in retirement, you could be permanently hurt for the rest of your retirement.

Lee Kantor: So. So then when you’re wealth advising, so you’re buying individual stocks for individual, um, clients.

Mark Kanakaris: Correct. We have several portfolios based on their risk tolerance and what they’re designed, what they want them to do. And we use stocks and ETFs. Um I don’t we do some mutual fund work. The 401 KS that we manage for some company that we have 41K services for. Obviously they’re all based off of mutual funds. But to be an active money manager we use stocks and ETFs, portfolios that we backtest and do a lot of making sure we’re buying what we think are the best of the best companies out there to, you know, grow our clients money safely. We have a lot of criteria that goes into how we build it. You could have a whole podcast on how we build just one of our portfolios, but there’s a lot of things that we go through to screen it back, test it to make sure that this portfolio has got good chances of being a successful portfolio for the year. And then every year we kind of look at it. Was there any poor performance, any of the companies not, you know, making the grade, so to speak, and then we’ll replace them with something better. And that way we can also keep in tune with the market more.

Lee Kantor: And then how often do you make those changes?

Mark Kanakaris: Usually once a year. Once I buy a stock I’m going to I’m going to hold it or trade it for the year depending on the ebbs and flows. You know, the whole thing is trying to you know, you can’t perfectly time the market, but you have a pretty good idea when the bottom is marketing it out and you have a pretty good idea when it’s topping out. And when we see those big bottoming outs, we start buying in there. And I always kind of say my clients probably think I’ve bought stock a days. They think I’ve lost their mind. And I always say, I’m looking for the day where everybody thinks, from here we’re just going to go to zero, and that’s the day I’m looking to buy. And there, you know, it helps. You know, the money’s always made in the buying. And hopefully that really helps with what helps our clients keep those big returns in their pocket.

Lee Kantor: So, um, are you optimistic in the way the economy is going and the way the market’s going? This is are you bullish or like what? Or you’re kind of a uh, on the fence.

Mark Kanakaris: Long term bullish. Yep. Definitely long term bullish this week. Been kind of choppy but you know still seems to be moving up. But yeah I think long term bullish I think once we get some of the deregulation out of the way I think when interest rates come down and hopefully inflation will come with it. Um yeah, I’m definitely bullish. I think that we’ll probably hit some sort of bump sometime in the next year. Can’t really tell you when because, you know, there’s a lot of concern about the unemployment. And unfortunately, I think that we’re going to need to see higher unemployment to get inflation down. You just can’t have everybody working and spending it, you know, big rates and expect inflation to come down. Um, people aren’t saving like they used to, so they’re spending more. I see a lot of reports on it. There’s a lot of talk about it. So, um, once we kind of get through that or if that can work itself out, which would be the obviously the most ideal route I think will be fine. But I’m bullish, you know, especially over the the current political administration’s outlook on the market. I think it’s going to be a good four years. Well, three more to come.

Lee Kantor: And then you’re okay with the preponderance of, um, the AI stocks kind of pulling more than their share of the weight for the, say, the S&P 500.

Mark Kanakaris: You know, that’s that’s talk every day. And we’re always saying every day that we’re in an AI bubble. And will it bust. I you know I think as long as earnings continue to be there for these AI companies, the AI bubble will continue to grow. Uh, I, I think AI is the future. And at some point as, as you know, as I mean, the big companies are selling to the big companies when you see the big mid companies really embracing AI. I think it’s I think then you’re going to know we’re fully enveloped in a big AI world. Uh, it’s going to be the cost of AI. I think for some companies are going to be expensive. But you know, we’ve been looking into AI and even AI, small AI companies, and they’re selling their services at record rates. And I think those companies would get into AI early and get those people who are using their AI chats or their AI agents. You know, once they lock up that customer, I think as long as they’re pretty happy, they’re going to stay with this company for a while, and you’re going to see these companies have really big, positive revenue for long, long times. They’re always they’re always going to be talking about retention rates.

Lee Kantor: So how are you seeing AI impact the financial world? Well is it affecting your firm?

Mark Kanakaris: Ai. We use AI in our firm. Absolutely. Um, you can use AI a variety of ways. Obviously, we use AI to help update our CRM. We have AI, AI trying to help us predict what the market’s going to do. Uh, there’s a variety. I mean, the big firms, the big box firms, they’re using AI and anything they think they can help them figure out where the market’s going to go before it goes there. That’s that’s one big use. But we also use a lot of you know, we’re using it to automate more things in our office. So we could be more efficient for our clients and not have to hire as much as many, you know, full time employees.

Lee Kantor: Now, when you’re looking at the lens of an individual, uh, client, are you looking at it? I know your services are both tax and wealth management, but which are you? Are you leaning more one way than the other, or how do they how are you kind of viewing that?

Mark Kanakaris: I kind of think that your income and your wealth drive your taxes, so. Uh, I can’t say they go totally hand in hand because I think the wealth part, your wealth management drives the taxes. So I think that’s the bigger thing that we focus on. But as because we build our portfolios and put our clients in the right portfolios based on the kind of money we have. It makes us not have to be so constantly looking over our shoulder, making sure we did the right thing. As long as we manage our funds right, the taxes tend to take care of themselves. And what I mean is, we have a lot of people with very large non-qualified accounts. We just have to be careful in how we buy and sell those accounts that we don’t create watch sales. And as long as we can avoid that, then the clients keep more of their profits. So we try not to do too much trading in those because we don’t want to, you know, just create them to death and create just what could be a what look like to look on paper like a tax nightmare. But again, you know, the devil’s in the details and you pay for me to be in the details on the tax side. I’m not worried about that.

Mark Kanakaris: We don’t have it covered. We do have it covered. But I think the wealth really the wealth management side kind of drives the taxes. So the wealth drives it. And at the end of the year, the tax kind of cleans it all up. And it helps us sometimes say, what do we need to do different next year. Some of our clients, because maybe they’re bumping income brackets or tax brackets. And we have to, you know, do larger Roth conversions or maybe even, hey, you know, maybe we should take a different approach on some of these investments. The change isn’t an investment. Hasn’t been a big of a deal. Usually what we find is that our IRAs that are growing, we’re you know, we’re trying to always keep them from jumping tax brackets when they go in to start taking their RMDs. So we’re trying to always encourage our clients to do large RMDs for Roth conversions before they retire. Uh, to keep them from jumping those brackets, because with the income chart that we create for our clients, I know roughly when you’re going to wind up in a new tax bracket so I can plan ahead of that. Now, of course, if I have a great year in the market, you know, then maybe I’m right.

Lee Kantor: Then you have to make some adjustments.

Mark Kanakaris: Right? And good problem to have. Obviously good problem to have.

Lee Kantor: Right. Well, I mean and the reverse could happen if you have a bad year then there’s other problems. Um, right.

Mark Kanakaris: But that’s really a bigger issue on a non-qualified really on your IRA account, if that’s what you’re counting on for your retirement income, more so than your taxes. Right. Because if your IRA came down, you’re and you’re taking RMDs because that’s where you’re taking it from. It’s you’ll take less. Um, but yeah.

Lee Kantor: Now, um, you mentioned that, uh, your clients usually are coming to you in a few years before retirement. Are they moving typically from a different firm, or are they maybe they would do it yourselfers that got a little gun shy and realized that this is more complicated than they envisioned at this stage?

Mark Kanakaris: Um, the DIY ers, you know, the do it themselves. Sometimes I think, uh, I don’t see as many of them coming over. I think it’s, it’s I’ll just say it’s just ego. They think they can do a better job. Um, and they’ll do that for a while. And let’s be honest, in a bull market, they think they’re doing a great job, but they’re, you know, listen, rising tide raises all ships. So in a bull market right now, I mean, Elmer Fudd could do a good job in the market, you know, to do an outstanding job, take somebody with some insight, but you could do in the market as a DIY or the people that are getting a retirement. You know, when they start saying, I want to retire in a few years, they like knowing they have a plan in place. They know they like to have their money’s in the right bucket so that they know. And even if I tell them if something happened and God forbid you had, let’s just say you had a health scare and you had to retire early, you know exactly where you’re sitting. You may not like it, but you know where you are and you know it’s not the end of the world.

Lee Kantor: So is something happening with their current advisor when they switch to you, like, are they being ignored? Like, is there some problem that is the trigger that gets them to you?

Mark Kanakaris: Or like we hear a variety of things, but normally we do. I think a lot of people feel that they don’t hear from their advisor. Um, I think that’s a big one. The ones that are working, they don’t have an advisor. So, you know, maybe we met them through a tax office event or a dinner workshop and they’re coming in like, you know, I’m getting ready to retire, and I really haven’t talked to anybody, but maybe we said something that made sense to them. So it’s a it’s a bit of a mix. Um, we do hear a fair amount of people think that their advisor didn’t care. They thought they weren’t, you know, big enough potatoes, so to speak. Um, we hear that some I don’t know if that’s the highest one, but maybe if it is the most common one, it wouldn’t be by much. We hear kind of a variety of things because we see everybody from all walks of life.

Lee Kantor: So what size portfolios are appropriate for your firm?

Mark Kanakaris: You know, I have this don’t close the door on anybody attitude. But the clients that we have the biggest impact on and make the most money and have the most tax effect on tend to have at least $1 million. But it doesn’t mean if you don’t have $1 million, I’m not going to take you. I mean, we took a client today with 29,000. It’s her. It’s her life savings and how important it is. I know what the money’s got to do. And I’ve got a portfolio that’ll do exactly what you want it to do. And I’m. And I think that’s a win win situation.

Lee Kantor: And so you don’t have to have a mega or you don’t have to be a movie star or an athlete to use your firm.

Mark Kanakaris: No, but it’s funny that we seem to draw a lot of wealthier clients because we do. We do have more wealthier clients than we did, say, over a half a million then don’t have a half a million. But we don’t. You know, I don’t discriminate. My practice isn’t for sale. So, um, at this point, I’m at a good place where I’m just here to materially improve upon what people have already started. You know, it’s no longer about me. It’s about what can I do for others. I’ve got all the things I want. I just want to do a good job. And I get a lot of personal gratitude when I call up somebody and say, hey, look how much your account’s grown. And they’re like, oh my gosh, that’s that’s really one of the best things I get out of my job. Or I saw a tap loophole where we could Roth convert a ton of money for pennies on the dollar that they never saw before, like we had a guy two years ago do a $30,000 Roth conversion. It didn’t cost him a penny in taxes. I to me, that’s cool stuff. I love all that. Just I love seeing my clients win, whatever that means to them.

Lee Kantor: Now, how do you handle kind of the the adult children of your clients? I know a lot of firms don’t have any plan in place to really get the next generation, like the the wealth advisor ages with the client. Do you have any kind of, uh, succession, uh, strategy for the children of your clients?

Mark Kanakaris: Well, the ones that have clients, the clients that are here, uh, we always invite their children to come in and get their taxes done from us and get to know us just because we are we are their advisor. And a lot of the times they go, I’ve been listening to dad or mom saying, you’ve done a good job. I just changed jobs. I want to give you my 401 K and see what you can do. And we have that happen quite a bit. Um, we had it just happened last month, and that’s how a lot of them seem to come in. Or when people do pass, the errors will go well if the blah blah blah thought you were great, I should probably stay with you and we’ll say, well, great, let’s try it for a year. And if you’re happy in a year, you should stay. And if you’re not, happy New Year, let’s talk about it. So we do try to keep people in that way as well and keep them engaged. But usually the best way to get them started just doing their taxes so they know who we are and they’ll feel comfortable with us and we do a good job with their taxes. When an opportunity comes up, they’re like, hey, let’s talk to Mark. He’s done a good job so far, so I want him to feel comfortable with me and feel that I’ve got good credibility when they when I work with them on their in their investments.

Lee Kantor: So a lot of times the taxes is kind of the first point of entry. And then from there it just evolves.

Mark Kanakaris: Yeah. Usually evolves on its own because everybody knows that we do both. When you walk in you see our tax side, you see our investment side. So there’s there’s no you know, there’s no like hey you guys do this. Wow I didn’t know that. So they can see it. They know about us. And uh you know when they feel comfortable they do it.

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

Mark Kanakaris: It’s Ken Harris and Associates comm I know it’s a mouthful, but I think the K. Aws is still working. And, you know, I always tell folks, just click on there and give us a call, set up an appointment, phone calls. Fine. If you just want to talk to me, you don’t want to come to Woodstock. Um, we do what we seem to. As you know, everyone’s doing a lot more virtual appointments than ever before. So we’ve been doing a lot more virtual appointments, and, uh, people get to know us a little bit, and sometimes we do a couple before they come in, but, you know, know who you’re working with.

Lee Kantor: Absolutely.

Mark Kanakaris: Well, I try to tell them, let’s have a couple of chats before we make a decision. Make sure I’m a good fit for you. And you’re a good fit for me.

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

Mark Kanakaris: Thank you.

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

Tagged With: Kanakaris & Associates, Mark Kanakaris

Scaling the Creator Economy: Cam Pritchard on AI-Powered Revenue Growth

October 21, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Scaling the Creator Economy: Cam Pritchard on AI-Powered Revenue Growth
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In this episode of High Velocity Radio, Lee Kantor interviews  Cam Pritchard, CEO and Co-founder of Station, shares how his Chattanooga-based startup is transforming the creator economy with the world’s first AI Revenue Assistant for creators. Cam reveals how Station helps podcasters, YouTubers, and digital entrepreneurs unlock new revenue streams and boost earnings by up to 30%—all while automating the heavy lifting of media sales. From his entrepreneurial roots in New Zealand to building a venture-backed platform backed by investors from Canva, YouTube, Reddit, and Spotify, Cam’s story is a masterclass in innovation, grit, and the future of creator monetization.

Cam Pritchard is the CEO and co-founder of Station, the Chattanooga-based startup behind the first AI Revenue Assistant for creators.

Station helps podcasters, YouTubers, and digital creators instantly unlock new revenue streams—from sponsorships and memberships to merch and newsletters—by encoding the workflows of a full media sales team into AI.

The platform boosts creator earnings by an estimated 20–30% while saving hundreds of dollars in subscription costs each year.

Originally from Wellington, New Zealand, Cam has been building companies since college, including New Zealand’s first textbook rental business. He later worked in Toronto’s tech scene and at Thumbtack in San Francisco before turning his focus to the creator economy.

Since founding Station in 2022, he has raised $1.5M from leading VCs and angels from Canva, YouTube, Reddit, and Spotify. Cam now lives in Chattanooga, where he is scaling Station as the “Shopify for creators.”

Connect with Cam on LinkedIn and Twitter.

What You’ll Learn In This Episode

  • AI under the hood
  • Impact and value
  • Positioning in the market

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today we’re talking to the CEO with Station, Cam Pritchard. Welcome.

Cam Pritchard: Hey, Lee, how’s it going?

Lee Kantor: It is going great. It is so good to be catching up with you. For folks who aren’t aware, can you tell us a little bit about station? How you serving folks?

Cam Pritchard: Yeah. So station is a platform for podcasters and YouTubers to monetize their show. So now I think there’s last year, there’s 185,000 new podcasters and 3 million YouTube channels that are now monetizing. And a lot of these folks don’t really have the support that a traditional media broadcast company would have around, uh, finding advertisers and understanding the business and how all the different ways that you can make money.

Lee Kantor: Yeah, I’m sure you know the stats. And maybe you can share some of the stats of how many people attempt podcasting, but quit after just a handful of episodes because the back end is too hard or too complicated, or they’re not making money.

Cam Pritchard: Yeah, there is. There is one saying in the industry, it’s the pod fade, and I think it’s 12 episodes. You make it over 12 episodes, you’re, uh, you’re well on the way. You’re you’ve persisted and you’ve, uh, you’ve passed the first trial.

Lee Kantor: But that’s one of those. I mean, not a high percentage. Don’t make 12.

Cam Pritchard: Uh, very high percentage, I would say maybe 70%. 60% at least. Yeah. I’d need to look at the stats up, but it is it is considerable.

Lee Kantor: Yeah. It’s one of those things where it sounds good and it looks easy, but once you start doing it, there’s there’s some moving parts that maybe you’re not aware of.

Cam Pritchard: Yeah, well, I think like with, with AI, it’s getting easier and easier to create content and edit it, which has been a huge bottleneck to people stopping after some time. And then also there’s platforms like ours which are really set up to help with the monetization side, which, you know, can be a deterrent as well. If you’re if you’re not being able to make money or cover your costs, then you know, it can become more of a cost than an asset that you’re, that you’re you’re building.

Lee Kantor: So let’s walk through the platform and and how you help the creators generate some revenue. So so what are you hosting the content or are they hosting it on a, on a podcast hosting site. And then they’re partnering with you to generate revenue?

Cam Pritchard: Absolutely. So they host on their separate sites and they put put their content out into the world. And we help them figure out how they can make money, uh, through either memberships, uh, newsletter revenue. Um, but most importantly, brand partnerships, which is where the majority of the revenue comes in the industry. And it’s been a huge bottleneck because a lot of creators that are creating this kind of content, they don’t have ad sales or media teams going out to find placements in their show. And so we’ve we’ve generated a really, really intelligent AI that goes and finds all the different brands that are advertising and then suggest the ones that are, that are most likely to spend with your show, given, uh, the category you’re in, you know, their, their expenditure on other similar shows and how often they’re repeat buying and some other, other nuances, which is, uh, I guess like a little bit of our magic behind the system.

Lee Kantor: Now, what size audience do you need to have in order for this to be a good partnership?

Cam Pritchard: Yeah, this is a great question, because if you’re if you’re a show and you’re talking to top chief marketing officers and you’re getting an engaged audience and they’re, you know, there’s 200 of them or 300 of them. A lot of brands would pay to be in that room with you. And so that can be a very, very, uh, you know, good, valuable audience that, uh, is, you know, you can you can charge good rates for because, you know, the the CMOs out there could be spending hundreds of thousands of dollars, millions of dollars on different software or products. Um, but generally speaking, when it comes to consumers, I think you want at least a couple thousand, um, active listeners every, uh, every time you put an episode out, um, or, uh, or at least 10,000 a month, uh, if you’re on a daily, then, you know, that can be lower, but that certainly helps. But again, huge caveat on what the audience looks like, especially if it’s localized. That’s a different story as well. So, you know, lots of different nuances.

Lee Kantor: So and and the creator doesn’t have to be an expert, right? They just have to go to your site. And then your site has the AI that’s going to determine or help determine, you know, the makeup of the audience, who they are, how much it’s worth, and things like that. Like, I’m not going to be I’m not going to have to figure out all those analytics, right?

Cam Pritchard: Yeah, absolutely. It’s going to so what you do is you just connect your show. So you go and you search up your show and then it, it, uh, takes a little bit of thinking time maybe 10s. And then it spits out all the different ways that you can monetize and how much you could make for each of the different, um, avenues you could walk down, uh, whether that’s a membership or, uh, offering, um, merchandise, bonus content, um, creating a newsletter. Um, and, and like, like we said, uh, finding advertisers.

Lee Kantor: So once it makes those recommendations, does the platform also help me spin those things up, or do I have to go now, get another piece of software that’s going to do a newsletter or a membership or something like that.

Cam Pritchard: Great question. I think what’s really groundbreaking about what we’ve done is you can you can literally spin up all of those pieces, even your newsletter. You do not have to write. So it’s going to listen to your last episodes, and it’s going to generate an engaging newsletter based on the way that you talk and your sort of style. And, and then you can you can publish that newsletter, you can post it to your social media, and you can even embed your episodes into that newsletter as well, so people can find your show not just by listening, but through your newsletter as well. So it’s a, it’s a it’s an interesting acquisition strategy there. So that’s like one example. But um, yeah. All built in. And when it comes to brand partnerships we have a program. So we basically showcase the top brands that would be, um, perfect for your show and, and great fits. And this is really important because if a brand is not a good fit for your audience. It’s probably not going to work or convert for the brand, and it’s going to waste everyone’s time long term. So really identifying the right brands is important. And then you can use some some of our specialists to go and represent you and find you brands if you don’t want to do it yourself. So we do the outreach and and take a take a modest commission.

Lee Kantor: Now do you also help with maybe repurposing the content, like because within one show there could be sound bites, there could be, you know, like kind of a highlight reel. Um, do you do things like that as well, or is it just the show in its entirety?

Cam Pritchard: Yeah, I think that’s definitely on our roadmap. I think that what we’ve found is there’s so many tools popping up to make that very easy, that a lot of a lot of podcasts and YouTubers already have that service built in. Um, and so it’s really they’re leveraging us for the monetization side.

Lee Kantor: So they’re focusing on monetization of the entire episode or the Newsletter that might also come out of it.

Cam Pritchard: Yeah, absolutely. And we, uh, and and we find advertisers as well. We’re going to be launching an, a program as well, where you can put advertisers into your newsletter directly from us. So you don’t have to source those advertisers as well.

Lee Kantor: And then how are the advertisers, um, kind of embedded into future shows. Is it, um, like, how does that occur?

Cam Pritchard: Yeah. So it’s all host read based, meaning that a host will come in and they will they will read the advertisement out on their show, uh, themselves. So there’s a little bit of back and forth and coordination, uh, that takes place for audio ads or video ads that, um, that we connect, uh, shows and brands on. Um, but if it is, if it is an advertiser inside of a newsletter, uh, it’s a display ad that we’ve sourced from a brand and, um, you know, it’s it’s been matched to you as a good fit.

Lee Kantor: But in the podcast it’s just a the host is going to read some sponsor, um, like a short, uh, few sentences about the sponsor.

Cam Pritchard: Exactly. And, and what’s, what’s interesting is if the host reads it out, it’s, uh, the brand is willing to pay about double, uh, just because the host influence really matters versus, um, you know, your, your typical pre-produced radio or, um, cable TV ad, which is a brand is already, uh, mocked that one up and you’re just putting it into your space.

Lee Kantor: And then also so it’s not a dynamic ad that can change. So that ad’s going to be there forever then.

Cam Pritchard: Yeah, there’s different ways to structure it where, um, some, uh, some networks they can put in, uh, ads temporarily and they can be host read ones. Um, but um, for the most part, for a lot of the shows that we’re representing, it’s, it’s baked in, meaning that it’s going to be there, um, for the episode and the duration of the episode. And that’s valuable for advertisers as well, because if the if the episode blows up, then they’ve built this, like, really cool asset that keeps on giving. Um, obviously for the show, they’re looking to monetize all of the possible real estate that they’ve got. And so dynamic can be a good option for them because they can repurpose that, uh, that evergreen content now.

Lee Kantor: So it sounds like you’re helping with the advertising component and generating revenue through advertising, and you’re helping with the content, uh, a little bit with the distribution of repurposing it into a newsletter. Are you helping with the distribution of the sharing of it and making it kind of go viral or get more eyes on it or ears?

Cam Pritchard: Yeah, we yeah, we we don’t do that just yet. It’s been really around just making sure that we can match you with really, really strong advertisers. Um, because that’s, uh, that’s a huge facet. And most there is a lot of hosting platforms are now that are really helping with the social side of it as well. So we’re kind of we’re kind of looking to partner with the hosting platforms. Uh, they can they help with that first part of the, uh, the process and then uh, and then we do the, we do the monetization piece.

Lee Kantor: And the only thing you really need is kind of the RSS feed.

Cam Pritchard: That’s right. The RSS feed, the, uh, the YouTube link. And then everything is generated. We style everything up for you. We give you a link in bio so you can put a link on your socials and you can put in, uh, your show and all your different assets. So really try and make it. So we’re showcasing the show in the best possible way.

Lee Kantor: Okay. So then you are helping then from that side. So I don’t need like a link tree.

Cam Pritchard: Exactly. Yeah. You can replace you can replace your link tree. In fact, we, we eliminate about $400 worth of tools that, uh, a lot of shows are using. And, uh, and our entry price, uh, for our newsletter and basic functionality is $9 a month.

Lee Kantor: Oh, so everybody can afford that? Just.

Cam Pritchard: That’s the idea. Yeah, exactly.

Lee Kantor: And and doing that is going to get me at least seen by potential advertisers that I’m not they’re not looking at my thing now anyway.

Cam Pritchard: Right. Exactly. And you you want to know, right. You want to know. Okay. What what advertisers could be really interested in your show that you’re not getting to. Because that’s really hard to figure out.

Lee Kantor: Right. Yeah. As an individual, like if you have a podcast somewhere, I mean, I don’t even know how you would begin trying to figure that that would take you so much time to identify and then reach out and the back and forth, it’s this seems so much more efficient.

Cam Pritchard: Oh, it’s it’s crazy. And our, uh, founding AI engineer, Sogut, he, uh, he basically spent months in a room synthesizing all the data and building quite a sophisticated AI to find these signals and the right brands for a show. And so, yeah, it’s, uh, it’s hard to do it by yourself. I can, uh, I can definitely attest to that. After going through the whole process and, and making, uh, making recommendations for it.

Lee Kantor: So, uh, you recently, uh, raised some money. You want to talk a little bit about that because you got some, some pretty impressive folks have, uh, invested in this concept.

Cam Pritchard: Yeah. So we we raised 1.5 million, uh, which was a pre-seed round. So really, you know, getting getting us, uh, to the next level and, uh, some incredible investors that are just super experienced in the media space from Canva, YouTube, Snapchat, Twitch, um, uh, thumbtack, a bunch of, uh, bunch of really great operators. So it gives us a huge advantage and that confidence as well to, um, you know, that know, we’re really touching on a big problem. And we actually just brought on someone from one of the top, uh, advertising agencies as, as well, uh, as an investor. And so, you know, she’s very excited about the, uh, the potential here and how we can help solve the matching problem for brands and shows. That’s being very evident and very hard to to solve. And and I think this is this is why podcasters and YouTubers make 60% less than other creators, because it’s just really hard to get to advertisers and know what to do. If you’re a sort of a smaller shop and you know the infrastructure is not really there for it.

Lee Kantor: So what do you need more of? How can we help you?

Cam Pritchard: Uh, so I think, um, word of mouth is massive for us right now. I mean, we’re offering a solution at $9 a month. So if you know anyone that is, uh, is starting a podcast or has a podcast, and it’s just really curious to figure out how they can monetize and what this looks like. Often people jump into this journey and they don’t really look ahead at all the different options and understand it. We, uh, we get you there, you know, in 30s and show you, hey, look, these are these are all the potential ways to monetize, but a little bit of growth assistance in there as well. And, uh, and then you can spin up all these assets to make your show look really good and to share it with your friends and start getting more adoption, um, without, you know, the, the heavy cost and going around and setting up all these other tools so that, uh, that would be a massive helping hand.

Lee Kantor: Now, is it $9 per RSS feed? Is that how it works? Like, say that you’re a podcaster and you do three shows. Is it $9 times three?

Cam Pritchard: Yeah, exactly. Per show.

Lee Kantor: It’s per show. All right. And if somebody wants to learn more and connect, is it free to just see how much advertising is potentially there? You have to pay the $9 to kind of figure that out.

Cam Pritchard: Well, so right now, if you if you go on, it’s absolutely free to see what advertisers could be really interested in your show and all the different ways that you can monetize. There’s actually a calculator to show, given that given your show and what it looks like, this is, this is how much you could be making per month. And these are all the things that you can do. So you can get in with that, um, free at this point.

Lee Kantor: And so you just go to the website station dot page.

Cam Pritchard: Station dot page, go check it out. Very simple. It’s really fun as well. Like if you’re if you’re curious and you got a show, you should just you should just have a look and see what’s in there. I mean, we’re we’re building this platform to support people to get a lot more out of their show and build it into a business. Um, but there’s there’s a lot of valuable insights that we’ve generated, um, with AI, uh, to help.

Lee Kantor: Yeah. And if you have a show of any size, you can go and check it out. Um, but if you have a show of some size, you should definitely check it out.

Cam Pritchard: Absolutely. And if you’re if you’re really passionate about creating content and you don’t want to go to advertisers all the time, and you know that because that keeps a lot of creators up at night, um, we can help, uh, we, you know, we we work with a bunch of advertisers, and we, uh, we’re really there to support your, uh, your show, to go and find great sponsors that are going to last with you.

Lee Kantor: Good stuff. Well, cam, congratulations on all the success. I know you’ve been working on this for a minute, and, um, it’s great to see you getting traction and taking this to a new level.

Cam Pritchard: Thank you so much, Lee.

Cam Pritchard: Great to great to chat again and really appreciate you having me on the show.

Lee Kantor: All right. This is Lee Kantor. Uh, we’ll talk to you next time on High Velocity Radio.

Tagged With: Cam Pritchard, Station

Raymond (RJ) Grimshow with ABLE Leadership

October 20, 2025 by angishields

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Houston Business Radio
Raymond (RJ) Grimshow with ABLE Leadership
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RJ-GrimshawRaymond (RJ) Grimshaw is the Founder of ABLE Leadership and former CEO of UniFi Equipment Finance, where he scaled the company from $14M to $250M. A recognized expert in intrapreneurship and business growth,

RJ now mentors leaders on how to think like owners and use AI responsibly through his platform, The AI CEO. With decades of experience and a certification in Financial AI, RJ continues to shape the future of leadership with clarity, strategy, and impact. BestTheAILogo-RJGrimshaw

He holds financial AI certification from Upstart and continues to write, teach, and serve the industry with a steady hand and clear voice.

LinkedIn: https://www.linkedin.com/in/rjgrimshaw/
Website: http://www.theaiceo.ai

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is RJ Grimshow, founder of ABLE Leadership and the AI CEO, a recognized authority on entrepreneurship. We’re going to talk more about that in a little bit. And business growth. Rj spent a decade as CEO of Unify Equipment Finance, where he scaled the company from 14 million to 250 million by focusing on execution, team development and long term value. Now, through his leadership programs and AI expertise, he mentors Towards executives that think like owners, and to leverage artificial intelligence responsibly to scale what matters. With a financial AI certification and years of hands on leadership success, RJ brings a clear voice and practical strategies to the future of leadership. Rj, welcome to the show.

RJ Grimshow: Wow, thank you for that introduction. Uh, I better compliment my bio writer, which is ChatGPT in regards to that. And uh, makes me sound, uh, you know, I’ve been blessed enough to be surrounded by amazing people, uh, in every team I’ve worked with, which is driven all the success that I’ve been able to be blessed with. Um, and it doesn’t stop. I mean, we’re in a time right now that a lot of business owners are facing either excitement, uh, in terms of what the future looks like or uncertainty. So, um, I feel it’s a good time for, you know, people like what you do and the people you surround yourself with. And what we’re trying to do here at Able Leadership, it’s much needed, um, for the for the society that we all, we all live in.

Trisha Stetzel: Yeah, absolutely. So you want to give me a little bit of background on RJ? Who are you as a human being? And then let’s jump into able leadership.

RJ Grimshow: Sure. I was fortunate enough to be born into, um, somewhat entitled into a family of entrepreneurs. My dad owned his own company. My grandparents on both sides of the family. My grandfather owned a soda distributorship in Massachusetts. My grandmother on the other side had many florist stores. My uncle was an optician. He owned three locations, and this was back in the 70s and 80s before you saw, you know, mass consolidation. So he was a leader in that. And I started my first company at 23. Uh, crazy enough, my dad actually bankrolled myself and my brother into a bar restaurant, which, looking back. Oh, wow. Dad, I don’t know what you were thinking putting a 23 year old in a bar. But the good news I was married because I was actually in the military, in the Air Force, which was the best thing that ever happened to me. Uh, because the Air Force, you know, really taught me discipline, teamwork, how to serve your country, why we serve our country. And it really laid a foundation for me to enter into or entrepreneurship or entrepreneurship. See, I’m already confusing the two. Trisha. Um, and then by the age of 30, I fell into corporate America by accident. Unfortunately, my dad died at 61 from a massive heart attack. I turned 30, I already had two boys at the time. I started young, and I had a hard decision to make. Either. Do I want to go into a safety net of corporate America with benefits and things of that nature, or do I want to continue on this entrepreneurial path that we’ve been successful doing? And I made the decision, uh, to go into corporate America, and that’s where I found the term entrepreneurship.

RJ Grimshow: Uh, I started an individual contributor and 15 years later worked my way up again, being surrounded by a lot of great people. Lucky at the right time, at the right place, and also being extremely proactive. So many. Um, I don’t want to sound, um. We all control our destiny. We all control our careers. It doesn’t matter if you’re in corporate America or working for yourself. And so many people forget that, that we are in control of our future and where we want to go might not be a straight line, but I knew I wanted to get to become a CEO. I from the day that, you know, high school, I would tell people, what are you going to do? I’m going to be a CEO. I don’t know what, I don’t know where, I don’t know what kind of organization, but I know that I want to, uh, and it wasn’t about the title, it was more about leadership. And, uh, in regards to that, today is a somewhat of a special day for my family. Um, over the last three weeks, both my sons, uh, Tyler, who’s 31, and Trent, who’s 26, both have accepted an assistant coaching positions at the college level, the collegiate level.

RJ Grimshow: Both of them played college hockey. But it’s crazy to think within three weeks of both of them being offered full time assistant coaching positions at the college level one in Minot, North Dakota, and the other one in Middlebury, Vermont. So leadership has always been part of, you know, our core. Beliefs and standards. And it doesn’t come down to title. It’s just the way that you interact with other people. And it starts with your interpersonal in terms of leading yourself. So sorry for the long winded answer on who is RJ, but kind of gives you a backstop. And then my other passion is just business. I love the art of business. I love the science of business. I love just just taking the macro view of a business. The E-myth is a fabulous book that every entrepreneur should have to read of working on your business, not in your business, because we’re all guilty of that. At, and I just love taking a step back and working with business owners to understand and try and see around the corner before they can. Sometimes I’m right, sometimes I’m wrong. But that’s the fun of it. And the art of it is making that educated decision of what the future might look like. And that’s right. Now is a critical time. Um, a lot of those decisions.

Trisha Stetzel: Yeah, absolutely. So, RJ, I you didn’t talk specifically or use the word mindset, but I heard you say, uh, being in the right place at the right time. And your boys, um, Tyler and Trent taking on those leadership responsibilities, just something about them. And I think the energy and the mindset that you put out there is so important. So that’s my perspective. What’s your perspective on the energy and the mindset that we carry around with us, and how it correlates to good or bad leadership?

RJ Grimshow: Yeah. I um, everything is around energy. You know, I’m a big Pete Carroll fan. Uh, who’s now the head coach of the Las Vegas Raiders. And and Pete is a high energy. And when I used to coach youth hockey back in 20, I’m going to date myself here. I think it was 2010. Maybe his book came out, uh, compete. Uh, and I had my coaching staff at that read. It wasn’t even corporate America. It was a coaching staff. We’re coaching 15 year olds. But my point being, energy, it all starts with energy around leadership. And energy isn’t about being the loudest or the rah rah, but it’s the energy and the passion that you bring to the task at hand in terms of who you’re leading or what you’re leading. And more importantly, focus on the people within the team and the organization. Relationships are everything now, um, and I learned the hard way. I was at times transactional over my career. I’m not going to you have to be self-aware in order to improve. Um, but the world that we live in now, today, The meaningful, fruitful relationships that will give you more than the transaction is when you form that relationship with. I don’t even want to say like minded people because the world that we live in today, you have to understand everyone’s point of view and then make a conscious decision if it fits into what you’re trying to build within the ecosystem of your business, if that makes sense.

Trisha Stetzel: Yeah, absolutely. No, I appreciate that. So from the mindset has to be straight. You have always known what it is that you wanted to do. You’ve taken unify equipment finance from 14 million to 250 million. Besides having the right energy and mindset, what are the other key leadership decisions and practices that really made that transformation possible?

RJ Grimshow: The true growth really came when we built out our management team. Um, and what I mean by that is we grew from 13 to 30 6 to 70, and at that 70 plateau range is really where we made some great investments in bringing in key individuals into the organization and allowing them to do leverage their superpower within the discipline and the organization. So what I mean by that is, in our world, you have, you know, operations. So a real strong CEO that’s really focused on processes and understanding processes and the ins and the outs. A credit portfolio manager that understands their their role, customer service, the key thing, and this is a great segue though into that is the term entrepreneurship. I started learning and teaching around that topic back in 2010, 2011. And there’s characteristics that you can look for in individuals when you’re hiring them or bringing them into your organization, that when you identify these individuals, you know that they’re going to have discretionary effort because they are wired a certain way. And most entrepreneurs are very resourceful. They’re life learners. They love learning new things, which means that they’re going to stretch themselves. They’re very resourceful, so they can figure out influence things without, uh, the capital per se, and or the direct line of hierarchy of leadership in the organization.

RJ Grimshow: But they can influence people. And as soon as we had those that those team members in place, as well as the culture of idea sharing, the whole idea of entrepreneurship is 75% of your front line workers. Your employees have ideas and best practices to make your company better. However, as business owners and leaders, we don’t provide the proper vehicle for them to share those ideas and be rewarded for sharing those ideas. So when you’re able to formulate that and it starts at the top in terms of your communication as a leadership team that we want ideas. It fosters everyone feeling they own a piece of the organization and the processes and their voices are being heard, which today is so critical for people. People just want to be heard. They want to feel valued. They want to feel they’re part of something bigger than just showing up and going through the motions. And people you can attract higher caliber talent, people. And guess what? It’s not about pay. Pay is important, but it’s more about feeling part of a community and part of a team that their personal beliefs are aligned with the company’s beliefs. And that’s critical for any entrepreneur.

Trisha Stetzel: Yeah, absolutely. Okay, so if you guys didn’t catch it, we’re talking about intra preneurs, which are these growth minded leaders inside of a bigger business, right. Yesterday when you and I had a conversation, I was very interested in that. You want to dig around in that just a little bit further, RJ? Sure.

RJ Grimshow: Yeah. So an entrepreneur is a individual that works in the confines of an organization but has the mindset of the entrepreneur. I did not know what that was, but I went into corporate America as a 30 year old, just thinking the same way that I did the last ten years of owning a business. Also, then taking the discipline from the military, from the Air Force before that, and just thought that was the normal, just the normal way of behaving in terms of corporate America. You figure out ways how to do things, and that’s the way I was brought up. So I was blessed, fortunate enough. And it starts as an individual contributor in sales. And that’s what I was in. So rookie of the year, top salesperson, top salesperson. And then all of a sudden you can it leads into management. Unfortunately corporate America that’s the normal path sometimes is they take we take high achievers and we put them into leadership roles. But I knew at that time that’s what I wanted to do. I wanted to be a manager, a leader, a coach. I’ve you know, I grew up again in that family and I saw that. So it was just naturally in me. But then I found I read a book by Tom Peters who’s a brilliant, brilliant gentleman who wrote a lot of books in the 80s and 90s around leadership.

RJ Grimshow: And that was when I was introduced to the term entrepreneurship. And when entrepreneurs can self-identify as an entrepreneur, you see their confidence level go up tremendously, and they understand what they’re doing and the value that they’re bringing the organization. So they lean into it. And that’s what I did. And the beautiful thing about being an entrepreneur, I like to expand on right now, if you’re listening to this, uh, or watching on YouTube and you’re debating on going into business on your own, but you’re in corporate America right now and you don’t want to give up the safety net of corporate America, and probably is a wise choice right now in the economy we work in and the world. Go find the job that is similar to what you want to start in your business and be paid to learn how to run that type of organization. I’ve had people push back and say, isn’t that stealing from the business owner when you when you are going there just to learn and then maybe go start your own. Know what I said was go add value. Learn we’re not stealing anything if it’s proprietary. No, we don’t take that. But learn the behaviors and learn what the day in the life of. Before you have to write a check, okay. To start that business, to ensure that you like it.

RJ Grimshow: And guess what? You might like the company end up staying there and becoming an entrepreneur there without writing the check, and have amazing success. Because entrepreneurs will have success in their roles. And their compensation, of course, will be in correlation to that success because they’re bringing higher value to the organization, which at the end of the day is all around revenue. It’s about bottom line revenue. Um, so that that’s why entrepreneurship, we look at organizations and we we identify team members as really functional, which is 80% of everyone that shows up within an organization, 20% are vital. Your intrapreneurs are your vital you. You don’t want all vital employees, because that means that no one’s focused on the day to day of running the business, the functional, because they’re just as important. But you want the vital who are always looking and striving and looking at everything within the organization. They understand the inputs and outputs, and they naturally do this on their own. A leader isn’t telling them, hey, go learn this, go learn that. And I have a story to exemplify this or example of this at Unifi. I had a young program manager that identified as an entrepreneur multiple degrees sports Athletics. He he had it all. I mean, just well rounded but more importantly, energy that we talk about before he had a lot of energy, passion, energy of becoming a better version of himself.

RJ Grimshow: He came to me and said, hey, RJ, I believe that we need an online portal for our clients to make payments. At that time, this was 2014 and we’re just really taking off, and my focus was on other areas. And I said to him, I said, well, Tyler, I believe I’m not sure I haven’t done enough research. We don’t have anything in the budget allocated for that this year. It was right right around August time frame. I said, but if you want to take and run with this and keep, you know, you still have to know what you still have to deliver on your objectives, your other objectives. But if you want to take this in your spare time and push this along, I’m all for it. I’m a huge proponent of this, and this was really before we started the whole what I call the EOS entrepreneur operating system within Unifi. So this was early on, one of our first use cases, PaTrisha, within four months. And I think our cost, the capital outlay was maybe $3,000. He had an online portal built out leveraging our IT department, leveraging an outside service provider. And now Unifi process is close to a quarter million dollars a month of monthly payments for our customers.

Trisha Stetzel: Wow.

RJ Grimshow: You just had to allow them the opportunity to say, I’m focused up here working out. Not that I’m more important, but I’m I’m trying to do direction and things of that nature, and you’re tactical. And if you can drive this forward without the resources you’re going to influence and things of that nature, then let’s do it. And he was successful doing it. Now here’s the downside of an entrepreneur. If there’s one negative. If you can’t fulfill the entrepreneur’s curiosity of what’s next for them in the organization, unfortunately they’ll leave. And Tyler ended up leaving. I could not fulfill that. But I’m okay with that because at at that time, um, he wanted more. He also was an attorney by trade.

Trisha Stetzel: Okay.

RJ Grimshow: So he wanted to follow that. And that’s what he does now. He practices law.

Trisha Stetzel: That’s amazing. So for those of you who are listening, who are on the edge, because I know there are a lot of you about wanting to open your own business and get away from corporate. There are actually ways to embrace that entrepreneurial spirit that you have inside of the position that you hold today, which is intrapreneurship. If you’re in the right space, if you’re in the right space, and you can also help others be in that entrepreneur mindset if you’re still in, um, bigger businesses, right? Or you can help them.

RJ Grimshow: I love to expand on this, too, Trisha. Uh, yeah. Let’s go. Now, there’s a lot of people, and I know this is a business focused podcast, but in the same respect, you you have a lot of high achievers, and maybe they’ve been downsized recently. Maybe they’ve been, you know, maybe they’re just not happy. And they had enough. And they said, I can’t take this anymore. You know, there’s really this is just our opinion. There’s a couple of things that you could be doing as you go enter into the job market. Or if you’ve been frustrated by trying to be in the job market. Take some time today or when you’re listening to this, learn around the topic of entrepreneurship. You can Google it. There’s all kinds of papers, YouTube videos, things of that nature. And it’s about mindset. Add that to your resume that you have you’ve identified. Now if you’re not, if you don’t identify as an entrepreneur in terms of the characteristics, don’t list yourself as an entrepreneur mindset. But you’d be surprised if you added that to your resume. Okay, your likelihood of an interview will go up tremendously. However, you’re going to have to talk around that topic and give examples of that when you identify during your during your interview. The second thing. And I and and you, you mentioned this earlier, is AI. Focus on learning how to prompt how to drive the LMS. And you can reach out to me at RJ, at RJ Grimshow Comm. I can send you an ebook that shows you how to prompt and then add that to your resume.

RJ Grimshow: And there’s several free classes on LinkedIn, on several other, you know, YouTube things of that nature, and start learning around how to leverage AI. Just subtly learn how to prompt learn the differences between ChatGPT Claude Gemini just from a high level. Again, you’re going to take your resume and it’s going to go up a notch because you are leaning into what the future looks like and understanding it. I gave this advice to a young girl that just graduated college. I said, what are you doing with are you dabbling with AI? She goes, oh no, I, I’m not doing anything with it, which is normal. People are busy with their life. I said, and she was looking for a marketing job. I said, hey, I would I would press you tomorrow as a Sunday, on Monday to take a couple hours. And this is youRJob now because you don’t have a job. This is youRJob. You’re going to study AI for a couple hours. I can send you some videos and then do exactly what I said to do. List it on your entrepreneurship. Because she was an entrepreneur. Two weeks later she had a job, full time job, marketing department, dream job. Just subtle changes. Now, I don’t know if it was that or not, but in the same respect, it makes me feel good. And and at the end of the day, she’s fully gainfully employed and and is extremely happy. So my point being, you have to think a little bit different in the world that we live in today.

Trisha Stetzel: Yeah, absolutely. So, um, I do want to tackle and go a little bit deeper in the AI space. But first let’s talk about able leadership. So RJ, what is it that you deliver under able leadership.

RJ Grimshow: So able is a framework that we leverage enable stands for analyze, build, leverage execute. And it’s a continuous circle. So if you’ve heard of EOS. Gino Wickman traction everything’s a there’s a lot of frameworks out there. And I would recommend that any entrepreneur have some type of framework. When you’re running your organization, which is your it’s really your operating system. I mentioned entrepreneur operating system either earlier EOS, which is not the Apple EOS. That’s why I do not use that, of course, because it’s trademarked things of that nature, but it’s an operating system that leverages able. And when I say able, again, if there’s an idea, we’re going to analyze the idea or if it’s an issue, we’re going to analyze it, and then we’re going to make a decision to build around that, to fix it, we’re going to leverage the process and then we’re going to execute. And that’s a continuous life cycle of every process within any organization. And it’s a mindset that plays into your abling the team members to do theiRJob, to make the ecosystem and the culture within the organization high achieving. And if you’re always analyzing from an able mindset perspective, it just naturally happens. It’s a muscle that you work that just naturally happens over time because intrapreneurship is just not an initiative. It’s an operating system and mindset, one for the individual in the company and two for the company overall. And now you layer on AI as a resource with a model to do deep research and expedite and speed things up for individuals. And you’re an entrepreneur. Game over. I mean, it’s it’s it’s a magic, powerful combination of human element because at the end of the day, AI is as good as the human that is driving it. Simple as that.

Trisha Stetzel: Absolutely. All right. So then let’s dive into the AI CEO. I mentioned it a little bit earlier and you just started talking about you didn’t say the intersection between humans and AI, but there is right where the two come together. So let’s talk a little bit more about the AI CEO and what that looks like from a responsible use of AI.

RJ Grimshow: Yeah. Great question. And you know, you mentioned earlier, you know, AI expert or guru I’m far from that. I my buddies, you know, tease me all the time. I said no, I said the reason why I went in, really why I started leaning into AI is because I know as a business leader, you do not have the time to drink out of a fire hose and the information just gets faster and faster and faster. So if I could go and learn. Learned. Not as a data scientist, but learn from a business operations perspective and take that knowledge and then share it with my clients. Okay, that’s my goal is to be your ears and vetting opportunities and having cutting through the noise to say no, this is where we want to go. Or have you thought about this or have you thought about that? Because where companies are getting in trouble right now with AI, when I say in trouble, it’s not delivering. What they expected is from a foundation perspective. If you are a poorly run business before, AI is not going to fix you. If anything, it’s probably going to hurt you because you’re hoping that it’s going to do things that it can’t do. And if you’re a well run business before with solid mission, vision, values, operating system, everything that goes into a strong business, those are the organizations who are already using AI. They’ve been using AI, and you can use it in different capacities, either from automation to content to ideation to, um, you know, reviewing of data to manual, you know, just manual, um, tasks that you’re doing in your organization. Those companies are using it because they had the foundation built.

Speaker4: Mhm. Mhm.

RJ Grimshow: And to take a step back I talk a lot around strategy. And and there’s really we’re great planners. I’m guilty of it. I can plan like there’s no tomorrow. I mean I can, I can list and cross off and do everything. That’s not strategy. Strategy when you’re having a true strategic conversation as a team or an individual, if you’re strategically thinking you’re going, you will feel if you’re doing it right, nervous anxiety. Because now you’re talking about the future of Blue Ocean and trying to lay out a strategy of using tools that you might not know about today, but you know they’re going to be delivered in the future. So what I how I coach and consult our clients is everything starts with the foundation and we’re going to go backwards before we go forward. And it’s going to be uncomfortable because there’s going to be a lot of questions asked, a lot of evaluations, and really getting to the crutch of what you do and how you do it. But as soon as you I have a buddy that he he wrote a book, Burn the ships. You know, he burnt his down and built it back up. And so many entrepreneurs do do that. I’m not saying burn it down. Let’s take what you have and enhance it now by layering, taking the foundation and now layering on where we can leverage AI. Is it automation? Is it data? Where can we leverage it and then provide you the right tools? Either self-built because a lot of these tools can be built now very inexpensively with some some knowledge and education? Or do we just, you know, um, bolt on to Salesforce and Copilot, Microsoft Copilot and the big manufacturers are already delivering AI to us already.

Trisha Stetzel: Yeah, there’s a big difference between planning and strategy. I’m so glad that you brought that up. I know it was something we talked about yesterday and didn’t tackle here, so thank you for circling us back to that. So as we finish up our conversation today, my last ask is if you could leave the listeners today with one piece of advice on how to adopt that entrepreneurial mindset in their own careers or their businesses. What would it be?

RJ Grimshow: Be proud of who you are. You. You’re most likely the person in the organization asking why a lot of questions. You’re that you’re that doer that just is going to roll up your sleeves and get things done. But also you have that secret power of strategic processing, too, because you understand the ins and outs of every process. So first self-identify and then just start listening to videos around entrepreneurship. A lot of it’s ideation and new products that I focus more on the ideation around how we improve our current business. Then we focus on ideation and new products. Like I gave you example before earlier of Tyler. Maybe that wasn’t a product, but it really was an investment towards a product per se. So there’s two. And if you identify as an entrepreneur. Leverage that and be confident of who you are and lean into it and be proud of it and tell people and educate other individuals. Because if we can get entrepreneurs that are self-identifying, we’re only going to make corporate America or America or businesses better. Okay. And I’m all about the small person. No disrespect. If you work for a big company. Been there, done that. I’m now about to I want to help the SMEs and the my definition of SMEs is a company with 20 or less employees. You know, if they’re in the community, they’re they’re making meaningful strides of helping the community. They probably look at a bank at a local community bank. They’re active. Those are the organizations that I love helping. And I guarantee Trisha, probably you’re the same exact way. You know, and again, I’m not knocking big companies. They serve a purpose. But this country was built on businesses like my dad, my grandfather, my grandmother. And we need to bring those back and provide them the proper tools to be successful.

Trisha Stetzel: Yeah, absolutely. This has been such a great conversation, RJ. I appreciate your time so much. Would you please give your contact information for those who want to learn more, oRJust reach out and have a connection with you?

RJ Grimshow: Sure. We have all kinds of resources at the AI, AI, the AI, CEO, AI. We have an ebook. We have a prompting guide. We have some agents that we’ve developed on there. You can start at least looking at at them from around custom agents. Uh, and my contact information is on that website. I’m on YouTube talking about entrepreneurship. You can just Google RJ Grimshow and you’ll, you know, a lot of stuff will pop up in regards to that. Or you can just reach out to me, RJ at the AI, CEO, AI. Um, I respond to all my emails, uh, try and get back to everyone within a day. Um, I have also exercises if you want to see if you would identify as an entrepreneur. I actually have a assessment that I can send you as well, that you can take, and it gives you, um, feedback in regards to your traits and characteristics around that.

Trisha Stetzel: Very nice. It’s fantastic. All right you guys, it’s RJ Grimshow g r I’m s h a w. As always, I will put all of the links that RJ talked about in the show notes. So you guys can just point and click if you happen to be sitting at your computer. If you’re in your car, please wait until you get home to point and click. And again, RJ, thank you so much. I really enjoyed our conversation today.

RJ Grimshow: Thanks, Trisha for having me. I greatly appreciate the opportunity to to have this conversation.

Trisha Stetzel: That’s all the time we have for today. If you found value in this conversation that I had with RJ today, please share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. Be sure to follow, rate, and review the show. It helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

The Platinum Supplier Program and PSP Showcase

October 8, 2025 by angishields

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Women in Motion
The Platinum Supplier Program and PSP Showcase
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This episode of Women in Motion spotlights the Platinum Supplier Program (PSP) and its impact within the WBEC-West community, with guests Vasanti Kumar, Marianne Ellis, and Caryn Kopp sharing insights and experiences. The discussion covers how the PSP equips women business owners to succeed in corporate contracting, helps businesses pivot for greater relevance, and fosters an enduring community among participants. 

The show provides an in-depth look at the Platinum Supplier Program, highlighting how it empowers women entrepreneurs to become “corporate-ready” by transforming their business strategies and communications. The episode features powerful stories of transformation, expert advice on sales and prospecting, and testimonials from PSP graduates who have experienced significant business growth as a result of the program.

Vasanti-Kumar-Regional-Vice-President-WBEC-WestVasanti Kumar is the Regional Vice President at WBEC-West. She is a seasoned supplier diversity professional and the Lead Facilitator of WBEC-West’s Platinum Supplier Program (PSP), one of the organization’s signature initiatives for WBENC-certified Women Business Enterprises (WBEs). With extensive experience helping WBEs navigate corporate procurement, Vasanti empowers women-owned businesses to understand procurement processes, craft compelling capability statements, and develop strategic value propositions.

Traveling extensively throughout the WBEC-West region, she connects directly with WBEs, forum leaders, and corporate partners, spreading the word about the advantages of WBENC certification and the value of women-owned businesses. Her career includes over a decade of experience managing supplier diversity programs, corporate vendor relationships, and large-scale events.

Vasanti is passionate about equipping WBEs with the tools, insights, and direct access to corporate partners they need to succeed in corporate contracting. Her collaborative approach ensures WBEC-West programs deliver real-world impact, fostering growth and opportunity for women-owned businesses across industries and their communities.

Connect with Vasanti on LinkedIn.

Marianne-Ellis-CEO-CEO-Success-CommunityMarianne Ellis has 25 years of experience in marketing, advertising, account brand planning and integration at DDB Worldwide, Quigley-Simpson and External View Consulting Group. Member of the Television Academy. Author Amazon #1 Best Selling Book Women In Business Leading The Way with 13 fellow WBEs.

Past clients include Audi, Volkswagen, Universal, CIGNA, Sea World, KIA, Epson, Wells Fargo, Northrop, Sunkist, Fetzer, Vons, Westfield, SCE, APS. Award-winning campaigns earning Clios, Effies, One Show, Beldings, Pinnacle.

New business success included working to help two national advertising agencies DDB and Quigley-Simpson close $120 million in billing in 18 months. Delivered $3 million in new Energy Industry client revenue. She worked with 50 Omnicom DAS agencies to guarantee the best resources for her clients.

Co-developed and launched two DDB proprietary worldwide branding and planning tools (ROI Group Planning Process and Integrated Springboard). Launched DDB Sales Promotion and Direct/Database marketing practices-30% office revenue.

Using her branding and marketing skills in the Energy space, Marianne has helped launch smart grid and clean energy (solar, wind, energy efficiency) for SoCal Edison, APS and both the State of CA and Hawaii.

Marianne is a recognized environmental expert, founding Green Effie judge and on Thunderbird’s International Sustainability Judging Team for top business schools.

Behavior change campaigns Marianne led – Beverage Recycling, Anti-Littering, Waste Management-Zero Waste, Fuel Flexible Vehicles–all exceeded campaign goals documented in the State Records.

Expert witness in Superior Court on advertising, intellectual property, new business development.

Specialties: Marketing, Strategic Planning, Advertising, Integrated Communications, Meeting Facilitating, Formal Presentations, New Business, Collaboration & Cooperation, Long-term Planning, Client Service, Company Leadership & Innovation.

Connect with Marianne on LinkedIn.

Caryn-Kopp-Chief-Door-Opener-Kopp-Consulting-USACaryn Kopp has been dubbed the Chief Door Opener because she gets her clients “in the door” with their prospects. Many business leaders and sellers say that when they’re in front of the right decision makers they close the sale most of the time, but they just can’t get in front of enough of the right prospects.

Caryn’s team of senior business developers known as Kopp Door Openers find the right opportunities and secure initial meetings for their clients. Imagine how helpful it would be to have someone else do the high level prospecting for you!

Kopp Consulting successfully helps business leaders and salespeople get in the door with their most sought after prospects. When the business was in the early years, Caryn was the one on the phones for her clients, helping them find opportunities, piquing the interest of hard to reach decision makers and getting her clients in the door.

For this reason, she has been dubbed Chief Door Opener®. One client has had 73 meetings, closed 10 new customers (so far) and says the Door Opener Service contributed over $5,000,000 incremental revenue. Another client closed $773K with $2MM in the pipeline in just a few months.

Connect with Caryn on LinkedIn.

Episode Highlights

  • The PSP’s evolution: Originally a one-day workshop, PSP expanded to provide ongoing, in-depth support including sales, prospecting, and pitching strategies specifically tailored for working with major corporations.
  • Transformative participant stories: The program helps business owners, such as one who pivoted from a government-centric business to a vibrant corporate-facing brand, experiencing substantial professional and personal growth.
  • Focus on “corporatizing” and “productizing”: Coaches guide entrepreneurs to speak the language of large corporations and package their services for maximum impact, using practical vision exercises for long-term growth.
  • Sales “blind spots” uncovered: Participants learn to identify and overcome common obstacles in their sales process—like misaligned focus, under-qualifying prospects, and not dedicating enough time to outreach.
  • Lasting community and ongoing support: PSP alumni stay connected well beyond the program, supporting new members and maintaining a sense of camaraderie that extends into ongoing business opportunities and mentorship.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here with Renita Manley. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. And today is a very important day because we are spotlighting the Platinum Supplier program and PSP showcase. Renita, you have put together a very important show today.

Renita Manley: I have thanks, Lee. So we have on with us today Vasanti, Marianne and Caryn, but what I want to do is allow each of them to introduce themselves in that order, talk about what they do and how they contribute to the PSP program. And then after that, Marianne, you’re going to tell us what that actual program is all about. So let’s jump right into this. Vasanti, thanks for coming to the program.

Vasanti Kumar: Thank you. Renita, I’m Vasanti Kumar and I am the VP of Community Development and Engagement. I’ve been in my role as VP for the year about a year and a half, so I’m excited. And I have about 20 years in supplier diversity from MGM resorts background. And I am excited to have you guys on the PSP program and joining in,

Renita Manley: Marianne.

Marianne Ellis: Hi, I’m Marianne Ellis, the CEO and co-founder of CEO Success Community, and our goal is to help business owners with corporate contracting, RFPs and corporate contracting is the fastest way to grow your business if that’s your target space. We also do a lot of work for corporations Southern California Edison, PGE and CDW. And then more importantly, this is year 12 as your platinum supplier lead coach. So we have a wonderful platinum supplier alumni group. If you don’t belong, if you haven’t taken platinum supplier, please listen up because they’re the ones that get the opportunity this December to present in front of corporations and also on their graduation day.

Caryn Kopp: And I’m Caryn Kopp. People know me as the chief door opener. Our company has been in business as of today. This is starts our 27th year. I can’t believe it. And what we do is we get our clients in the door with their prospects for the first meeting. So if you want to work on those RFPs and get the corporate contracting, you need to get the first meeting. How are you going to do that? One way to do that is to outsource the door opening to a professional, US based company who has senior level business developers who represent you, and we get the big doors open. And I am part of the faculty of PSP and have been for, I think, the last 3 or 4 years. And we do a sales intensive.

Renita Manley: So, Marianne, can you jump right in and tell everybody listening what the PSP program is, how it helps babies, and tell us the t behind how this program came all about?

Marianne Ellis: So I think if everyone understood the background, the corporations, major corporations that are part of Webank West asked for the program. In the beginning, when the business owners WB met with the corporations, the supplier diversity procurement teams, um, they weren’t communicating really well. There was a problem, there was a breakdown. And the corporation said it takes us about 15 minutes to figure out what they do. Are they qualified to work with us and what do they offer? And so Webank West, Doctor Pamela Williamson, to their credit, um, sat down with the corporations and said, what is important to you. What’s the key data that you need quickly so that you can qualify each other? And how should they have a conversation? I know we call it pitch, but conversation. So the corporations asked for we. Bankwest doctor Pamela Williamson responded. So the first job of platinum supplier program is to make sure that you have a corporate ready capability statement and a corporate ready conversation. And that is what our main goal is in platinum supplier. Now, it used to be a one day program, but a lot of the business owners, the WBS said, whoa, whoa, whoa, I’ve got the statement, I’ve got the conversation, but now what do I do? And that’s how it suddenly grew into working with them on their sales, their prospecting, their pitching. So that’s a little bit about the why. And now let me tell you the how. So once upon a time we went to the different markets in person, but now we’ve opened it up virtually because we Bankwest is so big, you know. From Hawaii, you know, to, uh, to Reno to Utah that we have two cohorts every year, normally about 22 business owners, and we have, uh, five days or 4 or 5 days of structured information, homework content, bonding, fun to prepare you to go out to conferences and one on one matchmaking meetings. Do you want me to keep going?

Lee Kantor: Well, no. Why don’t we. Why don’t we let Caryn jump in and, Caryn, do you mind sharing a little bit about your take on the importance and the value of this program?

Caryn Kopp: Well, the the value of the program, I would say in one word is preparedness. That’s what I’ve seen with this. It takes people who have a wonderful idea and a really good business, and it takes them to a higher level of preparedness to not only interact with, but close business with these major corporations. Working with major corporations is very different than working with tier two. It’s very different from working with the middle market or even smaller. And and especially when it’s just projects versus a relationship. And what I’ve seen this program do is it provides the information and the exercises for the, the attendees to get to a higher level and be ready, very ready to interact with the corporates.

Renita Manley: That is very true. You know, I actually sit in on this program from time to time, but I’m more so behind the scenes working on the projects, the capability statements that are coming in, and I can see the improvements happening with each submission over and over and over again. It’s always fantastic. But I want to ask you this question. Um, I know the PSP curriculum is known to be both challenging and transformative, but what are some of the key areas participants learn about during their time in this program.

Vasanti Kumar: They learned that, um, sometimes what they’re focused on is not really what their key business is. And then in this class, we have discovered that, hey, I’m good at this too, or this is something I can add to my business. And it’s actually moving with the times, because when I started this business ten years ago, it’s not current anymore. Maybe there’s something else that I can do. And that brings in more profit for us. Just the growth that happens with them, the confidence that they get and the synergy that happens with each other. Corporates are great, um, resources. But it’s it’s the synergy that happens with all of us and that growth that happens. And we spend about 5 to 6 weeks with each other. So you get to know each other. And then there’s a special group that happens. And Marianne will attest to that. When we see each other, it’s like, oh, I went to this program and you become a special group like and it just naturally happens. So I think it’s the growth that happens. It’s the, um, learning about yourself, learning about what I’m good at and learning about leaning on other people. And sometimes we don’t lean on other people and we go, you know what? That person’s good at that. Let me take that advice and work on it. And sometimes you work in your own silos and, and, um, it’s great to have that platform to, to come to.

Marianne Ellis: It’s been really.

Renita Manley: You mentioned something. Oh. I’m sorry. I’m gonna jump right in here.

Marianne Ellis: I just wanted to compliment.

Renita Manley: Go ahead, Marianne, go ahead, go ahead.

Marianne Ellis: It’s been really fun. This last year, Vasanti was leading the group, and, um, it was. She has such a great buyer. Headset. So as they were going over their capability statements, and we give you three, almost four times to improve it, and then in the end there’s a beautiful book that we Bankwest creates that the corporations keep. It’s a flip book and I use it when I go back when I have, um, corporations asking me for referrals. But what’s really important is Vasanti was really able to say for my buyer ear. That doesn’t sound you know, that doesn’t sound strong enough. That’s not challenging enough. And we always talk about can you justify the cost of change? Right now, all the corporations have most of the services and products that you’re offering, unless you have the brand new iPhone. But, um, what’s really important is how are you saying it so that it will tickle their ear to bring you inside to meet with the buyers. Because supplier diversity is like your concierge, they will give you information about the company, and they will tell you about when your particular category of spend will come up for bid. They can tell you what is important in terms of deliverables and requirements. And we really encourage all the business owners to take a look at how buyers speak, go on their LinkedIn, read how they talk about what they do. You may not be using the right language. And that goes back to the confusion that happened at the beginning before platinum supplier was born.

Renita Manley: So I was actually going to pop in and talk about that. Marianne Vasanti just mentioned that one of the most transformative aspects of the program is, is when a baby comes in with the capability statement that’s not even no longer relevant to their current business. So between Vasanti and Marianne, the both of you can you can tag team on this question and answer. Can you create an example or give me an example of a capability statement that no longer was on brand with their actual business, and how the PSP program transformed it? Maybe without being too specific, you can make up an example or give a real life example.

Vasanti Kumar: So we just I don’t know if it was the last class that we were in Marianne or it was a previous one. Um, and the person worked strictly in government, so her capability statement was very black and white, very lots of information and just very plain. But that’s government based. So because she did government funding and in that realm she had to pivot to to change her capability statement. So that attracted the corporates. And it was a challenge because I think Marianne and I both were challenged with that. But the but the end result was that we had transformed her and pivoted her, and even she started wearing brighter clothes. She started changing her personality to fit the company that she was pivoting to. And it was we didn’t know that was going to happen. And then I’ve just recently caught up with her, and she brought an idea to me, and I was able to help her with that idea. And I think that it just opens the door for they feel more comfortable to come and talk to you and go, hey, can I have a one on one with you? Be honest with me and I’m coming with this idea. What do you think? And so I think that her pivoting from the government sector to the corporate sector is a totally different ball game and it was challenging, like I said at times. But we, um, helped her and then to see the end result six months later, um, is positive for me. So I think that that to me, even if I helped one person in that program, which I know we’ve helped several. Marianne, but that was that was a big one for me. Um, I don’t know what what your thought is, but, um, what was your.

Marianne Ellis: I know exactly who you’re talking about. I think it’s good that we keep that confidential, but, um, I wanted to throw out two concepts to anyone that’s listening right now. One is Corporatize and the other is Productize. And that’s what we do going through Platinum supplier. We help these business owners make the jump to corporate money, corporate bidding, corporate revenue. And so exactly what Vasanti was just describing. We help this one WB jump from government to corporate and making sure that she was ready for her corporate sell, which is why Vasanti and I started starred in the beginning, and then Karan comes at the end to make sure that what we’ve got in that capability statement in the pitch, she can use for door opening. So it is perfect timing that we go first. Then Karan comes and closes it out, so to speak, with her door opening. But the second example I wanted to give you was of a WB. I think this again is going to spark your memory. Vasanti um, she did work for the prisons and the jails, and she had an amazing program that targeted the family and rehabilitate. And so some of her programs, she was wondering could she make the jump to corporate? So we were productizing it so that it wasn’t about the jail system and the prisons. It was more about corporations and the stress, and what happens when workers can’t focus on the business and they’re distracted from critical issues.

Marianne Ellis: And she was just like, she was literally we have people in platinum supplier cheering, crying with happiness. I mean, she was like hugging Vasanti and I through the virtual zoom. But this the corporatizing is can you speak corporate language? And productizing, especially with service based business, you know, if you’re not selling a sock or you’re not selling something tangible, but you’ve got a service, we also help you create labels, titles, and productize your business so that you can have a menu. I call it the McDonald’s menu to go to corporations. So um, and we also talk about vision. We ask you, this is one of my most favorite things, um, ten years from now, if you got to put your face on the cover of any magazine of your choice, uh, could be wired, could be Forbes, what would be the headlines and Subheadlines? And what would you say about your company and your leadership and your business ten years from now? And that is something that CEO success community, we developed that a long time ago. We have brought it into the platinum supplier. And I literally have business owners that have said to me, I did it. I didn’t get on the cover, but I got inside the magazine. So we are also empowering you to have vision.

Lee Kantor: Now, going through this process and getting this kind of coaching and, um, it the value of it is beyond just this one, the PSP. Right. This affects their whole kind of business, the scope of their vision, the vision of their business moving forward. Is there any kind of do’s and don’ts you would recommend? Somebody who is going through the program maybe didn’t showcase but would get value. So what are some of the the takeaways, uh, that anybody listening could benefit from some of the coaching that you’ve given at, at these events?

Marianne Ellis: Um, Caryn, you want to take that one?

Caryn Kopp: Yeah. Yeah, I’ll, I’ll pop in on that. I mean, I a lot of what we talk about on the sales day that I do are the blind spots in the sales process that keep people who deserve success from the success they deserve. And some of the blind spots are kind of surprising for people. So, for example, uh, there’s homework that’s given out before some of the sessions, and Mariana could be all the sessions, but at least there’s homework before my session.

Marianne Ellis: Oh, there’s a lot before mine. Yeah.

Caryn Kopp: And so some of the things that people are filling out, uh, for the sales day is how much time they’re spending proactively going out there to get these first meetings. On average, how much is a deal size or how much is a new client spending with you yearly? And what’s really interesting when I put those two pieces of information was just a few of the pieces of information together is that somebody might spend maybe an hour or two hours pursuing their best prospects, and yet a new a new client might be worth $1 million for them. So my question to them during the class is, if you want more clients and you wouldn’t be here if you didn’t, why aren’t you spending more time pursuing the clients that could be yours. And that’s it’s all these light bulb moments that are going off. Another one that we talk about is that not every prospect that that has a problem you can solve is going to spend time and money to solve it. So if you can research ahead of time and figure out which prospects are most likely to spend time and money to solve these problems, you can focus your efforts on prospects that are more likely to say yes, therefore making your sales process more efficient.

Caryn Kopp: And I dive deep into examples of how people can find that out before they spend their energy reaching out to prospects that may never say yes. And this is also a blind spot sales messaging. We dive deep into sales messaging. And you gave a couple of examples before. But on the sales day we dive even deeper as to how a phrase can be meaningful to one person and meaningless to someone else. And it only the only thing that matters is how it lands for the person who hears it. So how do you make your sales messaging more deliberate? Another blind spot is that the sales messaging and marketing messaging are not the same thing, and people will spend time on their marketing materials and then not spend as much time as they need to on the spoken word, which is all about the, the, uh, the day with the corporates and what they’re going to say to them, that’s really going to make an impact. So I think that focusing on the blind spots, pointing them out, what can the what can the participants do about that to bring the blind spots out of the blind and fix whatever might be preventing them from getting to the next step? It’s a big part of the program.

Marianne Ellis: I wanted to point out a couple of other things too. And I think we really open up these business owner, these eyes. And I watch as Vasanti is pointing out things to them and they’re.

Vasanti Kumar: Like, wow.

Marianne Ellis: I never thought of that way. But, um, it’s these are some gifts that you’re going to get when you sign up with the platinum supplier program. Number one sales goal setting. We ask you, what is your goal for the year? So let’s say it’s $1 million. And then we ask you, what is the average, um, annual revenue that you get from that client. So let’s call that 100,000 is when you win a new client. And then we say, okay, so it’s $1 million. 100,000 is your average client. That means you need to close ten by December 31st 2026 2025. Excuse me. And then the shocking part and I have never not worked with a business owner that had enough prospects, right. You should times it by seven, so not ten. You need at least 70 in your pipeline. So most business owners don’t have enough prospects qualified in their pipeline. So that’s number one. We teach them. How many prospects should you have. Number two, we teach them a concept called suspect versus prospect. So when I dived into new business, I had to find $11 million on invoice between March and December of that calendar year when I worked for this company. And in doing so, I became very targeted, who was really a prospect of mine.

Marianne Ellis: And we give you a criteria. This is a prospect and who’s a suspect, somebody that just wants to chat but is never going to buy you. And last but not least, the drip five plus we have you leave the platinum supplier program with at least five outreaches because 80% of all sales are closed between the fifth and the 12th. Business touch, according to the National Sales Association. I found that in the very beginning when I was working on Platinum Supplier and I was speaking with Disney and Amgen and we were being sponsored by Webbank West. But a lot of people, not only do they not have enough prospects, they don’t have enough outreach and qualified outreach. When I was a buyer, I couldn’t stand when someone sent me an email, hey, just checking in. My attitude is, hey, you just wasted my time. So again, we teach you about qualified outreach. Um, so many gifts. Platinum supplier. If you haven’t done it. If you haven’t joined our alumni group, there’s 22 that have signed up already for 2026. So not to give you FOMO, I would sign up today. Um, vasanti. How do they do that?

Vasanti Kumar: There’s, um, I think a QR code that you just scan, and then I think, um, Renita is going to talk more about, um, where that is and where you can do, um, if you want to send us an email, I can send you the link also to. So you can send it to vasanti@bankwest.org, and I will send you the link.

Marianne Ellis: And we only do two a year. So if you’re a platinum supplier graduate, there’s also some news this year for the showcase in December that we’re going to want to have Vasanti talk about. But if you’re a platinum supplier graduate, you can apply to present your company in person. So if you’ve been through the program with Caryn and I and Vasanti, you can apply to um, again, they only will be able to pick so many, but you’re going to be able to present in person in December and all the graduates for the first time ever, what’s going to happen? Vasanti in the room.

Vasanti Kumar: They’re all going to get together and have a little Christmas party or holiday party together, because our conference is in December.

Marianne Ellis: Just watch the presenters. So definitely sign up for Platinum Supplier.

Renita Manley: But did you want to give any more specific details about that PSP showcase that’s coming up at the conference?

Vasanti Kumar: They’re going to be, um, be able to be on the stage and they’re going to be showcased. So you get your spotlight of 90s up on the stage, and they’ll be corporates there to give you some feedback. And there’s also, um, it’s just it’s good to practice, you know, and getting out there and getting up and practicing, not everybody has that skill. But then everybody’s going to give you a little bit of feedback, and you might want to pivot or change or or add to or you might spark somebody else’s interest in something. So you never know what connection you’re going to have, but you have to get up and speak.

Renita Manley: That’s awesome. I have a trick question, too. Here’s a trick question. Uh, Marianne and Vasanti, can I have something for you too? But here’s my trick question who should and should not sign up for the PBS? Wow.

Vasanti Kumar: Um, I think all should. I don’t think there’s anybody that couldn’t qualify for that. I don’t think that everybody’s at different stages of their business, and this program can cater to anybody at any stature. So it doesn’t matter if you’ve been a WB for five years and oh, I know everything because none of us do. I know, I don’t know everything. And I learned, I learned from the WB something new sometimes, you know, when I go through these and I know you do too. And we all do. So I think that anyone can actually participate. Anyone at any level can actually even and while you’re in that program, you also contribute and help the other people that are in that program too. So I think you also gain knowledge. You also gain a friendship or a sisterhood that happens there. And then you also connect with corporates. So it’s a win win for everybody. I don’t think there’s a bad choice in that. So sorry for your question, but I didn’t see anything bad in that.

Marianne Ellis: I do have.

Vasanti Kumar: Some.

Marianne Ellis: But I’ll and then I’ll be interesting to hear what Caryn thinks too. After me. Um, first of all, I want to let everyone know that’s listening. Platinum supplier pulls from across the country. Um, it is open across. So we always take care of, um, we and we bank west, but we have had business owners that are Webbank certified from New Hampshire, from Chicago, uh, even from Germany, uh, that are part of Weconnect. So I just want to let you know the magnitude and the success of the platinum supplier program. Secondly, I wanted to let you know that whether you’ve been in business for 20 years or five minutes, we have had both, and they have both gained so much because you can always improve your business. I’ll tell you who, I wouldn’t have signed up for this. If you’re not serious about your business.

Caryn Kopp: I’d use that word.

Marianne Ellis: Serious about growth. If you’re not serious about revenue, if you’re not serious about what we call hasu, hook a sister up and be there for each other. Don’t come. Please don’t come. Um. And the reason I say that is this is such a tight camaraderie. And they also, besides gaining input from Caryn Vasanti and myself, we also provide in the chat. Hey, do you have any suggestions about their capability statement? I’ve seen fellow business owners write subheads or write lines or make suggestions, so it is really sharing collaborative. If that’s not how you roll, please don’t come. Um, and also these all these business owners really they want to grow their business. They’re very sincere. They’re very genuine about that. And so I know that sounds kind of crazy, but I don’t want to get it. I we’ve never had to have anybody. We’ve never had to in the 12 years I’ve done this. Ask someone not to continue. That has never happened. But, um, I just want to be clear about the kind of spirit I hope you will bring when you sign up for platinum supplier. Yeah.

Renita Manley: And it’s intense. It’s intense. If you’re going to sign up for it, you have to be ready to dive deep into your business because you’re going to get quality leadership from Vasanti and Marianne and Caryn. They are going to dive deep into it and it is an investment of your time. Not only is it an investment of your time, but it is an investment of your money and it is a fantastic investment and you really should take advantage of it. I mean, seriously, the quality that they put into the program is the same type of quality that they are hoping to get out of their participants. Caryn, you want to add to that?

Caryn Kopp: Well, I think Sirius was a really good word, Marianne. Marianne and I think that, um, the people who I’ve experienced there, they come prepared. Their homework is done. They’re prepared. They are focused. They are not turning off their cameras and going and picking up other calls. They’re 100% present. They are forthcoming with information for the other participants in the group. Uh, I would say it’s a very caring environment. People, when they discover a blind spot in their thinking differently about something than they did before. That takes a little bit of processing, and I’ve found people to be very respectful of somebody who’s going through that journey in that moment. And so come with an open mind. Also. Right. You may think very differently about your business when somebody makes some suggestions that you hadn’t thought about before. Be open minded. Think about, well, is this going to help my business? Is this going to help me get to a different place? And if so, you may want to think differently and do some things that are differently. I, I have a whole section in my presentation on do it because you can go through and learn lots about sales and lots about the efficiencies and things like that. But if you don’t do it, what’s the point? So be prepared to implement the things that you’ve decided on instead of just leaving and say, that was nice.

Marianne Ellis: Um, Renita, if it’s okay, I brought some quotes from platinum supplier graduates because I wanted the graduates to also be represented in this conversation today. And so And quite a few of these is during your leadership too. So I pulled a couple from from ten years ago, but I also pulled a lot from recently. So so you share in this. So one business owner said we have grown 400% since I started the platinum supplier program. I can’t imagine where I would be without the PSP program. A second said closing more business in just four weeks thanks to PSP. And again, if you look at my testimonials, I have over 130 on LinkedIn. You’ll see who these people are. So I’m actually quoting from LinkedIn. Um, number three, I was in a meeting last week and you were the angel on my shoulder. Your guidance made me pitch my company in a more informative and concise way to the win. And last but not least, digging back ten years ago, taking PSP helped my company and ten years later we are a great success. Wow. I wanted them to speak.

Vasanti Kumar: I wanted to add to that Marianne. Um, this year actually the last class that we did. And we’ve never done this before. After, when the everything had ended, they said, well, wait, what happened? We’re not meeting anymore. Yeah. Um, can we meet again? And, um, I think Mary and I looked at each other, and then I said, well, we can do a debrief. And then it became like an added another week to two weeks added on. And and it was by choice that they wanted to debrief and what they had learned and, um, what had happened after they met with the corporates and things like that. So they brought that all back in. And I think we’re going to incorporate that again. So that gives them they’re not just left out there. They they still want it to be part of this group. And some of them still meet up. Um, from what I understand.

Marianne Ellis: So people that still meet up from years ago. So also as part of the platinum supplier program, after we’re done, there’s a period of about 2 to 3 weeks from when we’re done with the official training till when you were presenting to corporations. So we ask a WB to be the team leader, which is wonderful. And the team leader schedules a couple of zoom calls. They’re not responsible for coaching. I normally pop in again to help out. Um, but again we are trying to get the WBS to bond with each other and feel like. And it’s funny because I, um, I’ve heard them say I’m from cohort 20, you know, 2018 or cohort 2024. And, um, the other thing I will tell you is I know quite a few business owners that have taken it multiple times. So there’s one business owner that came back every year for five years. I think she’s got it now. But um, they there are a lot of returnees. We just saw, you know, one returnee just in your group. Vasanti.

Vasanti Kumar: Yes.

Lee Kantor: All right. So before we wrap, uh, key dates and website one more time. Do you want to take that?

Renita Manley: You got it? Yeah. Vasanti. She’s. She is our PSP lead, so take it away. Vasanti.

Vasanti Kumar: Actually, I don’t have it on me. I’m actually traveling, so. I’m sorry. What is the. It’s on our website. It’s at WWE. And it’s on our calendar there. It’s on our website there. So you should be able to reach out and, um, sign up.

Marianne Ellis: And, and.

Renita Manley: If you have any questions about it, just go ahead and email vasanti. Um Vasanti email address is vasanti. Org and those QR codes that Vasanti talked about earlier, if you’re ever out and about at an event, normally we have these, um, pieces of paper, a little tangible marketing fliers. You can go ahead and scan that QR code, or you can email vasanti to get on the wait list or, um, email anybody. We’ll be back with best. We’re all we’re all ready for you all to come.

Marianne Ellis: And I’ll make an offer if you connect with me on LinkedIn and say PSP and you go into my LinkedIn messenger, I my email box is flooded. So I just always say PSP is a magic word to me. So if you say PSP and you link in with me and you say, I just want to make sure I’m on the list for 2026. I heard there are 22 already. Since we only do it twice a year, you want to make sure that you get on the wait list. And again, you know, we don’t know what 2026 is going to look like for you. But I would say get on the wait list now. Don’t wait.

Renita Manley: Mariannee, Caryn Vincent, you all are my PSP queens. Mariannee, you’re so amazing Caryn Vasanthi I love you all so much. Lee, you got this.

Lee Kantor: All right, well thank you.

Marianne Ellis: Wait a minute. We better do a shout out for Renita. Renita takes care of all the homework.

Vasanti Kumar: Yes.

Marianne Ellis: I give a lot. Caryn gives a lot because we’re serious about growing your business. So again, if you’re serious about growing your business, come to platinum supplier. Renita handles all the homework, puts it on beautiful slides so that we can share during the courses. She answers a bajillion questions. We always encourage them. Please try to figure this out yourself. But if we didn’t have Renita, she is our what? She is our rock. She is our foundation. She makes it happen. So right back at you, Renita. We love you, too.

Renita Manley: Thank you, Mary, and I thank you. It’s here.

Vasanti Kumar: We couldn’t do it without Renita. She is our backbone to this. And, um, she sorts out things sometimes people don’t know how they’re submitting it correctly or information. And she will go back and diligently make sure that it is correct so we can read it and and help that person. So there’s a lot of things that happen behind the scenes. And she’s one of those people. She’s what she is the key person that does that for us. So thank you.

Marianne Ellis: It’s a joy and I love doing it. Thank you. We Bankwest thank you, Doctor Pamela Williamson. Thank you, Ashanti, for hiring myself and Caryn. Um, we just really enjoy working for you.

Caryn Kopp: Thank you.

Lee Kantor: All right. Well, thank you all for participating. You’re all doing such important work, and we appreciate you. This is Lee Kantor for Renita Manley. We will see you all next time on Women in Motion.

Speaker8: Kick me when I’m down. Oh.

 

Tagged With: Platinum Supplier Program, PSP Showcase

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