Host: Susan Finch

Moving your business email from one system to another sounds straightforward until it isn't. Susan learned this the hard way during a weekend-long migration that revealed every hidden complexity you never think to ask about upfront. In this episode, she breaks down the five critical questions every business owner must answer before switching email systems - questions that could save you from your own technical nightmare and budget explosion.
The 5 Questions That Prevent Email Migration Disasters
How big are your mailboxes, and where is your old mail stored? Large mailboxes with years of Sent/Deleted items cause export failures. You need to know mailbox sizes and whether users keep local PST files before you can estimate the timeline.
Who will be available during the actual migration for testing and approvals? Migrations require live client participation for password resets, login approvals, and testing. Without committed availability, projects stall.
How do your users actually access their email today? Classic Outlook, new Outlook, web-only, mobile apps - each requires different configuration steps. Mixed environments multiply complexity.
What domains and aliases are tied to your current email system? Hidden alias domains and Microsoft's "ownership" of domains can prevent a clean cutover to Google. You need the complete domain picture upfront.
Do you need to keep Microsoft Office apps or other integrations? Many businesses use Microsoft 365 for more than email. Licensing decisions affect migration approach and ongoing costs.
Subscribe to Susan's blog for a series on this topic. 
Blog series on the topic of tech stacks and email migration.

Today's episode could save you 20% or more on overhead costs while boosting employee retention by up to 45%.
My guest is Alane Boyd, Co-CEO of BiggestGoal.ai and workflow automation expert with nearly two decades in tech. But here's what sets her apart: instead of forcing you into complicated project management tools you'll hate, she works with what you already use and love.
Alane's built her philosophy around "retention not replacement" - using automation to free your team for strategic work, not eliminate their jobs. She's a serial entrepreneur, three-time published author, and her tools were voted Best for Remote Work in 2022.
In this conversation, we dive into real client examples, including a 70% time reduction in podcast production workflows, why most automation fails, and the one simple automation you can implement this week. Plus, Alane gets refreshingly honest about why being the "hero consultant" doesn't work.
 
Links from this episode:
Alane Boyd on LinkedIn
BiggestGoal.ai
Alane Boyd on LeaderGeneration
Susan Finch on LinkedIn
Rooted in Revenue with Patty Parobek from Mod Op
Binky Patrol
SusanFinch.com

You've hired great people individually, but your team still isn't performing at its potential. Sound familiar? Most companies focus on individual talent while completely missing the multiplier effect of understanding how team members naturally function together.
In Part 3 of our series with Frederic Lucas-Conwell, President of GRI (Growth Resources Institute), we dive into "The Team Performance Multiplier"—how behavioral dynamics can accelerate revenue growth through better collaboration and decision-making. Unlike generic team-building exercises, this approach focuses on understanding the specific behavioral requirements of different types of teams and how individual dynamics create group performance.
Frederic reveals why it takes just one person to derail team performance and shares insights from working with diverse teams—from Silicon Valley startups to government agencies, accounting departments to sales teams. We explore the critical difference between adapting people to jobs versus adapting jobs to people, and why most companies wait too long to address team dysfunction.
Susan shares real-world examples from her work with startup founders who each want to hire someone to handle "the stuff they don't like to do"—revealing how misaligned expectations create hiring disasters. This conversation moves beyond surface-level team building to practical strategies for creating team alignment, building trust, and leveraging each member's behavioral strengths for maximum revenue impact.
Key Points
Team-Specific Performance Models - Different team types (sales, accounting, startups, executive) require different behavioral dynamics and performance approaches
Individual vs. Group Dynamics - Analyze both personal behavioral patterns and how they interact within the team environment
Job-Person Fit Analysis - Determine whether to adapt the person to the job or restructure the role to match behavioral strengths
Energy Cost Assessment - Understand the energy required for behavioral adaptation and provide appropriate support systems
Alignment Before Team Building - Establish shared goals and expectations before implementing any team development initiatives

Your son just graduated college with excellent grades, but can't get past the "AI robot" screening resumes. Meanwhile, companies like Nike are using AI filters as their first hiring step, eliminating potentially brilliant candidates before any human ever sees them. What's going wrong with this approach?
In Part 2 of our series with Frederic Lucas-Conwell, President of GRI (Growth Resources Institute), we dive beyond traditional resume screening into the world of AI-enhanced behavioral profiling. While most companies use AI to filter OUT candidates based on keywords and credentials, GRI uses AI to understand HOW people actually function in roles.
Frederic reveals the fundamental flaw in asking for "perfect" candidates and shares how behavioral intelligence helps you spot the hidden characteristics that drive revenue performance—especially in candidates who might not have the perfect resume. We explore why recent college graduates with stellar academics are being eliminated by systems that can't see their potential, and how companies can identify candidates who are ready to quit their current jobs (and how to attract them).
Susan shares a real-world example of interviewing two best friends using GRI's approach, demonstrating how behavioral insights create instant trust and reveal traits that would never appear on a resume. This isn't just about hiring—it's about seeing what your eyes cannot see.
Connect with Frederic Lucas-Conwell:
https://www.linkedin.com/in/flucasconwell/
https://gri.co
https://x.com/griplatform
https://www.linkedin.com/company/griplatform 

When Frank Scavo sent me his latest article about consulting skills, I knew we had to dig deeper. After 20 years of working together—first as his client, then as colleagues—we've lived the collaborative consulting model he champions. In this conversation, we explore why seasoned executives often struggle to transition into consulting, the critical difference between having authority and wielding influence, and why the best consulting relationships blur traditional boundaries. Frank shares hard-won insights from his 50-year career, including the fascinating failure of his "retread model" and what it really takes to move from telling people what to do to helping them discover solutions together.
Links from this episode:
Frank Scavo on LinkedIn
The Enterprise Spectator on Substack
Arabella Penrose Books
"Flawless Consulting" by Peter Block 
Previous episode we refer to.
Growth Resources Institute
Binky Patrol
 
 
 

Local SEO just got a reality check. Darren Shaw, founder of Whitespark, joins Rooted in Revenue to debunk some widely held myths while sharing what actually drives results for small businesses trying to dominate local search. If you're a real estate agent sharing office space with ten competitors, a service provider working from home, or any brick-and-mortar business wondering why your Google rankings aren't improving despite "doing everything right," this conversation will change how you approach local SEO forever.
Shaw breaks down the local filter that's silently crushing businesses sharing addresses, reveals why citation consistency isn't the ranking factor everyone thinks it is, and explains why your Google Business Profile needs constant attention, not a "set it and forget it" approach. Plus, he tackles the age-old question about Yelp's practices and shares the one ranking factor that trumps almost everything else.
About Darren Shaw
Darren founded Whitespark in 2005 as a web design and development company; however, his passion and curiosity for all things local search led to a shift in focus in 2010, and ultimately to what the company is today. These days, Whitespark specializes in local search software and services and is one of the most respected and cited in the industry.
Darren has been working on the web for over 19 years and loves everything about local SEO. He leads research initiatives such as the Local Search Ranking Factors survey and the Local Search Ecosystem. He is a regular contributor to search marketing publications, and speaks at conferences around the globe.
When Darren isn’t speaking at conferences, researching the latest in local search or designing the next best local SEO tool, he is spending time with his wife and daughter in their hometown of Edmonton, Alberta. In his spare time he’s traveling, sporting fancy socks, and drinking too much coffee.
Social Links:
https://whitespark.ca/ 
https://www.linkedin.com/in/darrenshawwhitespark/
https://www.instagram.com/darrenshawseo/ 
https://www.facebook.com/darrenshawseo  

I heard Aaron Grando drop the term "pretotypes" on Leader Generation this morning and had to hit pause. Three minutes in, I realized I'd been vibe coding for months without knowing there was a name for it.
But pretotypes? That's when I knew I had to get him on the show immediately.
We're talking about taking your stream-of-consciousness ideas and building working drafts before you've even figured out what you want. For business owners doing $0.5 to 10 million a year, this isn't just another tech trend—it's the shift that stops you from waiting weeks for simple prototypes.
Aaron's VP of Creative Innovation at Mod Op, and in this spontaneous follow-up to his Leader Generation episode, we dig into what vibe coding actually means for your bottom line and why small teams are suddenly punching way above their weight class.
Action items to consider that tie to this episode:
Immediate (This Week)
Identify your development bottlenecks - Where are you currently waiting on programmers or outsourced developers?
Try a simple test - Pick one small coding need and experiment with ChatGPT or Claude
Map your current process - Document how long it takes to go from idea to working prototype
Set prompt boundaries - Practice asking AI for logical, non-emotional responses
Short-term (Next 30 Days)
Assess team capabilities - Identify who on your team has enough coding background to effectively prompt AI tools
Start with pretotypes - Use AI to visualize one business idea before investing in full development
Test platform limitations - Use AI to check if your ideas are feasible within your current tech stack
Calculate current costs - Figure out what you're spending on development delays and outsourcing
Medium-term (Next 90 Days)
Build AI into your process - Make vibe coding part of your standard ideation workflow
Train your team - Get key team members comfortable with AI coding tools
Measure time savings - Track how much faster you can go from idea to testable concept
Expand use cases - Beyond coding, use AI for project planning, gap analysis, and cross-industry perspectives
Strategic (Next 6-12 Months)
Evaluate in-house vs. outsourcing - Determine if AI tools change your staffing strategy
Invest in the right tools - Move beyond free ChatGPT to specialized coding tools if volume justifies it
Create AI-enabled processes - Build systems that let AI agents handle routine business tasks
Develop competitive advantage - Use speed-to-market improvements to outmaneuver slower competitors
Key Questions to Ask Yourself
Before listening:
How long does it currently take us to go from business idea to working prototype?
What development tasks are we avoiding because they seem too time-intensive?
After listening:
What's the first idea I've been putting off that I could pretotype this week?
Who on my team could become our "conductor" for AI-assisted development?
What would it mean for our business if we could cut development time by 75%?
Resources Mentioned
Tools: ChatGPT, Claude, Cursor (coding-specific AI)
Concept: Pretotypes (pre-prototype visualization)
Original episode: Leader Generation Podcast - "Vibe Coding" episode with Aaron Grando Here is the episode on Leader Generation.
 
About Guest Aaron Grando:
Aaron Grando, VP, Creative Innovation on Mod Op's Innovation team, is a seasoned technologist with over 15 years of experience at creative agencies. With a background in strategy, design, engineering, and marketing, Aaron has worked extensively in industries like media, entertainment, gaming, food & beverage, fashion, and technology. At Mod Op, Aaron leads efforts to integrate AI into creative processes, creating tools that connect creatives and clients with insights, spark ideas, and enable new brand experiences. Projects include collaborations with companies like NBCUniversal, Bethesda Softworks, Under Armour, Planet Fitness, Dietz & Watson, and more, focusing on infusing creative strategies with innovative technology to create cutting-edge brand experiences. 

In this episode, Susan Finch and Lany Sullivan revisit a topic we can’t stress enough: branded email addresses. Using Gmail, Yahoo, or even AOL for business? You’re losing trust before the conversation starts. We dig into real examples, onboarding requirements, offboarding protocols, and the risk of letting your team operate with inconsistent or unprotected emails. Your email isn’t just a communication tool—it’s your brand's handshake.
Related Reading:
Domain, Email & Website Evaluation for Your Brand
Why Branded Email Matters – Quick Reminder
Listen, nod, then take action.

Susan sits down with former team member Karen Mares, Content Creator at Event Builder, who serves as her company's "marketing anchor" as she navigates the evolving landscape of AI tools.
Karen shares her journey from initial concerns about AI replacing her writing role to developing a strategic workflow where she remains firmly in control. You'll discover how she has combined multiple AI platforms—each serving distinct purposes in her content creation process—while ensuring that her human expertise, voice, and judgment remain the guiding force.
For marketing leaders seeking practical ways to integrate AI without compromising authenticity, Karen offers invaluable insights: training AI tools in your company's voice, identifying and eliminating phrases that give away AI, and creating approval processes that maintain compliance standards. Her approach has significantly accelerated content production while preserving the quality and distinctiveness that only a skilled human writer can deliver.
Whether you're just beginning to explore AI tools or looking to refine your existing processes, this conversation provides a blueprint for keeping the human element central while leveraging AI's capabilities to expand your content reach and impact.
Join us to learn how to stay firmly at the helm while letting AI help power your content journey forward.
Karen Mares on LinkedInEventBuilder
Love, Hate, Delegate: Transforming Your Business Through Delegation
LEADER GENERATION EP109: AI, Data & Marketing: How To Manage Risks

We're continuing our exploration of effective marketing strategies with the experts from iHeartRadio. In our first segment, we discovered how radio remains 'America's Trusted Companion' and explored the powerful geofencing capabilities that can target potential customers with remarkable precision.
Now, we're shifting focus to the strategic side - how businesses of all sizes can effectively incorporate audio marketing into their overall strategy, even with limited budgets. Julie and Kevin share valuable insights on the psychology behind effective advertising, the multiplier effect of audio on other marketing channels, and practical approaches to campaign timing that maximize impact without breaking the bank. Let's rejoin the conversation as they break down the differences between host-read ads and generic spots, and reveal how audio fits into a comprehensive marketing strategy.
This episode could have also been called:
The Host-Read Advantage: Building Trust Through Strategic Audio Marketing"
"The Marketing Multiplier Effect: How Audio Amplifies Your Entire Strategy"
"Strategic Audio Campaigns: Maximizing Impact on Any Budget"
"Beyond Digital: Using Radio and Podcasts to Boost Your Marketing ROI"
"Marketing Funnel Mastery: How Audio Drives Results at Every Stage"
"The Flighting Strategy: Smart Seasonal Campaigns for Year-Round Impact"
"Audio Marketing Psychology: Why Radio and Podcasts Create Deeper Connections"

Real estate brokers searching for an edge are discovering what radio professionals have known all along – radio remains 'America's Trusted Companion' even in our digital age. This special segment of Rooted in Revenue brings you face-to-face with iHeartRadio experts Julie Beaulieu and Kevin Cash, who share surprising insights about radio's continued growth and its unique ability to build community trust.
Learn how their advanced geofencing technology lets you precisely target potential clients – from specific neighborhoods to competitors' open houses – creating opportunities traditional digital marketing misses. You'll understand why radio creates deeper connections with listeners and how this translates directly into brand credibility for real estate professionals.
Whether you're running a boutique agency or a larger brokerage, discover practical strategies to incorporate radio into your marketing mix without stretching your budget. This conversation might completely change how you think about connecting with future clients and positioning your brand in the competitive real estate landscape.

Imagine Dolly Parton’s Jolene. Now, imagine Miley Cyrus singing it. It's the same song and the same lyrics—but they feel completely different, right? That’s exactly how typefaces work.
A typeface sets the tone before a single word is read. It tells your audience who you are—before they even realize it. And whether your brand feels classic and trustworthy like Dolly’s Jolene or bold and modern like Miley’s version depends on the choices you make in your typography.”
Today, we’re diving into the world of fonts, branding, and first impressions. We’ll break down:
The difference between a typeface and a font (spoiler: Jolene analogy included 🎶).
Serif vs. sans serif and why your logo doesn’t need to match your website font—but should still make sense together.
Why your brand’s typography needs to be readable, tiny, embroidered, or even on a highway sign (because, trust me, it matters).
And, most importantly, what your font choices say about your brand—before your audience reads a single word.
💡 And hey, if you’re near a logo, a sign, or a package right now, take a look—what does its typeface say to you?