#121 Are you ready to upgrade to Infusionsoft or Ontraport?

Off The Charts Business Podcast

Today’s topic is all about determining if it’s the right time to upgrade to a tool like InfusionSoft or Ontraport.

I’m sure you’ve heard about the benefits and features available when moving to a system like InfusionSoft or Ontraport to automate your marketing and grow your business faster, but how do you know when you’re ready?

I’m sure you’re also wondering if you need to have your business system and funnels already set up or if is it better to start from scratch on one of these all-in-one automation platforms?

So in today’s podcast, I’m going to answer this tricky question from my own personal experience and I hope that you chime in the comment section to share your experience too.

i009 Briana Borten – Make Peace With Comparison & KPIs

i009 Briana Borten Interview
Off The Charts Business Podcast

In this episode I have the pleasure of interviewing the ever peaceful and insightful Briana Borten. She’s the owner of several spas, a product line, and an amazing mom, too.

What did Briana have to let go of to allow her businesses to grow so successfully? She stopped comparing herself and her business to other people’s businesses. You just never know what’s going on in someone else’s business, even if they seem to be sharing amazing numbers or being totally transparent.

You never know what their profitability is, whether they have a happy team, or even if they’re happy running their own business!

Instead, use the time you might have spent comparing yourself to your competitors… you can use this time to really focus on your own business and improve it. You can wish your competitors well, and allow yourself to shine in your own unique and authentic way.

That’s when you can start really innovating!

The other thing that made all the difference in Briana’s business? Starting to look at Key Performance Indicators. These numbers tell a story.

Often, you can use intuition in the early stages of your business to make improvements or fix issues… But as your business grows, it’s important to have these key performance indicators to give you information without having direct “hands on” contact with the different areas of your business.

Then you can discuss these KPIs with your team, so you can work together to improve these numbers and the experience for your customers, too.

These also give more freedom to the people you work with and hire, so that they can do the best work they can without you having to micro-manage them.

Simply brilliant!

More About Briana Borten

Briana Borten is a wellness entrepreneur and peace engineer who inspires people to live extraordinary, healthy lives and create what they want. Briana learned early on that she was capable of creating her own destiny.

When she was 18, she broke her neck in a debilitating car accident. It derailed her college career, but she unexpectedly discovered the power of positivity and the profound rehabilitative benefits of massage. She attended massage school and established a busy private practice in Portland. But she yearned to create an environment where clients could have a more comprehensive and transcendent healing experience. This came to fruition when, at age 23, she opened The Dragontree Holistic Day Spa.

Meanwhile, Briana attended California College of Ayurveda and graduated as a Clinical Ayurvedic Specialist. This training and the following years of treating patients stoked her deepening love affair with assisting others to reach their full potential.

This work has led to her opening three additional spa locations; creating a program to help people achieve their life dreams; maintaining a coaching practice for others in wellness fields; writing extensively on personal development; and formulating a product line that embodies the Dragontree’s principles and aesthetic.

#120 Jon from Betterment on Planning for Retirement

Off The Charts Business Podcast

Today we have a very special episode because I have invited Jon Stein, the CEO and founder of Betterment to be with us today. He’s going to be answering the question I posed to him which is “How can a small business owner start to save and prepare for retirement?”

I think this is an important topic that a lot of business owners don’t really think about because we’re so busy running our business. But, there will come a day that you don’t wan to work anymore and you will want to take some sort of retirement so I think it’s really smart to start planning for retirement now by setting aside regularly. The big questions are, “How do you start to do that?” and “What are all the options out there?”, so Jon is going to answer those for us today.rere

Best Planner for Entrepreneurs

Confession time… I’m totally a notebook-a-holic, paper planner aficionado, and workbook addict. I’ve tried a ton of them, and this is not a new theme in my life… My mom has pictures of me carrying a bag full of mini diaries, post it note packs, and ruled notebooks when I was just a toddler. I… Continue Reading

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