If your business isn’t growing, it’s usually not a product problem—it’s a sales or marketing problem. In episode 3 of the Build Boldly Business Roadmap series, host Pat Rodgers dives into one of the most important skills every entrepreneur must master: sales and marketing.

Pat breaks down how business owners can build a repeatable, measurable sales system using a CRM, clearly define their Ideal Client Profile (ICP), and eliminate friction that slows deals down. He explains why tracking wins and losses matters, how to replicate top-performing sales behaviors, and how to align sales goals with compensation and realistic timelines.

On the marketing side, Pat makes a strong case for treating marketing as a non-negotiable investment, not an afterthought. He walks through how to set a marketing plan and budget, why outsourcing early often makes more sense than hiring in-house, and how local SEO can drive high-intent leads for businesses that serve specific geographies.

You’ll learn how to:
-Implement and use a CRM to track leads, deals, and performance
-Identify and double down on your Ideal Client Profile
- Replicate top sellers’ behaviors with a sales playbook
- Remove friction from your sales process
- Set sales goals tied directly to compensation
- Build a marketing plan that actually drives revenue

This episode is a tactical guide to building a sales and marketing engine that scales. Next week, Pat wraps up the Roadmap series with Personal Growth and Leadership.

Until then, like, share, and Build Boldly.

- - - - - - - - - - - - - - - - - - - -
Connect with Pat Rodgers on LinkedIn
Learn more about RISE Commercial District Website | Instagram | YouTube | LinkedIn

Build Boldly is produced by Palm Tree Pod Co.

If you want to grow, scale, and sleep at night, your numbers have to be right. In episode 2 of the Build Boldly Business Roadmap series, host Pat Rodgers tackles one of the most critical, and most overlooked, pillars of entrepreneurship: finance and accounting.

Pat breaks down how business owners should approach bookkeeping, budgeting, and cash flow management at every stage—from early spreadsheets to tools like QuickBooks, automation platforms, and outsourced bookkeeping support. He explains why clean books are essential for everything from pricing and hiring to securing financing and making confident decisions.

You’ll learn how to:
- Level up your bookkeeping and stop flying blind
- Build a budget and pro forma model to test growth scenarios
- Understand cash flow so payroll never becomes a surprise
- Build strong relationships with community banks
- Work with a business tax accountant to eliminate year-end stress

This episode is a practical, no-fluff guide to building financial clarity and discipline.

Next week, Pat dives into Sales & Marketing, where strategy meets execution.
Until then, like, share, and Build Boldly.

- - - - - - - - - - - - - - - - - - - -
Connect with Pat Rodgers on LinkedIn
Learn more about RISE Commercial District Website | Instagram | YouTube | LinkedIn

Build Boldly is produced by Palm Tree Pod Co.

"Hope is not a strategy." In the first episode of the Build Boldly 2026 Business Roadmap series, host Pat Rodgers breaks down the foundation every successful business needs: strategy and operations.

Too many entrepreneurs rely on hustle and hope instead of a clear plan. In this episode, Pat walks through his top five strategy and operations principles to help business owners move from reactive to intentional growth. From conducting a 360° review of 2025 to identifying bottlenecks, defining a North Star goal, setting measurable milestones, and, most importantly, getting true buy-in from your team, this episode lays the groundwork for the entire year ahead.

You’ll learn:
• How to perform a full 360° business review (the wins and the misses)
• Why strategy without operations is meaningless and operations without strategy fail
• How to identify the roadblocks and bottlenecks holding your business back
• How to define a clear North Star goal that your entire team can rally behind
• Why employee buy-in is the single most important driver of execution and growth

Whether you’re a new entrepreneur or a seasoned operator, this episode will help you build a clear, executable plan for 2026. Specifically, a plan that removes friction, aligns your team, and sets the stage for sustainable growth.

Next up in the series: Finance & Accounting, the cornerstones of every healthy business.

- - - - - - - - - - - - - - - - - - - -
Connect with Pat Rodgers on LinkedIn
Learn more about RISE Commercial District Website | Instagram | YouTube | LinkedIn

Build Boldly is produced by Palm Tree Pod Co.