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.
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Two unrelated client projects landed in Susan Finch's lap the same week — a document hub for Dan Pflugshaupt (Gallery of Homes, CSSE, NRBA) and FAQ content built for AI answer engines for Michele Scherger on Florida's Treasure Coast. Different clients, different states, same underlying problem: ads and content that dump people on a homepage instead of giving them a real answer. Susan walks through…
When agency owners hit a wall, the first instinct is usually to add a new tool — a new Slack channel, a project management upgrade, maybe an AI feature. Melissa Morris, founder of Agency Authority, says that is almost never the fix. In this episode, Susan Finch and Melissa dig into why communication overload and workflow chaos are not tool problems — they are clarity problems. Before any tool can…
Most podcasts don't die because the host runs out of things to say. They die because nobody wrote anything down. In this solo episode, Susan Finch walks through the operational framework Funnel Media Group uses to keep shows running — even when teams shift, guests go quiet, or life gets in the way. She covers the non-negotiables: documented SOPs for every step from guest outreach to…
You did your homework from Key Man Part 1. You know who your key people are. Now what? Susan Finch and Lany Sullivan are back — still in the same room, still making the most of Lany's four-hour drive to tackle the part most business owners skip: how to actually approach your team about documentation without triggering a panic spiral. Someone's going to feel like their job is on the line. Someone's…
Most business owners think they know who the key person in their organization is. They think of the CEO, the founder, the executive. But Susan Finch and Lany Sullivan have a different perspective, and once you hear it, you cannot unhear it. In this episode, Lany opens with a concept borrowed from the insurance world: Keyman Insurance, which is an actual policy that protects a business when…
While editing an episode of Leader Generation, I heard something that stopped me mid-cut. The guest — Mariano Bosaz, VP of Global Consumer Strategy at Coca-Cola and author of The Digital Mindset — had dreamed of becoming an ambassador for a country. Official title, formal post, the works. It didn't happen. (Turns out without a family diplomat connection, they just send you somewhere terrible when…
Susan Finch sits down with Laura Patterson, President and Co-Founder at VisionEdge Marketing. They explore why businesses chase shiny new tools instead of maximizing what already works, the real cost of remote work on mentorship and professional development, and how strategic restraint might be the most powerful tool in your marketing arsenal. Laura brings decades of experience helping companies…
After getting flooded with AI-generated guest pitch emails, Susan and Lany decided to remind everyone what Rooted in Revenue is really about. It's not just about making money. Everything you do impacts your revenue: your sleep patterns, your workspace, your team, even that specific spot on your couch where you always fall asleep. The podcast is about how to keep money from draining out of your…
Technology promises to solve every business problem, but what if the tools themselves are creating the chaos? Susan Finch and Lany Sullivan explain some reasons why organizations continue to struggle despite investing in the latest software, platforms, and systems. The pattern is predictable: Someone attends a conference, hears about a game-changing tool, signs up immediately, and brings it back…
Susan Finch and Lany Sullivan dig into something nobody wants to talk about but everybody needs to hear. A client's new bookkeeper asked a simple question about canceling a former employee's card. The owner said they already had the card. Turns out the physical card was in a desk drawer, but the numbers were saved in the employee's personal Amazon account. For 18 months. Lany brings her banking…
