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PODCAST

Rooted In Revenue

Susan Finch & Lany Sullivan

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

business marketing

All Episodes

12:58

Data That Matters: Creating Impactful Real Estate...

Rooted In Revenue ·

2025/05/01

Struggling to make your real estate data stand out in a sea of generic market reports? In this episode of Rooted in Revenue, I share practical insights from my recent workshop with NRBA professionals Kelley Kesterson and Angelica Suarez, who are looking to elevate their marketing with meaningful data visualization. Discover how to transform complex market statistics into compelling visual stories that build trust and position you as the go-to expert in your local market—all using tools you already

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33:01

Human at the Helm: A Content Creator's Journey with...

Rooted In Revenue ·

2025/04/22

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,

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26:43

Updated Chamber Systems and Technology Strengthens...

Rooted In Revenue ·

2025/04/15

Terry Hopkins | President & CEO, Grants Pass Chamber of Commerce:Grants Pass native Terry Hopkins has returned to his roots after a diverse hospitality career across five states. With over 25 years of business ownership and management experience in Southern Oregon, Terry recently spent 5 years as a business advocate with the Oregon Restaurant & Lodging Association. Married for 20+ years with two sons, Terry is passionate about community service, having served on numerous Chamber and city

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42:03

From $119M to $600M: Mark Cleve's Fashion Business...

Rooted In Revenue ·

2025/04/08

Lany Sullivan sits down with Mark Cleve, who shares his remarkable 32-year journey with Tom James, the premium custom clothing company that's grown from $119 million to over $600 million during his tenure. Mark reveals the business philosophy that has guided his success: "You don't build a business, you build people and people build a business." From his early door-to-door book-selling experiences to becoming a trusted name in custom clothing, Mark offers powerful insights on why clothing matters,

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20:28

Budget-Friendly Audio Marketing: Making Every Dollar...

Rooted In Revenue ·

2025/03/27

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

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15:49

America's Trusted Companion: Leveraging Radio's...

Rooted In Revenue ·

2025/03/14

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

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35:06

After You Hire: 5 Critical Steps to Welcome New Team...

Rooted In Revenue ·

2025/03/05

What happens after you've found that perfect addition to your team? How do you create an onboarding experience that makes new hires feel confident, valued, and ready to contribute? In the last episode, Susan and Lany walked you through establishing a solid hiring process. The topic is Beyond the Hire: Creating a Welcoming Onboarding Experience That Builds Lasting Teams.In this second half, they explore the critical role of mentorship in successful onboarding, including how to support first-time

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30:28

Before You Hire: 5 Critical Steps to Prepare Your...

Rooted In Revenue ·

2025/02/26

Are you planning to bring a new team member on board? Before you start interviewing candidates, there's critical groundwork that needs to be laid. In this episode of Rooted in Revenue, hosts Susan Finch and Lany Sullivan walk you through the essential steps to prepare your business for a successful hire. From mapping out processes to setting up the right tech stack, they share practical advice drawn from years of experience working with business owners. Learn how proper preparation not only makes

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15:35

Jolene, Fonts, and First Impressions: What’s in a...

Rooted In Revenue ·

2025/02/18

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

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25:49

Choosing the Right Tech Tools: The Art of Discernment

Rooted In Revenue ·

2025/02/12

Which task management and marketing strategy tools should you use? Spoiler alert—it’s not as simple as picking the most popular software.Susan and Lany dive into the importance of discernment when selecting tools, sharing real-world experiences of software frustration, integration challenges, and team buy-in struggles. They emphasize the need to evaluate your team’s workflow, test software with real scenarios, and demand proper support before making a costly commitment. They explore why businesses

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22:55

Evergreen Excellence: Your Guide to Your Content Bank

Rooted In Revenue ·

2025/02/05

Are your social posts starting to feel stale? Are you spending hours creating fresh content when you already have a goldmine of valuable material gathering digital dust? Stop the endless content creation cycle. Strategic content management isn't about constantly generating new material—it's about maximizing the value of your existing expertise and insights.In this episode, we cover building and maintaining an effective content bank that transforms your valuable insights into a reusable asset

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06:47

Does your creative team have a hit-by-a-bus plan?

Rooted In Revenue ·

2025/01/22

Great title, right? But you need a plan. We partner with outside contractors, even our own team - are they documenting what they are doing for you, the project, the client in a way that would allow anyone else to pick up the project and continue on? Is the logic in place for the programming or creative decisions? ASK THEM. This quick episode gives you more ideas to protect your company, your clients in case something goes awry, even just for a while.

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32:41

Beyond the Hustle: Why Peace Matters in Business and...

Rooted In Revenue ·

2025/01/16

This episode of Rooted in Revenue takes an enlightening turn in a world that often pushes us to look outside ourselves for validation and success. Join host Susan and her guest, Chris Champion, as they explore how starting each day with intention and finding your inner peace can transform not just your personal life but your business success as well. From morning walks to barefoot moments in nature, discover simple yet powerful practices that successful leaders use to stay grounded. Chris shares his

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34:41

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

Rooted In Revenue ·

2025/01/08

Susan Finch sits down with Patty Parobek from Mod Op to explore the strategic implementation of AI in business. They discuss the concept of an "AI Playground" - a structured approach for organizations to test and evaluate AI tools before full deployment. The conversation covers essential topics, including developing responsible AI use policies, forming cross-functional AI councils, and protecting sensitive data when using AI platforms. Patty shares valuable insights on how businesses of any size can

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20:32

Systems That Scale: Building a Multi-Location...

Rooted In Revenue ·

2024/12/31

Join Susan Finch as she interviews Ashley Schultz of Modest Mystic Healing, a Reiki practitioner transforming lives in Southern Oregon. After experiencing the healing power of Reiki firsthand, Ashley transitioned from a troubled past to building a thriving practice. Now part of a women's business accelerator program, she shares her journey from skeptic to practitioner and her ambitious plans to expand across Oregon.About Ashley Schultz: Ashley is a Reiki Master and Intuitive reader who discovered

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12:25

Growing Green: How One Woman's Mobile Kitchen is...

Rooted In Revenue ·

2024/12/17

As part of Rooted in Revenue's Accelerator series Susan Finch sits down with Michelle Calascibetta, an innovative entrepreneur who transformed a school bus into a mobile educational kitchen called "Flora the Farm Bus” for her business Farm Bus Bistro. Michelle combines her background in environmental education, farm-based learning, and her family roots in Montessori teaching to bring hands-on culinary education to students across the Rogue Valley. Learn how she's built her unique business,

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11:06

Domain Ownership and Renewal Tips - Part 1

Rooted In Revenue ·

2024/12/10

Have you ever felt lost when managing your website’s domain? You’re not alone. Some tech professionals keep these concepts vague to maintain control over their clients. Let’s break down what you need to know and document to stay in control of your digital property. Remember, your domain for your company is YOURS. Do not let an outside contractor register a domain for you, even if they are trying to save time, money, etc. You need to create this login and invite them in to manage it. You never want

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18:22

From Nuclear Medicine to Travel Dreams: A Strategic...

Rooted In Revenue ·

2024/12/04

Are you dreaming of turning your side passion into a thriving business? In this episode of Rooted in Revenue, host Susan Finch sits down with Becky Esquibel, founder of Experience Joy, who's doing exactly that. As a nuclear medicine technologist by day and travel consultant by choice, Becky shares her remarkable journey of transforming her love for travel planning into a business that's seen a staggering 1600% growth in just one year.What makes Becky's story particularly compelling is her practical

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18:15

Real Growth Takes Support: Why Women Business Owners...

Rooted In Revenue ·

2024/11/21

In this episode of Rooted in Revenue, we explore the powerful role of community in business growth with Jessica Monarch, a women's health empowerment coach. As she transitions from stay-at-home mom to business owner, Jessica reveals why she chose to step out of isolation and into a women's business program called The Accelerator – despite her initial hesitation about whether she "belonged" in such a space. There is no doubt now.Through our candid conversation, Jessica shares how finding the right

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18:52

Digital Consistency is King: Your Professional...

Rooted In Revenue ·

2024/11/12

Today, we're challenging you to conduct a Professional Presence Audit—a critical look at how you appear across the digital landscape to ensure your professional image remains consistent, current, and compelling. This is Part 2 of our Digital Brand Checkup series on Rooted in Revenue. Our last episode covered the essentials of managing your digital real estate—from domains to infrastructure. Essential action items from this episode: Google Audit: Search yourself/company in an incognito window Review

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156 results

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