Traction first, Vision second. Clay and Josh take a deep dive into the first three full-day sessions with clients to establish new tools and disciplines in the business and build a complete vision for where the organization is going.
Local Chambers of Commerce are the voice of business in their communities. Rebecca Dickenson of the Chatham Chamber of Commerce located near Raleigh-Durham joins the pod to discuss the community aspect of business owners working together and how she is leveraging EOS tools to help run the chamber.
Owners and Leadership Teams can evaluate Implementers and EOS as a framework for running their business in a free 90 minute meeting. Josh and Clay discuss the four major topics on the agenda and dispel hesitations that may prevent owners from meeting with an Implementer.
Clay interviews Josh’s clients Dallin & Spencer Tippetts of Rainforest Plumbing & Air. As Integrator and Visionary, they discuss their journey from discovering EOS to the benefits of having an Implementer help them guide them to mastering the tools and disciplines to help them grow their business.
Most meetings suck. Clay and Josh tackle the most common mistakes result in unproductive meetings and outline a standardized agenda and appropriate frequency that empowers teams to prioritize and solve the biggest issues preventing teams from accomplishing their goals
Most meetings suck. Clay and Josh tackle the most common mistakes result in unproductive meetings and outline a standardized agenda and appropriate frequency that empowers teams to prioritize and solve the biggest issues preventing teams from accomplishing their goals
Accountability Charts are a foundational tool that helps with ongoing performance evaluations. Josh and Clay tackle the four types of people issues and how to solve them.
People are assigned to Org Charts based on title and seniority. Clay and Josh unveil the concept of GWC and how employees are assigned to their seat in the Accountability Chart.
Org Charts are often built around people and underserve the business. Josh and Clay discuss the clarity and benefits of an EOS Accountability Chart and why it’s important to focus on structure before people.
Challenges and issues are inevitable for all businesses. Clay and Josh go beyond the simplicity of compiling a list of problems and discuss how to become a healthier organization through the transparent use of the Issues List.
There’s always lots of projects in a business, but if everything is a priority - nothing is a priority. Josh and Clay explain why focus and prioritization are critical in an organization’s quarterly planning session.
The rubber meets the road when businesses define their 1-Year Plan. Clay and Josh examine the various aspects of the plan and share experiences from client sessions on what makes for great 1-year goals.
Want to sell more? Stop selling. Ron Dichter of SIXPAC joins Josh and Clay to discuss his latest venture into payment software and share some timeless sales tactics. Further, they explore how AI is changing the landscape, but still requires tweaks to employ the lost art of human-to-human interaction.
How do you transition your vision to a plan? Josh and Clay provide insights into the 3-Year Picture as the turning point to begin making the organization’s dreams tangible and getting everyone in the company aligned with a powerful visualization exercise.
Everyone in the business needs a fundamental understanding of your ideal customers and messaging. Clay and Josh take a deep dive into the finer points of the marketing strategy and highlight the benefits alignment throughout the business.
Effective and efficient customer acquisition is critical for scaling a business. Andrew Kappel of LeaderLev joins Clay and Josh to discuss his proven process of working with sales and marketing leaders to align their teams, benchmark performance, and design roadmaps to help them create, convert, and expand their acquisition pipelines.
What’s the single largest long-term goal that the entire team rallies around? Josh and Clay explore what makes for a great Core Target and the pros and cons of different approaches they’ve seen with clients.
What are you best in the world at and why do you do it? Clay and Josh examine how to define and apply an organization’s Core Focus to keep the business on track and avoid shiny objects.
Core Values are an essential set of guiding characteristics that set the foundation for a company’s culture. Josh and Clay unpack the discovery exercise and filters for organizations to uncover the values that already exist within their company.
Cash isn’t king. Cash flow is. Clay and Josh discuss financial alignment amongst the leadership teams and five critical measurables to track on your scorecard to maintain an objective view of the health of the business.