エピソード

  • What Happens to Employees When AI Can Do Their Jobs? With Christopher Gersch

    What Happens to Employees When AI Can Do Their Jobs? With Christopher Gersch
    2026/09/03
    In this episode of Leaders of the WoT, Host Steve Miksta sits down with Christopher Gersch, Founder and CEO of Verde Solutions LLC and RxSun, Co-Founder and President of Navigate Power, Founder, Chairman, and CEO of Altimus Capital LLC, to discuss battery storage financing, renewable energy development, and the changing role of people in an AI-enabled workplace. They explore Chris’s path from derivatives trading to energy projects, the importance of customer trust and operational leadership, and how organizations can use AI without losing human accountability or culture.Christopher shares how his experience in commodities and energy trading led him to build businesses that help customers manage energy costs and develop onsite generation and storage projects. He reflects on learning through early setbacks, building teams around complementary strengths, and leading with self-reflection, balance, self-confidence, and humility as technology reshapes work.Key TakeawaysBuild trust with an early customer by executing on a clear value proposition and doing what is right for them.Reduce leadership bottlenecks by hiring capable operators, giving them decision-making authority, and learning from mistakes together.Use accountability, clear goals, and transparency to keep growing organizations aligned.Treat AI as a tool that requires human intent, oversight, and validation rather than as a replacement for leadership.Help employees apply their operational knowledge to design and oversee AI-enabled processes.Pair business growth with self-reflection, balance, confidence, and humility to make better long-term decisions.Episode Timestamps[00:00] - Teaser[01:42] - Chris Gersch’s entrepreneurial journey and the launch of Blox Capital[06:23] - The problem Blox Capital solves and how it fits into his portfolio of companies[12:21] - Building and maintaining culture while scaling and managing rapid change[16:20] - From derivatives trading to AI: similarities between automation, machine learning, and decision-making[21:26] - How AI and automation are changing trading and where human traders still create value[34:06] - Leadership, human agency, and the four principles Chris believes leaders need[11:20] - Building culture through delegation and accountability[15:34] - Machine learning, trading, and complex decision-making[24:32] - Human intent in AI-enabled workplaces[27:37] - Redesigning roles around employee knowledge and AI[44:52] - Chris’s vision for growth, community impact, and familyDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.🔗 Connect with the Guest Christopher Gersch:👉 LinkedIn: https://www.linkedin.com/in/christophergersch/🔗 Connect with the Guest Companies:👉 Verde Solutions - LinkedIn: https://www.linkedin.com/company/verde-solutions-llc/about/👉 Verde Solutions - Website: http://www.verdesolutions.com/👉 RxSun - LinkedIn: https://www.linkedin.com/company/rxsun/👉 RxSun - Company Website: http://www.rxsun.com/👉 Navigate Power - LinkedIn: https://www.linkedin.com/company/navigate-power/👉 Navigate Power - Company Website: http://www.navigatepower.com/👉 Altimus Capital LLC - LinkedIn: https://www.linkedin.com/company/altimus-capital-llc/👉 Altimus Capital LLC - Company Website: http://www.altimuscapital.com/🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcasts: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    50 分
  • Stop Underpricing Your Business and Start Charging for Customer Outcomes with Brian Doyle

    Stop Underpricing Your Business and Start Charging for Customer Outcomes with Brian Doyle
    2026/08/26
    In this episode of Leaders of the WoT, Host Steve Miksta sits down with Brian Doyle, President and CEO of Holden Advisors, and Executive Education Professor at Rutgers Business School, to discuss value-based pricing, customer research, negotiation, and the role of AI in pricing engagements. Brian explains how organizations can identify the value they create, set prices accordingly, and introduce pricing changes while retaining key customers.Brian draws on his path from Air Force pilot to roles at GE and Holden Advisors to explain why businesses need both quantitative data and customer conversations to understand value. He emphasizes alignment on business goals, clear outcome metrics, careful change management, and using AI to support human judgment rather than replace it.Key TakeawaysInterview customers about the outcomes they receive to quantify value before setting prices.Pair pricing strategy with a rollout plan that prepares teams to address customer objections.Use a third party, open-ended questions, and confidentiality to gather candid customer feedback.Define why the organization is using pricing or AI before selecting tools or pursuing solutions.Move from time-and-materials pricing toward outcome-based pricing when the metric and baseline are clear.Test pricing changes with less-profitable customers, use their feedback, and refine the approach before broader rollout.Episode Timestamps[00:00] - Teaser[03:44] - Brian’s Air Force career and transition to GE and consulting[05:21] - The Value of an Outside Perspective[07:46] - Defining and Communicating Business Value[10:41] - Creating Value Through Customer Interactions[11:21] - Building Trust and Safety with Customers[12:54] - How AI Is Changing Consulting and Pricing[16:13] - Alignment and Shared Understanding in the AI Era[18:04] - Understanding the Purpose Behind AI[24:48] - Aligning Outcome-Based Pricing with Customer Behavior[27:48] - Incorporating Feedback[33:58] - Where to connect with Brian and Holden AdvisorsDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.🔗 Connect with the Guest Brian Doyle:👉 LinkedIn - Brian Doyle:https://www.linkedin.com/in/brianadoyle/🔗 Connect with the Guest Company:👉 LinkedIn - Holden Advisors:https://www.linkedin.com/company/holden-advisors/👉 Website - Holden Advisors: https://holdenadvisors.com🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    35 分
  • Why Do The Best Employees Struggle Under Traditional Management with Sal Fierro

    Why Do The Best Employees Struggle Under Traditional Management with Sal Fierro
    2026/08/19
    In this episode of Leaders of the Workplace of Tomorrow, Host Steve Miksta sits down with Sal Fierro, founder of Energy Invest Corp, to discuss building a younger, international team in oil and gas, leading across cultures, and using AI to improve coaching and feedback. They explore Sal’s path from Mexico to West Texas, why the oil and gas industry needs younger professionals, how he gives team members room to experiment, and how curiosity and education shape Energy Invest’s client relationships.Sal shares how his entrepreneurial mindset, early exposure to West Texas oil and gas, and experience growing teams shaped his approach to leadership. He explains why leaders should support people through failure, give them room to develop their own methods, lead client conversations with education and curiosity, and use AI as an objective tool for improving performance across distributed teams.Key TakeawaysBuild teams around diverse cultures, locations, and perspectives to strengthen problem-solving and daily execution.Give inexperienced team members clear boundaries, then let them experiment, fail fast, and learn from the results.Explain the bigger reason behind the work so people can take ownership instead of simply following instructions.Lead sales conversations with education, intention, and genuine curiosity before moving into specific solutions.Choose clients and business relationships based on trust, shared stories, and the ability to enjoy the conversation.Use AI to make coaching more objective, reduce emotional friction, and scale feedback across teams.Episode Timestamps[00:00] - Trailer[01:29] - Introduction to guest Sal Fierro & his background[02:08] - Sal’s Background[06:37] - Sal’s entrepreneurial path and noticing outdated industry methods[08:56] - The different approach to building a team[12:04] - Advice to another business owner[17:36] - An example to better understand the fail-fast approach[21:02] - Energy Invest’s client approach: education, intention, and curiosity[24:36] - How AI is changing sales, coaching, and client feedback[31:01] - Energy Invest’s plans for middle management, local hiring, and broader cultural reachDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.🔗 Connect with the Guest Sal Fierro:👉 LinkedIn - Sal Fierro: https://www.linkedin.com/in/salfierroo/🔗 Connect with the Guest Company:👉 Website - Energy Invest Corp: energyinvest.us👉 LinkedIn - Energy Invest Corp:https://www.linkedin.com/company/energy-invest-corp/🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    33 分
  • Why Do Founders Keep Losing Deals, Even When They Have Great Products with Stephen Steers

    Why Do Founders Keep Losing Deals, Even When They Have Great Products with Stephen Steers
    2026/08/12
    In this episode of Leaders of the WoT, Host Steve Miksta sits down with Stephen Steers, President of Steers Consulting Group, program facilitator and trainer at Mindracer Consulting, mentor at TinySeed, and author of Superpower Storytelling, to discuss sales strategy, context, storytelling, and how organizations can build trust through clearer messaging. They cover Stephen’s move from construction into sales, the gaps he saw in startup sales training, his Context Selling methodology, and how AI raises the need for better human intent and stronger context.Stephen shares how early experiences selling ice pops, T-shirts, and furniture shaped his view of business before a near-miss accident in construction pushed him toward entrepreneurship. He explains why sales teams need training, shared context, measurable outcomes, and authentic founder stories, while also connecting his consulting work to lessons from standup comedy, iteration, and accountability.Key TakeawaysStrong sales systems need clear training and context, not just a list of prospects and a request to book meetings.Buyers respond to outcomes and stakes such as revenue, savings, efficiency, or risk reduction more than product features.Founders and leaders can build trust by sharing the real mission and human story behind the business.A reverse sales demo helps teams establish current reality before choosing sales coaching, consulting, or training.AI can speed up research, summaries, proposals, and iteration, but people still need experience to judge outputs.Human intent drives AI value; better context and deliberate execution improve each next iteration.Episode Timestamps[00:00] - Trailer[01:45] - Stephen’s sales origin story in Jamaica, Queens[03:05] - Construction work on major New York projects and a near-miss accident[05:28] - Starting as an SDR with no training and learning through cold calls[06:20] - Working remotely and learning sales process from Scott Sambucci[08:09] - Seeing broken sales systems through limited training and startup patterns[09:37] - Selling outcomes instead of features and making stakes measurable[12:05] - Clarifying Superpower Storytelling and the Context Selling methodology[16:31] - Starting client engagements with a reverse sales demo and sales elevation roadmap[21:23] - AI as a tool that requires experience, judgment, and context[28:51] - Where to find Stephen’s resources, book, and LinkedInDisclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.Find Stephen Steers' resources on book writing, sales calls, and discovery: https://stephensteers.com 🔗 Connect with the Guest Stephen Steers:👉 LinkedIn: https://www.linkedin.com/in/stephen-steers/🔗 Connect with the Guest Companies:👉 Steers Consulting Group - Website: https://www.stephensteers.com/👉 Steers Consulting Group - LinkedIn: https://www.linkedin.com/company/steers-consulting-group/👉 Mindracer Consulting - Website: https://www.mindracerconsulting.com/👉 Mindracer Consulting - LinkedIn: https://www.linkedin.com/company/mindracernyc👉 TinySeed - Website: https://tinyseed.com/👉 TinySeed - LinkedIn: https://www.linkedin.com/company/tinyseed🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    30 分
  • People Are Paid to Think but Cannot Think Clearly to Make Decisions at Work - Julian Chapman

    People Are Paid to Think but Cannot Think Clearly to Make Decisions at Work - Julian Chapman
    2026/08/05
    In this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Julian Chapman, President of Forrest & Company Limited and Managing Director of SIRA International Risk Advisors, to discuss skillful thinking, leadership, and the future of work. Together, they explore how Julian moved from military leadership into business consulting, how thinking frameworks help people make better decisions, and why clear roles, shared language, and intentional use of AI are essential for building stronger teams and more effective organizations.Julian shares his journey from joining the Army Reserve at 17 to leading Forrest & Company as a business consultant. He explains how thinking frameworks help people make better decisions, why role clarity and a shared language improve teamwork, and how leaders can create stronger organizations by combining skillful thinking, accountability, and the intentional use of AI.Key TakeawaysHow thinking frameworks help people make better decisions by using a clear and repeatable process instead of relying on personal habits.Why role clarity, accountability, and decision authority are essential for improving teamwork and organizational performance.The value of using a shared language for thinking so teams can communicate better, solve problems faster, and build trust.How balancing facts, what should be done, and new possibilities leads to stronger decisions and avoids common thinking mistakes.Why leaders should use AI with clear intent, asking better questions and staying accountable for the results it produces.The importance of skillful thinking, strong leadership, and continuous learning as organizations prepare for the future of work.Episode Timestamps[00:00] - Teaser[00:05] - Introduction to Julian Chapman[00:35] - Julian’s 34-year military journey and transition into corporate training and leadership consulting[03:13] - Universities teach what to think, not how to think - introducing decision-making frameworks[07:33] - Thinking is the ultimate diversity; no two people share the same thinking profile[09:44] - Phillips' innovation challenge and how new ideas hit organizational walls[14:09] - Three directions of intentionality: Right (should be), True (is), and New (could be)[18:40] - Intent becomes critical as execution gets automated; AI is a tool, not a replacement[22:19] - Intent becomes critical as execution gets automated; AI is a tool, not a replacement[25:25] - Human accountability for AI outputs; role clarity and consequences drive performance[28:50] - Thinking tools drive efficiency; profiling builds trust[31:13] - Serving C-suite and mid-management; where to find Julian and his bookGet Julian Chapman's book Managerial Leadership Journey: An Unconventional Business Pursuit on Amazon: https://www.amazon.com/Managerial-Leadership-Journey-Unconventional-Business/dp/1642253316🔗 Connect with the Guest Julian Chapman:👉 LinkedIn: https://www.linkedin.com/in/julian-c-chapman/🔗 Connect with the Guest Companies:👉 LinkedIn - Forrest & Company Limited: https://www.linkedin.com/company/forrest-&-company/👉 Website - Forrest & Company Limited: https://www.forrestandco.com/👉 LinkedIn - SIRA International Risk Advisors: https://www.linkedin.com/company/sira-international-risk-advisors/👉 Website - SIRA International Risk Advisors: https://www.sirainc.com/🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    36 分
  • How to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris Shockowitz

    How to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris Shockowitz
    2026/07/29
    In this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Chris Shockowitz, Chief Operating Officer and Chief Executive Officer at Defertax.com, to discuss tax planning, business growth, and the value of human relationships in financial services. Together, they explore how Chris moved from technology leadership at Intel into tax and wealth advising, how tax strategies can help people reduce or delay major tax bills, and why strong systems, trusted experts, and clear education are essential for serving clients and building a growing advisory business.Chris shares his journey from hands-on jobs and technology leadership at Intel to tax planning and wealth advising. He explains how clear education can help people understand their tax options, why strong systems and trusted professional networks matter, and how advisors can create more value by combining tax strategies, human relationships, and a clear focus on each client’s goals.Key Takeaways-How to determine whether a property sale, business sale, or income event creates a real tax problem before choosing a strategy.-Why understanding the client’s goal for the money changes which tax reduction, deferral, or elimination strategy may fit.-The reason tax planning often fails is when CPAs, attorneys, brokers, and advisors work in separate silos.-How chaining multiple strategies can create outcomes that a single familiar tool, such as a 1031 exchange, may not allow directly.-Why people, process, and tools matter when building a financial advisory business that can scale without losing service quality.-The role human trust still plays in tax strategy and investment advising, even as AI becomes useful for analysis and business indicators.Episode Timestamps[00:00] - Teaser[01:15] - Intro to Chris Shockowitz and his path from technology to tax planning[03:37] - Chris joins Intel in the '90s and runs large-scale tech projects[05:04] - Selling a property leads to meeting his business partner and saving $1.2M in taxes[09:50] - First step: determine if the client actually has a tax problem[12:06] - Example: Indirect 1031 exchange to buy a primary residence tax-free[13:50] - Making wealthy people’s tax strategies available to the average person[16:45] - Save a client $1M in taxes, they’ll trust you with their money[19:49] - Agile development methodology and team assignment[24:00] - Why the human element and trust beat AI in financial advice[27:14] - Steve’s take on organizations that take shortcuts with AI[30:43] - Growth goals: 400+ trainees, 100 franchisees, $3B AUM by 2030Connect with Chris Shockowitz directly and choose a time on his calendar: https://www.defertax.com/tax-deferral-consultants/chris-shockowitz🔗 Connect with the Guest Chris Shockowitz:👉 LinkedIn: https://www.linkedin.com/in/christopher-shockowitz/👉 Facebook: https://www.facebook.com/chris.shockowitz/👉Instagram: https://www.instagram.com/shockerces/🔗 Connect with the Guest Companies:👉 LinkedIn - Defertax.com: https://www.linkedin.com/company/defertax-com/👉 Website - Defertax.com: https://defertax.com🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    35 分
  • The Subconscious Blocks for Leaders to Unlock Influence and Scale Teams with Joanna Horton McPherson

    The Subconscious Blocks for Leaders to Unlock Influence and Scale Teams with Joanna Horton McPherson
    2026/07/15
    In this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Joanna Horton McPherson, Limited Partner at Stage 2 Capital, Founder and Master Coach of The True Influence Method: Leading from the Stage, to discuss authentic leadership, personal transformation, and the power of finding your true voice. Together, they explore how subconscious beliefs shape leadership, the importance of psychological safety, and how leaders can create greater impact by embracing their unique strengths, building trust, and leading with purpose in a rapidly changing world. Joanna shares her journey from acting, education, and personal growth to creating the True Influence Method and helping leaders find their authentic voice. She explains how subconscious beliefs shape confidence and leadership, why psychological safety is essential for growth, and how leaders can build trust, strengthen communication, and create greater impact by embracing their unique strengths and purpose.Key TakeawaysAuthenticity Builds Influence: True leadership starts with understanding and expressing your authentic self.Subconscious Beliefs Shape Growth: Hidden stories and beliefs can impact confidence, leadership, and communication.Psychological Safety Matters: People perform better when they feel valued, respected, and heard.Purpose Creates Impact: A clear purpose helps leaders inspire others and build stronger teams.Vulnerability Builds Trust: Honest conversations create deeper connections and stronger workplace relationships.Human Connection Remains Essential: Technology can support growth, but meaningful leadership depends on people.Episode Timestamps[00:00] - Teaser[01:16] - Intro to Joanna Horton McPherson & the True Influence Method[02:34] - The power of perspective and subconscious blocks[05:22] - The breakthrough process and finding your life purpose[07:35] - Joanna's journey and why she serves "misfit" leaders[13:07] - Why the old leadership model is failing[18:39] - The paradox of "true influence" and letting go[24:50] - Why leaders should focus on people, not AI tools[28:33] - Joanna's view on AI and human connection[31:05] - Joanna's personal story: from struggle to acting to coaching[35:24] - How subconscious stories form in childhood[40:33] - Moving from closed to open systems in leadership[42:47] - Upcoming retreat, ABC show, and Forbes opportunities[46:36] - How to connect with Joanna and join her monthly events🔗 Connect with the Guest Joanna Horton McPherson:👉 LinkedIn: https://www.linkedin.com/in/joanna-horton-mcpherson/ 🔗 Connect with the Guest Companies:👉 LinkedIn - Stage 2 Capital: https://www.linkedin.com/company/stage-2-capital/ 👍 LinkedIn - The True Influence Method: Leading from the Stage: https://www.linkedin.com/company/mywomenofinfluence/ 👉 Website - Stage 2 Capital: https://www.stage2.capital/ 👍 Website - The True Influence Method: Leading from the Stage: https://trueinfluencemethod.com/ 👉 Portfolio: https://joannahortonmcpherson.com/ 🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
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    48 分
  • How Service Business Owners Scale Revenue Using Data Systems, KPI Tracking & AI - Robert Cain

    How Service Business Owners Scale Revenue Using Data Systems, KPI Tracking & AI - Robert Cain
    2026/07/08
    In this episode of the Leaders of the Workplace of Tomorrow Podcast, host Steve Miksta sits down with Robert Cain, Owner of Automation Invasion, to discuss how data-driven marketing, automation, AI, and business systems are helping service-based companies grow and operate more efficiently. Together, they explore the importance of KPI tracking, accountability, marketing ROI, and how business owners can use technology, automation, and AI solutions to improve lead conversion, streamline operations, and scale their organizations with confidence.Robert shares his journey from Salesforce consulting and marketing leadership to building Automation Invasion and helping service-based businesses grow through technology and data. He explains how working closely with business owners shaped his approach to KPI tracking, accountability, and revenue growth, and why automation, AI, and practical business systems are helping companies improve lead conversion, streamline operations, and scale more effectively.Key TakeawaysData Drives Decisions: Better data leads to smarter business choices.Accountability Matters: KPI tracking keeps teams focused and aligned.Marketing Needs ROI: Success comes from measuring results, not guessing.Automation Increases Efficiency: Technology helps reduce manual work and improve operations.AI Enhances Growth: AI can improve lead conversion and customer engagement.Partnership Creates Success: Regular communication helps businesses grow faster.Episode Timestamps[00:00] - Teaser[01:28] - Robert introduces his businesses and entrepreneurial journey[04:53] - Why most businesses struggle with data and analytics[07:14] - Robert's approach as a fractional CMO[11:40] - The importance of client accountability and commitment[16:40] - Using industry experience to solve problems faster[20:33] - Building confidence through experience and feedback[21:59] - Robert's approach to AI implementation and oversight[25:03] - Launching Thank You For Calling.ai and AI voice assistants Connect with the Guest Robert Cain:👉 LinkedIn: https://www.linkedin.com/in/robertcainaz/ 🔗 Connect with the Guest Companies:👉 LinkedIn - Automation Invasion: https://www.linkedin.com/company/automation-invasion 👉 Website - Automation Invasion: https://www.automationinvasion.com/ 👉 Email: robert@automationinvasion.com 👉 Twitter/X - Automation Invasion: https://x.com/AIOnlineAgency 👉 Facebook - Automation Invasion: https://www.facebook.com/automationinvasionagency 🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/👉 YouTube: https://www.youtube.com/@opptyunlimited9222
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    28 分