Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
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Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
Maximizing the Value of Your Business with Pat Renn
Small Business Matters
31 minutes 7 seconds
1 year ago
Maximizing the Value of Your Business with Pat Renn
Pat Renn is a financial professional who has been cited in ABC, NBC, FOX, and CBS for his work in wealth management. A CERTIFIED FINANCIAL PLANNER™ with over 35 years of financial counseling experience, he is also the president and founder of The Renn Wealth Management Group. Pat once served as president of both the Georgia Society of the Institute of Certified Financial Planners and the Georgia chapter of the International Association for Financial Planning.
A published author as well, Pat has written two books, Finding Your Money’s Greater Purpose, and most recently, Your Financial Future and Legacy. He was born in Greece and moved with his family to the U.S. when he was 10 years old. Today Pat resides in metro Atlanta and is married with two sons. In his leisure time, he enjoys traveling, golfing, fly fishing, and wing shooting.
Show Notes:
In this episode, financial planner and successful small business owner Pat Renn joins our hosts for an informative discussion on succession planning. Pat shares insights on this important process and why many small business owners find it easier to get into business than it is to get out of it.
Pat talks about the need to begin planning for your exit sooner rather than later, why many small business owners are choosing to work longer, the role shared values play in his hiring process, and how leaders need to set the pace. Tune in to learn how to maximize the value of your business, how to begin the succession planning process, and a little bit about wing shooting.
Episode Highlights:
• What Matters to Small Business [0:03:40]
• Blind Spots [0:05:10]
• The Continuity Plan [0:06:17]
• Identifying Your Successor [0:07:39]
• The Planning Process [0:09:39]
• Current Trends [0:12:19]
• Success vs. Failure [0:13:54]
• A Collaborative Process [0:17:29]
• Role of a Leader [0:20:08]
• Rapid Fire [0:21:52]
• Contact Information [0:26:31]
• Takeaways [0:27:37]
• SBM Announcements [0:29:35]
Small Business Matters
Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
