193: Do this to make your 2023 more efficient… financial forecasting

The CEO Help Desk from Run Like Clockwork

#Business #Mike Michalowicz + Adrienne Dorison #MBA #Entrepreneur #Business Leaders

34:07

In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jay Crone, Managing Director and Venture Capitalist at Deloitte Ventures, to explore the firm’s strategic approach to corporate venture capital. Jay shares Deloitte Ventures’ investment thesis, focusing on supporting innovative Canadian startups at Series A and B stages across key sectors like cybersecurity, climate tech, fintech, future of work, health tech, and AI. Listeners will gain an inside look at how Deloitte leverages its vast network of 1,500 partners and 15,000 employees to source deals and add value beyond capital by helping startups navigate Deloitte’s complex ecosystem and access enterprise clients. Jay also discusses his diverse career journey—from government and investment banking to entrepreneurship and corporate VC—and how those experiences shape his investment philosophy. The episode delves into Deloitte’s due diligence process, the importance of founder relationships, and the firm’s strategic role as a co-investor. Jay highlights emerging trends, particularly the promise of vertical AI tailored to industry-specific needs, and shares his bullish outlook on fintech innovations like stablecoins and cross-border payments. He offers candid advice for entrepreneurs on risk-taking and aligning business vision with funding goals. This episode is a must-listen for founders, investors, and anyone interested in the evolving landscape of corporate venture capital and innovation in Canada. Learn more about Jay's work at https://www.deloitte.com/ca/en/services/program/ventures.html Connect with Jay on LinkedIn at https://www.linkedin.com/in/jaycrone/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

3 years ago 19:20

MP3•Episode home

We're finishing this year strong with a mini-series on everything you need to do to get yourself ready for 2023!

Today is all about financial forecasting... and our resident expert Tyler joins Emily to break it down simply.

They cover:

What forecasting is exactly
The simplest way to evaluate your data
What this process looks like in the day to day
How people use forecasting to make decisions
The common mistakes people make

Forecasting is one of the most powerful tools you’ll have in your arsenal when it comes to maximizing your efficiency, As Tyler shares, it doesn’t have to be complicated or take a ton of time, but the data it provides makes it so much easier to make decisions!

If you're craving more freedom from your business, the time to join the accelerator is now! Visit clockworkaccelerator.com for more info!

Connect with us on instagram here: https://www.instagram.com/rlclockwork

243 episodes

193: Do this to make your 2023 more efficient… financial forecasting

The CEO Help Desk from Run Like Clockwork

23 subscribers

published 3 years ago

MP3•Episode home

We're finishing this year strong with a mini-series on everything you need to do to get yourself ready for 2023!

Today is all about financial forecasting... and our resident expert Tyler joins Emily to break it down simply.

They cover:

What forecasting is exactly
The simplest way to evaluate your data
What this process looks like in the day to day
How people use forecasting to make decisions
The common mistakes people make

If you're craving more freedom from your business, the time to join the accelerator is now! Visit clockworkaccelerator.com for more info!

Connect with us on instagram here: https://www.instagram.com/rlclockwork

243 episodes

#Business #Mike Michalowicz + Adrienne Dorison #MBA #Entrepreneur #Business Leaders

All episodes

The CEO Help Desk from Run Like Clockwork

1
243. Managing Fast Growth and Change with Robert Gauvreau 32:29

1 day ago32:29

32:29

In this coaching session, Adrienne Dorison and Emily Doyle sit down with Robert Gauvreau, CEO of Gauvreau CPA, to tackle a major challenge — navigating a fast-growing team and a recent acquisition. If you’ve ever struggled with managing change, integrating new teams, or setting clear expectations, this one’s for you! Here’s what we cover: ✅ How to lead through acquisitions without creating friction ✅ The power of curiosity in change management ✅ Building trust with a newly acquired team ✅ Why user manuals are the key to working better together ✅ How to clarify roles and KPIs for better performance Robert shares how his company grew from 18 employees to over 180 in just a few years — and the lessons learned along the way. Plus, Adrienne and Emily break down: 👉 How to approach a team integration without overwhelming them 👉 The importance of clear expectations and performance outcomes 👉 Why understanding individual work styles increases team cohesion If you’re navigating growth and want to avoid common integration mistakes, this episode is packed with actionable takeaways. Hit play and let’s get into it! 🔥 Top 5 Takeaways: Lead with Curiosity – Approach change with curiosity rather than assumptions. Trust your team’s knowledge and listen to their insights. Establish User Manuals – Creating personal user manuals helps team members understand how to work together more effectively. Slow and Steady Wins – When managing an acquisition, avoid rushing changes. Build trust first before implementing new systems. Clarify KPIs and Roles – Employees perform better when they know exactly what’s expected of them. Adapt and Learn – Even with a successful team, there’s always room to learn from new additions and different systems. Chapters 01:24 – Robert’s Business Background – How Robert built his CPA firm from 18 to 180 employees. 04:20 – Managing a New Acquisition – Robert’s challenge of integrating a newly acquired team. 07:43 – The Importance of Curiosity in Leadership – Why listening first builds trust and reduces friction. 11:56 – Creating a User Manual – How user manuals improve team communication and understanding. 18:36 – Setting Clear Expectations – How to define KPIs and roles to improve performance. 25:21 – Learning from Change – Why cross-learning is key in mergers and acquisitions. Connect with Robert: 👉 Website: https://www.gauvreaucpa.ca 👉 Social Media: @gauvreaucpa 👉 Robert’s Personal Handle: @robertgauvreau…

The CEO Help Desk from Run Like Clockwork

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242. Quality Over Quantity When It Comes to New Clients 17:58

8 days ago17:58

17:58

In this follow-up episode, Adrienne Dorison and Emily Doyle reflect on last week's conversation with Danielle Cherewyk . Danielle shared how she solved one business challenge — needing more stylists — by purchasing a hair school. But with every solution comes a new bottleneck, and now Danielle is focused on recruiting high-quality students to keep her business thriving. Here’s what we cover: ✅ Why buying a school created a new business challenge ✅ How Danielle is rethinking her recruiting strategy for long-term success ✅ Why focusing on high-quality students is more important than filling seats ✅ The role of social media and strategic partnerships in attracting talent ✅ How to build a talent pipeline that supports future growth Adrienne and Emily explore the business lessons behind Danielle's experience and how identifying and solving the right bottleneck can unlock new levels of growth in any business. Danielle's story is a powerful reminder that business growth isn’t always linear. If you’re struggling to attract the right leads, this debrief is packed with insights to help you rethink your strategy and find sustainable success. 🏆 Top 5 Takeaways: 1. Every Solution Creates a New Bottleneck – Solving one business problem often uncovers another, but growth comes from working through each challenge strategically. 2. Focus on Quality Over Quantity – Recruiting the right students who are passionate about the industry is more important than simply filling seats. 3. Leverage Partnerships for Growth – Partnering with other local businesses and schools creates a more sustainable recruiting funnel. 4. Educate and Engage – Social media should focus on educating potential students about the value and opportunities within the industry, not just promoting the school. 5. Build a Long-Term Talent Pipeline – Introducing try-it days and summer camps can help build interest early and sustain a future pool of talent. 🕰️ Chapters 00:00 – Introduction and Recap of Danielle’s Story 02:33 – Why Buying the School Created a New Bottleneck 04:44 – Danielle’s Shift from Filling Seats to Recruiting the Right Talent 07:16 – Why Recruiting is Different in a Rural Community 10:38 – Long-Term Strategy: Building a Pipeline with Try-It Days 14:52 – How Social Media Can Support Recruiting Goals 16:41 – Creating a Reputation That Attracts Top Talent 17:56 – Closing Thoughts and Takeaways 👉 Listen to Last Week’s Interview with Danielle Cherewyk:🎧 The Recruiting Challenge: How to Attract Top Talent with Danielle Cherewyk 👉 Learn more about Peak Beauty Academy: 🌐 Visit Peak Beauty Academy 📲 Follow on Instagram: @peakbeautyacademy Want to Clockwork your own business, too?: www.runlikeclockwork.com Adrienne’s IG RLC IG…

The CEO Help Desk from Run Like Clockwork

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241. The Recruiting Challenge: How to Attract Top Talent with Danielle Cherewyk 37:23

15 days ago37:23

37:23

In this coaching session, Adrienne Dorison and Emily Doyle dive deep with Danielle Cherewyk, a former client and successful salon owner, to tackle a major challenge — recruiting high-quality students for her newly purchased hair school. If you’ve ever struggled to create a consistent talent pipeline, this one’s for you! Here’s what we cover: ✅ How purchasing a school created new opportunities (and new challenges) ✅ Strategies for recruiting top-tier students and building a long-term talent pipeline ✅ The power of partnerships with local businesses and high schools ✅ Creating effective "Try It" days to introduce potential students to the industry ✅ How social media and referral programs can boost recruitment Adrienne and Emily break down: 👉 How to shift recruitment strategy to target quality over quantity 👉 The balance between organic and referral-based recruiting 👉 Why building partnerships with local businesses strengthens long-term success 👉 How to use social media to educate and engage prospective students 👉 Creating scalable and effective recruiting events You can also check out Danielle’s episode from 2022 here ! If you’re ready to unlock the next level of growth in your business, this episode is packed with actionable takeaways you can start using today. Hit play and let’s get into it! 🔥 🏆 Top 5 Takeaways: 1. Build a Quality Pipeline – Recruiting the right talent takes more than just getting applicants — focus on high-quality leads who are committed to the industry. 2. Partner with Local Businesses – Creating strong relationships with other salons helps build trust and increase referrals. 3. Introduce "Try It" Days – Letting potential students experience the work firsthand creates interest and increases enrollment. 4. Referrals Matter – Offering small incentives for alumni and local salons to refer students can drive high-quality leads. 5. Strategic Social Media – Educating and engaging on platforms like Instagram and TikTok helps target the right demographic effectively. 🕰️ Chapters 01:00 – Danielle’s Background – From salon owner to hair school owner 03:32 – How Purchasing the School Created New Challenges 05:16 – Current Recruiting Strategies and Why They’re Not Working 10:11 – Shifting Focus to High-Quality Recruitment 13:42 – Creating "Try It" Days and Summer Camps 18:34 – The Role of Social Media in Recruiting 22:56 – Partnering with Local Salons 29:25 – Setting Growth Goals and Long-Term Vision 33:17 – Next Steps for Building a Strong Recruiting Pipeline Learn more about Peak Beauty Academy: 🌐 Visit Peak Beauty Academy 📲 Follow on Instagram: @peakbeautyacademy Want to Clockwork your own business, too?: www.runlikeclockwork.com Adrienne’s IG RLC IG…

The CEO Help Desk from Run Like Clockwork

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240. How to Deliver Value at Any Price Point 14:48

22 days ago14:48

14:48

In this follow-up episode, Adrienne Dorison and Emily Doyle reflect on their conversation with Ryan Koral, founder of Tell Studios, about the challenges of scaling creative businesses without losing quality. If you've ever felt torn between delivering high-end results and making your services more accessible, this one’s for you! → Missed Ryan Koral’s episode? Listen to it here. Here’s what we cover: ✅ How to create tiered offers without lowering your brand standards ✅ Why your “6/10” might be your client’s “10/10” ✅ The importance of protecting your QBR (Queen Bee Role) at every price point ✅ Why adjusting your offers doesn’t mean disappointing past clients ✅ How to balance exclusivity and accessibility to reach more clients Adrienne and Emily explore how luxury brands like Chanel offer both runway and ready-to-wear collections — and how creative entrepreneurs can apply that model to their business. They dive into the mindset shift required to deliver high-value outcomes at different price points without compromising on quality. If you’re struggling to find the right balance between premium and accessible offers, this episode will give you the framework you need to scale confidently. Hit play and let’s get into it! Top 5 Takeaways: 1. Client Perception > Your Own Standards – Your client’s 10/10 might be what you see as a 6/10. Focus on their satisfaction, not perfection. 2. Protect Your QBR at Every Tier – Your core offering and big promise should stay consistent, even if the execution varies. 3. Tiered Pricing Increases Accessibility – Offering different pricing levels allows more clients to experience your services without sacrificing quality. 4. Don’t Worry About Past Clients’ Perceptions – Markets change, and it’s okay to create new offers to adapt. 5. Adjusting Your Offer Doesn’t Mean Lowering Standards – You can simplify your offer while maintaining brand alignment and delivering strong results. Chapters: 01:52 – Creating Tiered Offers – How to scale creative services without losing quality 03:11 – Client Perception vs. Reality – What matters more than perfection 05:25 – Protecting the QBR – How to maintain your core promise at all levels 13:28 – Luxury vs. Ready-to-Wear – Applying a brand model to creative businesses 18:34 – Managing Client Expectations – How to communicate value at different price points 24:44 – Why Past Client Opinions Shouldn’t Hold You Back – Adapting to market changes 29:44 – Tiered Pricing Strategy – How to balance exclusivity and accessibility 34:38 – Delivering Value at Every Level – Meeting client expectations without overdelivering 36:11 – Business Growth Through Simplification – Why less can be more 39:30 – Take Action – Next steps for simplifying and scaling Links Mentioned: 🔗 Learn more about Ryan Koral and Tell Studios: tellstudios.com/easy 🔗 Connect with Ryan on LinkedIn: Ryan Koral Want help Clockworking your business: www.runlikeclockwork.com…

The CEO Help Desk from Run Like Clockwork

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239. Scaling with Simplicity with Ryan Koral 39:40

29 days ago39:40

39:40

In this episode, Adrienne Dorison and Emily Doyle sit down with Ryan Koral, founder of Tell Studios, to tackle a common challenge among creative entrepreneurs — scaling without losing quality. If you've ever felt like you need to burn it all down and start over, this one’s for you! Here’s what we cover: ✅ How to simplify your business offerings without sacrificing quality ✅ The difference between premium vs. ready-to-wear product models ✅ Overcoming the mindset blocks that stop you from scaling ✅ The power of meeting clients where they are — without compromising your brand ✅ How to use strategic downsizing to unlock sustainable growth Ryan opens up about the challenges of running a creative business for 20+ years and the internal conflict between delivering a “10/10” product and providing scalable, accessible solutions. Adrienne and Emily help Ryan shift his mindset, focusing on how to provide exceptional value without overdelivering — and why simplifying can be the key to long-term success. If you’re ready to simplify your business model, while still maintaining high value and client satisfaction, this episode is packed with actionable insights. Hit play and let’s get into it! 🔥 Top 5 Takeaways: 1. Define Your “Ready-to-Wear” Offer – Just like luxury brands offer both high-end and accessible products, you can create scalable solutions without sacrificing quality. 2. Client Perception Matters More Than Your Own Standard – Your 5/10 might be a 10/10 for your client. Focus on the result, not perfection. 3. Simplification Leads to Scalability – Streamlining your offerings can help you serve more clients without increasing your workload. 4. Measure Success by Results, Not Perfection – If your work drives client results, it’s a win — even if it’s not “perfect” in your eyes. 5. Use Downsizing as an Opportunity – Losing team members or simplifying your offerings isn’t a setback — it’s a chance to create a leaner, more effective business model. Chapters: 01:52 – Feeling Like Burning It All Down – Why business owners feel like starting over 03:11 – Scaling vs. Simplifying – How to make your business more scalable 05:25 – Client Perception vs. Reality – Understanding what clients actually care about 13:28 – “Runway vs. Ready-to-Wear” Model – Why offering different tiers can drive growth 18:34 – Pricing and Positioning – How to communicate the value of different offers 24:44 – Creative Constraints – How to thrive with limited resources 29:44 – Mindset Shifts – Overcoming the fear of simplifying 34:38 – Sustainable Business Growth – Why less can be more 36:11 – Long-Term Success – Building a business model that supports future growth 39:30 – Take Action – Ryan’s next steps to simplify and scale Links Mentioned: 🔗 Grab Ryans free resource to make your video marketing easier: tellstudios.com/easy 🔗 Connect with Ryan on LinkedIn: Ryan Koral Connect with Adrienne: @adriennedorison Learn more about Run Like Clockwork: www.runlikeclockwork.com…

The CEO Help Desk from Run Like Clockwork

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238. Stay Small to Make More Money in Your Business 15:05

5 weeks ago15:05

15:05

In this episode, Adrienne and Emily unpack their biggest takeaways from the conversation with Denise Duffield-Thomas and discuss how to the Clockwork business and their own personal growth. Denise built a $5M business with a lean, part-time team by staying focused on one core offer and simplifying her operations — and Adrienne and Emily reflect on how that same principle applies to Clockwork and the challenges they’ve faced while scaling. Here’s what we cover: ✅ Why trying to launch too many offers creates chaos ✅ How staying focused on one offer creates consistent growth ✅ Why mindset shifts around success and simplicity are essential ✅ How to avoid the trap of thinking you’ve saturated the market (you haven’t!) ✅ The importance of finding fulfillment outside of your business They also reflect on the challenges of navigating business growth, why it’s easy to feel stuck when things feel hard, and how to use creative energy without overcomplicating the business model. If you’re feeling overwhelmed or scattered in your business, this is the episode you need to reset and refocus. 🔑 Top 5 Takeaways: Lean Growth is Possible – Denise built a multimillion-dollar business with a small team by staying focused on her core offer. Focus on One Offer – Scaling happens more easily when you focus on improving and selling what’s already working. Stop Adding to Fix a Problem – The urge to create new offers usually comes from feeling like something isn’t working — but it’s usually a messaging or marketing problem, not a product problem. Seasons Matter – Your business will have different seasons — understanding and respecting them creates longevity. Set Personal Goals – Achievements outside of work create balance and prevent burnout. ⏰ Chapters: 01:24 – Why Denise’s business model works so well 04:50 – The power of staying focused on one offer 06:46 – Why simplifying creates more growth, not less 10:42 – The trap of thinking you’ve saturated the market 14:44 – How to create fulfillment outside of work 18:31 – How creative energy can either fuel or complicate your business 22:34 – Finding the right balance between growth and simplicity 29:44 – Lessons from running a lean, profitable business 📲 Links & Resources: Connect with Denise: denisedt.com Follow Denise on Instagram: @denisedt Listen to Denise’s episode : ADD LINK Connect with Adrienne: @adriennedorison Learn more about Run Like Clockwork: www.runlikeclockwork.com…

The CEO Help Desk from Run Like Clockwork

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237. Running a $5M Business with a Lean Team with Denise Duffield-Thomas 48:45

6 weeks ago48:45

48:45

In this episode, Adrienne Dorison and Emily Doyle sit down with best-selling author Denise Duffield-Thomas to explore how she and her husband built a $5M business with a small, part-time team — and how they’ve structured their lives to work less without sacrificing income or success. Denise opened up about the strategies and mindset shifts that allowed her to create a thriving business while maintaining balance and freedom. If you’ve ever wondered how to grow your business without overloading your schedule, this one’s for you! Here’s what we cover: ✅ How Denise built a $5M business with a part-time team ✅ Why focusing on one core offer creates more growth (not less) ✅ The mindset shift around seasons of business and life ✅ Why building assets outside the business creates freedom ✅ How to avoid the trap of constantly launching new offers Adrienne and Emily also dig into: 👉 The power of simplifying your business model 👉 How Denise maintained revenue while stepping back from the business 👉 Why saying "no" is crucial for sustainable success 👉 The importance of having personal goals and wins outside of work 👉 Why perfectionism and identity shifts are holding you back If you’re ready to scale your business without working more, this episode will give you the inspiration and tactical advice you need. Hit play and get ready to simplify and grow! 🔥 🔑 Top 5 Takeaways: Lean Growth is Possible – Denise built a multimillion-dollar business with a small team by staying focused on her core offer. Focus on One Offer – Scaling happens more easily when you focus on improving and selling what’s already working. Seasons Matter – Your business (and life) will have different seasons — understanding and respecting them creates longevity. Build Outside the Business – Investing in assets and real estate created more financial freedom for Denise's family. Set Personal Goals – Achievements like winning a ballet trophy or succeeding at cross-stitch can give you fulfillment beyond business success. 📚 Check Out Denise’s Book: Denise is the author of Get Rich, Lucky Bitch!, and Chillpreneur — must-reads for entrepreneurs and business owners looking to break through money blocks and grow their wealth. 👉 Grab your copy here: https://www.denisedt.com/books ⏰ Chapters: 01:24 – How Denise built a $5M business with a lean team 04:50 – The decision to keep the team small and efficient 06:46 – Why staying focused on one core offer creates more growth 10:42 – Understanding seasons of business and life 14:44 – Personal wins and why hobbies matter 18:31 – The freedom that comes from building assets outside the business 22:34 – Overcoming identity shifts and perfectionism 29:44 – How Denise simplified her business model 34:38 – Saying "no" to protect personal time and energy 39:30 – Lessons from taking a sabbatical 📲 Links & Resources: 👉 Connect with Denise: denisedt.com 👉 Follow Denise on Instagram: @denisedt Adrienne’s IG RLC IG…

The CEO Help Desk from Run Like Clockwork

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236. How to Stop Doing Everything in Your Business 17:07

7 weeks ago17:07

17:07

In this episode, Adrienne Dorison and Emily Doyle reflect on their r ecent coaching session with Beth Carter, The Badass Bookkeeper. Beth shared how she struggles to step out of the doing in her business — even with a team of 10 and a seven-figure business. Adrienne and Emily dive deeper into the root of this challenge, unpacking the Four D’s (Doing, Deciding, Delegating, and Designing) and how understanding them can help business owners break free from the day-to-day grind. Here’s what we cover: ✅ The Four D’s – Why knowing the difference between Doing, Deciding, Delegating, and Designing is key to business growth ✅ Why deciding for your team isn’t delegation (and how to fix it) ✅ How to empower your team to make decisions without you ✅ Why short-term profitability can limit long-term scalability ✅ How to balance stepping in during emergencies versus taking on too much Plus, Adrienne and Emily share strategies to help business owners invest in their teams, strengthen employee retention, and increase long-term profitability. Let’s get into it! 🔥 Top 5 Takeaways: Master the Four D’s – Understanding the difference between Doing, Deciding, Delegating, and Designing is key to growing your business. You should be aiming to spend more time in Designing and Delegating as the CEO. Deciding vs. Delegating – If your team constantly needs your input to move forward, you’re still deciding — not delegating. The goal is to empower them to handle it independently. Invest in Your Team – Investing in team training and development strengthens relationships and improves retention — reducing lost productivity from turnover. Hiring Timing is Crucial – Hiring too late causes burnout and lost revenue, but hiring too early drains profitability. Finding the balance is key. Short-Term Profit vs. Long-Term Growth – Focusing only on short-term profitability limits scalability. Shifting into design and delegation mode is essential for long-term success. Chapters: 00:01 – Introduction – Recap of Beth Carter’s coaching session and why getting out of the doing is so difficult 01:25 – The Four D’s Explained – Doing, Deciding, Delegating, and Designing – and how they apply to business growth 02:39 – The Problem with Deciding – Why answering questions for your team isn’t the same as empowering them 04:46 – Strategic Delegation – How to shift from deciding to delegating 07:44 – Why Design Time Matters – How high-level planning and strategy drive long-term business growth 08:18 – Investing in Your Team – How training and mentorship reduce turnover and increase efficiency 09:54 – Why You Might Not Be the Best Mentor – When to seek external training or support for your team 12:30 – When to Step In vs. Let Go – How to balance short-term help with long-term autonomy 15:40 – Hiring at the Right Time – Why hiring too late is more dangerous than hiring too early 16:24 – Next Steps and Takeaways – How business owners can apply these strategies to their business Relevant Links: 🔗 Clockwork Book – Read the Clockwork book for a deeper dive into the Four D’s. 🔗 COO Training Program – Learn how to train your team to handle operations independently. Listen to Beth's Episode Adrienne’s IG RLC IG…

The CEO Help Desk from Run Like Clockwork

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235. Breaking Free from Doing It All with Beth Carter 29:41

8 weeks ago29:41

29:41

In this coaching episode, Adrienne Dorison and Emily Doyle sit down with Beth Carter, the "Badass Bookkeeper" and owner of BBA Bookkeeping , to tackle a challenge many business owners face — getting stuck in the doing. Beth shares how, even with a team of 10 and a seven-figure business, she still finds herself pulled back into production work, limiting her ability to grow and scale. Here’s what we cover: ✅ Why business owners struggle to stop doing the work themselves ✅ How to identify inefficiencies in your team and processes ✅ When to hire versus when to improve internal capacity ✅ Balancing profitability with growth — without losing control ✅ The power of process mapping to increase efficiency and autonomy Plus, Adrienne and Emily share strategies to help Beth streamline her business, empower her team, and reclaim her time for high-value CEO-level work. If you’re ready to stop doing it all yourself and unlock the next stage of business growth, this episode is packed with actionable takeaways you can start using today. Hit play, and let’s get into it! 🔥 Top 5 Takeaways: Stop Getting Pulled Into the Doing – If you keep getting pulled back into production work, it’s a sign of a capacity or efficiency problem — not a staffing problem. Process Mapping is Key – Mapping your client workflow step-by-step will help you identify inefficiencies and eliminate wasted time. Short-Term vs. Long-Term Thinking – Profitability might look better when you’re doing the work yourself, but long-term growth requires strategic delegation and scaling. Team Training Increases Capacity – Investing time in mentoring and training your team will pay off in efficiency and long-term profit growth. Redefine Your CEO Role – Your highest value work is in business development, not production. Protect your time for high-impact activities. Chapters: 00:00 – Introduction to Beth Carter – Meet Beth, owner of BBA Bookkeeping, and hear about her current business challenge. 02:07 – The Struggle of Getting Pulled Back Into Doing – Why business owners struggle to let go of production work. 04:46 – Identifying the Root Cause – When staffing issues are actually efficiency issues. 06:40 – Capacity Planning and Time Tracking – How to measure workload and spot gaps. 08:39 – Short-Term Profit vs. Long-Term Growth – How to balance profitability with scalability. 12:06 – The Power of Process Mapping – How to visually map out your processes to spot inefficiencies. 16:42 – Reducing Waiting Time and Handoff Delays – Why reducing wait times increases profitability. 18:52 – Increasing Team Autonomy – How to empower your team to handle more work independently. 21:53 – Mentorship vs. Correction – Why mentoring your team creates long-term value. 27:24 – Takeaways and Next Steps – Beth’s key insights and how she plans to implement them. 🔗 Camp Clockwork – Join Adrienne, Emily, and Beth at Camp Clockwork in 2025! 🔗 Clockwork Time Tracking Template – Start tracking your time to identify bottlenecks and inefficiencies. Beth’s IG Adrienne’s IG RLC IG Want to be a guest for season 2? Just fill in this form!…

The CEO Help Desk from Run Like Clockwork

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234. More On How To Fix Business Bottlenecks 19:45

9 weeks ago19:45

19:45

In this episode, Adrienne Dorison and Emily Doyle reflect on a recent coaching session with Leslie Liondas, breaking down how to identify and fix the four core business bottlenecks — Attract, Convert, Delivery, and Cash Flow. If you’ve been struggling to figure out why your business isn’t growing the way you want, this episode will help you diagnose the problem and create a plan to solve it. Here’s what we cover: ✅ How to identify which bottleneck is holding your business back ✅ The four core business bottlenecks and how they work together ✅ Why cash flow issues can block other fixes — and how to work around it ✅ When to focus on attraction, conversion, or delivery ✅ How to balance short-term cash flow with long-term business growth Plus, Adrienne and Emily share real-world examples and actionable strategies to help you streamline your business operations and drive sustainable growth. If you’re ready to unlock the next level of growth in your business, this episode is packed with actionable takeaways you can start using today. Hit play and let’s get into it! 🔥 Listen to Leslie’s episode here. Connect with us here: Adrienne’s IG RLC IG Top 5 Takeaways: Identify the Right Bottleneck – Fixing the wrong problem wastes time and resources. Pinpointing whether you have an Attract, Convert, Delivery, or Cash Flow bottleneck is key to business growth. Solve One Bottleneck at a Time – Trying to fix multiple bottlenecks at once leads to inefficiency and stalled progress. Focus on one area until you see improvement. Cash Flow Challenges Are Common – Running out of cash to fix other problems is a frequent issue. Get creative and resourceful to improve cash flow without overextending. Conversion vs. Attraction Confusion – A high conversion rate with low leads means you need more traffic. A low conversion rate means you need better sales systems. Don't Waste Resources on the Wrong Fix – Focus on the bottleneck that's holding back growth — improving sales scripts when your problem is lead flow won’t fix the real issue. Chapters: 01:05 – Introduction to Leslie’s Coaching Session – Overview of Leslie’s business and why diagnosing bottlenecks matters 02:28 – The Four Bottlenecks – Overview of Attract, Convert, Delivery, and Cash Flow 04:35 – Why Cash Flow is a Common Problem – How cash flow limits the ability to solve other issues 06:10 – Diagnosing a Bottleneck – How to identify which bottleneck is blocking growth 09:28 – High Conversion, Low Leads – Why more traffic is sometimes the solution 12:06 – Increasing Capacity for Delivery – Why you need to solve delivery issues before growing your customer base 14:59 – Improving Efficiency with Current Resources – How automation and better systems can solve cash flow issues 16:46 – Focusing on the Right Fix – How to avoid distractions and focus on solving the correct bottleneck 18:52 – Testing and Iterating – Why quick wins and MVP approaches are key in early-stage businesses 20:30 – Balancing Growth and Stability – How to maintain stability while increasing business capacity…

The CEO Help Desk from Run Like Clockwork

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233. Cracking the Attract Code with Leslie Liondas 47:12

10 weeks ago47:12

47:12

In this coaching session, Adrienne Dorison and Emily Doyle dive deep with Leslie Liondas to tackle a major challenge in her coaching business — the attract bottleneck. If you’ve ever struggled to bring in the right leads, this one’s for you! Here’s what we cover: ✅ How to generate consistent, high-quality leads ✅ Refining your messaging so it actually converts ✅ The power of effective opt-ins (and why your freebie might not be working) We also get into the nitty-gritty of webinars — how to make them engaging, convert more attendees, and even use AI to streamline your content creation. Plus, Adrienne and Emily break down: 👉 The balance between organic and paid traffic (and why you need both) 👉 Why building trust is non-negotiable in the coaching world 👉 How to maximize your social media presence without burning out 👉 The key to understanding what your clients really need If you’re ready to unlock the next level of growth in your coaching business, this episode is packed with actionable takeaways you can start using today. Hit play, and let’s get into it! 🔥 Connect with Leslie here: https://nexpathcoaching.com/home https://liondascpa.com/ Connect with us here: Adrienne’s IG RLC IG Learn more about Fractional COO here Submit to be a guest here Top 5 Takeaways: Identify the Right Bottleneck – Fixing the wrong problem wastes time and resources. Pinpointing the actual bottleneck is key to business growth. Focus on One Platform – Going all-in on one platform (like Facebook) can drive better results than spreading yourself too thin. Proven Organic Success First – Don’t invest in Facebook ads until you’ve seen consistent success with organic traffic. Create Effective Opt-Ins – A strong opt-in can grow your email list and nurture leads more effectively. Understanding Client Needs – Listening to client pain points helps you create targeted solutions and increase conversions. Chapters 01:52 – Identifying the Attract Bottleneck – Pinpointing the true bottleneck is essential for fixing the right problem and driving growth. 03:11 – Strategies for Attracting Leads – Proven methods for generating consistent, high-quality leads. 05:25 – Evaluating Current Messaging and Results – How to refine your messaging to improve lead generation and conversion. 13:28 – Creating Effective Opt-Ins – Building opt-ins that grow your email list and nurture leads. 18:34 – Utilizing AI for Content Creation – How AI can simplify content creation and repurposing. 24:44 – Webinar Planning and Engagement Strategies – Designing webinars to increase attendance and drive action. 29:44 – Organic vs Paid Traffic – Finding the right balance between organic reach and paid ads. 34:38 – Maximizing Social Media Presence – Strategies to increase engagement and visibility without burnout. 36:11 – Building Trust in the Coaching Industry – Why trust is essential for client relationships and business growth. 39:30 – Understanding Client Needs – Listening to client pain points to create targeted, effective solutions.…

The CEO Help Desk from Run Like Clockwork

1
232. Welcome to the CEO Help Desk! 2:28

10 weeks ago2:28

2:28

In the very first episode of CEO Help Desk , Adrienne Dorison and Emily Doyle introduce the fresh new format designed to serve overwhelmed small business owners—just like you. Here’s the deal: Each week, you'll hear a real business owner walk through a specific operational or leadership challenge on air with Adrienne and Emily. Then in the following episode, your co-hosts debrief and go even deeper with ideas, context, and strategies to help you apply the same lessons to your own business. Whether you're looking to delegate more, streamline operations, or step out of the day-to-day, CEO Help Desk is your go-to coaching corner. What to Expect: ✅ Coaching episodes with business owners in the $500K–$5M revenue range ✅ Honest, strategic conversations (with a healthy dose of humor) ✅ Tangible takeaways from every challenge we tackle ✅ Behind-the-scenes insight in our debrief episodes ✅ Opportunities to submit your own business challenge for a future episode Think of it as part Run Like Clockwork , part Dear Work Wives — with a side of “passion for yapping,” as Emily says. If you're ready to grow a more sustainable, scalable business without being glued to your Slack channel 24/7, hit subscribe and let’s dive in! And if you want to be a guest, fill in this form!…

The CEO Help Desk from Run Like Clockwork

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231. The Power of Play with Shannon Claire 49:54

52 weeks ago49:54

49:54

Play is transformative. And it's essential for our personal and professional growth that we take regular breaks to play. I know from personal experience that when I incorporated more play and whitespace into my life, my business increased exponentially. I had more “million dollar” ideas, bigger business growth, came up with better strategies, strengthened my relationships, and found a deeper connection with myself. On today's episode of the Run Like Clockwork podcast, I'm joined by Shannon Claire, an international branding photographer who has worked with entrepreneurs all over the globe, creating unforgettable brands and marketing campaigns that *actually* get attention. We discuss: how playfulness fosters creativity, innovation, and problem-solving skills. the misconception that constant work will lead to success why breaks are essential for sustainable growth why capturing transformational experiences makes for the best photos PLUS, we announce that Shannon will be offering a limited number of mini-branding shoots while at camp! It is normally thousands of dollars to work with her, but for Camp Clockwork, you have the opportunity to get in front of her lens for a whopping 3 figure investment! (lol) You'll receive 10-15 fully edited photos that are ready for all of your marketing needs. If you’re ready to get out of your rut, out of your comfort zone, and into a new level for your business (and yourself), you’ve GOT to get yourself to Camp Clockwork! www.campclockwork.com…

The CEO Help Desk from Run Like Clockwork

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"Create Your Clockwork Blueprint to Freedom" with Alexis Kingsbury 40:20

1 year ago40:20

40:20

Are you struggling to free up time, increase efficiency, and reduce key person dependency in your business? In this episode, Adrienne Dorison interviews Alexis Kingsbury, the founder of AirManual , about his journey to creating his solution to those issues. Alexis discusses the challenges he faced with traditional process documentation methods and how Air Manual was born out of the need for a tool that makes it easy for teams to create and follow processes. This conversation explores: The challenges of organizing digital workspaces and the benefits of using AirManual. Setting realistic expectations for finding information and improving client onboarding. Delegating hard tasks and making better decisions. How to support team members and create an incredible workplace. Clockwork and AirManual are partnering to provide a one-of-a-kind online masterclass that will guide you from feeling stuck in your operations to achieving life-changing freedom. So… join us Wednesday, May 8th @ 10 am Eastern for our free webinar "Clunky to Clockwork: How to Make it Easy For Your Team To Do Things The Way You Want Them Done", and get our blueprint for scalable success. In this training you’ll learn how to: Unlock Efficiency: Discover how the "weakest link in the chain" method can resolve your most pressing inefficiencies. Empower Your Team: Learn empowering techniques and tools that foster autonomy and reduce micromanagement. Blueprint to Freedom: Step-by-step guidance on making your business self-sustaining for growth without constant oversight. Achieve Life-Changing Results: Hear real success stories from businesses that have been transformation. Get Immediate Impact: Leave with actionable knowledge and resources for quick, valuable changes. To find out more and secure your space, head to airmanual.link/clockwork…

The CEO Help Desk from Run Like Clockwork

1
230. Clockwork Book Club: Interview with Mike Michalowicz 24:28

1 year ago24:28