The Optimize Podcast

Justin Bartley is the President of Next Door & Window Company, based in Chicago. It’s an age-old business model, installing and fixing windows and doors, and whilst Justin and his team have found success, they are sure there’s more they could be doing to increase leads and expand their business into multiple locations. That’s where Nick and Jay come in, from strategies to implement multiple referral systems that cost nothing to creating partnerships with other home improvement companies, Justin leaves this conversation with a bucket load of ideas that are sure to generate more leads and open the door to more business. In this episode, we help Justin: Create partnerships with companies to increase referrals and open up new territories.Implement new marketing strategies to open up an untapped customer base.Develop a new strategy for his salespeople to generate income multiple times, instead of just having single-transaction customers. Learn more about Justin and his company: Justin’s LinkedIn: https://www.linkedin.com/in/justin-bartley-a09a7a48/ Next Door & Window Company Website: https://nextdoorandwindow.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show. ®

Sasha Tripp is the owner of Story House Real Estate, a thriving company in Charlottesville. Despite its success, Sasha worries about the future for real estate agents. To address this, she aims to build a coaching business to share her knowledge on becoming successful in Real Estate. However, she faces two challenges: making her company operate without her day-to-day involvement and designing a unique coaching program that enhances rather than hinders her current business. This is where Nick and Jay step in to assist. In this episode, we help Sasha: Create a coaching business to sell her industry knowledge without negatively impacting her current real estate company.Productize her experience to be able to scale a coaching business.Open up multiple revenue streams to counteract the diminishing need for real estate agents. Learn more about Sasha, her coaching and Story House Real Estate: Sasha LinkedIn: https://www.linkedin.com/in/sashatripp/ Sasha’s Coaching: https://www.sashatripp.com/ Story House Real Estate: https://www.storyhousere.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Nik Tarascio is the CEO of Ventura Air Services, a private jet charter company that brings a new model to the industry. His business model enables jet owners to lease their aircraft, earning income for each flying hour, while being relieved of maintenance, pilot, and fixed cost burdens. Nik’s company currently generates ~$50 million in revenue per year, however, Nik is ready to scale even further and needs to find a way to get more aircraft into his company, and that’s where Nick and Jay come in. In this episode, we help Nik: Create a database of every private jet owner in the country.Develop a marketing plan that will get past the gatekeepers and bring huge value to private jet owners.Implement software to ensure company efficiency and communication stay strong whilst scaling the team. Learn more about Nik and Ventura Air Services: Nik’s LinkedIn: https://www.linkedin.com/in/niktarascio/ Ventura Air Services: https://venturajet.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Mark Choe is the President and Co-Owner of The Pines Resort, known as the only lakefront resort in the Yosemite area. With over 110 cabins & suites, a market, 2 restaurants and 185 employees, the resort is bustling during the summer months, but the off-season is a problem for Mark. That’s where Jay and Nick come in to help. They help Mark with everything from creating a marketing plan to attract companies, conferences and return visitors during the winter, to using influencer marketing and a membership package to encourage long-term growth. In this episode, we help Mark: Implement techniques to attract return visitors, conferences & company retreats.Manage his workforce during the off-season.Make the resort attractive as a year-round destination. Learn more about Mark and The Pines Resort: Mark’s LinkedIn: https://www.linkedin.com/in/mark-choe-146846100/ The Pines Resort: https://www.basslake.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com If we think you’re a good fit, we’ll get you on the show.

Justin Breen and Mark Fujiwara are on a mission to connect visionaries via a mastermind to serve humanity. This mastermind is called BrEpic and they charge people $10,000 a year to be a part of it. Their mastermind has helped create significant change in multiple industries, including the study and support of mental health initiatives. Justin and Mark aren’t worried about the growth of their mastermind, they’re worried about the quality of growth. That’s where Nick and Jay come in to help. In this episode, we help Justin and Mark: Maintain a high-quality product whilst growing the team and client baseIncrease client satisfaction without spending more moneyAlign the vision and culture throughout the company Learn more about Justin, Mark and BrEpic: BrEpic Website: https://www.brepicllc.com/ Justin’s LinkedIn: https://www.linkedin.com/in/justinbreen1/ Mark’s LinkedIn: https://www.linkedin.com/in/fujiwarapm/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

This company helps over 4000 entrepreneurs manage their wealth, and not just manage it, but turn it into generational wealth. Mark B. Murphy’s company, Northeast Private Client Group, stands apart from conventional financial management firms, as they tackle an extensive array of challenges that their clients encounter, going as far as orchestrating escapes from Taliban rule to safeguard their clients’ well-being. In this episode, Nick and Jay join forces with Mark, sharing their collective wisdom and strategies that have fueled their own professional success. Together, they explore innovative approaches to amplify Mark's operations, enhance efficiency, and secure the company's future success. In this episode, we help Mark: Address the employee-to-client ratio to improve team efficiency.Implement Jay’s marketing strategies to scale up client growth.Integrate AI and a CRM into the business to future-proof themselves. Learn more about Mark and Northeast Private Client Group: Northeast Private Client Group Website: www.northeastprivate.comMark’s LinkedIn: https://www.linkedin.com/in/mark-b-murphy-813b105/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

How does a supplement company sell their products at a 400% higher price than their competitors, and still do $30MM/year? BIOptimizers & Nootopia’s CEO, Matt Gallant has the answer to that question, but he doesn’t have the answer to the problems he’s bringing to Jay and Nick today. In this episode, Jay and Nick help Matt hone his marketing, optimize his teams productivity and set his companies up with systems to not only reduce costs but to allow Matt to focus on the strategy to achieve $100MM in the next 2 years. In this episode, we help Matt: Connect with competitors and influencers to own the supplement market.Set up systems to increase productivity and minimize errors.Reduce headcount, hire more efficiently and increase productivity. Learn more about BIOptimizers, Nootopia, and Matt here: BIOptimizers Website: https://bioptimizers.com/ Nootopia Website: https://nootopia.com/ Matt’s Instagram: https://www.instagram.com/mattgallant/?hl=en Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Is it possible to apply the franchise model to any industry? Max Emma is testing this idea by expanding his bookkeeping company, BooXkeeping Corp., into a franchise. However, persuading investors to join this new franchise venture, which lacks a proven history, is the challenge. That's where Nick and Jay step in, helping Max seize the opportunity in the untapped bookkeeping sector and emerge as a leader in the field. In this episode, we help Max: Learn more about BooXkeeping and Max here: BooXkeeping https://www.booxkeepingfranchise.com/ Max’s LinkedIn: https://www.linkedin.com/in/maxemma/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Selling over $1 Billion in real estate and handing over 11,000 keys to new homeowners is no easy feat, but imagine the possibilities if this company's marketing strategy had not been what the Founder candidly refers to as "spray and pray." In the hot-seat is Eugene Litvak, the founder of The Litvak Team. In this episode, Jay and Nick will assist Eugene in crafting a referral-generating system and streamlining his marketing efforts. The goal? To boost lead conversion, allowing Eugene to dedicate more time to establishing The Litvak Team as New York's leading real estate experts. In this episode, we help Eugene: Create a referral-generating machine and convert more potential customers.Set up events and marketing materials to become the thought leader of Real Estate.Automate lead generation and leverage free tools to engage their client base. Learn more about The Litvak Team and Eugene here: Compass & The Litvak Team: https://www.compass.com/agents/litvak-team/Eugene’s Instagram: https://www.instagram.com/eugenelitvak Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Eric Kuefler is the President and COO of KS2 Technologies, a company that focuses on integrating and managing cloud computing technology for organizations with over $500 million in revenue. Being over 20 years old, KS2 has stood the test of time, but finding new organizations to sell their service to is necessary to alleviate their current churn rate. That's where Nick and Jay come in, with advice on how to create a systematized referral program and develop an introductory product to generate more sales. In this episode, we help Eric: Set up a systematized and strategic referral generating processCreate a product offering to generate new sales and convert more leadsSave money by optimizing the company's tech stack for internal processes Learn more about KS2 Technologies and Eric here: Eric’s LinkedIn: https://www.linkedin.com/in/erickuefler/ KS2 Technologies Website: https://www.ks2inc.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

Sidney Tarver is the founder of People First Logistics, a trucking company that specializes in delivering Amazon packages. Whilst the company has been a success, Sidney finds he has reached the ceiling for potential growth and needs ideas on how to become more efficient and increase profits. Nick and Jay are here to help! Join in the conversation as they show Sidney how his company that’s currently limited by Amazon could actually become an attractive acquisition for Amazon. In this episode, we help Sidney: Learn more about People First Logistics and Sidney here: Sidney’s Instagram: https://www.instagram.com/sidneyptarver/ Sidney’s LinkedIn: https://www.linkedin.com/in/sidney-preston-tarver/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

Danielle Winstone is the Founder of OCULA, a New Zealand based optometrist chain that provides a bespoke high-end approach to a traditional industry. OCULA has had success in delivering a style-first approach to an industry in desperate need of a refresh, and with this success Danielle is quickly opening up multiple locations across the country. But with a future exit in mind, Danielle needs help optimizing her marketing, her business management and ensuring OCULA stands out from the competition. That’s where Nick and Jay come in. In this episode, we help Danielle: Implement referral-generating strategies and bring a new marketing approach to an antiquated industry.Open up multiple revenue streams and attract new customers with a unique product offering.Create a virtual service offering in a traditionally brick-and-mortar industry. Learn more about OCULA and Danielle here: OCULA Website: https://www.ocula.co.nz/ Danielle’s LinkedIn: https://www.linkedin.com/in/daniellewinstone/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

Shawn Hart is the Co-Founder of Post Purchase PRO, a company that optimizes the customer base of Amazon sellers through follow-up sequences. Shawn’s had success in selling his companies in the past and he’s looking to sell Post Purchase PRO for at least 12x EBITDA. To do that he needs to overcome many issues, such as how to support all of the customers they’re attracting. That's where Nick and Jay come in. In this episode, we help Shawn: Learn more about Post Purchase PRO and Shawn here: Shawn’s LinkedIn: https://www.linkedin.com/in/shawn-hart-ppp/ Post Purchase PRO Website: https://www.postpurchasepro.com Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

Aydin Mirzaee is the CEO and Co-Founder of Fellow.app, a digital agenda tool that helps make meetings effective and efficient for everyone. He's currently grappling with how to grow his business and effectively educate his customers and prospects on the full benefits of his tool—of which there are many! Join Nick and Jay as they discuss various strategies for Aydin to test new product plans, identify Fellow's ideal customer avatar, and create new growth at low costs. In this episode, we help Aydin: Reclaim profits by implementing tests to determine which features customers want most.Identify methods for partnering with relevant influencers to create trust.Communicate the benefits of Fellow effectively to decision-makers in dollars amounts. Learn more about Fellow and Aydin here: LinkedIn: https://www.linkedin.com/in/aydinmirzaee Website: https://fellow.app/ Want to get in the hot seat? Submit your business right now at http://theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

Ryan Niddel is the CEO of MIT45, a prominent brand in the Kratom industry. Kratom is an energy-boosting plant that is exploding in popularity, but faces regulatory and legality hurdles that are making it difficult for sellers like MIT45 to grow. Ryan's goal is for his products to achieve mainstream success and make their way into major retail chains like Whole Foods, but first he needs to address the many challenges that are holding him and his business back. That's where Nick and Jay come in. In this episode, we help Ryan: Learn more about MIT45 and Ryan here: Ryan’s Instagram: https://www.instagram.com/ryanniddel/?hl=en Ryan’s LinkedIn: https://www.linkedin.com/in/exitwealthy/ MIT45 Website: https://mit45.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

Our hot seat this week: After successfully selling his previous company Peach New Media, Dave Will co-founded PropFuel, a first-of-its-kind conversational engagement platform that aims to increase client engagement inside large organizations. While PropFuel has achieved early success in scaling up, Dave is facing challenges in identifying competitors, targeting clients, and developing a plan to turn PropFuel’s early growth into rocket fuel. In this episode, we help Dave: Learn more about PropFuel and Dave here: PropFuel: https://www.propfuel.com/ Dave’s LinkedIn: https://www.linkedin.com/in/davidrwill/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Our hot seat this week: Bradley Noel, President of Dual Temp Company, a prominent HVAC business that handles system design and installation, faces critical communication challenges that are resulting in millions of dollars in lost revenue. Join Nick and Jay as they discuss strategies to enhance communication at Dual Temp, recoup lost profits, boost team efficiency, and drive future profitability. In this episode, we help Bradley: Implement software to improve communication among his team and save millions of dollars.Optimize his workforce amidst inflation and high interest ratesConvey Dual Temp's unique value so they can become a leader in the HVAC space. Learn more about Dual Temp and Bradley here: LinkedIn: https://www.linkedin.com/in/bradleynoel/ Website: https://www.dualtemp.com/ Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com/apply. If we think you're a good fit, we'll get you on the show.

When Ian Clark faced several life-threatening health issues, he set out to find a solution. Through his search, he discovered natural supplements that transformed his life, inspiring him to create Activation Products. His company offers the same life-changing supplements that Ian personally benefited from, and it has experienced tremendous success. Now, Ian comes to Nick and Jay looking for the solutions that will take him and his company to the next level. In this episode, we help Ian: Develop a strategy to increase customer retention and loyalty.Utilize various media channels to attract and retain a better customer demographic.Optimize internal processes to enhance team efficiency. Learn more about Activation Product and Ian here: Activation Products: https://shop.activationproducts.com/Ian’s Instagram: https://www.instagram.com/ianclarkactivated/Ian’s LinkedIn: https://www.linkedin.com/in/ianmclark Want to get in the hot seat? Submit your business right now at www.theoptimizepodcast.com. If we think you’re a good fit, we’ll get you on the show.

Ever think about building a sales team for your fundraising endeavors? Our hot seat this week: Tim Nelson is a physician scientist and the founder of Heartworks, a clinical stage nonprofit that is developing technology to cure congenital heart disease. He has received FDA permission to launch the world's first autologous heart tissue transplant but his time is limited, key members of the team are irreplaceable and he’s trying to find a way to tap into the philanthropic opportunities in corporate America. In this episode, we help Tim: 1. Get back a dozen hours per week by strategy stacking. 2. Implement strategies to derisk his business in the event someone leaves. 3. Tap into new fundraising opportunities via philanthropic donors. Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com. If we think you're a good fit, we'll get you on the show.

Listen to the trailer and make sure to follow the show to get notified for our first episodes dropping March 23rd. If you'd like to get in the hot seat, just head to theoptimizepodcast.com and apply today.