BizTherapy: LinkedIn Live Series
Executives, founders, and C-suite leaders often face decision paralysis, struggling to make strategic business plans. Based on what we do, we provide them with the certainty they need, grounded in trusted data, to overcome this paralysis and move forward confidently.
The truth is, when I started these LinkedIn Lives a year ago, a very wise professional friend advised me to do it for 6 months and see how much I enjoyed it. Well, let me tell you, we have guests lined up through the end of 2024, and the joy I get from these shows makes me fall in love all over again with what I do.
So, why does this give me great joy? I love having witty professional banter with my friends. They are often wickedly smart, as I curate the guest list, and they share advice that people want to hear—not just the fluffy stuff infiltrating our feeds, but actionable insights you can actually apply to your business.
And why not share these conversations with an even bigger audience? By turning these sessions into a podcast, we can reach more people who are eager to learn and grow. Whether you’re commuting, working out, or just relaxing at home, these valuable discussions will be at your fingertips, ready to inspire and inform.
Keep an eye out for more information about our upcoming plans and our awesome lineup of curated guests. Stay tuned for more updates as we take these conversations to the next level. I can't wait to share this journey with you.
I am super excited to announce my LinkedIn Live series where I get a chance to interview outstanding and distinguished business professionals in my network.
So why am I creating this?
BizTherapy: Virtual Conversations is my ode to these hidden gems. It's a platform where my professional friends can share their brilliance at center stage. While our discussions will revolve around business and strategy, my aspiration is for each of you to depart with a newfound insight, a fresh perspective, or an intriguing nugget of wisdom that enriches your professional journey.
Check out RevUp Advisory’s YouTube Channel where you can catch all our latest episodes here.
The Lift and Shift
It all begins with an idea.
I often say this, and I'll probably have to say it a thousand times: the concept of "lift and shift" systems migrations do not work. The idea that you can simply migrate from, say, HubSpot to Salesforce is far more complex than it sounds.
It might sound good in theory, but there are so many factors you need to consider.
If I were to wave my magic wand, here are 6 questions I would address before doing a "lift and shift":
1. Do you have your customer journey mapped? And is it up to date?
2. Do you even know your Ideal Customer Profile (ICP)? And can everyone on the revenue-generating side of the company articulate it?
3. Is your sales process defined?
4. Do you have exit criteria for each sales stage? This means, does each stage have a set number of activities or conversations that need to happen to move from discovery to proposal?
5. If you put garbage into one system and miraculously transfer it to another system, will you get unicorn poop? Probably not. This method has been proven not to work time and time again, but why does management still do it anyway?
6. If you can answer #5 above please add your thoughts in the comments because I'm looking to you for insights!
Truth be told, there’s a better way to handle migrations, and we at RevUp Advisory are experts in this.
Please, stop doing the systems migration "lift and shift".
It's room for a total disaster, and you'll be picking up the migration crumbs for the next two years.
So I beg you to thoughtfully spend the time with us to get this right.
Personal Board of Directors
It all begins with an idea.
Personal Board of Directors refers to an informal group of trusted professionals, friends, mentors, or advisors who can provide guidance, advice, and feedback.
While not a formal board (yet!) these individuals act as a sounding board for ideas, provide honest feedback, and assist in making challenging decisions.
Here’s what my Personal Board of Directors looks like as I continue to scale my company.
💻 Technology Consultant:
As an expert in emerging technologies, I have many of these folks in my orbit. They help me to navigate the ever-changing tech landscape.
They often are a sounding board for ideas about product innovation and offer insights that help keep my company ahead of the curve.
📈 Financial Advisor & CFO:
My go-to expert with decades of experience in Corporate finance.
They help evaluate risks and returns, ensuring that I’m always looking at it from the best interest of a CFO mindset.
They are always the ones to tell me the hard truth and potential pitfalls.
👫 Leadership Coach:
They hold me accountable for guidance on managing client engagements, handling interpersonal dynamics, and growing as a leader.
Their candid feedback often helps me to level up my skills and refine my management style and approach to leadership.
🗨️ Marketing Strategists:
A seasoned marketing professional who helps hone my ICP and messaging to effectively reach these decision-makers.
Their innovative thinking aids in developing marketing campaigns and ensures I'm thinking in the voice of the customer (VOC).
👩⚖️ Legal Counsel:
My trusted legal advisor often swoops in when I need help to navigate the complex legal landscape, ensuring compliance and minimizing risks.
Their expertise is vital in mergers, acquisitions, or other significant business decisions.
👥 Industry Peers:
Fellow C-Suite Leaders in a related industry, providing me with an external perspective on market trends and competitive dynamics.
They always offer unbiased opinions and are always raising their hands to make introductions.
These relationships enrich my decision-making process and support me when I need it most.
A big thank you to this group of high-caliber combined powerhouses.
Tagging folks in the comments that I speak with often who deserve so much recognition.
Ever heard of the Band-Aid Method?
It all begins with an idea.
Ever heard of the band-aid method? It’s a quick fix to a minor problem with an immediate solution.
In business, the band-aid method is all about patching and hacking your growth for those quick wins.
These are the tactics that can get you through the next quarter or make your numbers look good on the surface.
But here’s the catch: while band-aids work because they offer an immediate fix, too many of them can slow you down.
Imagine covering a large wound with multiple band-aids.
(Visual below for added laughter!)
Eventually, the compounding effect of these quick fixes will drag your business down, creating inefficiencies and bottlenecks that slow your growth to a snail’s pace.
There’s nothing inherently wrong with using band-aids; sometimes, you need them for urgent issues or short-term gains.
However, over-reliance on these temporary solutions is not the way to maximize your sales efforts over time.
To truly thrive, you need to think beyond the band-aid and invest in sustainable growth strategies that address the root causes of your challenges.
So, while it’s okay to patch things up in the short term, always keep an eye on the bigger picture.
Because sometimes it’s time to remove those band-aids and start healing from within.