EP331 of Profit With A Plan Podcast

Released Date: December 16, 2025

Guest: Mark Stern, founder and CEO of Custom Box Agency Host: Marcia Riner, Business Growth Strategist, Infinite Profit®

🎯 Episode Summary

Most businesses pour money into funnels, ads, and automation, yet retention keeps slipping. This episode reveals why physical experiences are quietly outperforming digital-only strategies when it comes to engagement, loyalty, and lifetime value. If your offers are solid but customers are not sticking, this conversation will change how you design your entire customer journey.

🎥 What You’ll Learn

• Why physical experiences outperform email and social for engagement • How to design customer journeys that guide real outcomes • Where physical touchpoints fit across acquisition, onboarding, and retention • How to turn frameworks into tangible customer momentum • Why better onboarding directly reduces churn and refunds

⏱️ Timestamp Highlights

[00:00] Why physical touchpoints outperform digital engagement [04:45] Why most onboarding systems quietly fail customers [08:00] Turning frameworks into physical momentum tools [13:00] Using physical products for customer acquisition [18:00] Designing retention through milestones and recognition [29:00] How intentional journeys increase lifetime value

🔗 Resources & Links

CustomBoxAgency.com 57Hats.com InfiniteProfitConsulting.com

💼 About Marcia Riner & Profit With A Plan

Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more, whether they plan to keep them or sell them.

As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

🚀 Profit-Driven Resources

💰 Profit Booster® Growth Map See the fastest path to more revenue and fewer profit leaks. http://profitbooster.com/growth-map

🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

EP330 Profit With A Plan Podcast Releases December 9, 2025

Guest: Sonny Grappone, Founder of Precision Accounting cConsulting Host: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit®

Most business owners make decisions in the dark, relying on gut feelings, half-read P&Ls, and whatever their bookkeeper emails at tax time. In this episode, we break down how proactive accounting, clean financial systems, and smarter job costing give you real control over cash flow, hiring, pricing, and growth. You will hear how one shift in job costing improved margins by 30 percent, why “I can make payroll” is a dangerous metric, and how to use tax planning and incentives to fund growth instead of starving it. If you want your numbers to support bigger decisions, not surprise you later, this conversation will change how you look at your books.

• Why “I can make payroll” is a terrible way to judge success

• The simple mindset shift from bookkeeping reports to decision-ready data

• How job costing fixes bad bids and protects thin construction margins

• Where hidden costs like insurance and payroll quietly destroy profit

• How software and automation cut errors, save time, and improve accuracy

• Ways smart tax planning and wellness credits can fund hiring and growth

[00:00] Why most owners make decisions in the dark with money [03:30] Sonny’s path from hustling entrepreneur to strategic accountant [10:50] The danger of ignoring financials and trusting only bookkeepers [13:10] Fixing job costing, bids, and margins for construction companies [21:10] Hidden expenses like insurance that quietly put owners out of business [27:40] Tax planning, wellness credits, and saving enough to hire smarter

Precision Accounting & Consulting (PAC) https://precisionaccountingconsulting.com

Marcia Riner is a business growth strategist, creator of the Profit Booster strategies, and CEO of Infinite Profit. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more, whether they plan to keep them or sell them.

As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

Questions? Call (949) 229-2112 or visit: https://infiniteprofitconsulting.com

Profit Booster Growth Map Get a clear, customized view of where revenue is leaking and where profit is hiding so you can plan your next growth moves with confidence. https://profitboosterpod.com

Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

EP329 Profit With A Plan Podcast Released December 2, 2025

Guest: Dan Balcauski, B2B SaaS pricing expert and founder of Product Tranquility Host: Marcia Riner, Business Growth Strategist and CEO of Infinite Profit®

Most SaaS companies are unknowingly giving away revenue. In this episode, Marcia sits down with Dan Balcauski, B2B SaaS pricing expert and founder of Product Tranquility, to unpack why pricing is rarely a math problem and almost always a strategy problem. You will learn how to monetize AI features, frame pricing decisions with confidence, and avoid the revenue leaks that quietly erode growth. If you are a SaaS founder, product leader, or anyone making pricing decisions, this conversation will reshape how you think about value.

• Why SaaS pricing fails and how to fix it fast • How to monetize AI features without confusing buyers • The strategy behind good, better, best pricing • Pricing mistakes that drain revenue in B2B SaaS • How positioning drives packaging and price • Why talking to customers early improves pricing accuracy

[00:00] Why most SaaS companies leave money on the table [02:10] Pricing is a strategy problem, not a math problem [06:40] The art and science behind SaaS pricing [10:15] Price positioning and avoiding the race to the bottom [13:20] Good, better, best models and customer choice [17:50] How founders should test pricing and validate value [25:00] Why discounts can destroy margins and buyer behavior [34:40] How to rethink promotions in B2B [36:55] Where to start if pricing needs a refresh

ProductTranquility.com

Marcia Riner is a business growth strategist, creator of the Profit Booster strategies, and CEO of Infinite Profit. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more, whether they plan to keep them or sell them. As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies that help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can put to work today.

Profit Booster Podcast Monetization Hub Turn your interviews into a client-generating machine without adding more work. Learn more at ProfitBoosterPod.com

Free Growth Map with 3 Actionable Ideas Want to find your fastest path to higher profit and better pricing decisions? Grab your free Profit Booster Growth Map at ProfitBooster.com/growth-map.

Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.