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Kaizen: Change Your Business for the Better

Hilary Corna teaches leaders and teams how to solve problems more effectively. As former Senior Executive Officer for Toyota, she helped improve dealership operations for Toyota and ran all of their Kaizen projects for the Asia-Pac region, based out of its Singapore HQ. She is currently consulting for Leverage to implement Kaizen throughout the company and reshape its internal processes. She’s also bestselling author of One White Face, and a prominent writer and speaker featured on Forbes,...


How to DISRUPT Any Industry: A Simple Matrix to Find Hidden Opportunities

Janet spends most of her time writing contracts and business strategies, but her biggest interest lies in first principles — how to find gaps that exist in a specific industry in order to capitalize on opportunities. Her method could’ve saved the taxi industry from being overtaken by Uber and even anticipated the massive success of AirBnB. Big claims, we know. But, if you can find the white space that exists within an industry, you can see where there’s opportunity or where competition...


Wealth Management: How to Set Yourself Up for Financial Success

Ryan’s background and primary focus is in wealth management, or how to properly manage your $ to make $. He is a Partner at Copperleaf Capital and co-founder of AE Wealth Management, valued over $4 billion in assets. Let’s just say Ryan knows what he’s doing. And he does it the right way. His focus is on staying in front of the industry. Rather than waiting for harsh regulations to determine what is “right” or “legally acceptable,” Ryan seeks to reduce conflicts of interest and promotes...


How to Be Courageous and Transform Your Business

Kyle has worked with some of the best in the industry, from an early start with Google’s Chris Sacca and LinkedIn’s Reid Hoffman, to CEO’s and Boards of Directors at Fortune 500 brands like GAP and Old Navy. He spent the majority of his career in consumer goods and consumer products and services, working directly with the voice of consumers to lead product creation. His experience also stretches into tech, automation, platforms, and even government organizations. We call him the Kyle of...


Crowdcast is Winning Over The Crowd with its Browser Based Webinar Platform

Voice Over: In this episode, we’re testing out our new webinar platform, Crowdcast. Check out this interview with Crowdcast developer and CEO, Sai Hossain and see how Crowdcast can streamline the webinar process for you. At Leverage we searched high and low for the ideal webinar platform, until we found Crowdcast…and we had to look no further. To kick-off our use of this new platform, we hosted a webinar about the platform, interviewing CEO Sai Hossain. Turns out, Sai has a background...


Slidebean is the New (& Improved) PowerPoint: Create Professionally Designed Presentations in Minutes

Voice Over: On this episode, our guest is Caya, CEO and cofounder of Slidebean. Slidebean is a cloud based presentation tool that makes creating well-crafted and well-designed slide decks simple and easy. Slidebean was a part of Start-Up Chile — one of the most important accelerators in Latin America, 500 Startups — one of the best US accelerators, named “3rd Most Valuable Internet Startup” in Costa Rica, and it was featured in TechCrunch. Etcetera, etcetera…the impressive list goes...


CRM Showdown: Why Infusionsoft Could Be the Answer to Your CRM and Marketing Problems

Voice-over: On this episode, our guest is Clate Mask, CEO of InfusionSoft, a unique suite of tools that merges marketing strategy, CRM software and the power of automation in one simple package. Designed for small businesses, it’s the perfect marriage of convenience and customization for client communications that can save your business valuable time and money. We recently started the process of becoming an Infusionsoft partner. Even in the very beginning of our application we were...


Big Budget Social Strategy On a Small Business Budget

A former digital ad agency exec turned entrepreneur, shares her tried and true techniques gleaned from her years in digital marketing. Now, as an entrepreneur, she’s adapted this experience into five steps that will help any small business build a solid social presence. Listen in and learn from our own Content and Strategy specialist how to plan, create, launch and grow your brand online without breaking the bank. Social is now the foundation of any company’s digital footprint. With...


Financial App for Solopreneurs: Hurdlr Makes Accounting a Breeze

Financial App for Solopreneurs: Hurdlr Makes Accounting a Breeze View your profits and capture your deductions in real time with this App. Enjoy this interview with Raj Bhaskar, CEO of Hurdlr, about how this app makes financial tracking for the self-employed freelancers of the world complete and easy. Hurdlr is dubbing this the “Financial App for Solopreneurs.” Long gone are the days of saving piles of receipts and sifting through them every tax season. Good riddance! So, if you’re...


The ASK Method: 6 Steps To Transform Your Online Presence

Have you heard of the six steps of the ASK methodology for sales, originally created by Ryan Levesque? Enjoy these highlights from a fascinating webinar with online marketing expert Jamie McKean, who has studied and implemented the ASK method extensively with his own business and clients. Listen in and see what using the ASK method can do for you. Before you dive into learning about the 6 Steps, scan your current website. Have you done your research? Meaning, do you know why people visit...


How To Podcast: 4 Hacks from a Pro to Up Your Podcasting Game

Let’s start with the basics. What IS a podcast? Everyone you ask might give a slightly different version of their idea of a podcast, and that is part of the problem. Most people think podcasts are important, or good to do for promoting their skills or business, but don’t know what it really is. According to Paul, “A podcast is simply Audio or Video that is made available Online for easy, on-demand consumption and/or subscription-based delivery.” Some people are so intimidated by the...


This is How We Do Meeting Agendas at Leverage

Zoom a simple tool Leverage uses to keep our online meetings productive. It’s easy to use and integrates with Slack and mobile devices too. We host most of our live meetings over Zoom and have nearly 200 team members across the world. When you’ve got over 100 people on a Zoom call (yeah it’s like the biggest Brady Bunch intro ever) things can get unruly if you don’t have an agenda. We’ve tried several different agenda tools and none of them ever fully did what we wanted, which meant they...


INBOX ZERO — The Revolution to Make Email Effective Again

In this episode, we’ll look at how anyone can achieve the holy grail of productivity: Inbox zero. All it takes is a few simple steps and an email management app, like Inbox by Google, and you will never go back to your old system. Listen in as we walk you through the process now. Lately email is getting a really bad rap. You’ll see all sorts of blogs that say, “Don’t check your email! It’s a productivity killer! It only wastes your time!” And if you’re staring at an inbox with 3,7643...


Get Things Done in a ZAP! Using Zapier Automations How Zapier can automate your business

If you haven’t used this tool yet, start saving time by understanding how to make it work for your business. Zapier is the glue that joins two systems together, enabling you to extract and send info you need on command. It allows apps to “speak” to one another, and by visiting their website you’ll notice there’s more than 750 apps to choose from, which means if you’re looking to automate something — it’s more than likely a possibility. You may have heard of IFTTT IFTTT, or “If This, Then...


Pickin’ Up the Slack: Don’t let productivity tools slow down your productivity

Take a look at some of the tools Leverage uses to constantly optimize our service. We feel it’s our duty to to test and perfect these models in order to equip you — our clients and community — with the right information. Learn some of our tried and tested techniques to get the most out of popular tools like Slack, Trello and more. At Leverage, we aren’t just using and customizing the latest new tech, but are deeply exploring more efficient and clever ways to use what we have as...


Why Intercom is Integral: Review of the no-hassle client communication platform

How Intercom has reinvented the wheel when it comes to personalized communication with clients. Intercom is a communication tool + email automation + help center + shared inbox all rolled into a single platform. Learn how Leverage uses Intercom to make customized communication with clients simple and easy. Like all of the tools we use at Leverage, it’s not enough to just know about the tool. In order to really get the most out of any service, you need to customize the experience and use a...


How to Launch a New Type of Service with Process Street - A Case Study

Process Street has been all the buzz around Leverage. We can’t stop talking about it — or using it. This tool has proven to be so useful that we are giving our members a free enterprise account for an entire year. Here’s a behind the scenes look at how Leverage is using this tool to transform our service. Leverage has already documented how we do every task in the form of an easy checklist in Process Street. Documenting has benefits such as reviewing your current way of doing things to...


Job Flexibility, Impact of Smartphones, Stem Cells, and more - Episode #58

Each episode of Optimize Automate Outsource is aimed at helping you find the tools you need to be more effective in the things that matter to your life. This episode features articles, practices Ari and Nick are applying in their own lives, and a few services. Listen in to the conversation to hear how job flexibility/workplace flexibility is becoming more of a draw for talent, how the presence of your smartphone in the room can lead to cognitive limitations, how email can be used as a task...


A Virtual Mailbox Service, Robotic Furniture, Security Deposit Alternatives, and More - Episode #57

You may have heard of this concept before, but since so many applications and forms require you to provide a physical address, services have popped up that allow you to get a “virtual mailbox” that qualifies. Sounds a bit confusing, but it works. On this episode, Ari and Nick also discuss a new virtual mailbox service, robotic furniture that is very practical and space-saving, alternatives for security deposits for tenants and landlords, department-store-like kiosks that can be placed...


Predicting Successful Cancer Treatment, Using A.I. to Match Candidates to Companies, Find the Best Rideshare, and More - Episode #56

There are so many ways technology is making our lives better and one of the reasons Ari and Nick do these OAO episodes is to make you aware of what’s becoming available. On this episode, they highlight a new service that uses A.I. to predict successful cancer treatment for individual patients, another that uses A.I. to match job seekers with the best companies for them, apps that find you the best rideshare rate on-demand, and ways you can better assess potential candidates for team fit....