Rooted In Revenue Podcast Por Susan Finch & Lany Sullivan arte de portada

Rooted In Revenue

Rooted In Revenue

De: Susan Finch & Lany Sullivan
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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.Copyright 2025 All rights reserved. Produced by Susan Finch and Lany Sullivan Economía Gestión Gestión y Liderazgo Marketing Marketing y Ventas
Episodios
  • The 5 Questions That Prevent Email Migration Disasters

    The 5 Questions That Prevent Email Migration Disasters
    Sep 10 2025

    Moving your business email from one system to another sounds straightforward until it isn't. Susan learned this the hard way during a weekend-long migration that revealed every hidden complexity you never think to ask about upfront. In this episode, she breaks down the five critical questions every business owner must answer before switching email systems - questions that could save you from your own technical nightmare and budget explosion.

    The 5 Questions That Prevent Email Migration Disasters
    1. How big are your mailboxes, and where is your old mail stored? Large mailboxes with years of Sent/Deleted items cause export failures. You need to know mailbox sizes and whether users keep local PST files before you can estimate the timeline.
    2. Who will be available during the actual migration for testing and approvals? Migrations require live client participation for password resets, login approvals, and testing. Without committed availability, projects stall.
    3. How do your users actually access their email today? Classic Outlook, new Outlook, web-only, mobile apps - each requires different configuration steps. Mixed environments multiply complexity.
    4. What domains and aliases are tied to your current email system? Hidden alias domains and Microsoft's "ownership" of domains can prevent a clean cutover to Google. You need the complete domain picture upfront.
    5. Do you need to keep Microsoft Office apps or other integrations? Many businesses use Microsoft 365 for more than email. Licensing decisions affect migration approach and ongoing costs.

    Subscribe to Susan's blog for a series on this topic.

    Blog series on the topic of tech stacks and email migration.
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    22 m
  • When Automation Experts Struggle with Their Own Systems

    When Automation Experts Struggle with Their Own Systems
    Aug 27 2025

    Today's episode could save you 20% or more on overhead costs while boosting employee retention by up to 45%.

    My guest is Alane Boyd, Co-CEO of BiggestGoal.ai and workflow automation expert with nearly two decades in tech. But here's what sets her apart: instead of forcing you into complicated project management tools you'll hate, she works with what you already use and love.

    Alane's built her philosophy around "retention not replacement" - using automation to free your team for strategic work, not eliminate their jobs. She's a serial entrepreneur, three-time published author, and her tools were voted Best for Remote Work in 2022.

    In this conversation, we dive into real client examples, including a 70% time reduction in podcast production workflows, why most automation fails, and the one simple automation you can implement this week. Plus, Alane gets refreshingly honest about why being the "hero consultant" doesn't work.

    Links from this episode:

    Alane Boyd on LinkedIn

    BiggestGoal.ai

    Alane Boyd on LeaderGeneration

    Susan Finch on LinkedIn

    Rooted in Revenue with Patty Parobek from Mod Op

    Binky Patrol

    SusanFinch.com
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    41 m
  • Why Your SEO Foundation Determines AI Visibility

    Why Your SEO Foundation Determines AI Visibility
    Aug 6 2025
    Google First, AI Second: The Smart Agent Strategy Your prospects aren't abandoning Google - they're using it PLUS asking ChatGPT, Perplexity, and Claude for deeper research. Here's the reality: Google still processes 373 times more searches than ChatGPT. But the 1% of prospects using AI answer engines? They're your highest-intent leads spending 23+ minutes researching before they ever call an agent. Most real estate professionals are asking the wrong question. Instead of "Should I optimize for AI or Google?" the question is "How do I dominate both?" Maurice White, SEO lead at Mod Op and former real estate professional, reveals why your SEO foundation determines your AI visibility. You'll discover why 80% of getting found by ChatGPT, Claude, and Perplexity depends on fundamental SEO - and what that crucial 20% difference is that separates agents who get cited from those who remain invisible. This isn't about replacing your Google strategy. It's about extending your reach to capture the early adopters who are doing deeper research and making more informed decisions before they contact agents. If you serve local clients - real estate, HVAC, restaurants, professional services - this matters now, not later. About Maurice White: Maurice White is a Senior SEO Strategist at Mod Op with a unique background that bridges real estate and digital marketing. After spending over 10 years in the real estate industry as a broker's assistant, agent, and licensed broker, Maurice transitioned to leading SEO strategy for one of the industry's top agencies. His hands-on real estate experience, combined with his technical expertise in data analysis and SEO strategy, gives him rare insight into how local businesses can leverage both traditional search optimization and emerging AI engine visibility. Maurice specializes in helping companies organize complex digital strategies, make data-driven decisions, and implement scalable SEO solutions. BONUS ACTION LIST: Here's the action list for this episode based on Maurice's insights: Immediate Actions (This Week) Test Your Current AI Visibility: Go to ChatGPT, Claude, or Perplexity and ask questions about your market that you should be the expert onSearch: "Who are the most knowledgeable agents in [your area]?"Ask: "What's the market like in [your specific neighborhoods]?"Note if your name or business appears in the answers Audit Your Current Content: Review your last 20 social media postsCount how many mention your specific market by nameIdentify which posts could be used by any agent in any cityCalculate what you're actually paying per valuable, market-specific post Foundation Check: Verify your Google Business Profile is complete and optimizedEnsure your service areas are properly definedCheck that your website has basic contact information and location detailsReview if your site loads quickly on mobile This Month Actions SEO Foundation Audit: Conduct a technical SEO audit of your website (or hire someone to do it)Review your site's information architecture and navigation to ensure a logical progression to the next step, which should lead to a conversation.Verify that schema markup is in place with all of your content. ASK the hosting company or developer. They may not know.Assess your heading structure (H1, H2, H3 tags) Content Strategy Development: Create 5 pieces of content that answer specific questions about your market areasCreate a summary for key landing pages from your top-level navigation, ideally accompanied by a short video featuring you.Add FAQ sections to key pages on your website - these become part of your content bank.Write market-specific summaries for each neighborhood you serve - and revisit/edit a couple of times a year.Include current data, statistics, and local insights in your content as stand-out boxes with H1, H2, H3 tags.Then, create regular market update blog posts. Local Authority Building: Set up a plan to post weekly to your Google Business Profile - something HELPFUL without having to click to get the info - but they can click and go to your site to the page with the details.Join relevant local Reddit communities (professionally and helpfully)Reach out to local publications for market commentary opportunitiesAsk satisfied clients to leave detailed, specific reviewsHow about you pick 2 industry businesses per month to review positively? Login on Google as your brand and do it. Ongoing Strategy Content Creation System: Develop templates that require local market dataCreate a process for adding your unique insights to any AI-generated contentPlan quarterly updates to keep information freshBuild relationships with other local business owners for cross-promotion Measurement and Tracking: Set up Google Search Console to monitor AI Overview performanceUse tools like SEMRush to track your visibility in the answer enginesMonitor which market-specific content gets the most engagementTrack leads that mention finding you through AI research Provider ...
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    33 m
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