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Search Results for: marketing matters

Joshua Kornitsky: Coaching with Curiosity – The Human Side of EOS

November 20, 2025 by angishields

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Houston Business Radio
Joshua Kornitsky: Coaching with Curiosity - The Human Side of EOS
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EOS2023Headshot-JoshuaKornitskyJoshua Kornitsky
is a fourth-generation entrepreneur and Professional EOS Implementer® with more than 20 years of experience across technology, strategy, and business leadership.

His career began in the automotive industry alongside his father, giving him early exposure to the complexities of running a family business. From there, he expanded into IT, software development, training, and executive leadership, cultivating a deep understanding of organizational growth and operational efficiency.

In 2015, Joshua helped lead a company through the implementation of the Entrepreneurial Operating System® (EOS®), which became a turning point in his career. I

nspired by the transformation he witnessed firsthand, he later co-founded a simulation-based training software company, which he also ran on EOS. These lived experiences—as a leader, founder, and now implementer—give him an authentic, practical lens through which he helps teams break through ceilings and achieve clarity, alignment, and accountability.

Today, Joshua coaches leadership teams nationwide, guiding them to execute their visions with purpose and discipline through the EOS framework. He also hosts a show on Business RadioX, where he highlights inspiring business stories and community impact.

Based in Georgia with his wife, two daughters, and mother, Joshua brings both heart and strategy to every client relationship, offering coaching in person and virtually across the U.S.

LinkedIn: https://www.linkedin.com/in/joshuakornitsky/
Website: http://atlantaeos.com

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 Joshua Kornitsky, a fourth generation entrepreneur and professional eo’s implementer with more than 20 years of experience in technology, business strategy, and organizational growth. Joshua first experienced the power of EOS as a leader in 2015, when this system brought clarity and growth to his own company. Since then, he’s lived EOS as an owner, a leader, and now as a coach, helping leadership teams across the country align their vision, strengthen accountability, and execute with confidence. He also hosts a Business RadioX show. You guys Have to Listen to It, where he highlights business leaders making an impact in their communities. Joshua brings a unique perspective on how iOS transforms both companies and cultures. Joshua, welcome to the show.

Joshua Kornitsky: Thank you for having me, Trisha. It’s really great to be here.

Trisha Stetzel: I’m so excited. I can tell when I’m doing people’s bios, they get a little uncomfortable. They’re like, really? She’s going to say all those great things about me. Yes, I am, because we don’t do it for ourselves very often.

Joshua Kornitsky: It’s true, it’s true.

Trisha Stetzel: Very excited to have you on today. So, Joshua, tell us a little bit more about who you are.

Joshua Kornitsky: Wow. Well, thank you for the opportunity to talk about myself. I appreciate that. Um, as you said, a fourth generation entrepreneur, uh, I was born in the northeast. My parents, my grandparents both owned new car dealerships, and just through the evolution of what that business was like, I ended up in the car business. But we as a family are no longer involved. Uh, and to go back to the to the great great grandparents, that first generation of entrepreneurs, uh, they were immigrants coming here and did what they needed to do in order to get started. And in those days, pretty much everybody had to be an entrepreneur in one way or another. Um, I’m I’m somewhat amused and pleased to tell you that my great great grandmother, uh, was a bootlegger, um, making, I presume, bathtub gin, that I’m not a gin guy. But if I could figure out how to make bourbon well, at home, I might do that. Um, but I. I was born into the automotive industry, and I’m forever grateful for that because, um, it allowed me to see every aspect of of the good, the bad and the ugly of working with businesses, working with people And learning how to engage and interact. Because as the auto industry has in many regards, uh, created a negative impression of itself, not everybody is that way. And having grown up, uh, and being taught by my dad, who also had been in it since he was a teenager, I learned that there were two ways you could approach things. One was to to hit a customer over the head hard and make a bunch of money, but never see them again, or take good care of a customer. Make a fair profit, treat them well and you will see them over and over. And that was kind of my foundation in business was understanding that. And uh, when my dad passed, he was selling cars to the grandchildren of people that had bought cars from him initially. So it’s a proven process, right? It’s a strategy that works. Treat people well and they’ll come back to you. Yeah, absolutely.

Trisha Stetzel: Absolutely. That is an amazing story. Thank you for sharing that and being a fourth generation entrepreneur is, um, I find few and far between. We don’t see as many people coming from that background, if you will, and I love the lessons that you’ve learned from that. So you’ve also worked across IT industries, software design, executive leadership. How does that play into where you’ve landed today? And being in a an owner or a coach in the EOS space?

Joshua Kornitsky: So thank you. That’s a great question. Um, the first thing that I’ll tell you is that that anything with technology, whatever I used to know has a limited applicability today, but the skills remain the same. And in the skills that I developed, because I, I was early in on technology when there weren’t very many people in able or capable or knowledgeable or more directly curious, uh, that that we’re able to step up and learn and help. So the biggest thing that I think technology brought into my life that carried forward to now is that curiosity, because I’ve learned over time that the best way that I can offer any type of guidance or structure through iOS or through any other engagement is to understand first what it is that the the individuals I’m dealing with are contending with. And, and it’s all too easy to be prescriptive and to walk in the door and say, well, here’s this system. Everybody needs to do what I say when I say, and it’ll all work out. Number one, you’re not going to succeed. Number two, they’re not going to succeed. And number three, if you try to use the same recipe, you can’t bake 17 different cakes. You’re only going to end up with one. And it’s probably not going to be a good one. My apologies. That’s my mom ringing through on bypass.

Trisha Stetzel: You know what? It’s all good. And listen, we’re all human here. And even before we started recording, we talked about, uh, how we both are caring for aging parents. And it happens. Right? It’s just part of what we do.

Joshua Kornitsky: It does? And, uh. Yep. It does. And I and I love her dearly. And I’ll check on her as soon as we’re done.

Trisha Stetzel: Yeah. This is what makes us human, Joshua. Fair enough. All right, so, Joshua, clearly you have a great IT background, leadership background. I’m very curious. I’d like to roll you back all the way to 2015 with your first experience with, um, iOS and the implementation of that. What was the biggest shift you noticed in 2015 that really grabbed your attention about this implementation?

Joshua Kornitsky: Well, so let me set the context a little. We I had been recruited to become chief technology officer for a B2B lead gen company. Me, and they were a successful company. They’d been in business at that point, probably eight, eight, nine years. Um, and they were growing, but they’d hit a ceiling and, and that’s what caused them to go out and look for help. And, and quite often that’s what brings entrepreneurs looking for a solution is, is what brings them to the book traction, which is what EOS is based on by Gino Wickman. And for us, um, they brought an implementer in or the CEO brought an implementer in. And we began the process and it’s quite normal. Um, I remember to this day it’s quite normal to think, oh, it’s the flavor of the month. You know, this month everyone’s going to wear blue shirts because it’ll change the way we are. Uh, but it turned out that the system really isn’t promising magic, and that’s what got my attention first. The second thing that got my attention was it doesn’t pretend to bring magic, the discipline and the accountability that I learned. And the biggest thing that changed for me was understanding that you you could have a highly accountable culture and still be at a place that people enjoyed working because the, the, the assumption is quite often that, that, oh, well, you know, you’re just bringing in more scrutiny, more depth of drilling down to understand every aspect of where every second of every day goes. And that’s not at all what it’s about. What it’s about is understanding that in an open culture where people aren’t afraid and they understand their job and they align to the core values that they’re actually able to to exceed their own expectations and provide an unbelievably, um, inspired level of, of work and service because they want to be there.

Joshua Kornitsky: And that to me, that spoke to me, that’s who I am. I’ve always been someone that’s been drawn to making sure that the work that I do matters to me. I’m a fan of Daniel Pink’s book drive. And in in drive, he talks about how intrinsic motivation is by far the most powerful form of motivation out there, and that’s what speaks to me. So what I found in iOS as chief technology officer was the ability to help the folks who worked with me do, uh, their jobs more effectively, to have clarity when they came into work to understand what the expectations of them were at both a micro and a macro level. And together we were able to set goals that made sense. That helped drive us forward. And I know it sounds like I’m reading off a cue card, but that’s really what what excited me about it. So much so that that I co-founded a software company with one of the principles of, of, uh, the company I was working for. And we started with us right out the gate. And it was only because we were both experienced in it that it made sense. Typically, it doesn’t really align with the startup. But, uh, while I did step away from that company, I believe they’re still running on us today. Wow.

Trisha Stetzel: That’s amazing. All right, so I want to take a deeper dive into iOS. There are likely people listening who have no idea what iOS is, and there may be some misconceptions about it. You tackled a few of those things as you were talking about your experience in the beginning. So let’s talk about iOS. Take a deeper dive and any misconceptions that you think people may have about it.

Speaker1: Sure.

Joshua Kornitsky: That’d be easy. The the very briefly, what iOS does more than anything else is three things. It gets everybody aligned around the vision of the founders of the organization. It instills discipline and accountability, Traction, as we call it, and it works to help the leadership team, which in an entrepreneurial business, which is who we typically work with. Often that that leadership team came together because different people with different skill sets organically either grew into the role or there was an identified need, and they brought somebody into the role, and they typically can have very disparate backgrounds and very disparate experiences. So while they’re capable of working together, they may not have healthy relationships as a leadership team. So that’s what we do is we we do that vision traction, then help them become healthy. And as the leadership team embraces it, so does the rest of the organization. And that’s really in a nutshell, what what EOS can do for a business and as it progresses and matures. And I had a quarterly planning session with one of my, um, I’m already graduated clients, meaning a client that went through the whole system, which takes about two years and they still bring me in to facilitate their quarterly and their annual planning. And we pushed hard as a group to see what we could do to continue to improve what’s already working. Because I’m not a believer in saying, you know, nobody on a scale of 1 to 10, nobody’s a ten that doesn’t speak to who I am. You can get to attend, but I’d like to believe that there’s an 11. I’d like to believe that we can continue to grow and excel, but it all starts with the work they do. So the only thing I really do is facilitate the brilliance in the room. I don’t bring the brilliance. I just bring a structure that that makes it.

Trisha Stetzel: And that’s what makes you a great coach. I love that, Joshua. It’s all about standing in the greatness of our clients, right? I think you and I share that same ideal. Um, if people are already interested in having a conversation with you. They want to learn more about iOS or the implementation, or just ask you some questions. What’s the best way for folks to connect with you?

Joshua Kornitsky: So I’ve got a long first name and a long last name, and I my my email address is at EOS worldwide. So what I did is I took my cell phone number (678) 414-7696, which you can call. But I put a I registered it as a URL. So dial that.com and it’ll bring you to the the website where you can get in touch with me. Uh because otherwise it’s Jay at EOS worldwide. Com and I joke that I have to get extra long business cards in order to fit that. So 6784147696.com we’ll get you to me.

Trisha Stetzel: Wow. It says the guy who infamously comes from technology. What a great idea.

Joshua Kornitsky: I just want to make it simple. You know, the easier we make it for people to find us.

Trisha Stetzel: Yes, absolutely. Okay. For those of you who are going to go look up Joshua or find him on LinkedIn. His name is spelled j o s h u a last name k o r n I t s k y. It’s so much easier to go to his phone number. Com so.

Joshua Kornitsky: You can go.

Trisha Stetzel: Everything that you’re looking for. You guys know I’ll put that in the show notes so you can point and click. If you’re sitting at your computer please do not do that. If you are driving in your car, wait until you get home and then you can point and click and connect directly with Joshua. Okay. So back to this conversation. Listen, you’ve lived iOS as a leader and owner and implementer. You bring such a unique perspective to your clients because of that and because of your background. So I’d really love to hear tactically, um, how you really create this alignment. Right? You talk a lot about culture in the business and the leaders embracing what’s happening, and then everyone follows. So give me some like tactical ways that that’s happening as you’re implementing this tool with your clients.

Joshua Kornitsky: So the way that that we work with our clients and I say we because there are 850 US implementers around the world, uh, we all can determine where we help one another. I’m willing to travel. Others aren’t. Uh, I have clients that are fully virtual, and I mention that because the journey is the same, regardless of whether it’s virtual or in person. We start with a day called a focus day. Actually, back it up. We start with what’s what’s a 90 minute meeting, which is where the leadership team, uh, gets into a room with me or gets onto a zoom call with me and I give them a 10,000 foot overview. Because if you expect someone to be able to jump right into something transformational with no knowledge. You’re going to be disappointed. So we give that 10,000 foot overview where I take them through at a very high level. How EOS is is designed, what it helps with, where it enables them to, to find areas to improve. And what is, as I mentioned earlier, what’s really, really important is it as a system. And this is something we say internally. It’s intended to be handrails not handcuffs. So we we want to to take them through the leadership team, through the education process. If what they hear in the 90 minute meeting speaks to them. And I’m going to give you a 45 second overview, we explain to them the history of the US.

Joshua Kornitsky: I talked to them to understand who they are and what their goals are. And then at a very high level, I take them through the six key components of iOS, which, when Gino Wickman wrote the book traction, what he ultimately determined was that all business problems fall into six categories vision, having people aligned with where you’re going, people having the right people in the right seats, data using real hard data rather than aspirational accounting, as I call it. Um, and when you’ve got that first half down where you’ve got the right people in the right seats, you know where you’re going and you’re using real data issues pop up. Pretty common, pretty clear. So we teach our clients how to identify and resolve those issues and make them go away forever. Then the fifth key component is process. And that’s just simply having determining what the right and best way things need to happen and getting that documented and, uh, followed by everybody there. That’s really the magical key to if there’s any magic here. That’s where scalability lives in. In. Trisha. I know that you are a veteran. And thank you for for your service. But in the military, a little bit process driven. I presume that process is there because it works.

Speaker4: Uh huh.

Joshua Kornitsky: You know, and and while it may be occasionally, uh, redundant, the best way to make sure that airplane takes off every time, the best way to make sure that that boat doesn’t have an issue is to have a checklist and to make sure. So we work with them, but they control the pace. And then the the last piece we do is we teach them about traction. We teach them about setting what we call rocks, which is a metaphor for a goal. And we teach them about having an established meeting pulse. And that’s really the 90 minute meeting, and we take them through it once they find that, that, that it is the right path for them. Uh, we’ll set up a focus day and we spend eight hours together with the leadership team. During that eight hours, we teach them about hitting the ceiling and how to break through hitting the ceiling. And then we start with this remarkable document that that is free to anybody that wants it at EOS worldwide. Com or they can reach me and I’ll share it with them. It’s called the Vision Traction Organizer. It’s eight simple questions. What are your core values? What’s your core focus? What are you best at? What’s your ten year or long term target? What’s your marketing strategy? Meaning what do you say to people? Who are the people you want to talk to? And what is it you say to them? Then we set out a three year picture, a one year plan.

Joshua Kornitsky: We establish goals for the next 90 days, and then we keep a list of all of the other issues that are important, but that we’re not going to deal with now because there is a magic to getting those on paper. Because if you and I talk about something and we both agree that someone’s got to walk the dog, but neither one of us write that down, the dog’s going to be scratching at the door or we’re going to be cleaning up. Um, and and really, that’s iOS at the highest level in a nutshell. There’s, there’s other tools that we teach over those two years. But once we’ve gone through those first initial three days, which are spread apart because you got to have time to absorb it, you’ve got to have time to to understand it and try it on. Then I meet with my clients once a quarter and and do a two day annual planning every year. And it just leaves them all of the time in the world to understand that the business has to keep going, to operate their business, to succeed in their business, but with a different structure and a, in most cases, a completely different type of accountability. Um, that’s that’s it in the nutshell.

Trisha Stetzel: Okay. Yeah. That’s amazing. Now, I heard you say I know people are already interested. They’re like, oh, I need to talk to Joshua because this sounds right up my alley. But I heard you say earlier that this isn’t necessarily meant for Are startups. So what type of client or you know, at what stage of business does iOS make the most sense for? And who do you find are your I’ll call them your best clients or your ideal clients for iOS.

Joshua Kornitsky: In a perfect world, iOS is is designed and built for organizations between 10 and 250 employees. I personally have clients with less than ten I don’t currently, but in the past have had clients above 250. But that’s the sweet spot. And in the idea behind it is a startup has uh. And I’ve been part of two startups. A startup has one thing in common. They all have is is too many hats and not enough heads. And in that instance, I will tell you that iOS could stop that brilliance from shining by imposing a rule set on a on a business that’s simply not mature yet. Um. With regards to anything that’s already struggling. While yes, iOS would help, we don’t typically want to talk to folks who are struggling because adding additional work into what is already a stressful situation is really unlikely to benefit them, because they’re in they’re in the staying alive mode. Um, so who we typically work with are clients that their business is doing well and they just can’t seem to break through to get to that next level. And they find the book traction because they’ve tried everything. And if you think about the entrepreneurial mindset, these are folks who solve their own problems. So they’re not accustomed to reaching for help. And when they finally have that moment where they go, you know, I’m going to have to reach for somebody, that’s when we can help them. Because if they’re not ready, and I’ll use the analogy that I use when I talk to people. If my lovely wife tells me, hey, you should lose a little weight, I’ll nod and acknowledge her. If my doctor says you really should use lose a little bit of weight, I’m going to pay attention, but I’m probably going to just nod my head.

Joshua Kornitsky: But when I go to put on my jeans and they’re a little tight, oh, crap, looks like I need to lose a little weight. That’s where we do the most effective work, because if someone or a leadership team or a leader doesn’t feel like change is the only thing that’s going to make the difference, there’s not any amount of anything I can say that’s going to change their universe until they’re ready to embrace it. And that’s the hardest part, because in that entrepreneurial mindset, I know it, I have it. Part of you feels like you’ve done something wrong if you need help. Yeah. And and I have very, very healthy clients that I, that I met that were already very healthy. And you still have to help them understand that, that if they are theoretically at $10 million and their goal is to get to $30 million in five years, the skills you need at 10 million are very different than the skills you need at 30 million. The personnel you need, the things that the business will require, all of those things you don’t necessarily have that ability to scale today. You can certainly plan for it. Yeah. And that’s just part of the natural growth that comes with every business. You can’t rush that. Uh, there’s a famous old technology book called, uh, The Mythical Man Month. And in that book from the 1960s talking about data processing on cards, they say that you you must work to overcome the common management belief that you can accelerate the baby by hiring nine pregnant women and be pregnant for one month only. It doesn’t work that way. There isn’t a shortcut. But. But there are best practices, and that’s what we can help them with.

Trisha Stetzel: I love that, okay, so I shouldn’t tell anyone that their pants are too tight. They have to experience it themselves. That’s what I’m getting.

Joshua Kornitsky: That’s the analogy. But but speaking as someone who occasionally has that challenge, you do know when it when it’s the case and you know it’s it’s time. Yeah. Either that or you got to buy new pants and that’s not going to help your business grow.

Speaker4: No, that’s definitely not going to help your business grow.

Trisha Stetzel: Okay. So I our time has flown by. And Joshua, I’ve got one last question for you before we wrap up. So for those business owners that are listening who do feel stuck, or maybe they know that their pants are too tight, uh, and they feel out of alignment with their teams. What’s one simple step that they can take today or tomorrow to start moving closer to the clarity and accountability Ability that iOS will provide.

Joshua Kornitsky: So it’s funny that you use the word clarity, and there was no discussion on this, um, built in to iOS at the leadership team level and ultimately through the business is this concept of a clarity break. Take a piece of paper and a pen or a pad and a pen. Put your phone down, put your laptop on, do not disturb and and said, start with an hour once a week and just set that time aside and don’t focus on anything other than what does your business need. And and just think about what does your business need. And from there, I suspect very strongly that you’ll fill up that pad. The good news is you’re everything that’s great in your business. You’re responsible for. You made that everything that’s a little off kilter. Well, sorry you made that, too. But by starting to just create that list of the things that your business needs. The next thing that you can do is prioritize that list. And once you’ve prioritized that list, you can begin to take incremental steps, just little things. You know, it’s everyone wants to to move the mountain in a day, so to say. Um, all you’ve got to do is, is 1% better than the last time you did it. And you can make that impact over time. So stop. I have a I have two daughters. My youngest daughter and I talk often about the concept of you. The only way to solve a big problem is, is you eat the elephant and bites. The only way to solve your big business problems. You’re not likely to have a massive revelation or a lottery win that’s going to change everything tomorrow. Perfectionism is the enemy of progress. Just take an incremental step and and reach for help. There are people that really and truly have a help first mentality and and want to help.

Trisha Stetzel: Yeah, just like you Joshua. That’s why we connected, right? You you have said so many things that would come straight out of my mouth. And I love the idea of 1% better or eat that elephant one bite at a time because we can’t swallow it whole. That’s just the bottom line. Okay. Thank you so much for being with us today. I have learned so much about you. You guys, if you want to connect with Joshua on email, I know his name is very long, but it’s J dot at EOS worldwide comm or Joshua. Give us that website where we can 6784147696.com.

Joshua Kornitsky: And I’m old school so I’m happy to actually talk on the phone too. But that’s the number you can call. Or you, you, you can go to the website and it’ll direct you to how to find me.

Trisha Stetzel: I love that yeah. You guys, Joshua and I, we are very much alike. So get on the phone with Joshua, have a conversation, learn more about what he’s doing, and if you feel like it’s the right fit, then just say yes. Joshua, thank you so much for being with me today.

Joshua Kornitsky: Trisha. Thank you so much for having me. It was an absolute joy.

Speaker4: Awesome.

Trisha Stetzel: That’s all the time we have for today, guys. If you found value in this conversation that I had with Joshua today, please share it with a fellow entrepreneur, veteran or Houston business leader ready to grow. And as always, please 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.

 

Blooming Success: How French Florist is Changing the Game in Floral Retail

November 20, 2025 by angishields

FMR-French-Florist-Feature
Franchise Marketing Radio
Blooming Success: How French Florist is Changing the Game in Floral Retail
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In this episode of Franchise Marketing Radio, Lee Kantor interviews Michael Jacobson, CEO of French Florist. Michael shares his journey from corporate consulting to revitalizing his uncle’s struggling flower shop by adopting European floral culture and modernizing operations. He discusses overcoming industry challenges like outdated technology and high commissions, and explains French Florist’s focus on customer experience, direct sourcing, and franchisee support. The episode highlights the company’s impressive growth, unique franchising philosophy, and commitment to making flowers an everyday joy, not just a luxury for special occasions.

Michael-JacobsonMichael Jacobson, CEO of French Florist, didn’t walk into a flower shop expecting anything. It was a favor, helping his uncle sell a business most people would’ve driven past without noticing. The kind of place with dusty corners, a poorly-lit sign, and just enough life left to survive. For Michael, standing there, looking around, it sank in.

This was how America gave flowers now. Flowers were rushed, impersonal, and often treated as just a transaction. No ritual. Just product moving through a pipeline. And yet, this was how people were trying to say “I love you.” “I miss you.” “I’m sorry.” The most emotional gesture in human history had been flattened into a transaction. And no one seemed to notice.

It began with a refusal to accept that this was good enough for flowers. He stripped the entire system to its studs and rethought everything. Every process, every touchpoint. He built a new system from scratch.. One that cut out the noise. One that honored the hands, the farms, the designers, the clients giving and receiving. Because when people send flowers, they are trusting us with their heart. And that should never be taken lightly.

To Michael there’s a permanence in flowers that goes much beyond how long they last. The blooms eventually experience their circle of life, but the feeling stays. The moment they carry becomes part of us.

Inspired by the European tradition of living with flowers daily, Michael wants to shift how Americans see them—not as a luxury, but as an essential meaning they bring to life. Flowers are love, and they are how we know that life can be beautiful. Everyone deserves to feel that.

Today, French Florist has grown from a quiet neighborhood shop into a rising national brand, expanding across the country. But to Michael, scale was never the point. The point was to protect a standard.

In a culture addicted to efficiency, French Florist is building something a little more human. Every stem is placed with intention. Every arrangement is an offering. Every delivery is a quiet rebellion against the idea that love and beauty are optional.

For Michael, it’s always been about the flowers. And through them, a more loving world.

Follow French Florist on LinkedIn.

Episode Highlights

  • Transformation of the floral industry in the U.S. through European floral culture.
  • Personal journey of transitioning from corporate consulting to running a flower shop.
  • Challenges faced by traditional florists, including outdated technology and high commissions from intermediaries.
  • Strategies for improving operations, technology, and supply chain management.
  • Focus on enhancing customer experience and emotional connection with flowers.
  • Growth and revenue achievements of French Florist, including significant financial milestones.
  • Importance of aligning franchisees with company values and commitment to quality.
  • Training and support provided to franchisees, emphasizing hands-on experience.
  • Strategies for creating exceptional customer experiences and building loyalty.
  • Insights into the franchising philosophy and community-building approach of French Florist.

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 the show we have the CEO with French Florist, Michael Jacobson. Welcome.

Michael Jacobson: Thanks, Lee. Wonderful to be here.

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

Michael Jacobson: Definitely. Yeah. So flowers are something that I don’t know. I’m going to say a couple controversial things on this podcast, so you’re gonna have to curb me if I say anything that’s too offensive. Okay.

Lee Kantor: Fire away.

Michael Jacobson: I don’t think Americans appreciate flowers enough. Okay, hear me out. Our name is French Florist, but we’re an American brand. Okay, how does that make sense? We are a company that borrows from the European way of living, and we want to bring that to America. The current American culture with flowers are, I think, so. I’ll curb myself here. I think we do appreciate flowers, but we think of them as a luxury, right? We purchase them for a birthday anniversary, even if it’s for something sad, like a funeral. And you’re sending your condolences. And no matter why or you know what you’re sending flowers for, what you’re telling the person, if you’re buying it as a gift, is that you’re thinking about them, that you care about them and and that you love them, right. And so at the really at the root of it, love is the core emotion. That is flowers. Flowers are love and flowers therefore are you know how we know that life can be beautiful? They’re the largest, most important emotion that exists on our earth, if I may say that as well. And there’s nothing that’s more powerful than love. And so that’s the industry that we get to work in. And that’s that’s a really cool thing. I don’t know if we should be treating that as a luxury. It’s a heck, I don’t know how to better show love to somebody. I will say in like, in a material way.

Michael Jacobson: Flowers are still material, but I think they’re the most immaterial material gift that somebody can give to show that you love them. I think that diamonds try to do that, but I think the diamond industry is kind of messed up and they’re really expensive. So I think flowers do the job better. And so just full circle back to the European kind of borrowing from there. If you look at Europe, the difference is that Europeans do buy flowers a lot more frequently, buy flowers for themselves, which I think is important. It’s an act of self-love and it’s a way of life. They go home and go to the bodega or whatever it might be to, and it doesn’t even they don’t even have to purchase flowers. I think that it’s a beautiful thing to go and pick flowers from your, you know, grandmother’s house and get them for free. So but it’s a different culture. It’s a different way of life. And it’s a little bit more beautiful. The way that flowers are appreciated, I think creates a little bit more of a loving world. And ultimately that’s why our company exists. Our mission, our driving force at the end of the day Um, is to create a more loving world. And I think that even if we create a 1% more loving world, that’s a worthwhile mission. So that’s what we’re up to.

Lee Kantor: So how what was kind of the genesis? Sounds like part of the Genesis was you went to Europe and you saw some things that you were like, hey, maybe this could work here. But what was like, how did you get into the the florist business?

Michael Jacobson: Lee, I wish I had a romantic story. Uh, it’s, you know, I think that, uh, we try to make life really romantic. And parts of it are definitely when I walk into the flower shop and, uh, it’s it’s a really cool feeling. It is very romantic space to be in, but, um, I know I didn’t travel to Europe, so this is how we started. I was working a really boring corporate job that I hated. Um, I’m sure a lot of folks can relate. And I was at a college, um, didn’t really want to, you know, you hear the risks of startups and how frequently they fail. So I always kind of had that fire in my belly to do something more entrepreneurial, but didn’t want to take that risk right out of college. So I joined a consulting firm. A good firm, and I learned a lot. I’m happy I did it, but it just didn’t feed that fire in my belly. So I was. After a while of working there, I was looking for my next opportunity. Uh, and when you’re looking for opportunity, it’s crazy what can happen. But, um, I got a call from my uncle. He said, hey, Mike, I I’ve been running this flower shop for 38 years. It’s called French Florist. Uh, is it one location? Just mom and pop and just kind of like any other flower shop that you might envision. You know, there’s a green and purple paint on the walls. Uh, paper flying everywhere is like four fax machines. Um, but just, you know, just a neighborhood mom and pop shop. And he said, I want to sell the business. I’m tired. I’m working six days a week, 60 hours, and I’m not making any money.

Michael Jacobson: Uh, you know, so my background is in finance as well, so I’m sure I wasn’t his first call, but, uh, nonetheless, he. I don’t know if he called a broker and the broker didn’t want to list the business. It was, um, there were a lot of kind of nuances on why that business was going to be hard to sell. Uh, but I came in and ultimately I, uh, was going to help him sell the business. So I, you know, it started out as a side project. And, uh, after a couple of months of working with him to clean up the business, get the books in a better condition, um, uh, just get everything ready to sell. Uh, I was doing due diligence on the industry as well. What other shops are doing? Well, what they’re not doing well, what multiples they’re selling for all the normal stuff to sell a business. And I realized that it wasn’t just him that was struggling. Uh, every single florist, um, is struggling with the same, if not the same, very, very similar problems. It’s either related to technology, uh, intermediaries like one 800 flowers taking massive commissions and destroying kind of the financial position of these shops. Uh, the technology supply chain is a big issue. Um, a marketing, the whole whole host of there’s like it wasn’t any one thing, but it was all of them pretty much struggling with all of those problems. An amalgamation of massive issues and the current state of the industry is it got to a very, very antiquated state. And there’s a whole story of how it got to where it is today that we can rabbit hole go down that rabbit hole if you want to.

Michael Jacobson: But it’s a very antiquated space. There’s 30,000 flower shops around the country. 99% of them are single unit owner operators. It’s a very, very fragmented space. So, you know, we have innovation in the coffee industry. Beyond Starbucks. Starbucks was kind of the genesis for consolidation. They created a brand that was consistent, reliable quality at the time. Uh, and they’re trying to make a comeback. But we have innovation beyond that. Now, our our industry, the floral industry hasn’t even had the Starbucks effect. And I don’t we don’t compare our brand to Starbucks. We’re doing things differently. But uh, but that’s how antiquated it is. It’s been stagnant for a long time. So that’s what fired me up. Um, florists were struggling. Uh, and ultimately, what that means is that if, if, if you’re not feeling good inside, you’re not going to show up for the folks around you in the best way that you can. So if the florist is struggling, that’s going to bleed into a poor consumer experience. And so I recognized, um, alongside our team, that the consumers are not receiving a product or service. That is what they could or should receive in our industry. So there’s a systemic issue. And if we could fix this one flower shop and just do it right, um, invest for the long term, you know, ten, 15, 20 year investments as opposed to like needing to maximize ROI over a 2 or 3 year period. Right? Um, that sounded pretty fun to us. So I jumped ship. And that was about seven years ago, and I haven’t looked back.

Lee Kantor: So what? Um, so you look at your your uncle’s floral floral shop and what was kind of the low hanging fruit to, to fix up to improve the situation?

Michael Jacobson: Yeah, there was low hanging fruit. Um, the very first decision that I made in the company, uh, I will tell you that florists are wonderful people. I’ve never met a florist who’s not a great person. Uh, they have huge hearts. They’re very creative. They’re very passionate. Uh, they’re not really money driven, I would say, because they’re working really hard. They love what they do, and they’re not really typically not making a lot, or at least in the past. Right. Um, and so, um, my uncle was no different. He, he was, you know, best friends with, uh, the phone salesman. And I looked at the financials. We were paying, like, $13,000 for our phones. Uh, and, you know, I came into the business and, um, do it. The right thing to do is listen and learn. Uh, I didn’t know much. And so I spent the first couple of months just doing a lot of listening. And, you know, the customer service rep that worked for us, um, said, hey, our phones are really bad, that I have a hard time hearing the customer on the other end, and they have a hard time hearing me. I’m like, perfect. We need to change phone systems. That’s an easy lift. So I looked at the phone bill. We’re paying 13 grand a year, and I went to my uncle and I said, like, why are you paying 13 grand a year? And he’s like, oh, no, it’s the best phone system. Like, here’s the contact. Um, he’s a great guy. He’ll take care of it. If there’s an issue, he’ll fix it anyways. You know, phone sales guy is not, uh, you know, um, I’ll leave it there.

Michael Jacobson: It’s so, you know, we looked at different phone systems, and, uh, we’re now now we’re paying for a way higher quality phone system that is like $120 a month, right? Or $1,000? A little more than $1,000 a year, saving 90%. So there was a ton, like, uh, I kid you not, probably about a hundred things that were kind of like that that got the business from losing money to break even or, you know, in the black, um, a little profitable and, uh, you know, so there was low hanging fruit. But the systemic issues, supply chain, marketing, tech infrastructure, um, uh disintermediating is where as well. The number one player in our space is one 800 flowers. The way that their model works, they syndicate the order that they get to a local florist, which I guess is fine. But the problem with it is they take a massive up to a 40% commission after all of their fees are considered 40% commission on that order. So the florist is getting crushed. So just, you know, we were able to get the business to a decent position by just by cleaning up, like best practice stuff. But in order to transform the business from, you know, doing 200, 300,000 to 500, 600,000 to the next year doing, I think it was like 3 million to 6 million to 9 million out of one location. Um, that there were a lot of issues that we needed to solve that were deep systemic issues. And that’s when we started to tackle those issues. That’s where we started to see real results.

Lee Kantor: And then so. So how do you go to $9 million in a single location? Is there that much floral business in a is that really the potential? So.

Michael Jacobson: Yeah, I mean, I feel like we’re just getting started, too. Yeah. It’s not only, uh, I think it’s a showcase of what the potential is. Um, but yeah, we so we were doing over 9 million out of one location, and, uh.

Lee Kantor: And that’s just local, like, that’s not we’re shipping it to, you know, all over the world. This is in one.

Michael Jacobson: Just one la store delivering within, like a 45 minute radius. Um, yeah. It’s pretty insane. Um, so we were like, wow, maybe LA is a special market and it is. La is a special market. But it’s only I can say that because I’m from here. But, uh, you know, we opened a second store. That store, uh, did over uh, or did just shy of a million in its first year. Um, we opened a third store. That one did over a million in its first year. So as we opened them up, we got better and better at them at doing that. Um, the average flower shop does around 350 K in revenue. So and we’re doing about a million in the first year. Um, so yeah, I mean, it’s.

Lee Kantor: And the drivers of that? Is it just more people ordering more often? Like what is the driver or is it? Brand new people to buying flowers. Like what do you get people to buy more often? Like are you creating more occasions for purchase? Like what drives it?

Michael Jacobson: Yeah, it’s a good it’s a good question. So there’s two types of marketing, right. There’s demand capture which people are already searching for the product. Um, for example, they search on ChatGPT.

Lee Kantor: So they’re just picking you instead of a different floors.

Michael Jacobson: Yeah. So that’s that. And then there’s demand generation, which is like, uh, right.

Lee Kantor: Someone who hadn’t thought of. Right. I hadn’t thought of giving flowers. Now I’m giving flowers from you.

Michael Jacobson: Yeah. So, um. Yeah. So both are great, uh, ways to build revenue. Um, but, uh, but no, there’s there’s really that much demand to capture. People do send a lot of flowers, and, uh, you know, we have, um, I will sit here and say, like, we do have the best customer service. We do have the best quality flowers. Um, we do have the best client experience, but we don’t stop there. Uh, we go beyond all of that and we say, like, having the best. All of those things makes a company good. But how do we make our company great? And that comes down to the emotion, uh, the experience, um, the feeling that people have when they purchase through us and, and then backing that up with a, with an incredibly strong product offering. So, um, it took a lot of that. Branding is important. Uh, but writing goes only so far as your ability to deliver against that brand promise. So you actually do have to have great operational excellence in order to execute. And so, yeah, we, uh, got really good at, um, yeah. I mean, our tech infrastructure is phenomenal. We built a ton of our own tech, so we were able to scale easily, um, supply chain. We started importing from the farms. So we’re getting better pricing, uh, and, um, higher quality flowers. So that’s a better margins for us that we can reinvest into the client experience in other ways. But also, we can pass some of that discount along to the consumer.

Michael Jacobson: So, um, you know, they’re getting really competitive pricing and then also ultimately a better product too. They’re not. The supply chain is normally, you know, grows on a farm, goes to a processor, to a consolidator, to a logistics agency in the country of origin like Ecuador, Colombia, Mexico, Canada, Thailand, Holland, wherever we import flowers from. And then they land in the states at a logistics agency, they go to a wholesaler, then to the retailer, then to the consumer. Right. That’s that is a heck of a supply chain. So we cut a lot of folks out in that by importing directly from the farm and we air freight, um, everything. So, uh, we’re not shipping, you know, flowers on a boat. Um, so we’re just maximizing the, the vase life, uh, in terms of the quality of the flowers are much better purchasing through us. Um, and, uh, yeah, we developed a lot of loyalty that way. So not only did we get good at new client acquisition, but client retention was really, um, started to get good. Um, and it’s it’s there’s not. I wish I could say there’s a secret sauce to what we did. Um, but just kind of like doing the right thing and making literally every decision that we humanly could, um, rooted in how, like, is this decision going to meaningfully improve the client experience? Uh, and, uh, and that’s gotten us pretty far so far.

Lee Kantor: Now, when you’re trying to improve the client experience, uh, as a flower shop owner, the client is the buyer. The flowers, if you’re trying to do that in terms of being a franchisor, your client’s also the franchisee. Um, how do you kind of attract the the right franchisee to French florist?

Michael Jacobson: Yeah. That’s so good. I actually appreciate the way that you asked that question. I think a lot of franchisors sell. Uh, we don’t sell. Um, you’re not going to hear me on this podcast, say, hey, join our franchise. Um, we don’t do that. Um, we find, you know, we we showcase what we’re doing, and, um, if someone feels attracted to the opportunity, then they’ll reach out to us and we can share information in terms of, like, if it’s going to be a good fit. Um, we, I guess, like, pride ourselves on, like, as a franchisor, we are our primary job. Um, if you’re looking at the franchise owner as one of our clients, which you’re right, they are, and their experience matters. Um. Our our job as the franchisor is to make sure that we’re bringing a network of franchise owners in that create an incredible system. And it’s a big deal, because if we make, like people talk about how important hiring is, um, and it is, uh, it really is. But you can theoretically sorry to be blunt. You could fire an employee if you make a mistake. You can’t really fire a franchise owner. Uh, and even if they’re producing great, you know, unit economics are really healthy. And if they’re just, like, an asshole, uh, and other franchise owners don’t like them, or, like, we don’t want that in our system, right? So anyways, we we, uh, we just say what we’re doing out there.

Michael Jacobson: Folks will come in and they go through our process. They realize what our what our values and vision and kind of culture looks like. They talk to a lot of our existing franchise owners to say, you know, if you could go back in time, um, would you open a French florist again? And, uh, that puts a lot of really healthy pressure on us to make sure our franchise owners are really happy. Um, and so a lot of the, uh, a lot of the folks that we’ve been able to attract actually have been through stuff like this, like doing podcasts and just talking about how passionate we are about our industry. And, uh, and that’s been our primary source of leads, actually, is through podcast. Believe it or not, we do some light advertising in other areas. But uh, but yeah, we don’t we don’t. Unlike, uh, we don’t use brokers. We don’t use an outsourced sales organization. Um, a lot of it is very organic. Our cost per lead is like very, very low compared to industry standard.

Lee Kantor: Now, when you’re, um, kind of finding the right partner, uh, franchisee, partner, what are some of the qualities that maybe have bubbled up since you’ve been doing this for a minute? Um, what does successful franchisees, what qualities do they exhibit and what is their background like yours as finance, or are they are they former florists like that are just frustrated of making, you know, 350 and saying, I want a million. Like what? What is the franchisee profile look like?

Michael Jacobson: Yeah, we we really uh, in the early days and we’re still in the early days, uh, still kind of we feel like we’re on the ground floor just kind of getting started, which is really it’s a fun place to be. But, um, in our experience so far, we worked the, uh, almost the full spectrum, I would say, from a florist that’s frustrated and they want to convert their flower shop. We’ve done a few of those. They’ve done really well. Uh, all the way to, like, a president of a private equity firm. Hates his job and wants to quit. Uh, and decided to open up a couple French florist locations. That was interesting. Um, all the way in between, you have entrepreneurs that want to do, like ETA or search fund stuff. They’ll they’ll buy a florist and they want to convert it to a French florist. Uh, we have folks that are, um, like marine, uh, veterans and, uh, um, are looking to get into business after their career, uh, in the Marines in that case. And, uh, just an incredible amount of discipline and ability to follow a process that was remarkable. Um, uh, partner for us and everything in between. But the folks that are doing really well, um, are people that are purpose and mission driven and that, of course, uh, this is business. You’re making a business decision in a large sense. I think a lot of folks try to separate business from personal. I get it. I do it to an extent, I guess, but, um. But it’s all one life, right? Like you can’t. I don’t know if that’s fully how it works.

Michael Jacobson: And so, you know, making a decision in your life and folks that are intentional about this, where there is purpose and the work that you choose, you spend a lot of your life working and being intentional about what you go and do. We try to find people that have gone through that and maybe, you know, you worked corporate for a long time. You, you know, maybe had a lot of success in that and that should be celebrated. But maybe it’s time to be your own boss. Right. And that’s more of the traditional franchise path. Um, I think that’s a great thing. And so what I look for, and if you ask any of our team members, they’ll give you slightly different answers. Our ops team will give you an answer or, you know, everybody will give you a different answer. Mine is really from a values perspective where, um, I get that you want to make money. That’s that’s money can create freedom. And I think it’s a great thing, but, um. Okay. You made a bunch of money. Then what? What are you going to go and do with it? Do you want to go and travel, or do you want to go spend more time with the kids? You want to go and start a charity? I really don’t care what it is, but I like knowing that. Why? And I don’t want I don’t want you to open a French florist for purely for money. Um, there needs to be a deeper reason for it. And, uh, and I think that’s important. So I look for that.

Lee Kantor: Now when a person raises their hand, say, I’m interested, do they have to be the one that’s putting flowers in vases, or is it something that, um, they can be kind of, uh, not in the shop, or you want them to be in the shop? Or do they have to be artistic? You know, what about those kind of qualities?

Michael Jacobson: Yeah, totally. No, I mean, I, you know, look, I came from outside the industry. Um, you don’t want me designing. We have. I mean, that’s really where the magic happens. Uh, so. Right.

Lee Kantor: But do I have to know that or do I have to be inherently kind of creative, or is it something that you can give me a protocol to follow that I can just go, okay, this. I can make something look beautiful, even though that I’m not an artist.

Michael Jacobson: Yeah. So, no, we we recommend. Unless you feel, you know, we do work with some folks that are unbelievably creative and they will be kind of the lead designer or the lead florist in the shop. That’s what they want. Most of our franchise owners are not that way. I’m not that way. So you can run a flower shop without any experience? Um, there’s a lot of training involved. Uh, and you need to hire one of the most important hires that you will make is that lead designer. So you get that hire, right? And a lot of stuff kind of falls into place. Um, people are everything. We we can have great systems. We can have great marketing. We can have great everything. Tech. Um, right. And, uh, but the people that are running the systems, uh, are very important. It’s, um, so, so we make a big deal of hiring and, and we provide a lot of resources for that, and we’ve gotten good at it. So, um, you don’t have to have that kind of experience. What we do look for, though, are folks that are really dedicated and are willing to, like, I’ve done every job, uh, except for designing, I would say.

Michael Jacobson: But, like, delivery driver, um, shop assistant processing the flowers. I have tried my hand at design. Right. Uh, at being the manager of a store, um, being a regional manager, buying the flowers, all of the jobs that couldn’t possibly exist in running a flower shop. But, uh, and I think that it’s been really was a really great experience for me because I know how to do all of the jobs, and I won’t ask someone to do something that I wouldn’t be willing to do. And I think there’s, um, that’s a good thing. But so for our franchise owners, we want them to be kind of in the business, if you will, for, um, about six months, uh, and do all the jobs, uh, and learn it. And you don’t have to be in the business forever. I know the goal is to work on your business. Uh, but, uh, but being in your business and really learning the trade, uh, will give you a point of leverage to be able to make decisions not from the outside, but from the inside. And, uh, that’s taken us really far. And so we’re big advocates of that for our franchise owners as well.

Lee Kantor: Now, you mentioned customer experience and customer success, can you give some advice to our listeners? Um, when it comes to kind of raising the game, uh, when it comes to that customer experience? Because I, uh, I mean, I had one of my favorite brands. I’m not gonna name the name of the brand that I use personally. I love the product, but I hate, hate the customer service, I would switch. Wow. Even though I love the product, I would switch because their customer service is so terrible. Um, so I am a big believer in customer experience and it doesn’t end at the transaction. So can you share some advice when it comes to, um, you know, upleveling customer experience?

Michael Jacobson: Yeah. I’ll give you one thing that’s like more strategic. That’s worked for us. Then I’ll give you one tactical thing that we’ve done that’s worked for us, that you could do for your business. The strategic one. Um, do you know Tiffany’s? The jewelry company?

Lee Kantor: Sure.

Michael Jacobson: So, look, you can go into Tiffany’s, and if you’re buying a gift, uh, presumably diamonds or something, right? Or for someone, you can go in there and you can spend $300 on, uh, on a necklace. That’s probably the cheapest thing that they offer. Um, they’ll also sell you a necklace for $30,000. Right. Uh, the the really interesting part about Tiffany’s for me is that if you buy option A or option B, both of them are going to come in that turquoise Tiffany blue box. And before the person who’s receiving the gift opens the box, the box is the first thing they see. And when you hand somebody a Tiffany’s box, that turquoise blue, it’s that color and that branding that evokes the emotional response, not even what’s in it. There is such incredible power in the feeling that’s associated with that color that they’ve been able to create. Uh, and, um, and that’s a really interesting thing where. You can spend $300 or $30,000, but you can evoke the same emotion because of not before the person even opens the box. Right? So for us, I mean, I think at French Florist, we don’t really want to sell 30,000 flowers, but, um, that’s not the goal. But if we can create a $30,000 feeling where people can walk into our store and kind of get that Tiffany Blue experience with us, even if they’re spending $20, like they can’t spend their whole paycheck on flowers, that’s fine. Uh, we don’t view flowers as a luxury in the way that Tiffany’s views diamonds as a luxury. We think everybody deserves to have flowers. Um, but we want to provide them that kind of Tiffany level experience.

Michael Jacobson: Um, and that’s. And that’s served us well. So that that’s a little bit more like kind of high level. I don’t know how helpful that is, but like one, one example of customer service more tactically that’s been good for us is when one of our core values is exceeding expectations. Uh, we we view that in a lot of different ways, but probably the most important is when it comes to our clients, uh, the folks that we serve, um, how can we exceed their expectations? And so we want to deliver ten out of ten work for them. But before that, ten out of ten ships, uh, we stop and we say, what’s the one thing that we could do to push this from a ten out of ten experience to an 11 out of ten experience? And I think I think a ten out of ten experience probably is like they have these are the best quality flowers that they’ve ever got. Um, the quality is beautiful. Uh, they called to check the status of the order. Somebody picked up within seconds and answered all of their questions. Uh, came in beautiful branding that it’s a it’s a it’s a good some maybe would somebody would even say, you know, a very, a very good experience. Um, how do you make that an 11 out of ten experience? I love what you said. The transaction doesn’t end when at the point of transaction, uh, follow up with them. Um, and what we’ve done and I think something that you could try implementing in your business as well, and we’ve seen profound results with it, is send the customer a handwritten card, like we are in the age of technology and automation and a lack of human connection more than ever right now.

Michael Jacobson: Um, and people are craving that. And if you send them, like a genuine handwritten card, just thanking them and reminding them of, like, how beautiful it is, like, especially for flowers to, um, 95% of our customers are giving flowers as a gift to somebody else. And people put so much emphasis on the recipient and how beautiful of a feeling it is to receive flowers. But what about the sender? Like, what an amazing act that they were, the spark that created that love in the world. And like they should feel like the hero, right? So we’re going to remind them that, like, what an amazing thing that they’ve just done. Uh, and it helps build loyalty, um, and done in a genuine or an authentic way. Uh, they feel that, like, we really do believe in our, uh, the power of flowers and how beautiful flowers are. And, um, we don’t even care if they purchased through us. I think if they purchased through us, they’re going to have great experience. But I think that it builds trust. Where like, hey, this is a company that understands how special flowers are, and I trust them when I do send flowers to somebody that I’m going to purchase through them. Right. So it’s not as transactional. It’s a little more relational. It’s but you do have to do it in an authentic way. Consumers are smart and they’ll see through like, you know, um, tactics that that they don’t truly believe in. So you need to find an authentic way to do it.

Lee Kantor: Now, is there a story you can share about a franchisee that maybe, um, kind of got a result partnering with you and being a franchisee with you that maybe exceeded their expectations? Is there someone that in your system right now that is really killing it and maybe is obviously happy about it, but maybe a little blown away by what could be?

Michael Jacobson: Yeah, I mean, hopefully all of them. Uh, the one that comes to mind, uh, all of them are unbelievable, but are very, very first franchise owner. Uh, he worked for different franchisors before he’s been exposed to the franchise world for a long time. He left his job and said, I’ve looked at franchising for, you know, I’ve been in this ecosystem for a long time. I want to open a franchise now. I’ve seen a lot. I feel like I can make a good decision. So he looked at 5 or 6 different franchises. He ended up choosing ours, which was a nice compliment. Um, and you know, he is early of the early adopter mindset and, uh, we’re we’re still in the early adopter phase. So we’re looking for folks that are willing to kind of go through the learnings with us. But he really was just such a phenomenal partner for us. But even for him, um, you know, we’ve been able to produce great results, uh, in, in the financials, uh, reflect that. And historically, what we’ve been able to accomplish, I think that, um, he opened his first shop and especially as the very, very first owner in the system, he was expecting a lot of rough patches and maybe not hitting the numbers that we would hit. Um, but he. Yeah, no, he blew it out of the water, and he, uh, just has done absolutely phenomenal. He’s, uh, looking at open a opening, a second and third unit now. Um, so it’s, uh, it’s been good. I don’t think that we’re I don’t think we’re under delivering. I think that we continue to invest unbelievably heavily into the infrastructure and support that we’re able to provide our franchise owners as well. Um, there’s always room for improvement. We are in the early adopter stages, so there are rough patches, but like all of our franchise owners have been so good because we genuinely are trying to create a great system for everybody, um, that they’ve been working with us. And so, like, honestly, they’ve exceeded our expectations. I don’t know if we exceed theirs, but you’ll have to ask them for yourself.

Lee Kantor: Well, 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?

Michael Jacobson: Yeah, sure. I mean, you can always reach out personally. Um, and I’m happy to direct you in the right way or have a conversation. My email is Michael at French Florist. And then if you just want to learn more information on your own, you can go to French florist franchise. Com there’s some information there. And once a month, we host something called the Discovery Days. You come in and spend like 6 or 7 hours with us. You look under the hood, look at all the tech, look at all of that. So it’s super informational and really gives you a good picture of what it looks like to run a French florist. Um, there’s always a lot of fun too. So.

Lee Kantor: And that’s online. That’s virtual.

Michael Jacobson: No. It’s in-person. You fly to Southern California and it’s, uh. Yeah, we show you the real deal for sure.

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

Michael Jacobson: Awesome. Thanks, I appreciate it. Same for you. Thanks for the platform. Appreciate your time.

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

 

Todd Howard: The Power of Knowing What Makes You Different

November 17, 2025 by angishields

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ToddHowardheadshotmedres-ToddHowardTodd Howard, founder of Grow A Niche Business, is a seasoned product strategist and go-to-market expert with over 25 years of experience.

He has launched and scaled a diverse range of niche ventures, each focused on delivering distinct, high-impact value.

Today, Todd helps experienced coaches and advisors uncover their unique methodologies and transform their expertise into clearly positioned, sellable services.

Using his proven niche discovery framework, Todd guides clients through a process of identifying their unique approach, building signature services, and attracting ideal clients.

His work has helped over 100 professionals shift from generalists to in-demand specialists—turning invisible offers into irresistible ones.

Through Grow A Niche Business, Todd empowers thought leaders to stand out, scale up, and serve with clarity and confidence. GrowANicheBusinesslogo

LinkedIn: https://www.linkedin.com/in/stoddhoward/
Website: https://growanichebusiness.com

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, Todd Howard. Oh, and by the way, he’s a friend of mine. We’ll talk about that founder of Grow a Niche Business. Todd has spent his career as a product and go to market strategist, launching a wide range of businesses, each built on finding something unique. Now, through growing niche business, he helps entrepreneurs and leaders cut through the noise, define their niche, and build companies that stand out and succeed. Todd’s work is all about showing why Niching isn’t just smart strategy, it’s the future of business. Todd, welcome to the show.

Todd Howard: Thank you very much, Trisha. This is going to be fun.

Trisha Stetzel: I’m so excited to have you on today. So tell us a little bit more about Todd.

Todd Howard: Yeah. I, um, uh, the intro that you read was great. I have spent most of my career trying to figure out what makes a business unique. Um, I’ve owned a construction company. I started coworking before coworking existed. I don’t mean to claim that I’m the only one that did it, obviously. Um. Uh, I retooled, uh, a format for men’s groups to try and get that up and running. I’ve always done these kind of quirky businesses on the margins, and the the work that I’ve done has either been successful or not based on one thing. Could I figure out what made my service unique, and could I find the specific market that that worked for? And to the extent that I could figure that out, sort of solve that puzzle, the business went really well to the extent that I couldn’t. The business didn’t do well. And so that has steered me in the direction of helping clients figure that thing out. What is unique about you? How do we harness that and then let that direct us to the market you need to be working with? Because in my opinion, that’s most of the battle. So anyway, that’s what brings me to, uh, what I’m doing right now with growth niche.

Trisha Stetzel: I love it. Okay, I want to ask you a silly question. Okay. Some people say niche. Some people say niche. What is it?

Todd Howard: That is not a silly question. I get asked that so often. The short answer is both are appropriate. In English, niche is preferred. So the original word comes from is French, so it is niche. However, the word originally originated in the 1700s. Okay. Well, English speakers who use the word did not say niche because there wasn’t a globalization of language yet people didn’t in the US, didn’t know the way people pronounced it in, uh, France. So the earliest English dictionary says you pronounce it niche. And it wasn’t until decades later that they said you can also pronounce it niche. So if you want to be a purist, say niche. But if you want to say what? No. What has the English language revolved around is niche. So there’s not a wrong answer. Is the is the sum of all that?

Trisha Stetzel: I’m so glad because you said niche. I said niche. I’m from Texas, so I used to say niche all the time. And it sounds really Texan. Yeah.

Todd Howard: So I sometimes I say niche if I just am feeling fancy and I kind of want to, you know, it just naturally happens. Both are fine.

Trisha Stetzel: Okay, good. Well, I feel better about that. Thank goodness I haven’t been saying it wrong. I can choose whichever one. Pecan. Pecans. Tomato. Tomato. We’ll move on. Perfect. All right. Um, one of the reasons why I asked you to come on the show is because I agree with you. It’s not just your opinion that that we struggle with finding who it is that we serve. Uh, and you take it even a step further, and we’ll talk about that in a few minutes. Why do you think so many businesses struggle to figure out who it is that they serve, or figure out their niche?

Todd Howard: It is really hard. It’s I think that it’s stumped most everyone, and collectively we’ve let ourselves in the wrong direction. Uh, people are the. To answer your question really specifically, the reason it’s hard is because people are looking in the wrong place, and so they’re never going to find it. People believe that a niche is a market, and the reason they believe that is because when they wander up to a group of people that are talking about their niche, they’re describing a market. Someone will say, I work with manufacturing companies that make $5 million or more. I work with teachers. And when you hear people name a market as their answer for what is their niche, you begin to believe, well, they’ve chosen a market. And so I need to choose a market. And so people go about looking for a market that in their mind already exists and is the right fit for them. They will never achieve niche status with their business by doing that. And the reason comes back to what a niche really is. So I’m going to pivot for just a minute and answer the next question I know you would ask. What is a niche? If we’re going about it the wrong way. It means that we think it’s something it’s not. So what is it? Is a word that translated means to nest. It is the act of finding a safe place for your business.

Todd Howard: Literally think of the way a bird builds a nest, and that will give you the starting point of how you need to think about a niche. Now, in business terms, building a nest, what we would say is you find a defensible position in a market, right? We’re going for safety. That’s the whole point. So the way that you find a safe place for your business is you find a defensible position in a market. So you can’t find a defensible position in a market simply by choosing that market, because someone else can choose that same market. For example, I know you work with veterans, and so if you were to say my niche is veterans, I work with veterans. I’m a I’m a coach, I do this, that and the other work with veterans. That doesn’t prevent me from coming along and saying, well, I work with veterans, I do this, that, and the other. I have a product for veterans. And now veterans are confused. Well, okay, I got two people now saying they’re right for me. The point is, choosing a market does not give you a defensible position in that market. That’s what makes this whole thing so difficult, is that people are trying to achieve a defensible position in a market by choosing a market. And when other people choose the same market, they go, huh? I’m left with nothing.

Trisha Stetzel: Hmm. All right. So I’d like to take this just a little bit deeper. So I, I serve veterans who serve veterans. What is it, then that I would ask myself, or how do I take this just a little bit deeper so that I actually find my or get closer to my niche versus just the market.

Todd Howard: Right. That’s the right next question. So if you’re trying to achieve a defensible position, then the first thing I do with my clients is I say, okay, let’s switch out the word niche for defensible position. We’re going to find our niche. But for right now, the target that you’re looking for is a defensible position in a market. You want to give a market a reason to choose you over everyone else so that you can say, ha ha, everybody else that serves veterans, I have a defensible position in this market. So what is that thing that gives you that? And the answer to that question is a unique approach. That’s how you find your niche. Once you develop a unique approach, you let your unique approach lead you to a market, and it will give you a defensible position once you get there. So let’s take the example of veterans. Let’s say that I were to analyze your business and my business. And I figured out and we put veterans aside, say, yeah, let’s let’s come to market at the end. And I said, Trisha, what are the things that you do? What are the unique abilities that you bring, the unique approach or the unique route that you take and working with someone, the unique experience that they have? How is it different from the competition? Once I understand that, then I say, everybody else is going this way. But Trisha kind of goes this way, and I understand your approach and how it’s different from everyone else.

Todd Howard: Once I understand that, or in my case with my clients, once I help you develop that, then I go, okay, now that we know your unique approach, who gets the biggest benefit from your unique approach? It might be veterans, but it might be somebody else. It might be a larger market that includes veterans and others as well. So when you go looking for the market, when you try and leapfrog over figuring out your own unique approach and just land on a market and grab it like it’s a land grab, you miss because anybody else could claim that market. But when you back up and go, okay, I’m willing to work with whomever gets the biggest benefit. Let me figure out my unique approach and get a real crystal clear idea of that. Once you have that, you go, huh? I’m perfect for them. My approach fits their situation perfectly. So what I need to do is I need to go talk to that market, explain my approach. And they’re going to go, oh my God. Everybody else I’ve been I’ve been changing the way I do business to to, you know, fit the frameworks that people are bringing me. You, Trisha, have the you have an approach that perfectly fits where I am and they’re going to choose you. That’s when you accomplish a niche, when you find your unique approach.

Trisha Stetzel: Okay. So, uh, a few things that are bubbling up for me. One, we have land crabs here and you’re not allowed to get rid of them. So I’m just saying and they keep digging holes in my yard. Um, I’m kidding about that. Not really. Um, as people are going through this process with you, Todd, I know that there are some listeners right now saying, well, I don’t even know what my own unique approach is. Is that something that you help your clients with?

Todd Howard: That is exclusively what I do. I help people develop their unique approach. I built a framework that they I walk through with them and we develop their unique approach. Once we have their unique approach, at the end of the process, we choose their market and it’s exciting to watch the light bulb go on when they realize they’re perfect for a subset of market. Absolutely perfect. But they never knew it because they were so busy looking for the most profitable market. They weren’t looking at the unique approach they brought to the table.

Trisha Stetzel: So I’m also thinking about people who want to serve everyone because they’re so afraid that they’re going to lose business if they niche down right, if they really focus in this one area. So how do you help your clients get past that fear of what about everyone else? I serve everyone, anyone? Someone.

Todd Howard: Yeah. There’s a there’s a couple of of logical questions I ask on the front end, and then I show them how they’re ideally suited for a different market on the back end. The questions on the front end I asked them, how many clients do you think you need to be successful? And if you are an advisor or consultant? Most advisors and consultants that I’ve spoken with aim for 1 to 3 times their highest annual annual salary in corporate. Depending on their price point, they can accomplish that with 5 to 20 clients per year. So you do the math. You may say, well, I need a little more than that. That’s okay. The point is, you need a small number of clients. The way that you’re profitable is you need to stop wasting time talking to the wrong clients, looking through the pile to find the ones that will say yes. So if your goal is profitability and you want to lower the cost associated with sales and marketing, it benefits you to figure out your unique approach and talk to the subset of the market that’s already looking for you. Once people do that math in their head, they realize, I don’t want to chase everybody. That’s exhausting. That’s a highly competitive, expensive approach to trying to find the people that are right for me. Then as we work together and I take them through my process, they begin to discover I have a lot of really great stuff to bring to the table. I am a specialist in areas that I did not realize. And as they build their approach and they see it, they can hold it in their hand and just look at it for a minute. They realize, man, this is really good for them or them. And they lean into that subset of the market that’s perfect for them. Once they see their unique approach and once they understand how this works, I never have to convince somebody to ignore everyone else and go talk to them.

Trisha Stetzel: Mhm. All right. You guys know why I like Todd right. This is why we’re friends. Because yeah we’re on the same page here. So I know that there are listeners who already want to reach out and connect with you. Todd what is the best way for folks to do that?

Todd Howard: The best way is to go to grow a niche.com. And there’s only one button on my website. Schedule a call. Schedule a call with me. It’s a free call. Uh, one of the things that I am willing to do for everyone is if you feel like you have a niche, and most people do, this isn’t a new concept. People have tried to think about their ICP and lean that direction. I’m perfectly fine having a conversation. You can describe your niche to me, and I’ll tell you honestly whether or not I think you’re there. And if you’re not, I’ll help you see what you can do to make some adjustments. Some people have a pretty unique way of doing things, but they’ve never thought about the competition the way they should. Some people have spent a lot of time thinking about the competition, but they’ve not created a unique approach for a subset of the market. So people are missing the mark. You know, one way or the other. And in a 30 minute call, I’m happy to help. Just shine a light on it and say, here’s where you are close or far from your niche. And here’s what I would recommend as a next step if they want to work with me after that, great. But at the very least they can get off the call and go, got it? I see the missing piece that was preventing me from landing on the answer that I wanted.

Trisha Stetzel: Did you guys hear that? Todd’s willing to have a 30 minute conversation with you about where you’re at in this process? It’s amazing. So grow a niche. Business.com is where it’s grown.

Todd Howard: Business.com I am currently changing that because it’s too long even for me. So by the time this airs, it’s growing. Niche.com I got that domain. I’m tired of saying the long sentence. Perfect.

Trisha Stetzel: I thought that’s what you said. Yes. Okay.

Todd Howard: Schedule a call. We’ll talk about it, and I’ll help you see where you may be missing it.

Trisha Stetzel: All right, so we’ve tackled all of the logical listeners. We’ve told them what it is that they need to go do. Now, I’ve got some other, uh, shiny object listeners, and they need stories. So can you give a couple of examples of businesses that have really nailed their niche so the listeners can get a picture of what it looks like in practice?

Todd Howard: Yes. I’m going to give you, uh, I can give you a dozen. I’ll try and limit it to three, I promise. Your listeners have heard of these people too. The first one is Simon Sinek. Everyone’s heard of Simon Sinek. Simon Sinek is a fantastic case study on what it is to have a unique approach. Simon Sinek is a leadership and development coach. If you go to his website, you will see somewhere on that page the words leadership and development, because that’s what he does. That’s the industry that he has has grabbed Ahold of. However, Simon doesn’t spend any time telling you about the industry he serves. He spends 100% of the time telling you about the unique approach he takes to serve the industry. Simon Sinek says that in his opinion, the way that you move people is through inspiration. It’s not carrot, it’s not stick, it’s inspiration. If you want people to follow your company, buy your products, follow you within your organization, inspire them. He’s been very open about that. As a result, companies that believe that there’s something inspirational about what they do want to work with Simon. They walk right past every leadership and development coach on the planet. They’re willing to pay ten times the price to work with Simon, because Simon has developed a unique approach that figures out what’s inspirational about you, brings it into the forefront of your strategy, and uses it as the guiding light for your company.

Todd Howard: I’ll give you another example. Uh, not quite as popular, but pretty popular. Jocko Willink. Jocko is a Navy Seal commander turned business coach. He’s written children’s books. He’s got a long list of businesses. But originally, after the military, he was also a leadership and development coach. Which is interesting because on the surface, you wouldn’t think Simon Sinek and Jocko are in the same category, but they exactly are. Leadership development coach. Same story. Jocko doesn’t spend any time talking about the industry he serves. He spends 100% of the time talking about the unique approach he takes to serve that industry. Jocko believes that to be a good leader, you have to have battlefield awareness, and he’s very articulate with his idea. He can explain what happens in a, in a, in a commander’s mind in the field. What’s lacking in the in the business world? And there are certain people that will line up and pay ten times the going rate to work with Jocko, because they believe in his approach. They believe his approach uniquely fits them. And so as a result, Jocko has a niche market.

Todd Howard: People that fit his approach. Simon has a niche market, people that fit his approach. And so if I were to take us back in time 30 years ago and say, do you think it’s possible as many leadership and development coaches that have come out of the 70s and 80s. Do you think it’s possible that two people could think up a niche in leadership and development right now, in the 2000? You’d say forget it. There’s thousands of leadership and development coaches. How is that possible? All the markets are taken. Simon creates a unique approach. Jocko creates a unique approach to this day. They are known by their unique approach, more than they’re known by their product. And I can go on and on. Criss Angel. Fantastic. In the in the world of magic Dave Ramsey. His ability to take financial advisory and go right into the conversations needed between partners to talk about their personal finances, be honest with each other. The baby steps, all of that. That’s an approach. And once you see it, you can’t unsee it. And you realize this is what you need to do to build a niche. You have to develop your own unique approach. And when you do, your market is obvious and the sales will come.

Trisha Stetzel: So we only have so much time and I could just sit here and listen to your stories all day. I’m like, yes, yes, yes, of course this all makes sense, but instead of telling more stories, I’d like to circle back around Todd to the service that you provide. So very clear that you help people identify this niche and then you help them with something else. So I would love to talk about the full service that you offer, even beyond helping people identify their niche. Can you talk a little bit about that?

Todd Howard: Yeah. Thank you. The first step is to find your niche. You need to understand your unique approach, the market that you serve. That’s a huge aha moment. And in the big scheme of things. That’s step one in working with me. The next step, and it’s a critical step, is that we need to build a product that delivers your unique approach to that market. It’s not enough to take let’s take somebody who’s a business coach. You can’t be a generic business coach with generic templates and generic, um, arguments and logics and all logic and all of that, and walk up to veterans and say, hey, veterans, I’m perfect for you. I’m the I’m the business coach you should hire. They’re going to say why your product looks like everybody else. Your marketing is niched, but your product is not. Hasn’t been adjusted for me. So what we have to do, the second part of my service is that we’re going to take your unique approach, and we’re going to build a product. And what I mean when I say product, I literally mean a service. Step one we do this. Step two we do this. Step three we do this. Here’s the outcome of step three. Here’s how long step three takes. All of those details can be built out prior to working with a client, so that when you meet a client, instead of saying, hire me, I’m going to make you money. We’re going to, you know, you’re going to like me.

Todd Howard: Instead, you say to the client, let me tell you what I’m going to do. I have designed a service specifically for people in this situation, and here’s the service I’ve built. First, we do this for this reason. Second, we do this for this reason. And and so on. When you get done with explaining your product, the customer has the evidence they need to say you’re the right fit for me. You’re hired. And I’ve seen it happen over and over again. When I work with my clients, I say, okay, finding your niche, that was for you, building the product. That’s for them. So those are the two steps we take. We’re going to find your niche. Then we’re going to build a product specifically for them. And when you get up and talk about what you do, which, by the way, is exactly what Simon does when he says find your why, that’s actually the first step in his service. When you talk about what you do and how you do it, and you describe the steps, people go, I want to take that journey, you’re hired. So to sum it up, those are the two things I do. I will help you find your niche by helping you develop a unique approach. And then together we will build your product. So you know exactly what you bring to the table and can explain it to people who are looking for a service like yours.

Trisha Stetzel: I love that, and to be clear, for those of you out there who have been in your business for quite a long time and have a lot of products and services, Todd is really good at helping you hone in on what parts of those products and services that you already have that you can put together Other for putting your unique approach out there, right? For specifically for your niche so you don’t have to go build something brand new. Don’t let that scare you. If you have a lot of content, uh, Todd can help you put that together in such a way that it speaks to your niche.

Todd Howard: Yeah, that’s exactly right. As many of my clients as not work with me to hone what they have. It’s not a dump. Everything and rewrite. It’s a. You’ve got something. Can we hone it down? Make the adjustments. We need to find the ICP you’re looking for. We go through the same process. But yes, we can tweak what you have if what you have is already built around your unique approach.

Trisha Stetzel: I love that. Okay, so we’re at the end of our time. Todd, I’ve got one last thing that I would love for you to leave the audience with, and it’s really just bringing everything back full circle. So you’ve built and studied niche businesses, you’ve learned your lessons. Now you teach those lessons or you help others get there faster than you did on your own. If you can leave our listeners with one piece of advice about why Niching matters in their business not just for today, but for the future of their business. What would it be?

Todd Howard: The days of the coach as a collaborator are over and it’s because of AI. I have heard lots of stories about AI. I’ve did a deep dive to understand all of this. There are a lot of coaches and advisors that are fundamentally setting themselves up as an advisor. They have templates and frameworks and formats and advice and industry knowledge, and they want to come alongside a business and say, let me be a partner with you to help you think through things. If you want a really big reality check that I did for myself as well, go to cloud AI or any other AI tool. I’m not affiliated with that, it’s just one that I found Sound and have a collaborative conversation with AI and see how good AI is at bringing frameworks and formulas and advice to the table. So if you have been banking on a successful coaching or advisory business based on the idea that I’m going to collaborate and be a best practices vehicle or vessel to my clients, please hear that AI will replace that. The way that you get out of that trap is you develop a unique approach that takes someone from point A to point B, and when you go to a client and say, I’m not here to collaborate with you, although we’ll collaborate, I’m not just going to be a voice in your ear. I’m going to take you to this destination. We are going to get here together, and here are the steps we’re going to take to get there. When you do that, AI becomes a tool, not a threat. So I highly recommend if you are in the services industry, fundamentally advising clients, get out of the collaboration space. Develop a unique approach where you can take someone to a destination. That’s how you survive the future. Um, as it relates to AI.

Trisha Stetzel: Love this. Todd, it’s been such a pleasure to have you on today. Thank you for coming on and sharing such wisdom with me and the folks who are listening today.

Todd Howard: You’re welcome. Thank you very much for this chance. It was fun.

Trisha Stetzel: Absolutely. You guys, Todd Howard, grow a niche business and where you can find him is grow a niche. It’s d g o w a n I c h com. As of when you’re listening to this. And you can also find him on LinkedIn, which is probably where I found him in the first place. Oh no. We were referred to each other through someone we know, which was even better, right? Uh, so you guys reach out to Todd with your questions, and again, he has offered to do a 30 minute session with you guys free of charge. So take advantage of that. Todd, again, thank you so much for being with me.

Todd Howard: You’re welcome. Thank you. Trisha, this was fun.

Trisha Stetzel: This is all the time we have for today. If you found value in the conversation that I had with Todd today, please share it with a fellow entrepreneur, veteran or Houston business 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.

 

How Authenticity Can Transform Your Business Through Video Content

November 11, 2025 by angishields

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Cherokee Business Radio
How Authenticity Can Transform Your Business Through Video Content
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In this episode of Cherokee Business Radio, Joshua Kornitsky visits Podium Studios in Marietta, Georgia to interview founder Devin Smith. Devin shares his journey from advertising to launching Podium Studios, emphasizing the importance of authentic, strategic video and podcast content for business branding. The conversation covers content creation strategies, balancing personal and company brands, and the value of authenticity over perfection. Devin offers practical advice for businesses at any stage, highlighting how Podium Studios supports clients with both advisory and full production services.

Brought to you by Diesel David and Main Street Warriors

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Devin-SmithDevin Smith is a branding and experience guy with a passion for quality production and podcasting. He’s spent nearly 25 years cutting his chops in design, advertising, marketing, and branding.

During that time, he worked with major brands like Wells Fargo, Verizon, and Michelin.

These days, he leverages all of that as he does content strategy, production, editing, and even hosting for podcasts through Podium Studios in the metro Atlanta area.

Episode Highlights

  • Devin’s background and career transition from advertising to founding Podium Studios.
  • Importance of branding and content strategy for businesses.
  • Role of authenticity in video content creation and audience engagement.
  • Challenges faced by clients in front of cameras and strategies to overcome nervousness.
  • The significance of clear communication and avoiding jargon in content.
  • Balancing personal and company branding for business owners.
  • The evolving landscape of video content and podcasting in business marketing.
  • Resources and team requirements for producing professional video content.
  • Strategies for businesses at different stages of maturity in content creation.
  • Accessibility of content creation tools and the value of starting with basic equipment.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky professional EOS implementer. And today I’m excited to be in someone else’s studio, which I’ll tell you about in just a moment. But I want to remind everybody that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Mainstreet Warriors. Diesel. David Inc. Please go check them out at diesel. David. So today is a show unlike any other. Uh, today I’m a guest within the incredible Podium Studios location in Marietta, Georgia. And, uh, with his gracious invitation, Devin Smith, the founder of Podium Studios, has invited me in to record Cherokee Business Radio.

Joshua Kornitsky: Today’s guest is Devin Smith, founder of Podium Studios in Marietta. Through his work, Devin helps leaders and brands create engaging, professional video content that helps strengthen personal brands and expand their reach. His background in design and his passion for branding give him a really unique perspective on how content can be shaped and really help change the reputation and influence the view. We’ll hear directly from Devin about his journey, his insights, and get his perspective on branding, and learn more about the work being done here at Podium Studios in Marietta, Georgia. Well, thanks for having me, having me. Devin, it’s really a thrill to be here.

Devin Smith: My pleasure. You know, honestly, like I was mentioning, I. It’s very rare that I get invited on somebody else’s show. So I’m just glad you’re willing to make the drive and come hang out, man.

Joshua Kornitsky: Absolutely, absolutely. We’re not that far from Cherokee County. It all works out. So tell us a little bit about yourself and your background, if you would. Because if we don’t know the origin story, it’s hard to understand where we’re at.

Devin Smith: I absolutely. So, uh, you know, essentially, um, I kind of I started out in, um, advertising, actually. Okay. Uh, I wanted to go into I wanted to go into animation. My dad convinced me that was a hard field to break into and talk me into going to design school. Okay. Went to design school and then went into advertising industry, working at ad agencies and stuff like that. And, um, and just got to work on, um, big brands, got to work next to world class creatives. Uh, you know, I’m sitting next to people who are writing copy for Verizon and BMW.

Joshua Kornitsky: And I’m curious, was that here in Georgia?

Devin Smith: That was actually that was actually in South Carolina. Really? So that’s where I’m from. I’m from Greenville, South Carolina. And, um, I was working at, uh, an agency in Greenville that, you know, you wouldn’t expect Greenville to house an.

Joshua Kornitsky: No, not at all.

Devin Smith: That is working on major brands like that. Um, but it it does. And now they, uh, I mean, they’re, they’re it was an agency called, uh, they’re now called EP and Co.

Joshua Kornitsky: Okay. They got class here.

Devin Smith: Yeah. Yeah. And they’re now like agency of record for like John Deere.

Joshua Kornitsky: Oh that’s.

Devin Smith: Awesome. And all kinds of big companies. And I also worked at another agency called Jackson. And you know we were again working on Michelin, working on, you know, just um.

Joshua Kornitsky: That’s fantastic exposure.

Devin Smith: Yeah, man. And getting getting to getting to work on those brands and getting to work with those people. Uh, it it taught me how marketing is done in the big leagues. You know, it taught me how brand positioning and creative is done in the big leagues. And, um, you know, I wound up getting out of the ad agency world going into tech. Every company I ever worked at, I just wound up. I wound up, you know, doing creative. Yeah. You know, I’d work on stuff. We’re working on building software. Building, you know, um, web, web apps and all that. And eventually I’d just be like, man, we. What are we doing with the brand guys? Like what? What is this?

Joshua Kornitsky: Which which, honestly, a lot of organizations that’s not high on their list unless they’re specifically marketing focused.

Devin Smith: That’s right. Yeah. Or if they’re big enough to where? They’re used to hiring agencies to handle that stuff, they’re just like, well, we don’t have anybody in-house. You know, we’re not paying an agency. And I just I’m a firm believer that, uh, you shouldn’t wait too long to make sure that you have Professional brand positioning, you know.

Joshua Kornitsky: Couldn’t agree more because it’s a defining. It is the defining characteristic of your business. It’s the public face. And if you’re not going to prioritize that at a certain point, I understand financially it may be difficult, but when you have achieved a level of success where you’re able to prioritize it, it is your best foot forward every time. Yeah. So so you’ve got this incredible pedigree of working with these top tier organizations that clearly brought, uh, a lot of expertise into their marketing and into their creative endeavors. Um, what what got you from being in, in that particular, uh, universe to here where you’re now helping create, uh, incredible video content for others?

Devin Smith: Man. Uh, so that’s a great question. So I, uh, the funny thing is, is that, uh, I wound up, uh, I wound up going out on my own. Um, it was late 22, late 2022. I wound up deciding to start my own business, and I was consulting, and I thought I was going to be helping people build software and still wound up doing marketing. Sure.

Joshua Kornitsky: And eventually tried to get out, and it just kept bringing.

Devin Smith: You kept bringing me back in, you know, and and, um, eventually, like John Wick, you know, people, you know, asking if you’re back. And I’m like, yeah, I’m thinking I’m back. Yeah.

Joshua Kornitsky: There you.

Devin Smith: Go. And and so I had a friend, uh, who had the idea of starting a podcast studio. And so that’s how Podium Studios was born. And I got into podcasting, um, back in like 2020, um, I released my first show, and I tried to work on shows before that and never released anything because I was too much of a perfectionist, you know?

Joshua Kornitsky: Well, and I imagine that does get in the way.

Devin Smith: Yeah. Oh, yeah. For especially, you know, my dad, my dad’s an audio engineer. Musician. Oh, okay. So?

Joshua Kornitsky: So. Yeah. So you do. It has to be perfect.

Devin Smith: Yes. Like, you know, I watched my dad doing that stuff, and he was absolutely maniacal about sound quality. Sure. You know, um, and so I was like that, and that stopped me from releasing things. And eventually I realized, like, I just got to put it out, you know? And so I started doing that. Fell in love. I just fell in love with podcasting. I love I love making shows, man. I love making great shows. One of the things that I, I noticed is like when I’m making my own stuff, you know, I love just going and listening to different theme music and thinking, what kind of podcast could I match this theme music?

Joshua Kornitsky: That’s kind of a that’s an interesting mental exercise. Yeah, yeah, but it still helps you visualize it. I’m all for that. Yeah. So who who are the types of organizations or what size what what are the organizations you find that the work you’re doing is resonating with?

Devin Smith: Oh man. That’s so that is a it’s been an interesting journey to figure figure that out really. And what I’ve found is that you have, uh, people, um, whether they’re business owners or executives who know that content content’s the game now, um, you know, the the smartphone we got in our pocket is the new TV, right? And so people expect you to be there and and we find that we resonate the most with business owners, with executives who understand if you’re not there, it’s kind of like, you know, when we were growing up, if you weren’t on radio or TV.

Joshua Kornitsky: You didn’t exist.

Devin Smith: You didn’t exist. Like, you know, you just weren’t or you weren’t a big deal. Right? Right.

Joshua Kornitsky: Um, mom and pop, location store, restaurant, whatever. One, one location. You didn’t expect anything. But if you’re in multiple locations, you got to have a presence.

Devin Smith: That’s right. We expect you to be on the radio. We expect you to at least be on local TV. People expect you to be on social now. They expect you to be on YouTube. And and they go looking for you there. And some, some people will go looking for your Instagram, especially if you’re a local business. They’ll go looking for your Instagram before they look for your website. And and so people who get that have been our our best clients. And we love working with people who know, hey, we got to get attention. And that’s what we do. We bring people attention through doing great content for them. You know, we do. We do video content, we do podcasts. And, um, you know, we we try to make it to where people just don’t have to think about it too much. They come in and we go to them and we shoot and they don’t worry about the rest.

Joshua Kornitsky: Well, so that brings up to me a really interesting question, which is, okay, it’s harder to put a finger on the exact size because it’s really it sounds like it’s more about mindset, right? They’ve got to understand the value of the content. Yeah. Assuming that you’ve crossed that hurdle and you have someone or a group of people that understand the value of the content, how do you help them arrive at what it is the show is going to be about. Because if I am a painter and and I understand the value of building the the brand of my company, I, you know, people don’t want to talk about paint drying, right? It’s not particularly interesting. So, you know, is that something that you’re able to help understand their brand or do you help them create their brand or how does that work?

Devin Smith: Great question, great question. So, um, coming coming from the branding world, um, that is one of the things that if somebody needs that, uh, we will do that. Most of the people who are coming to us, they have their brand, uh, they have their company brand at least established. Okay. Um, most people don’t have a personal brand established as much. And so we will we’ll go from end to end. So we’ve helped people start podcasts and YouTube channels from nothing. Um, and so we’re talking about the content strategy. We’re figuring out what does your audience care about. You know we’re going to do an audience research to find out what kinds of questions are they asking. Um, what kind of problems are they trying to solve that they’re out there looking for information on. And that’s the stuff that we’re that we’re going to make content about, because we’re meeting them where they are with the way that they think about the problems that they have. So, you know, the titles that we’re going to suggest because we’re we’re helping our clients with, with content strategy, with titles, with, with the actual publishing, with monitoring how the content’s performing. And we’re saying, hey, we need to do four videos. We need to do four videos next week on these topics. You know.

Joshua Kornitsky: So I don’t have to come necessarily with an agenda of these are the things I want to talk about, or that this is what I want to create content around. You’ll help them actually understand what the market’s looking for.

Devin Smith: Totally totally. Because it’s just there’s so much guesswork and you can go, I mean, you can honestly go a year and not strike gold, and it’s just better to go and do the research, find out what people care about, and just skip right to that. And so we we do that. Some people are able to come in here. You know, we had we had a local law firm come in and the partners, they’re just so good at sounding like they prepared a statement, uh, that we could give them a topic and they would go for five minutes straight and it sounded like a scripted video. Most people don’t have that skill.

Joshua Kornitsky: Sure. And that’s that’s sort of a sort of directly related to what they spend their time doing. But yes. Um, what are some of the misconceptions people have? Right. Because I imagine I work primarily in audio and and in audio, it’s considerably more forgiving. Right. Because other than when I broadcast live, I have the ability to help fix things that get stepped on or screwed up. How is it different working with video? What are some of the things people walk in? Um, perhaps misunderstanding?

Devin Smith: Oh, I think the biggest thing is that people expect you to be perfect and they don’t. People don’t expect you to be perfect on camera. They don’t expect you to know every word that you’re going to say. As a matter of fact, they want, especially in the age of AI. They want more evidence that you’re human, that you’re authentic.

Joshua Kornitsky: That’s that’s terrifying, but accurate.

Devin Smith: Yeah, right. You know.

Joshua Kornitsky: We’ve all gotten that one email where you’re like, yeah, no human wrote this.

Devin Smith: That’s right. That’s exactly right. You yeah. You get those emails. You see that blog post? Yeah. Uh, that that it’s evident that somebody just phoned it in with, with, uh, you know, AI and they didn’t even really spend much time on it. And one of my favorite sayings I saw a writer post this on X. He said, everybody wants to write content with AI, but nobody wants to read content.

Joshua Kornitsky: That’s very boy that’s really telling. Yeah.

Devin Smith: Yeah. And so we are I think the biggest misconceptions you got to come in, you got to say all the right words and you got to you know, you got to be perfect. Actually, what people want is for you to be authentic. And they want they want to feel like they’re getting to know you and what you’re going to be like when they meet you in person. That’s actually what they want. And we have to tell some of our clients who are really good presenters, we have to tell them, like, dial it back a little bit.

Joshua Kornitsky: You’re you’re too polished.

Devin Smith: Yeah, exactly.

Joshua Kornitsky: Really. So I think that’s interesting because we were talking earlier about sort of, uh, something I talk with my clients about that perfectionism. Perfectionism is the enemy of progress, right. And if you’re hyper, hyper focused on getting every word right, not occasionally having a misstep, I get that, but we’re not in movie production. We’re we’re having genuine conversations. Yeah.

Devin Smith: And you should be able to let your hair down. You should. I should relax you. Some people that stresses them out. Some people want everything to be prepared ahead of time. Totally understand we have a teleprompter for that reason.

Joshua Kornitsky: You know, there’s lights, there’s microphones, there’s cameras. So people I do think have a tendency to be nervous. Oh, yeah. And and in that, in those contexts, how do you help them overcome that?

Devin Smith: Uh, you know, one of the best tools that we use, essentially, is we just start asking them questions, and we have the cameras rolling the whole time, and they’re just talking and, and we get great content out of just asking them honest questions, especially if we’re, you know, we’re a layman to most.

Joshua Kornitsky: Of our.

Devin Smith: Universe. Yeah. To their whole world. We don’t we’re not experts in that. So we’re asking the kind of questions that somebody who doesn’t know anything is going to ask, right? Um, and that tends to be good content.

Joshua Kornitsky: Near and dear to my heart. Because for me, I always want to make sure that I’m asking the types of questions that if someone ran into you on the street, Devin, and you said, well, I you know, I help companies create content. Yeah. Well, what does that mean? Right. Right. Because those are the things we we all tend to live in our own little professional bubbles. And in in my life as a as a business coach and teacher and facilitator, I have a list of acronyms that I have to carry a lexicon to hand to other people. Yeah. To be like, okay, these are the this is what I’m talking about. Right. Um, that shouldn’t be necessary in a normal dialog.

Devin Smith: Right. And you don’t want that on social media because you won’t get the chance to explain it. And, you know, you think about how much time you spend on a reel before you go to the next one. I mean, you’ve got you’ve got 3 to 5 seconds, tops. I mean, five seconds is generous to get somebody’s attention. And if it’s not, um, easy for them to grasp why they should invest the full 30s to a minute to to watch your your video. I mean, you’ve lost them, you know.

Joshua Kornitsky: Well. And that brings up another question for me. So when you’re when you’re helping create the branding that leads to the content, even if they’ve brought their own business branding to you. And I’m saying branding meaning their their identity. Yeah. Excuse me. Oh. You’re good. When? When they arrive. How do you help separate? Uh, for lack of a better expression. Sort of the ego from the business. Um, because just using an easy example of somebody like Elon Musk. Right? He is his own brand identity. He also has SpaceX, and he has Tesla, and he has Starlink, all of which kind of have their own identities as well. Right? I know he’s an extreme example, but but having worked with many small businesses, often the founder or founders do have their own community identity. So how do you help balance that?

Devin Smith: That’s an excellent question. So the one of the things that we will do, um, is if the if the business is to a certain level of maturity, we will actually create content that is intended to go on the business owner’s personal pages. Um, and so they are drawing people to the business and we’ll make, we’ll make content that goes to the business page as well. But we’re, you know, the thing about social, uh, and YouTube is that people want to connect with people. And so we prioritize, hey, we’re going to make content that get people to know, like, and trust you without having met you in person. And then they’re going to naturally, if they want to do business with you, then they got to go through your company. And so we’re going to make sure that we’re linking off to your company on your social profile.

Joshua Kornitsky: Right.

Devin Smith: You know, that that, uh, they know exactly if they’re in a position where they’re ready to start having serious conversations or they’re ready to buy that they know exactly where to go. But up until then. Um, as a as an executive, as a business owner, as a salesperson, you are producing stuff and putting it out that allows you to be yourself and feels authentic without, um, without you necessarily, uh, painting the entire company with that brand.

Joshua Kornitsky: It sounds like it’s a lot of work.

Devin Smith: Yes, yes, yes. We I when we when we started doing this and it was just a it was just a couple of us and I mean, we were I mean we were up every night, uh, you know, it was me, um, my business partner and my wife. It was just the three of us, and we were doing everything. And my wife was the social media manager and the copywriter, and, you know, uh, me and my business partner were doing the editing and the graphics and the sessions, and, and we were up super, super late every night doing that stuff. And now we have more of a team, which I’m very thankful for. But it is. It is a ton of work. And I think that people, sometimes our best clients, know how much work it is. They know how much work. And I’m not doing that myself.

Joshua Kornitsky: Well and doesn’t. Isn’t that another misconception that this is easy? Right. And and and on on the subject before we leave it of understanding what resonates currently. And and I don’t profess to have any level of social media expertise, however, just on my own personal life, what interests me personally versus the articles I read professionally are really quite different, and the things that catch my attention are quite different. So how do you balance that? Because sometimes, right, if I’m B2C, if I’m home services, right, I sort of straddle that line. But if I’m if I’m in a business accounting firm that only works with other businesses. You know, the the the home grown content probably doesn’t resonate.

Devin Smith: Right, right. And that that is why we try to make sure that we have a balanced approach to it. So there’s some stuff that it’s it’s only really going to make sense on the company profiles.

Joshua Kornitsky: On LinkedIn versus.

Devin Smith: Right. Yeah. And and I will say, you know, for instance, like LinkedIn really good, really good for B2B content, really good for, uh, you know, it’s expected that you’re talking about business there. Sure. Um, Instagram, surprisingly. And I had to unlearn what I thought I knew about Instagram.

Joshua Kornitsky: I’m listening carefully now.

Devin Smith: Instagram is really, really good for local businesses. Um, if you are, if you have a, a, a radius, essentially, uh, a physical radius that you serve. You have a local business that people show up to, or you serve a certain, you know, local geographic area. Instagram is really good at putting you in front of people who are in your area. Linkedin is not as as good at LinkedIn’s.

Joshua Kornitsky: It pretends to be a global stamp. I don’t really know that it is, but right. But on that point and that brings up something very interesting. I know we’re sitting in your in your beautiful production facility, but what if I’m a local business and I what you’re saying right now about Instagram resonates with me. But I don’t have the budget for what I presume is, you know, not an inexpensive endeavor to go into video production. Do you still offer, um, services and advice and guidance to to companies that aren’t going full in on video and just looking for content guidance?

Devin Smith: Yeah, absolutely. So, you know, we we definitely still offer assessments and, and and advisory uh, That, you know, if you, you know, we we like to follow a process that, you know, everybody, everybody when they’re starting with us, if they’re going to go full in, we still have them start out with the assessment advisory. Um, because all that still has to be done anyway. If they bought in fully, still got to do the.

Joshua Kornitsky: It’s a discovery process, right. You got to learn about them and what matters to them and what message they want. Right.

Devin Smith: That’s exactly right. And basically what we do is we start out with the we start out with that process. And if they decide that they want more, we apply what they paid for the advisory and deduct it from the full package. And so somebody who decides, hey, I just want to be able to sit down and hear from you guys on research that you did on, on our market. And, and you give us advice about what content we should even be making, what should we be doing. And we’re able to do that at a low enough cost. It’s accessible for most businesses.

Joshua Kornitsky: And and that’s funny because it doesn’t seem while I get the ask. And I encounter that myself quite often where people people would like you to, they don’t want you to solve the problem. They would just like to get direction from you. And working with entrepreneurs, as we both do, that’s not uncommon because they’re used to solving their own problems. And, and, and some come back around and realize that additional guidance in in ongoing um, let’s go with encouragement is beneficial for them. Some are not. And for some people it is enough. But tell us what if there is an average engagement? If, if if an organization, let’s say they’re going what I presume is the more traditional path that they’re looking for, video content creation, um, what does that look like? Is it for a set period of time, a set number of episodes? Is it a one size fits all? How do you approach, uh, engagement in that regard?

Devin Smith: Great question. So, um, we generally we generally approach it from two different angles. We will, um, come from the we’ll come from the angle of if you’re basically looking to have a us be your content marketing engine, you know that that is that is where we will say, all right, we do a flat retainer and we just take it over. We manage it. We we act like we are taking, uh, control of that function within the business. And you don’t really have to worry. We lead it. We act like a fractional content marketing executive. Okay. Um, and, and, uh, you know, those, those usually start around. Do you want me to talk about pricing?

Joshua Kornitsky: Well, that’s really up to you. And the reason that I don’t typically push on pricing is, you know, for, for a ten person operation versus a 250 person operation, the needs and the frequency. I feel like you’re you’re certainly welcome to. But I, I feel like it wouldn’t be fair because no matter what the price is, it’s not likely to align. I was thinking much more about the sort of the time commitment and and even the production time. So, you know, I don’t know how long it takes to go from ideation to discussion to getting guests in to getting that onto whatever medium you’re going to put it on. I think those are the types of things that that, that people would benefit. Yes, everyone wants to know how much it costs, but like everything else, it the answer almost universally with every guest I have is it depends.

Devin Smith: It depends. Yeah. Right.

Joshua Kornitsky: Yeah. So you can you can order a glass of water, or you can order six lobsters in six steaks. It depends. Right. Right.

Devin Smith: And we generally we try to we try to keep people in rails. We do have an opinion about how it should be done. And so we have some folks who may just want, you know, you can have folks who just want to do some content. They want to come in, they want to do some content. We’ll schedule out a day. We’ll literally do a content day. That’s what we call it, do a content day. They come in and shoot, get, you know, eight short form pieces. We we still do the audience research and and all that and help with the ideas ahead of time. Um, and, you know, we go we go all the way up to like I said, it’s, it’s we are taking over that function and the, the time commitment on the business owner’s part really comes in on, you know, obviously the meetings with us, we try to keep those to a minimum. Um, but we, we want to be available. So we, we try to make it to where the whole reason people are coming to us is because they don’t have time to deal with it.

Joshua Kornitsky: Um, or the skills or the knowledge, because that’s the other piece I’m going to ask about next.

Devin Smith: Sure. Yeah, you’re exactly right. And they don’t want to they don’t want to have to be an expert in that. They have a business to run already. And so we we try to keep it to a minimum. So at most you’re looking at um, somewhere between uh depending on how much content you want to produce. Because. Because, you know, you can go from, hey, I just want some short form videos to I want to have a whole show, and I’m putting out short form content and excuse me, I want clips off of the, uh, off of the show. And so that can turn into. Yeah, you’re looking at probably somewhere between ten and, and and 12 hours a month, you know, depending on how much content you want to produce. 4 to 8 of that is, is, uh, actually shooting content. Um, and then you’ve got meetings and all that, but if you’re just producing, you just, hey, I want to have a steady, steady drip of content coming out. I mean, we’re definitely able to to do that in in eight hours or less, uh, per month. And, uh, I mean, if you give us honestly, if you give us eight hours, we can produce several months of of content.

Joshua Kornitsky: That’s that’s really good to know, because Is one of the other things that’s indicative of of entrepreneurial organizations that are still learning and growing. And a lot of the folks that I work with is the idea of a marketing budget, of having dollars set aside. It’s not that they don’t get there, it’s just that’s part of evolution. Right? And my my wrapped van for my plumbing business is my advertising budget when I start. But when I get up to 4 or 5 vans, I have to think about how to keep calls coming in across the board, and that requires dedicating resources to that on an ongoing basis.

Devin Smith: Yes, yes, that’s right. And that’s generally who we’re going after are people who have said, okay, I know that I need to be marketing. I am willing to spend this much on marketing per month, and we’re able to say, give us, you know, a part of that budget and we will produce results with that budget. Because like I said, we are on, we are on the screens. We are we are in the earbuds. Right. And that’s that’s the game right now, you know.

Joshua Kornitsky: So here’s the question that I was thinking of before. And yes, that that all makes sense to me. So I was trying to think in my head. And I am not a content creation expert in, in the arenas that you are. But I’m thinking, you know, again, that entrepreneurial mindset of I can just do this myself, never mind the cost of the equipment in the room, most of which I can’t identify. Never mind that. Just set that aside. Uh, help me count off how many people need to be involved. So so you’ve you’ve got to have someone. You’ve got to have someone that’s doing the research into social media. Yes. You’ve got to have someone who is steering and directing the client, engaging with the client. Uh, or in this case, let’s pretend we’re doing this in-house. Someone that’s making the creative decisions. So call that a chief marketing officer. What have you. Then you’ve got to have how many production staff would a would an average thing need. 2 or 3 people. Then you need an editor. What about sound and lighting.

Devin Smith: Yeah. Yeah that’s that’s great.

Joshua Kornitsky: And so so I’m up to eight already and and that’s just with the stuff that occurs to me. Yeah. Um, I, I imagine there’s a few more folks that probably get involved. So you’re talking about for, for midsize content creation, anywhere from, what, 6 to 10, 12 people in aggregate. Right.

Devin Smith: Even between our company and their company. Right. And and so we one of the things that that I wanted to do and putting a studio together is that because, you know, because we still go on site for people and we’ll show up with a crew, you know, really.

Joshua Kornitsky: So you can take the whole show on the road.

Devin Smith: Yeah. So we yeah, we can, we can show up on site. Um, uh, you know, if people don’t want to come into the studio if they’re too far. Um, or, you know, some people, they want to be able to show off.

Joshua Kornitsky: Their beautiful space. Yeah.

Devin Smith: And they want, they want because that’s a part of their culture. It’s a part.

Joshua Kornitsky: Of.

Devin Smith: The draw. And so absolutely, we’ll go we’ll go on location and get some of that stuff. But with the studio makes it possible for us to do with, you know, 1 or 2 people what it would normally take 3 or 4 people to accomplish. And so, you know, we’re we’re able to do it at a, at a lower cost. When people come into the studio and we’re able to be more efficient, it takes it takes a lot less time to go from you walked in the door to we’re rolling. You know.

Joshua Kornitsky: It’s the difference between going to a restaurant and having an event catered. Yes.

Devin Smith: 100%. That’s exactly right. And so we, you know. Yeah, you’re. But still even with that, you’re looking at you’re looking at probably 4 to 5 five people who are touching, you know, touching a piece of content to make sure that it it goes up. It’s done well that it’s on strategy and that it goes up on time and with as few errors as possible, we try to make sure that we have zero errors. Right? Sure. But I mean, you’re looking at, um, strategists, you’re looking at, uh, you’re looking at a line producer in the studio or on site. You’re looking at, um, the, the, uh, designer. You’re looking at the social media manager and the project manager. That’s five people, right? And that’s that’s that’s the minimum of of. So you don’t want to hire all those people. Most people don’t want to have.

Joshua Kornitsky: And it doesn’t make financial sense in most. You have to be scaled to a pretty good size for that to make sense. And the reason that I bring all this up is, is it seems to me that hiring a professional who brings all this to the table is actually a cost savings. And um, in my universe, it also creates accountability for if I hire all those people and I’m not afraid of suggesting people take on accountability. But if I hire all that in-house, never mind whatever my budget is and whatever my spend is and my explosion in headcount, I’m now accountable for being at a professional production level. Right? And unless I’ve done this before, that’s that’s like hiring all the staff for for a michelin starred restaurant, walking in the kitchen and expecting to know what to do. Yes. Uh, and and as we talked about earlier in your journey, there was a learning curve.

Devin Smith: Oh, absolutely. So, absolutely.

Joshua Kornitsky: So if if I’m a B2B accounting firm that decides that they get the value of the content. Right. But I think that I should do this myself, it seems to me that politely, the math doesn’t add up.

Devin Smith: No. We were actually, uh, you know, I had a leadership meeting yesterday. We were working on a proposal for, you know, what could be a pretty big client. And we were doing the math on what it would take for them. It’s like, okay, we have to make sure this makes sense for them. What would it cost them to hire what we’re going to do for them? Sure. And I mean, they were at they they were at somewhere between 180 to $300,000 a year in just staff. You haven’t bought any equipment yet, right? You don’t have a space to record in. Um, you haven’t done any of that. You literally just hired staff, and they expect you to be able to direct them.

Joshua Kornitsky: With no experience.

Devin Smith: Right?

Joshua Kornitsky: And and that brings up the other point that that was on my mind, which you just very carefully articulated without meaning to articulate it. You’re putting your customer first in that consideration. I know that that sounds like you’re structuring a business proposal to win business. Yes. Yeah, but it sounds to me like you’re still putting your customer first, because I imagine depending on the engagement, there could be a circumstance where if they had certain staff, maybe you’re not the right 100%.

Devin Smith: You’re absolutely right. And that’s basically what we have to make sure is that we’re acting, uh, we’re acting in the best interest of the client. And so when we do that math, we’re saying, does this make sense for them? Because we’re looking at how much work it is. We’re like, how are we going to do this? And it makes sense for us, but is it a good deal for them? And I’m, you know, I’m a business owner. I’m thinking to myself, well, would I, would I hire me at that rate? If I were them, would I hire me and my team? And absolutely. The the idea of me having to hire all those people to be able to do this stuff. The crazy thing is that this particular company has two people on staff who are really good at production, but they already have other jobs, and so they were doing production for the company. You know what they said? The last.

Joshua Kornitsky: Conversation.

Devin Smith: I had with the marketing director, she said, I asked the question, hey, is so and so still doing video for you guys? And she said, yeah, he’s going to do one more for us. But he said he doesn’t want to do it anymore and that’s why they’re having the conversation with us.

Joshua Kornitsky: Well, and that again not to tie it back to the entrepreneurial mindset, right. Is is in most organizations, even if they’re 200 people, you still have you have folks who have God given talent who are willing to pick up tasks or accountabilities that really aren’t part of their universe, but you get to a point where it’s not scalable, right? Where, where clearly you ask that person to do that job, or to assume that role because of budget, because of constraints of any kind. But at a certain point, if that is a valuable role, you either need to hire someone who is the right person for that seat, or you need to outsource. And this is where I was going before to a third party who is accountable to the contractual standards. The production standards and that if those and I’m sure it doesn’t happen, but it can if those failed to be met, somebody is accountable for that. And the value of having that as someone outside of the house is your hiring expertise. Yeah. Yeah. And, you know, it’s not I don’t want to equate it to a lawyer, because a lawyer can lose a case for reasons that have nothing to do with the lawyer. That’s right. But a lawyer can also lose a case because they’re a lousy lawyer. Yeah. And if they lose the case because they’re a lousy lawyer, that’s who you hold accountable.

Devin Smith: You have recourse.

Joshua Kornitsky: Right. And that’s the piece that I think, particularly in that that entrepreneurial arc, when you reach the point of realizing, okay, content’s unavoidable. I have to create it if I’m going to stay relevant. And I and I even if you weren’t in this business, I think everybody can agree that we’re at a point now where that is the billboard. That is the radio ad. That is whether it’s social media or any of those other mediums. You’ve got to have a presence. If you’re a business that’s looking to grow.

Devin Smith: That’s right.

Joshua Kornitsky: And if you accept that at a certain point, you have to accept the fact that, like your, in most cases, your taxes or like your legal representation or, you know, like the plumbing in the building, at a certain point, you have to engage a professional in order for it to get done, because it becomes cost prohibitive for you to do that on your own. And more importantly, it becomes skill constraining because you know you can be the the greatest B2B accountant in the world. You can have 15 people on staff, you can have 30, 300 whatever. That doesn’t mean you know how to create content. That’s right.

Devin Smith: That’s right. That that’s so well said. Because you realize that this is an entire focus. Um, my business partner, I picked him because he is not just a video guy, he’s not just a photographer. He’s a marketer. And he understands, uh, that you have to be able to make, not only make content that’s of a certain level of quality, but it’s got to be the right content. And we we’re plugged in to what’s happening. I mean, this guy always I love it because he’s always on the cutting edge of what’s happening in the social space of what’s happening in the AI space and all of that. And we’re always talking about, okay, well, how can we take this and apply it to this client? How can we change up the strategy?

Joshua Kornitsky: And that’s expertise. Yeah. And you can’t. Money doesn’t solve expertise. Expertise solves expertise.

Devin Smith: I’m gonna steal that.

Joshua Kornitsky: That’s really it. It’s all yours. You can’t hire intuitiveness. And an intuitiveness comes from exposure to the industry to being in depth and immersed in the industry. And it’s built over time. Yeah. And and you can hire experience, but you can’t hire intuitiveness. Yeah.

Devin Smith: Um, I you get that some of that intuition you get from getting punched in the face.

Joshua Kornitsky: 100%.

Devin Smith: You know, sometimes.

Joshua Kornitsky: Most of it.

Devin Smith: Yeah. And and you learn how to learn how to slip the jab, and and you realize over time that, um, that is something that when you’re a business owner, you can’t always afford the learning curve. You’re at a stage or you’re at an inflection point. The learning curve is actually a much higher cost than just paying the experts.

Joshua Kornitsky: If you get to the point where you’re hiring or considering hiring for content creation, you’ve learned that lesson a bunch of times on a bunch of other subjects already. You have. Yeah. Right. And the the smartest business leaders that I know get to a point in everything across the board that’s outside of their core focus. They hire expertise if it doesn’t make sense to bring it in-house. Sometimes it does, whether it’s content creation or something else. Sometimes it makes sense to hire a creative. Sometimes it makes sense to to hire a maintenance person to care for the buildings. But at a certain point, you realize that that’s not your strong suit. So you’ve got to bring somebody in that, that or someone’s in that can do that. That’s right. So one more question that just is, is I want to know, because I think it’s very telling about you as, as a, as a business owner, but also about you as a creative mind. Tell me a story where you had fun doing what you’re doing.

Speaker4: Oh man.

Devin Smith: Oh my gosh. So so many.

Joshua Kornitsky: I put you on the spot.

Devin Smith: So sorry. No, there’s so many of them. Uh, I gotta, I gotta pick one because one respecting.

Joshua Kornitsky: The privacy of those whose privacy? You know. Yes. You can just call. You don’t have to say Mercedes. You can just say a B, and I put that out there. I’m just saying you can just say it’s a a car brand.

Speaker4: Yeah, yeah.

Devin Smith: So. Well, well, I’ll actually give I’ll give an example of, um, you know, one of our, our clients, you know, we’ve been working on their show now, um, for over a year. And, uh, it’s been so cool to see the progression of, um, their podcast and their skill and, um, the production quality as we’ve increased and just always thinking about how to improve it, you know, I kept threatening them because they keep coming in here and they say a lot of funny stuff, you know, outside of the actual show. And I’m like, man, I’m gonna put I’m gonna start putting some bloopers in the show because, you know, they’re talking about wealth and finance and you know, it. It can be it can be funny a lot. A lot of that stuff is just, you know, it can be, uh, they they have great personalities and they make it. They make it fun. But I was thinking to myself, you guys have so much fun off camera. It’s not right to hide this from the audience.

Speaker4: And so.

Joshua Kornitsky: And it shows that human authentic side. That’s right, that’s right. So so my last question is before I ask how people get in touch with you is, is, uh, going back to that progress over perfection. And this might be a little selfish, but I’m going to ask it anyway.

Speaker4: Yeah.

Joshua Kornitsky: If you don’t have the ability to produce the top tier content, is some content better than no content?

Devin Smith: Absolutely, absolutely. So so the, uh, the thing that I tell people, I actually have a kit, I have a kit I’ve built out in a spreadsheet because I get asked by people so many times, they say, hey, we’re not ready. We’re not financially at the point where we can work with you guys. How can we even get started? And I send them our, you know, I send them that spreadsheet with the starter kit of what you should buy. And thankfully, just as technology gets better and better, that.

Speaker4: List gets cheaper, it gets.

Devin Smith: Easier. You have to have the less less pieces of equipment. I mean, if you’re literally just starting out on your phone, um, that’s what I tell people. Just start. Just start putting stuff out there. Show people what you’re doing. Right. Um, tell people what you’re what you’re working on. And one of the things that I love that I have seen with our, with our clients is we’re producing this, you know, this high grade content for.

Speaker4: To your stuff. Yeah.

Joshua Kornitsky: I mean.

Devin Smith: We try, we try, you know, um, uh, but they will we still encourage them, even though you’re coming in here doing this every now and again. You have a thought. Get the phone out. Just record a story, get the phone out. Just record something and post it and just post the raw thing. And we found that people gravitate towards that. They trust you because they’ve seen all the other stuff we’re doing. Right. But even still, after they’ve done that, some of that raw just I picked up my phone. I had a thought. I wanted to share it with you. Everybody who’s following me, that stuff still plays. If you can’t afford any of this, still do that stuff. That stuff will get you going.

Joshua Kornitsky: Well, it sounds like if I had to distill this down, it sounds like if you are authentic and that that resonates in your message, um, something is going to be better than nothing.

Speaker4: That’s right.

Joshua Kornitsky: And if you’ve got nothing, you still need that brand.

Speaker4: Yep.

Joshua Kornitsky: Um, I can’t thank you enough, Devin. I learned more, uh, today than I have in in the last several weeks.

Speaker4: Uh, it’s great discussion.

Joshua Kornitsky: What’s the best way for people to reach you and for people to learn more about Podium Studios?

Devin Smith: Oh, awesome. So, um, I think the the best way for people to find me, uh, is generally on, uh, if you want to find me on LinkedIn, uh, LinkedIn.com. Devon. Smith. Super easy. Um. Uh, and, uh. Instagram. Devon W Smith on Instagram. If you want to look at our, uh, content as a company on Instagram, uh, that is. I hope I’m not getting this wrong at the podium on on Instagram. So, uh, that and we and we try to provide value to people with our content. Um, if you’re not in a place where you can afford us, we’re trying to help you still make great content.

Joshua Kornitsky: And I think that, more than anything speaks to who you are, right. Uh, because the entirety of this discussion has been from your heart. Uh, and, and it’s clear that helping people grow and succeed is is what’s driving you.

Speaker4: Yeah.

Joshua Kornitsky: Don’t get me wrong. Gotta gotta have money to pay the bills. But but that impact that you’re making Speaking clearly is making a difference for your clients, and I can’t thank you enough for inviting me down here to Podium Studios in Marietta. It’s it’s absolutely beautiful. And the quality of of the production facility alone tells me that they’ve invested a lot of time and money and effort into this. So, um, thank you again. Uh, my guest today. And I’m going to turn because I’m not used to cameras. Uh, my guest today has been Devin Smith, the founder of Podium Studios in Marietta, Georgia. Uh, through his work, Devin helps leaders and brands create engaging, professional video content that strengthens personal brands and expands their reach. And I’m going to stop reading my page there to tell you he’s just a smart, clever, creative, incredible guy that wants to help you succeed. That alone, plus the fact that he can help provide the guidance that’ll get you where you need to go so that you’re in a position to create the video content and other content that they can help you with. Is is worth your time, so please check him out. Um. Thank you. Devin, it’s been a pleasure.

Speaker4: My pleasure, my pleasure.

Joshua Kornitsky: I just do want to remind everybody that today’s episode was brought to you in part by our Community Partners program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors. And a special note of thanks for our title sponsor at the Cherokee chapter of Main Street Warriors diesel David, Inc. please go check them out at diesel. David. Comm. I’m your host, Joshua Kornitsky. I am a professional implementer of the entrepreneurial operating system, and it’s been my pleasure to share today, uh, from the Unbelievable Podium Studios in Marietta, Georgia. Uh, we’ll see you next time. Thank you.

 

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.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

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.

Website | LinkedIn | Facebook | YouTube

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
Dr. Bill Lampton on Communication and the Leap from Academia
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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

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