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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

13:56

Preventing Management Failure: Immersive Simulations...

Rooted In Revenue ·

2023/07/05

Intrigued by Advantexe's business simulations, Susan welcomes back Rob Brodo from Advantexe as they explores their focus on new manager training. They both acknowledge that management failure can lead to business failure but believe it is preventable and correctable. Susan asks Rob about the challenges faced by new managers and the motivation behind creating simulations. Rob highlights the overwhelming nature of transitioning into a management role without guidance. Advantexe's simulations allow new

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16:06

Mastering Competitive Analysis for Sales Success

Rooted In Revenue ·

2023/03/02

In this final episode of the Foundations of Business Series on Rooted in Revenue, Rob Brodo, the co-founder and CEO of Advantexe, and Susan Finch discuss competitive analysis as a foundation of business acumen. They first identify who the real competitors are and how to spot them. They also explain how scanning the environment, including social media platforms like LinkedIn and Twitter, can help companies stay up to date on their competitors and innovations in the market. Rob emphasizes the

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13:25

Achieving Competitive Advantage Through a...

Rooted In Revenue ·

2023/02/22

In this episode of Rooted in Revenue, host Susan Finch is once again joined by Rob Brodo, the co-founder and CEO of AdvantX. The duo is continuing their series on the foundations of Business Acumen, which covers the key components of understanding business strategy and financial positions. In this episode, they delve into the importance of recognizing the strategic and financial challenges and opportunities of executing a new strategy. Rob discusses how many companies are disconnected between their

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20:50

Grieving and the Workplace: How HR is Addressing...

Rooted In Revenue ·

2023/02/10

In this episode of the podcast, Susan Finch and Michelle Cramer from On Angels' Wings discuss the importance of HR support in the workplace. Michelle discusses her journey writing her book, Uncharted Grief, and her certification as a Grief Recovery Method specialist. Michelle shares her thoughts on the societal norms surrounding grief and how they impact employees in the workplace. She highlights the importance of allowing employees to grieve and the impact it can have on their health and financial

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11:44

Breaking Down Financial Metric Silos: Ensuring...

Rooted In Revenue ·

2023/02/07

In this episode, Susan is joined by Rob Brodo, the CEO and Co-Founder of Advantexe, as they continue their series on business acumen strategies. The focus of this episode is on comprehending financial position and key metrics, including the income statement, balance sheet, and cash flow report. Rob explains that financial management is just a scoreboard for the company's strategy and that understanding these metrics is crucial in measuring the success of the strategy. He also highlights the

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08:07

Transform Employee Performance with Strategic Insight

Rooted In Revenue ·

2023/01/30

In this episode, we cover the importance of understanding business strategy for every person working for a company. Our guest is Rob Brodo. Rob is the Co-Founder and CEO of Advantexe. Rob talks about how many CEOs struggle with leading an organization that lacks a clear understanding of their value proposition to customers. The discussion includes the difference between the "believers" and "non-believers," and the importance of knowing the company's strategy and its impact on a company's success

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22:02

Follow Up On the Leads, We’ll Do the Rest

Rooted In Revenue ·

2023/01/18

At least a few times a month I hear from a potential new client that their email marketing efforts produce no results. Once we sit and talk about their process, and how they follow up with the leads they get pretty quiet. This isn't uncommon. If you are struggling to create and execute targeted marketing campaigns that drive new business, you are not alone, especially for small businesses. It’s critical to the growth of your business, but you don’t have the time or the resources to do it and you

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25:29

Making Use of What Marketers Are Doing Right

Rooted In Revenue ·

2023/01/18

We hear about all the ways marketers miss the mark - what they do wrong. What if we focused on what they are doing right and then expand the use of those tactics? Some companies have a team of one or less than five and each must wear several hats. If, as a group, you lay out what is working, analyze the results through Google Analytics and pulling in all the pieces, as a group, you can tackle what is next. It may be enhancing the most popular pages you have to ensure you move people along on the

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12:24

How Are You Marketing To Your Employees?

Rooted In Revenue ·

2023/01/11

A more complete title is, "How are you marketing to your employees, customers, prospects, community?" Today I’m talking with Jeanne Hopkins who is launching Salty Marketing Company this month. We’ll cover what a fractional CMO is and isn’t, the four elements of marketing that every company must include or fail. Employees Customers Prospects Community Consider this a wake-up call to marketers who are unable to justify their spending. This is part one of our session. Links from this episode: Connect

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32:14

You Wrote a Book, Is It Time to Relaunch It?

Rooted In Revenue ·

2023/01/04

Holly Jean Jackson is a speaker, author, and holistic coach. This means she gives you three in one - a health coach, life coach, and a business coach. In this episode we are focusing on the value of relaunching your book. You put so much blood, sweat, tears, and hair-pulling into publishing a book. But what happens a few years later? Your publisher did their part, you did the signings, the promotions, and then crickets? Let's hope not. You may even be working on your next book, but you still really

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25:52

Reducing the Perception of Risks with Prospects

Rooted In Revenue ·

2022/12/28

We need our prospects to be so confident that they will get the return they expect. And so it's the ROI model, but also it's the level of confidence about the ability to achieve that. The fact that sometimes even what our customers tell us, they see value in our own solutions starts to change and evolve. Eric Whittlake of 6Sense joins Susan today. He says, "One of the things that you likely will see is they value the thing that's more immediate than the thing." That extends into the need for us to

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21:10

Are you good at generating sales opportunities?

Rooted In Revenue ·

2022/12/14

Steve Richard, SVP, Value Realization at Mediafly sits down with Susan to talk about sales and sales training in a recession. He says, "Really good demand gen marketers that are super targeted with what they do and have very little scrap rate have never been higher demand. That's one thing I'm definitely seeing that's critically important right now. And everyone's going outbound." Key points in this episode: SDRs, SBRs, are you in the top third, mid-range third, or bottom third? Time to start

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26:22

Outcome-Based Budgets vs. Line Item Belt Tightening

Rooted In Revenue ·

2022/12/07

It doesn't really matter whether you're a really large company or really small company, you have to continue to find, keep and grow the value of customers, which is the essence of marketing. You can't stop looking for customers and doing that work, but you also have to focus on keeping them. In this episode, Laura Patterson, President of VisionEdge Marketing gives suggestions for smaller to mid-size companies about building an advisory panel from your customers and why that continues to build

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34:38

The Importance of a Playbook and Just Sitting for 30...

Rooted In Revenue ·

2022/08/24

Too many times a new CMO or CRO takes a position in a company and immediately wants to make changes without really observing to see what has been working, experience the company culture and getting to know the team. Jeanne Hopkins has been a CMO or CRO for many notable companies, including HubSpot, Ipswitch, Continuum, and currently OneScreen.ai. She knows the people are the greatest asset a company. In this episode Jeanne talks with Susan about her playbook and how important it is for it to align

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33:13

You will make more money, work fewer hours, and have...

Rooted In Revenue ·

2022/02/02

Sales Managers and Leaders - you need to get your sales teams up 3x. Susan Finch's guest is Todd Duncan. A great place to start is with his golden nugget of a tip. At the end of each hour at the 55-minute rule. In the last 5 minutes of every hour, review what you did in the last hour. What was productive? What worked? What didn't work? If you simply start with this ONE tip, you'll be on your way to working much smarter in the following hours. Waiting until the week's end, or the month's end is too

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33:34

Transactional vs. Lifetime Customers - which do you...

Rooted In Revenue ·

2021/12/14

If you are in sales, you'd better know if you are transactional-focused or lifetime-focused when it comes to how you approach prospects and customers. There is no wrong version, but you need to know which you are. Your sales manager needs to know which you are too. That deep honesty will allow you to play to your strengths. The theme of this episode is two-fold - being in awe of the fantastic things people you encounter do and who they are, and knowing yourself to the core. If you don't like it,

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20:47

Kindness in Your Culture for Reputation, Recruitment,...

Rooted In Revenue ·

2021/10/12

It’s been proven that kindness in the workplace has a stunning ROI. Kindness decreases stress, reduces employee burnout, and builds increasing levels of happiness and satisfaction in the workplace. Susan's guest is author Linda Cohen. They visit about the simplicity of transforming your business to incorporate kindness as a method of recruitment, retention, reputation without spending a lot of money. Her ideas are so simple you can start them today. Imagine a company culture where employees feel

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12:23

The Role of the Conductor in B2B Leadership

Rooted In Revenue ·

2021/09/23

Christopher Lochhead wrote a book called Play Bigger. He was the CMO of Mercury Interactive and a couple of other real high-flying Silicon Valley startups and just an awesome guy. But he has a saying. He likes to say, "Thinking about thinking is the most important thinking you do. A lot of what we're talking about is stepping back because it's so easy to default to, Hey, I just raised my Series A; I'm in MarTech, let's go get somebody out of drift or let's go get a sale. Let's go find someone in

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32:41

The Two-Way Interview with Mark Donnigan

Rooted In Revenue ·

2021/09/15

Mark Donnigan from Growth Stage Marketing says, "It's important that a professional team work together and all the executives should be rowing in the same direction and all these kind of truisms, which are all true but there are some very profound implications to how we market and how we sell, which gets wrapped up in go to market as a result of the fragmented buyer's journey that we are in today." He also reminds us, "think about how you talk about yourself, how you talk about what you do. And

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28:42

Training for and Playing to Our Strengths to Plow by...

Rooted In Revenue ·

2021/09/02

We're continuing our insightful conversation with Laura Patterson from VisionEdge Marketing. If you missed the first part, I encourage you to go back and listen - but don't worry, we'll catch you up quickly. In this episode, we dive deeper into the four patterns Laura identified for supporting growth and improving performance in business. Here are some key points we'll explore: The importance of considering "what if" scenarios in business planning How data analysis can reveal hidden patterns and

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154 results

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