How to Build a Client Report Card for a Calmer Business with Karen Sergeant

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

#Entrepreneur #Business #Susan Boles #Agency #Small Business #Growth #Process #Marketing #Coaching #Finance #Accounting #Calm Business #Consulting #MBA #IT Management #Operating Systems

36:16

DANMMMMM…Have I got a show for you! First, a lot of Sister Wives tea - new rumors have surfaced Janelle Brown is leaving the show. Plus, Gabe Brown gives a life update after losing and tragically finding his brother Garrison dead. Sadly, Garrison took his own life in March 2024. Then we head over to discuss the new Welcome To Plathville tea. The first pictures of Micah Plath have surfaced after being beat up by his brother Issac and it doesn’t look good for the future of his modeling career. Lastly, we discuss the latest in the Justin Baldoni v Blake Lively case, Justin is back on social media and it was the perfect social media return. Timestamps: 00:00:00 - Open and new Sister Wives news 00:05:43 - Janelle Brown leaving the show? Sister Wives Closet is officially closed 00:12:45 - A new pic of Micah Plath’s broken nose has surfaced 00:18:18 - Justin Baldoni back on social media and Taylor Swifts team is pissed at Justin Baldoni MY Go Big Podcasting Courses Are Here! Purchase Go Big Podcasting and learn to start, monetize, and grow your own podcast. USE CODE: MOM15 for 15% OFF (code expires May 11th, 2025) **SHOP my Amazon Marketplace - especially if you're looking to get geared-up to start your own Podcast!!!** https://www.amazon.com/shop/thesarahfrasershow Show is sponsored by: Download Cash App & sign up! Use our exclusive referral code TSFS in your profile, send $5 to a friend within 14 days, and you’ll get $10 dropped right into your account. Terms apply Horizonfibroids.com get rid of those nasty fibroids Gopurebeauty.com science backed skincare from head to toe, use code TSFS at checkout for 25% OFF your order Nutrafol.com use code TSFS for FREE shipping and $10 off your subscription Rula.com/tsfs to get started today. That’s R-U-L-A dot com slash tsfs for convenient therapy that’s covered by insurance. SkylightCal.com/tsfs for $30 OFF your 15 inch calendar Quince.com/tsfs for FREE shipping on your order and 365 day returns Warbyparker.com/tsfs make an appointment at one of their 270 store locations and head to the website to try on endless pairs of glasses virtually and buy your perfect pair Follow me on Instagram/Tiktok: @thesarahfrasershow ***Visit our Sub-Reddit: reddit.com/r/thesarahfrasershow for ALL things The Sarah Fraser Show!!!*** Advertise on The Sarah Fraser Show: thesarahfrasershow@gmail.com Got a juicy gossip TIP from your favorite TLC or Bravo show? Email: thesarahfrasershow@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices…

about a year ago 37:40

MP3•Episode home

Karen Sergeant has a solution: a Client Report Card. This system helps her measure and manage client relationships proactively, identifying potential issues before they become problems. As a fractional COO, Karen has spent years refining this process to keep her work feeling calm—even when working inside chaotic businesses. In this episode, we break down her weekly client evaluation system—what metrics she tracks, how she uses the data, and how you can implement a similar approach in your own business.

If you’ve ever struggled with scope creep, unclear expectations, or misaligned client relationships, this conversation is packed with insights that will help you create a calmer, more intentional business.

What You’ll Learn in This Episode:

Why Karen created her Client Report Card—and how it helps her business
The 10 criteria she evaluates weekly to measure client relationships
How tracking qualitative vibe-based data helps prevent burnout
How you can build your own Client Report Card to keep your business running smoothly

Learn more about Karen Sergeant:

Learn more about Susan Boles:

We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes.

(00:00) -
(00:36) - Managing Client Relationships
(02:06) - The Importance of Boundaries and Scope
(08:31) - Karen's Report Card Criteria
(14:35) - Applying the Report Card in Business

119 episodes

How to Build a Client Report Card for a Calmer Business with Karen Sergeant

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

published about a year ago

MP3•Episode home

What You’ll Learn in This Episode:

Why Karen created her Client Report Card—and how it helps her business
The 10 criteria she evaluates weekly to measure client relationships
How tracking qualitative vibe-based data helps prevent burnout
How you can build your own Client Report Card to keep your business running smoothly

Learn more about Karen Sergeant:

Learn more about Susan Boles:

We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes.

(00:00) -
(00:36) - Managing Client Relationships
(02:06) - The Importance of Boundaries and Scope
(08:31) - Karen's Report Card Criteria
(14:35) - Applying the Report Card in Business

119 episodes

#Entrepreneur #Business #Susan Boles #Agency #Small Business #Growth #Process #Marketing #Coaching #Finance #Accounting #Calm Business #Consulting #MBA #IT Management #Operating Systems

All episodes

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Pay Me When You Win: A Revenue Sharing Model for Coaches & Consultants 31:05

23 days ago31:05

31:05

Most advice about scaling a service business means giving up the work you love or cranking your rates until clients walk away. But what if you could grow your revenue with your clients—without adding more to your plate? In this episode, Susan revisits a standout 2019 interview with business coach Lacey Sites, who doubled her revenue without taking on a single new client. Lacey did it by shifting to a revenue-sharing compensation model —one that ties her income directly to her clients’ success. In this re-edited version, we dive into how that shift happened, what she tested first, how she vets clients to make the model work, and why it changed everything about how she runs her business. What You’ll Learn: Why default pricing models for service businesses often lead to misaligned incentives How Lacey experimented with and validated her revenue-sharing structure before going all in What criteria she uses to select high-commitment, high-potential clients Why adding a base rate created a healthy balance between risk and reward How this model enabled Lacey to scale with her clients—and why it feels more equitable for everyone involved Learn More About Lacey Sites: A Lit Up Life Want to design your own calm-aligned pricing model? 📁 Grab the Calmer Service Design Swipe File with 60+ examples 💬 Or check out Susan’s 1:1 support options (00:00) - Introduction: The Problem with Traditional Pricing Models (01:01) - A New Approach: Revenue Sharing Model (01:30) - Case Study: Lacey Sites' Success Story (02:51) - Lacey's Journey to Revenue Sharing (04:44) - Implementing the Revenue Sharing Model (07:17) - Client Selection and Vetting Process (13:59) - Balancing Risk and Reward (20:45) - Scaling and Future Plans (28:19) - Conclusion: Designing a Calmer Business…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Four-Hour Work Year? The Hidden Power of Licensing Your Services 39:22

5 weeks ago39:22

39:22

Tired of hitting a wall with your client-based business? You don’t have to build a course or start a membership to scale. In this episode of Calm is the New KPI , host Susan Boles talks with Janet Alexandersson—an international licensing lawyer and founder of Piggy Bank Legal—about how licensing can become a powerful, margin-creating revenue stream for service-based business owners. If you've ever wondered how to productize your existing client work without burning out or shifting your entire business model, this episode is your permission slip. Janet walks us through the practical, strategic, and protective aspects of licensing, and shares how this often-overlooked business lever can change how you earn, design, and rest. What You’ll Learn What licensing actually is—and why it's not just for tech or big corporations The step-by-step process to start licensing your existing IP Common pitfalls to avoid in licensing deals (and how to protect yourself) Why pricing should reflect their value, not yours How licensing can support a hybrid model with clients and passive income Learn More About Janet Piggy Bank Legal LinkedIn Learn More About Susan Beyond Margins LinkedIn (00:00) - Introduction: The Struggles of High-Touch Client Work (01:21) - Exploring a New Revenue Stream: Licensing (02:16) - Understanding Licensing with Janet Alexander (05:35) - The Licensing Process: Step-by-Step (09:32) - Protecting Your Intellectual Property (19:12) - Real-World Licensing Examples (38:03) - Final Thoughts on Licensing and Business Design…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

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Calmer Capacity: Use Automation and AI to Lighten Your Client Load 36:49

7 weeks ago36:49

36:49

You’ve duct-taped your service business together with tools and automations. But now things are breaking, you’re chasing Zapier errors, and client delivery is starting to feel like a drag. What if the next step wasn’t hiring a team or flattening your services—but turning your system into the service? In this episode, we're geeking out with Dylan Kinder, founder and CEO of DataCose, about how service-based businesses can scale by transforming parts of their delivery into software. We explore how to spot the signs that you’re ready to make that shift, where to start, and why automation and AI don’t have to mean less human work—just less draining work. Whether you’re dreaming of fewer tabs, smoother client onboarding, or a more proactive delivery experience, Dylan brings a thoughtful, non-spammy approach to scaling with tech. We’re diving deep into internal vs. client-facing tools, the role of AI in small business, and how to avoid building a digital Frankenstein. What You’ll Learn: The two biggest signals it’s time to turn part of your service into software Why internal automation is the best starting point How to think like an engineer (even if you're not one) The role of client portals in scaling calm service delivery Why AI should be used with human oversight—not instead of it Connect with Dylan: LinkedIn DataCose Connect with Susan: LinkedIn BlueSky Work With Susan: Explore how we can build calm systems together → https://beyondmargins.com/services (00:00) - Introduction: The Struggles of Scaling a Service Business (00:43) - Reimagining Service Delivery with Smart Systems (02:12) - Exploring Automation and AI with Dylan Kinder (03:06) - The Two Paths to Scaling a Service Business (09:42) - Real-World Examples of Successful Automation (23:47) - The Role of AI in Modern Service Businesses (33:49) - Conclusion: Building Margin and Calm with Technology…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
The Anti-Call Sales Process: Build Trust, Close Deals, Keep Your Calendar Clear 38:36

9 weeks ago38:36

38:36

Eliminate Sales Calls? Yes, Really. What if your entire sales process could feel human, high-touch, and not require a single call? This week on Calm is the New KPI , I’m joined by Becky Pierson Davidson, founder of Affinity Collective, a product strategy agency for community-driven businesses. Becky shares how she’s turned the traditional, time-consuming sales process on its head—closing $15K+ client engagements with zero sales calls. Instead of long proposal timelines, back-to-back Zooms, and ghosted bookings, Becky uses a thoughtful, asynchronous process: pitch decks, Loom videos, and warm DMs. The result? A system that respects her time, delights clients, and converts beautifully. We talk about: Why she ditched the “book a call” CTA after one too many no-shows How to build a sales process that mirrors your service delivery Creating personalized-but-repeatable Loom videos that sell for you Building referral relationships that actually work The key role productized services play in making async sales possible Whether you're an introvert, hitting a capacity ceiling, or just curious about doing sales differently, this episode is a must-listen. Learn More about Becky Pierson Davidson Affinity Collective Website Connect on Instagram or LinkedIn Subscribe to her newsletter for community-driven strategy insights Learn More about Susan Boles BeyondMargins.com Check out the Services Guide Follow Susan on LinkedIn ✨ Want a sales process that works while you sleep? We can design and implement your asynchronous sales system in a single-day intensive. Learn more at beyondmargins.com/services . (00:00) - Introduction: The Sales Call Dilemma (01:39) - Scaling a Client-Based Business (02:04) - Eliminating Sales Calls: Is It Possible? (03:16) - Guest Introduction: Becky Pearson Davidson (04:26) - Becky's Asynchronous Sales Process (11:11) - Building Trust and Customization (36:57) - Final Thoughts and Takeaways…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Can Friendship Be a KPI? How Relationships Shape a Sustainable Business with Tara Robertson 27:54

11 weeks ago27:54

27:54

Business is personal—so why do we so often separate relationships from our work? In this episode, Tara Robertson, leadership coach and DEI consultant, shares why she set a KPI around the number of new friends she makes this year. We explore how measuring relationships impacts not only joy but also business sustainability. Tara realized that working alone was draining her energy, so she made a bold decision: she would never go into an organization alone again. Instead, she’d co-lead, collaborate, and focus on working with values-aligned people who light her up . Now, she’s tracking new friendships as a key measure of success. Together, we dig into: Why business and friendship aren’t at odds (despite what the corporate world tells us) How Tara defines friendship vs. business collaboration The impact of connection on work quality, creativity, and sustainability How setting a friendship-based KPI brings more joy and alignment to business decisions Different ways to track and measure relationships in your own work Whether you're an extrovert looking for more collaboration or an introvert like me, figuring out how to intentionally create relationships in business can be a game-changer. Connect with Tara: Website LinkedIn Connect with Susan: Beyond Margins LinkedIn Bluesky Resources & Related Episodes Karen Sargent on Client Report Cards (00:00) - EDIT 2 / Final E114 Tara Robertson (00:49) - The Importance of Friendships in Business (01:28) - Setting KPIs for Friendships (03:59) - Defining Friendships vs. Collaborations (06:23) - Tracking and Measuring Friendships (10:24) - Incorporating Friendships into Business (14:15) - Balancing Professionalism and Authenticity (24:54) - Conclusion: The Power of Connection…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Unsolicited Response Rate: The Only Content Metric That Actually Matters 50:19

13 weeks ago50:19

50:19

We all want our work to resonate—but how do we know if it actually does? In this episode, I sit down with storytelling and speaking expert Jay Acunzo to explore the concept of resonance over reach and how we can track something that feels inherently unmeasurable. Jay shares his Unsolicited Response Rate (URR) framework, a KPI designed to measure whether your ideas truly connect with your audience. If you're tired of vanity metrics and want to focus on making an impact, this conversation is for you. What You’ll Learn in This Episode: What a KPI actually is—and why anything (even calm or resonance) can be one How to measure audience engagement beyond likes and follows Jay’s URR (Unsolicited Response Rate) framework for tracking meaningful interactions The importance of putting in the reps before expecting results Connect with Jay: jayacunzo.com How Stories Happen LinkedIn Bluesky Connect with Susan: Beyond Margins LinkedIn Bluesky (00:00) - Introduction to KPIs and Calm as a KPI (01:07) - Understanding Resonance with Jay Acunzo (04:18) - Measuring Resonance: The URR System (08:18) - Applying the URR System in Practice (25:59) - Becoming Your Own Data Repository (29:07) - Developing Resonance in Business (33:27) - Embracing the Creative Process…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
How to Build a Client Report Card for a Calmer Business with Karen Sergeant 37:40

15 weeks ago37:40

37:40

Managing client relationships is one of the biggest challenges of running a service-based business. Expectations, boundaries, and communication all play a role in whether an engagement runs smoothly or goes off the rails. So, how do you actually know if you're doing a good job? Karen Sergeant has a solution: a Client Report Card. This system helps her measure and manage client relationships proactively, identifying potential issues before they become problems. As a fractional COO, Karen has spent years refining this process to keep her work feeling calm—even when working inside chaotic businesses. In this episode, we break down her weekly client evaluation system—what metrics she tracks, how she uses the data, and how you can implement a similar approach in your own business. If you’ve ever struggled with scope creep, unclear expectations, or misaligned client relationships, this conversation is packed with insights that will help you create a calmer, more intentional business. What You’ll Learn in This Episode: Why Karen created her Client Report Card—and how it helps her business The 10 criteria she evaluates weekly to measure client relationships How tracking qualitative vibe-based data helps prevent burnout How you can build your own Client Report Card to keep your business running smoothly Learn more about Karen Sergeant: Karen's Website Connect on Linkedin Connect on BlueSky Learn more about Susan Boles : Beyond Margins Connect on LinkedIn Connect on BlueSky We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - (00:36) - Managing Client Relationships (02:06) - The Importance of Boundaries and Scope (08:31) - Karen's Report Card Criteria (14:35) - Applying the Report Card in Business…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Fresh Content Inked: A Subversive Approach to Driving More Sales By Creating Less Content 44:45

17 weeks ago44:45

44:45

In this episode of Beyond Margins , we explore the concept of calmer KPIs with guest Kendall Cherry, founder of The Candid Collective. Kendall shares her innovative metric, “Fresh Content Inked,” and how it has transformed her content creation process, business systems, and sales cycle—all while doubling her income. We geek out about how to build sustainable systems that create spaciousness in your business, reduce overwhelm, and prioritize what truly matters. What You’ll Learn in This Episode: • What “Fresh Content Inked” is and why Kendall set a goal of writing six or fewer new pieces of content each month. • How building a content library can create a “maintenance mode” for your marketing and free up time for other priorities. • The benefits of an asynchronous sales process and how it aligns with calmer business principles. • Why posting less—and strategically repurposing content—can lead to better results and higher-quality client connections. • Kendall’s personal practices for staying creatively and emotionally balanced as a business owner. Learn more about Kendall Cherry Check out Kendall's Newsletter Connect on Linkedin Learn more about Susan Boles : Beyond Margins Connect on LinkedIn Connect on BlueSky We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction to Calmer KPIs (02:04) - Exploring Fresh Content Inked with Kendall Cherry (11:15) - Building a Content Library (17:15) - Impact on Sales and Business Strategy (23:05) - Communicating Your Value Effectively (24:01) - Building a Content Ecosystem (26:12) - Leveraging Email Newsletters (28:36) - Streamlining Sales and Client Management…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Making Calm Your New KPI: How to Set Goals That Truly Matter 11:12

19 weeks ago11:12

11:12

In this episode of Beyond Margins , Susan dives into the heart of goal-setting, breaking free from default metrics and focusing on what truly matters to your business and life. She shares her own approach to prioritizing calm as a core business metric and gives a behind-the-scenes look at how she set and tracked a single impactful goal in 2024—taking 12 weeks off to rest (spoiler: she surpassed it). Susan explores: Why default metrics like revenue targets may not align with your values. How to set meaningful goals rooted in your priorities. A practical framework for choosing Calm KPIs that guide your decisions. Why setting fewer goals—or none at all—can work for demand-avoidant or overcapacity business owners. Stay tuned for the rest of the series, where Susan will share insights from other business owners about their Calm KPIs, including an upcoming live workshop to develop a custom KPI for one business. What You’ll Learn in This Episode: The pitfalls of measuring default metrics that don't serve your goals. How Susan structures her business to prioritize rest and calm. Tips for evaluating and tracking your progress towards intentional goals. Real-world examples of unconventional metrics driving success in calmer businesses. Support the Show: Love Beyond Margins ? Support the podcast by leaving a rating and review wherever you listen. Your feedback helps others discover the show and empowers us to continue sharing valuable insights.…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Anti-Oppressive Marketing & Reducing Urgency with Natalia Sanyal 49:32

23 weeks ago49:32

49:32

How do you reduce urgency in a world where urgency is so deeply embedded? How do you market yourself and your work in a way that is anti-oppressive? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on reudcing urgency and techniques for anti-oppressive marketing. We're joined by Natalia Sanyal, an anti-oppressive copywriter and brand messaging strategist. She’s worked with billion-dollar businesses like Apple and Lululemon, New York Times bestselling authors like Layla Saad & Deepak Chopra, and award-winning marketing agencies. Now, she teaches high-integrity personal brands to use marketing as a force for good so they can sell better and harm less. On this episode, we learn some techniques to reduce urgency in our work, align actions with values to foster a calmer atmosphere for you, your team, and your business. Listen to the Full Episode to Hear: How can you move away from the default urgency-driven model? How can you reduce client emergencies and create more flexibility? What are the real-world applications of aligning business actions with values? How does embracing vulnerability play into the human aspects of entrepreneurship? Learn more about Natalia Sanyal Check out Natalia's newsletter Connect on Linkedin Learn more about me, Susan Boles : Beyond Margins Connect on LinkedIn Connect on Threads We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction to Human-Centered Entrepreneurship (00:55) - The Elements of a Calm Business (01:40) - Reducing Urgency in Business (03:03) - Anti-Oppressive Marketing with Natalia Sanal (24:51) - Embracing Anti-Oppressive Marketing (26:20) - Taking the Leap: Transitioning to Value-Aligned Clients (31:19) - Deconstructing Urgency in Business (37:01) - Building a Calmer, Sustainable Business…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Architecting Rest with Jordan Maney 46:35

25 weeks ago46:35

46:35

We live in a society obsessed with productivity and working more, so how can we lean into rest? What are the benefits of building rest into our businesses? And how can we begin to do that? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on rest. Rest is often a challenge for us go-getters, solopreneurs, and entrepreneurs. But, it's essential to stop burnout, stay creative, and have a truly calm and sustainable business. We're joined by Jordan Maney, a Radical Joy Coach™ and creator of the Radical Joy Collab who shares how we can build a rest ethic alongside our work ethic. She coaches others to learn the radical practice of rest so they can bring their visions to life. She’s been featured in New York Magazine, Yahoo, Attn, Oprah Magazine, and Martha Stewart Living. On this episode, we learn how to design our work systems to include rest in a way that works for each of us, how to push back on scoetal pressure to not rest, and how our work lives and personal lives can be transformed with the power of rest. Listen to the Full Episode to Hear: How can rest be intentionally designed and built into a business to make it calmer and more sustainable? Why is rest a critical element of productivity and how does it contribute to better creative work? What does a rest ethic look like and how can it be developed alongside a work ethic? Learn more about Jordan Maney: Check out Jordan's Website Connect on Instagram Connect on Linkedin Learn more about me, Susan Boles : Beyond Margins Connect on LinkedIn Connect on Threads We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction to Rest Ethic (00:51) - Exploring the Importance of Rest (01:44) - Challenges and Personal Experiences with Rest (05:42) - Developing a Rest Ethic (22:21) - Understanding Your Needs and Accommodations (25:36) - Challenges of Implementing Rest in Work (28:58) - The Importance of Rest and Its Impact (37:12) - Practical Steps to Incorporate Rest…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Using Efficient Systems to Create Calm with Amelia Hruby 44:48

27 weeks ago44:48

44:48

Why are efficient systems so essential for building a calmer business? And how do you go about finding the right systems and processes for yourself? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on my favorite aspect of my CALMER framework -- efficient systems. We dive into the importance of understanding our own processes before building systems, and then explore some of the many ways our individual systems can look. We're joined by Amelia Hruby, a writer, educator, and podcaster with a PhD in philosophy. She is the founder of Softer Sounds, a feminist podcast studio for entrepreneurs and creatives. And sheʼs the host of Off the Grid, a podcast about leaving social media without losing all your clients. On this episode, we learn how to create systems that work fo rus, our teams, and our clients. We also learn what the transition from work without efficient systems to efficient systems can look like, and how it all fits into creating a calmer business for everyone involved. Listen to the Full Episode to Hear: How do you create autonomy through systems? What impact can an efficient system have on business and team members? How can you operate through a lens of care using systems? Why do you need to start with a process before building systems? Learn more about Amelia Hruby Check out Amelia's Website Check out Softer Sounds Connect on Linkedin Learn more about me, Susan Boles : Beyond Margins Connect on LinkedIn Connect on Threads We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction to Building a Calmer Business (00:51) - The Importance of Efficient Systems (02:40) - Guest Introduction: Amelia Ruby (04:45) - Challenges Before Implementing Systems (16:15) - Developing and Implementing the System (29:27) - Impact and Benefits of the New System (42:12) - Final Thoughts and Encouragement…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Transitioning to a 4-day Workweek with Nathalie Lussier 42:01

29 weeks ago42:01

42:01

What if you could build in more space to your business? An extra day off? More time to strategize? Less urgency and more rest? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're diving into margins -- financial margins, capacity margins, and energetic margins -- to decrease urgency and burnout and create calmer, more sustainable businesses. We're joined by Nathalie Lussier, an award-winning entrepreneur who has been making websites since she was 12 years old. She graduated with a degree in Software Engineering. She was the founder and recently exited AccessAlly, the digital course and membership solution for industry leaders. Nathalie has been featured in Forbes, Inc., Fast Company, Success Magazine, Entrepreneur, Venture Beat, and Mashable. On this episode, we learn how we can rethink our work so that we build in margins, and dive deep into one founder's journey to transitioning to a 4-day work week for their entire company -- with exceptional results. Listen to the Full Episode to Hear: How to build in margins, beyond profit margins, to your business What the transition to a 4-day work week can look like in practice How to experiment with and build comfortable margins for your business Learn more about Nathalie Lussier Check out Nathalie's website Subscribe to The Momentum Memo Connect on Linkedin Learn more about me, Susan Boles : Beyond Margins Connect on LinkedIn Connect on Threads We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - E106 - Nathalie Lussier - FINAL EDIT (00:52) - Understanding Margins in Business (02:03) - The Importance of Building Margins (03:21) - Challenges of Traditional Work Culture (04:59) - Introducing Natalie Lucier and the Four-Day Work Week (06:32) - Experimenting with Flexible Work Schedules (08:11) - Transitioning to a Four-Day Work Week (12:20) - Implementing the Four-Day Work Week (17:36) - Addressing Concerns and Feedback (19:31) - Cultural Impact and Future of Work (21:15) - The Impact of Overworking (22:22) - Improved Team Cohesion and Communication (23:03) - Efficient Work Processes (27:52) - Prioritizing Feature Requests (29:38) - Embracing a Slower Pace (31:50) - The Influence of Environment on Work Pace (35:25) - Selling the Business and Maintaining Values (39:02) - Global Work Culture Comparisons (40:35) - Building Comfortable Margins…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Building Systems of Care with Heather O'Neill 40:06

31 weeks ago40:06

40:06

Taking care of people in or around your business isn't the default when it comes to business and what we're taught business should be. How is this way of doing business actually hurting us? And, how can we change our systems to be more authentically people-first? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're diving into lens of care and how operating with a lens of care can decrease panic and urgency in our daily work. We're joined by Heather ONeill, the anti-capitalist business coach for tech and service businesses, and founder of UX consultancy, Pixels for Humans. She puts people over profits and believes that you can make money while doing good. On this episode, we learn how businesses can prioritize people over profits, especially during challenging times; how to find and build community in an authentic way; and the impact of white supremacy on our default way of doing business. Listen to the Full Episode to Hear: How businesses can measure success beyond revenue and longevity How care-centric practices contribute to a calmer business environment. What an anti-capitalist approach can look like in business Learn more about Heather ONeill: Pixels for Humans Connect on Linkedin Learn more about me, Susan Boles : Beyond Margins Connect on LinkedIn Connect on Threads We value your thoughts and feedback. Feel free to share them with Susan here . Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction: Building a Supportive Business Community (00:28) - Exploring the Elements of a Calm Business (01:04) - Operating Through a Lens of Care (02:03) - Challenging Traditional Business Norms (11:50) - Building Systems of Care in Business (23:54) - The Power of Community and Relationships (38:28) - Conclusion: Designing a Sustainable and Calmer Business…

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

1
Engineering an Autonomous Work Culture with Marissa Goldberg 40:09

33 weeks ago40:09