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Rooted In Revenue

Podcasts

Revenue and sales are built on a solid operational foundation that allows marketing to thrive in an ever-changing environment with technology. Brought to you by speaker, branding strategist, producer Susan Finch, and Lany Sullivan, Fractional COO, and Strategic Consultant. This show is part of Funnel Media Group’s monthly line-up of podcasts.

Location:

United States

Genres:

Podcasts

Description:

Revenue and sales are built on a solid operational foundation that allows marketing to thrive in an ever-changing environment with technology. Brought to you by speaker, branding strategist, producer Susan Finch, and Lany Sullivan, Fractional COO, and Strategic Consultant. This show is part of Funnel Media Group’s monthly line-up of podcasts.

Language:

English


Episodes
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Beyond the Hustle: Why Peace Matters in Business and Life

1/16/2025
This episode of Rooted in Revenue takes an enlightening turn in a world that often pushes us to look outside ourselves for validation and success. Join host Susan and her guest, Chris Champion, as they explore how starting each day with intention and finding your inner peace can transform not just your personal life but your business success as well. From morning walks to barefoot moments in nature, discover simple yet powerful practices that successful leaders use to stay grounded. Chris shares his journey of transformation after a life-changing health challenge, and together they discuss how developing a strong foundation of self-belief, combined with faith, creates the roadmap to both personal and professional fulfillment. This conversation goes beyond typical business metrics to explore the real revenue of life – peace, purpose, and possibility. Links from this episode: Twitter @ImChrisChampion IG: IamChrisChampion www.championexperiences.com https://www.crocs.com/ https://binkypatrol.org

Duration:00:32:41

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AI Risk Management: A CMO's Guide to Tool Selection and Governance

1/8/2025
Susan Finch sits down with Patty Parobek from Mod Op to explore the strategic implementation of AI in business. They discuss the concept of an "AI Playground" - a structured approach for organizations to test and evaluate AI tools before full deployment. The conversation covers essential topics, including developing responsible AI use policies, forming cross-functional AI councils, and protecting sensitive data when using AI platforms. Patty shares valuable insights on how businesses of any size can thoughtfully integrate AI while maintaining security and client trust, making this episode a must-listen for organizations navigating the AI landscape. Here is the Leader Generation Episode: About Patty Parobek: As Vice President of AI Transformation, Patty leads Mod Op’s AI practice group, spearheading initiatives to maximize the value and scalability of AI-enabled solutions. Patty collaborates with the executive team to revolutionize creative, advertising and marketing projects for clients, while ensuring responsible AI practices. She also oversees AI training programs, identifies high-value AI use cases and measures implementation impact, providing essential feedback to Mod Op’s AI Council for continuous improvement. Patty can be reached on LinkedIn or at Patty.Parobek@ModOp.com.

Duration:00:34:41

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Systems That Scale: Building a Multi-Location Business Plan

12/31/2024
Join Susan Finch as she interviews Ashley Schultz of Modest Mystic Healing, a Reiki practitioner transforming lives in Southern Oregon. After experiencing the healing power of Reiki firsthand, Ashley transitioned from a troubled past to building a thriving practice. Now part of a women's business accelerator program, she shares her journey from skeptic to practitioner and her ambitious plans to expand across Oregon. About Ashley Schultz: Ashley is a Reiki Master and Intuitive reader who discovered her healing path three years ago. She felt a lifelong calling to help others and found her purpose in the ancient Japanese practice of Reiki. With two years of professional experience, Ashley combines energy healing with intuitive abilities to address clients' emotional, physical, and mental challenges. Her practice focuses on creating a compassionate space where individuals can find balance and peace. Ashley believes that global healing begins with self-healing and guides her clients through personalized, transformative experiences. Learn more at ModestMysticHealing.com

Duration:00:20:32

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Growing Green: How One Woman's Mobile Kitchen is Changing Education

12/17/2024
As part of Rooted in Revenue's Accelerator series Susan Finch sits down with Michelle Calascibetta, an innovative entrepreneur who transformed a school bus into a mobile educational kitchen called "Flora the Farm Bus” for her business Farm Bus Bistro. Michelle combines her background in environmental education, farm-based learning, and her family roots in Montessori teaching to bring hands-on culinary education to students across the Rogue Valley. Learn how she's built her unique business, FarmBusBistro.com, and why she's joining the Accelerator program to take her venture to the next level. From teaching forest ecology to empowering children with essential life skills through cooking, Michelle shares her journey of turning her passion for food, plants, and education into a thriving mobile business. LINKS https://www.farmbusbistro.com/home https://www.instagram.com/farmbusbistro/ http://facebook.com/farmbusbistro About Our Guest: Michelle Calascibetta is an innovative culinary educator who seamlessly weaves together her experience in organic farming and teaching through The Farm Bus Bistro. After developing educational programs at Jean's Urban Forest Farm while pursuing her graduate studies at Portland State University, Michelle found her calling in sharing the joy of growing, cooking, and eating good food. She has since created unique Culinary Arts programs at both the Medford Montessori School and The Valley School of Southern Oregon, where students collaborate to prepare nourishing meals for their school communities. Through The Farm Bus Bistro, Michelle continues to inspire learners of all ages to connect with and celebrate the abundant local food landscape of the Rogue Valley.

Duration:00:12:25

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Domain Ownership and Renewal Tips - Part 1

12/10/2024
Have you ever felt lost when managing your website’s domain? You’re not alone. Some tech professionals keep these concepts vague to maintain control over their clients. Let’s break down what you need to know and document to stay in control of your digital property. Remember, your domain for your company is YOURS. Do not let an outside contractor register a domain for you, even if they are trying to save time, money, etc. You need to create this login and invite them in to manage it. You never want to lose control of your domains. This short episode gives you an initial action list to take inventory of what you have, who has access, and when your domains renew. The next episode in this series will be about moving domains, testing your domains and SSL certificates. This is tied to a course series Susan has available with free real estate broker focused tips emailed q-r.to/sfsreo8, and a paid workshop group. q-r.to/sf8weeks

Duration:00:11:06

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From Nuclear Medicine to Travel Dreams: A Strategic Evolution

12/4/2024
Are you dreaming of turning your side passion into a thriving business? In this episode of Rooted in Revenue, host Susan Finch sits down with Becky Esquibel, founder of Experience Joy, who's doing exactly that. As a nuclear medicine technologist by day and travel consultant by choice, Becky shares her remarkable journey of transforming her love for travel planning into a business that's seen a staggering 1600% growth in just one year. What makes Becky's story particularly compelling is her practical approach to business growth. Rather than making a risky leap, she's strategically building her travel consultancy while maintaining her stable hospital position. She opens up about navigating the challenges of a growing client base, the importance of investing in professional services from the start, and how joining a women's business accelerator program is helping her plan her transition to full-time entrepreneurship. Whether you're considering starting a side business or looking to scale your existing one, Becky's insights on balancing growth with stability, setting professional boundaries, and the value of women's business networks offer a realistic roadmap for success. Experience Joy

Duration:00:18:22

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Real Growth Takes Support: Why Women Business Owners Need Community

11/20/2024
In this episode of Rooted in Revenue, we explore the powerful role of community in business growth with Jessica Monarch, a women's health empowerment coach. As she transitions from stay-at-home mom to business owner, Jessica reveals why she chose to step out of isolation and into a women's business program called The Accelerator – despite her initial hesitation about whether she "belonged" in such a space. There is no doubt now. Through our candid conversation, Jessica shares how finding the right community has helped her move beyond generic business advice to develop authentic marketing strategies aligning with her healing values. She offers a refreshingly honest look at the difference between working in and owning your business, emphasizing how peer support helps navigate this crucial transition. Whether you're questioning if you should invest in yourself through community programs, struggling to find your authentic voice in business, or simply feeling alone in your business journey, Jessica's story illuminates why real growth requires more than just solo effort – it takes the right support system and community of fellow women business owners who understand your challenges. Find Jessia Monarch here. Learn more about the Elevated Networking Society here. Susan Finch on LinkedIn Business Development & Identity: Community & Support: Personal Growth & Development:

Duration:00:18:15

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Digital Consistency is King: Your Professional Presence Audit

11/12/2024
Today, we're challenging you to conduct a Professional Presence Audit—a critical look at how you appear across the digital landscape to ensure your professional image remains consistent, current, and compelling. This is Part 2 of our Digital Brand Checkup series on Rooted in Revenue. Our last episode covered the essentials of managing your digital real estate—from domains to infrastructure. Essential action items from this episode: Remember to resist the urge to use AI for writing bios. While it can help with organization and redundancy checking, your authentic voice and personality should shine through in your professional profiles.

Duration:00:18:52

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Digital Asset Checkup: Start with Your Domains, SSL, and Your Digital Depot

11/6/2024
Your business runs on digital - but when was the last time you gave it a proper checkup? This week on Rooted in Revenue, we're getting real about the nuts and bolts of your digital foundation. Susan Finch and Lany Sullivan share their hands-on experience managing domains (including those late-night wine-inspired purchases we've all made), keeping backups current, and yes - discovering that even storage facilities need retention policies. No fluff, just practical advice on protecting your digital assets and organizing them in a way that actually makes sense. Whether you're a tech pro or still figuring out what DNS means, we've got you covered with straightforward talk and simple solutions for keeping your business's digital world running smoothly. Here are the key points from the episode:

Duration:00:20:06

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Accelerating Change: Four Women Leaders Transform Southern Oregon's Business Landscape

10/30/2024
Welcome to a special series on Rooted in Revenue, where we're documenting something extraordinary happening in Southern Oregon's Rogue Valley. Today we're kicking off our coverage of an innovative women's business accelerator program that's transforming lives and businesses in the region. We're sitting down with the four remarkable women behind this initiative: Arin Fugate, who transformed a local networking group into a thriving community; Lisa Manyon, a global marketing strategist and content expert; Angelica Owens, a business strategist specializing in delegation and authentic sales; and Lany Sullivan, a systems and growth expert who helps tie it all together. What started as a casual monthly meetup has exploded into a 2,000-member strong community of women supporting women, and now they've launched an intensive business accelerator program called, "The Accelerator." Over the coming months, we'll follow the journey of their first cohort of 16 participants, documenting their transformations, challenges, and successes. This is more than just business education – it's about breaking down barriers, challenging money mindsets, and creating a sustainable model for women's economic empowerment that starts at the local level but has global implications. Stay with us as we begin this journey, starting with our conversation with the four visionary women who brought The Accelerator to life. Learn more about the Elevated Networking Society here.

Duration:00:41:46

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Better Clients, Better Revenue: Client Intake Systems That Drive Growth

10/23/2024
Susan Finch and Lany Sullivan plunge into the muck of a crucial but often overlooked aspect of business operations: the client intake process. Coming fresh from their previous episode on intellectual property, they explore how even successful businesses like Susan's (with 20 years of experience) can benefit from implementing structured intake systems. Whether you've been in business for six months or two decades, this episode reveals why having a clear, systematic approach to onboarding clients isn't just about organization – it's about increasing revenue, saving time, and working with clients who bring you joy. You'll learn practical tips for creating effective intake forms, structuring service packages, and avoiding common pitfalls that lead to scope creep and revenue loss. If you're tired of "winging it" with clients or want to streamline your business processes, this conversation offers actionable insights to transform your client onboarding experience. Get a peek at Lany's here.

Duration:00:29:22

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IP in the AI Age, IP Ransom, and Safeguarding Your Business IP Assets

10/16/2024
Join Susan Finch and Lany Sullivan in this eye-opening episode of Rooted in Revenue as they dive into the crucial topic of intellectual property. Discover what IP really means for your business, how to protect your creations, and why holding someone's intellectual property hostage is a major business faux pas. Whether you're a content creator, business owner, or working with contractors, this episode offers valuable insights to help you navigate the complex world of IP. Disclaimers: Lany and Susan are not giving legal advice and are not attorneys. They are sharing what they have learned from their experiences and that of their clients. Tips/Recommendations: Lany: Susan:

Duration:00:21:41

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Artisan Engagement: Mastering Regional Show Interactions

10/9/2024
In this episode, Susan Finch sits down with Michele A. Friedman, a talented metalsmith and jewelry designer with over 26 years of experience in the art world. From her early days studying fashion design at Parsons to becoming a full-time artist, Michele shares her journey and insights on navigating the business side of art. Discover the importance of human connection in selling art, learn strategies for engaging customers at shows, and explore the delicate balance between creativity and commerce. Whether you're an aspiring artist or a seasoned professional, this episode offers valuable lessons on turning your passion into a sustainable career. Links from this episode: https://www.facebook.com/MicheleAFriedmanJewelryhttps://instagram.com/mafdesign1https://www.instagram.com/colerodgerimage/https://pjlabarge.comhttps://joyridejewelry.com Michele's bio - in her words: My jewelry results from my desire to incorporate color, pattern, and texture into my work without setting stones. The color was to be from an alternative source. Through trial and error and consideration of many materials, I concluded that wool felt perfect. The material is durable, pliable, and possesses a rich, saturated color and a hint of texture. I manipulate the felt into shapes and set them like stones into my oxidized sterling and 18k Bi-metal jewelry. This is a technique that I developed on my own to suit my needs. I have always had a Metal line of jewelry, which has evolved over time. In June 2020, I finally added my Metal line online for purchase and have added a number of pieces since. It is comprised of oxidized sterling silver, 18k Bi-metal, and now some 14k vermeil pieces, too. The Metal line can easily be worn with the FELT line as many common design elements and components exist. I am inspired by graphic, product, furniture design, and architecture. Frank Lloyd Wright, Charles Rennie Mackintosh, and Vasily Kandinsky are among my many influences. I love Modern Art and Design. I am a native Chicagoan. I attended Parsons School of Design in New York City. I currently reside in Chicago with my husband John and our two cats, Rosie and Zero. When I am not on the road, I love to travel abroad with my husband, visiting art museums, absorbing cultures, and eating great food!

Duration:00:27:45

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The Power of Reflection: Leveraging Your Past for Future Success

10/2/2024
Rediscovering your forgotten skills and experiences can be a game-changer for personal and professional growth. In this insightful episode of Rooted in Revenue, Lany and Susan dive deep into the importance of reflecting on your past accomplishments and leveraging them for future success. They share personal anecdotes, practical tips, and actionable strategies to help you uncover hidden talents and capitalize on your unique experiences. We dare you to go through this list:

Duration:00:24:11

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Tech Audits: Avoiding Costly Business Software Mistakes

9/24/2024
In this continuation of their discussion on managing your online presence, Lany and Susan hit you over the head with the importance of conducting thorough tech assessments and making informed decisions about your business software. They emphasize the value of consulting with experts before making significant changes to your tech stack and warn against common pitfalls like lifetime software subscriptions and poorly integrated tools. Action Items:

Duration:00:17:04

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Tech Disasters and Compliance Meltdowns: A No-Filter Episode

9/18/2024
Susan and Lany are fired up in this episode, tackling the infuriating world of tech blunders, compliance nightmares, and security fails that plague businesses. From email marketing mishaps to clickbait disasters, they're not holding back on the ways people unknowingly sabotage their operations. This is part one of their conversation, so prepare for some straight talk filled with cautionary tales and a healthy dose of 'what were they thinking?' Stay tuned for part two, where they'll continue their mission to save you from yourself in the tricky terrain of business tech. Remember, sometimes doing nothing is the best move – especially when it comes to messing with stuff you don't understand! Action items (or inaction items):

Duration:00:17:17

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11 Essential Tips for Engaging Podcast Guests and Creating Compelling Content

9/4/2024
In this episode, Susan shares valuable insights on how podcast hosts can elevate their shows and create more engaging content. Whether you're a seasoned podcaster or just starting out, these tips will help you improve your guest interactions, streamline your workflow, and ultimately produce better content that resonates with your audience. Get ready to take your podcasting skills to the next level! List of Tips:

Duration:00:10:23

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SEO Pitfalls and Triumphs: A Guide for Small Business Owners

8/28/2024
Susan Finch sits down with Brandon Leibowitz, President of SEOoptimizers.com, to unpack the evolving landscape of search engine optimization. For small and mid-size businesses, especially those in B2C and brick-and-mortar sectors, this conversation is a goldmine of actionable strategies. Brandon and Susan dive into the nitty-gritty of local SEO, discussing the critical importance of consistent NAP (Name, Address, Phone number) directory listings and the power of Google Business Profiles. They shed light on often-overlooked tactics like optimizing image file names and alt text, which can significantly boost your visibility in search results. The episode also tackles common pitfalls, such as the dangers of frequent URL changes and the potential risks of relying too heavily on AI-generated content. For business owners feeling overwhelmed by the technical aspects of SEO, Brandon offers insights on how to effectively collaborate with SEO professionals and what questions to ask to ensure you're getting real value. Whether you're a seasoned business owner looking to refine your digital strategy or a newcomer trying to establish your online presence, this episode provides a roadmap for navigating the complex world of SEO in 2024 and beyond. Links from this episode: SEO Optimizers - and the gift from Brandon Susan Finch on LinkedIn Susan Finch Solutions

Duration:00:46:42

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From Wait-and-See to Revenue: Revolutionizing Your Sales Approach

8/20/2024
Today, we're diving deep into how Amy Franko helps mid-market organizations create exciting futures by transforming their sales strategies, structures, and teams. We'll explore the concept of strategic prospecting and unpack why it's crucial for building a healthy pipeline. Amy's going to share some game-changing insights on how to identify and cultivate high-value relationships, and we'll discuss the importance of investing in yourself to sharpen those critical sales and leadership skills. So whether you're looking to revamp your sales approach, build stronger client relationships, or simply want to stay ahead of the curve in today's business landscape, you're in for a treat. About Amy Franko: Amy Franko helps mid-market organizations create exciting futures by transforming their sales strategies, structures, and teams. An angel investor, she’s also a board advisor to portfolio companies on sales growth and leadership. Her book, The Modern Seller, is an Amazon best seller, and she is recognized by LinkedIn as a Top Sales Voice. Visit amyfranko.com/blog for more articles like these. Links from today's episode: Amy Franko's website Amy Franko on LinkedIn Susan Finch on LinkedIn Susan Finch's website

Duration:00:27:44

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The Exit Interview Advantage: How to Learn from Lost Customers and Reduce Churn

8/12/2024
Learn how to turn churn into an opportunity for improvement and build stronger, longer-lasting customer relationships. Steve Hazelton from Sturdy.ai joins us for the second half of this conversation. Whether you're running a small business or leading a large corporation, this episode is packed with practical strategies you can implement right away to boost customer retention and drive sustainable growth. Don't miss out on these insights, which could shake up how you’ve been doing it—if you are honest in your reflection—and then help you revolutionize your approach to customer retention, which will naturally lessen churn! Listen to the first half of this conversation here: Retention Reimagined: How Everyone in Your Business Can Create Loyal Customers About Steve Hazelton: Steve Hazelton is a three-time SaaS founder and revenue intelligence guru. Steve initially founded Newton Software, which was purchased by Paycor, the 4th largest payroll provider in the United States. Steve launched Sturdy in 2020 and acts as its CEO and Head of Product. Sturdy is a business intelligence solution that orchestrates information trapped in customer-facing systems like Emails, Tickets, Chats, Phone Calls, CRMs, and CSPs so that every team can access, search, and discover the knowledge they need to protect and grow revenue. Links from this episode: Sturdy.ai, Steve's LinkedIn Sturdy's LinkedIn

Duration:00:34:49