Lazy Leverage

Breaking Free from the MORE MORE MORE Trap | Lazy Leverage #29

Ever wonder how top performers actually work less while achieving more? In this episode, Jon Matzner and Peter Lohmann dive deep into the counterintuitive world of 'lazy leverage,' where working at 80% effort yields better results than grinding at 100%. From project management approaches using Slack to the power of seasonal thinking in business, they share battle-tested strategies for maximizing output while minimizing stress. Plus, discover why your best ideas might come while sitting in a hot tub (seriously). Whether you're a CEO looking to work smarter or a team leader seeking better systems, this episode is your blueprint for strategic laziness.
 
Timestamps
(00:00) Welcome to Lazy Leverage
(01:33) Understanding Natural Work Rhythms
(02:40) The 80/20 Rule of Effort and Anxiety
(06:20) Strategic Rest and Recovery Periods
(08:00) CEO Time: Making Space for Big Picture Thinking
(15:54) Modern Project Management Challenges
(26:23) Leveraging Slack for Team Organization
(28:42) Task Force vs Permanent Team Structure
(32:02) Building Effective Kanban Systems 
(34:45) The Evolution of Company Structure
(37:41) GTD Principles in Project Management
(41:13) Leadership Through Prioritization
(50:41) Takeaways and Reading Recommendations
 
Stay connected for more insights and strategies by following ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠@pslohmann⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

The Four Data Systems: A Framework for Scaling Team Communication | Lazy Leverage #28

In this episode of Lazy Leverage, Jon and Binsi tackle the universal challenge of scaling team communication beyond the 30-person mark. They break down their revolutionary "four data types" framework - database, reference, ad-hoc, and project-based communication - while exploring how to effectively leverage tools like Slack, Airtable, and Notion. Through practical demonstrations and real-world examples, they show how to transform chaotic communication into streamlined project management, complete with insights on their preferred GTD-inspired workflow and an innovative approach to KPI-based team organization.
Timestamps(00:00) Introduction and Greetings(01:28) Consolidating Information(02:45) Data Types and Tools(04:26) Project Management Discussion(06:22) Choosing the Right Tools(09:16) Implementing Slack for Project Management(16:50) Practical Slack Demonstration(22:45) Reflecting on Past Project Management(24:45) Command and Control in Projects(28:53) Organizing Teams Around KPIs(31:59) Final Thoughts and Reorganization 
Stay connected for more insights and strategies by following ⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Hiring Hacks Unlocked: Debunking Recruitment Myths with Sofia Bravo | Lazy Leverage #27

In this insightful and candid episode, Jon Matzner teams up with Sofia Bravo, Sagan's Head of Recruitment, to dissect and debunk common hiring pitfalls. They explore why traditional job titles and strict budgets might be holding companies back, emphasizing the power of clear role descriptions and the right attitude over rigid experience. Expect real talk about the recruitment process, from the importance of responsive hiring practices to innovative strategies that ensure top candidates don't fall through the cracks. And stay tuned for some fun discussions about potential off-sites in
Mexico!(00:00) Introduction(01:10) Sophia's Background and Role at Sagan(4:08) Common Hiring Mistakes: Job Titles(08:56) Common Hiring Mistakes: Budget Expectations(10:42) Understanding Budget Tradeoffs in Hiring(11:57) Challenges with Unrealistic Expectations(13:40) The Value of Coachable Candidates(17:07) Responsiveness in the Hiring Process(19:08) Final Thoughts and Advice
Stay connected for more insights and strategies by following ⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠⁠⁠⁠.

The Hustler’s Handbook: Scaling, Sales, and Street-Smart Tactics with John Kelly | Lazy Leverage #26

Get ready to dive into the real-talk playbook of entrepreneurship and scaling your business with Lazy Leverage! In this episode, we kick it with Jon Matzner and John Kelly to talk about nailing customer acquisition and converting leads in the power washing game. We’ll spill the secrets on remote sales hires, building a killer team from scratch, and sidestepping the common traps in hiring. Learn to streamline your operations, sharpen your sales structures, and deliver pricing presentations like a pro. Plus, get raw wisdom from Mike Costigan on showing up on time, reading body language, and mastering the door-to-door hustle. This episode packs honest insights and practical advice to help you grind, grow, and crush it in the business world.
(00:00) Introduction and Background(01:17) Challenges in Sales and Conversion(01:40) Remote Sales and Hiring Strategies(04:26) Cost Analysis and Break-Even Points(07:17) Labor Specialization and Global Talent(11:15) Developing a Scalable Business Model(20:45) Managing and Measuring Performance(25:18) Sales Techniques and Customer Engagement(29:07) Pricing Presentation Techniques(32:42) Learning from Sales Experts(35:10) Old School Sales Tricks(39:54) The Journey of Entrepreneurship(50:05) Staying in the Game
Stay connected for more insights and strategies by following ⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠⁠⁠.

Leverage Like a Pro: From AI Tools to Client Hustle | Lazy Leverage #25

Welcome back to Lazy Leverage!
In this episode, Peter and Jon break down how to maximize your personal and professional life with killer strategies and AI tools. They dive into leveraging teams and systems to handle life's hiccups, boost productivity with Whisper Flow and Audio Diary, and even how limited-time offers can skyrocket your sales. Get the lowdown on engaging clients, personalized outreach, and maintaining exclusivity while expanding your community. Learn from real-life scenarios and high-value tactic, that can help you crush your goals and scale up smartly.
Through our Conversation, you'll discover:
(00:00) The Power of Leverage in Business(02:49) Balancing Sales and Member Focus(05:27) The Psychology of Limited Availability(10:39) Personal Outreach and Promotion Strategies(13:08) The Power of Personal Outreach(14:49) Sales Strategies and Experiments(16:22) Aligning Audience and Product(18:41) Membership Success and Future Plans(22:14) Tactical Tips and Tools(24:01) Voice Technology Innovations(26:32) Conclusion and Farewell
Stay connected for more insights and strategies by following ⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠⁠.

Beyond Selling: Elevating Business Success with Insights | Lazy Leverage #24

Want to learn about cold calling and prospecting?
Johnny Costigan has been a sales trainer for 20 years, and has worked with sales teams at Google, Amazon, Dropbox, SAP, Dropbox, and many others.
Example - how he describes sales:
- Got a problem?
- Got money?
- Want to solve it?
If you are at all interested in professionalizing sales and filling your funnel (like me) there is so much more within this conversation, and Johnny's experience...
Through our conversation, you'll discover:
00:00 Introduction to Johnny Costigan and His Sales Philosophy
01:09 The Art of Introducing Yourself in Sales
02:52 Johnny's Approach to Sales Training and Its Origins
06:04 The Importance of Authenticity and Adaptability in Sales
19:28 Leveraging Techniques from Various Disciplines in Sales
28:15 The Chess and Checkers of Sales: Knowing When to Simplify
31:19 The Power of Owning Your Mistakes
32:36 The Importance of Refreshing Sales Training
34:04 Mastering Active Listening in Sales
38:43 The Art of Asking the Right Questions
43:13 Navigating Sales Conversations with Empathy
44:27 The Critical Role of Curiosity in Sales
48:53 Transitioning from Problem Identification to Solution Presentation
53:28 Ensuring Commitment Before Proposing Solutions
58:54 Unlocking the Secrets of Effective Prospecting
59:43 The Art of Earning Credibility in Sales
01:00:30 Mastering the Sales Meeting: Strategies and Insights
01:03:17 Navigating Sales Challenges with Humor and Strategy
01:10:21 Exploring the Dynamics of Modern Sales Organizations
01:12:20 The Philosophy of Self-Sufficiency in Sales
01:17:50 Leveraging Inbound Leads: A Strategic Approach
01:24:43 Concluding Thoughts and Future Directions
Stay connected for more insights and strategies by following ⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠.

Navigating Global Talent: A Journey in Business Expansion | Lazy Leverage #23

Wes owns the number 1 and number 3 largest Fast Signs locations in the 750 unit network.
150 local employees.
0 global talent when I met him - now has 17+.
He's become a friend, and we've hired a ton of global talent together.
Smart, crazy person - @wes_kauffman
--
Starting with our collaborative efforts in systemizing business processes, we explore Wes's experience in growing Fast Signs franchises across various locations.
From building a team of nearly 17 global members to enhancing operational efficiency and competitiveness, we delve into the strategic utilization of global talent in project management and service delivery optimization.
Sharing insights from Wes's success story in the sign manufacturing sector, we underscore the importance of balancing local and global team members for robust business growth.
Through our conversation, you'll discover:
00:00 Catching Up and Reflecting on Past Collaborations
00:57 The Evolution of a FastSigns Franchise Empire
01:38 Expanding Horizons: Global Talent and Business Growth
02:47 Leveraging Global Talent for Competitive Advantage
04:50 The Transformative Power of Global Talent in Business
07:26 Embracing Global Talent: A Strategy for Success
09:53 Global Talent as a Game Changer in Business Operations
13:40 The Future of Business: Integrating Global Talent
20:05 Practical Advice for Leveraging Global Talent
21:40 Final Thoughts and Looking Ahead
Stay connected for more insights and strategies by following ⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠.

The Retreat Diaries: Unplugging to Connect | Lazy Leverage #22

Peter and I talk about:
1) How he planned, structured, and implemented his mini "think week"
2) What we are both afraid of when creating more content
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In this episode of Lazy Leverage, Peter and I dive into the enriching practice of the annual solo retreat, a concept inspired by Bill Gates' Think Week. It's a time dedicated to relaxation, reflection, planning, and diving deep into books, all while stepping back from the relentless grip of technology. We explore the powerful strategy of creating a 'do not do' list, drawing inspiration from Warren Buffet to master the art of prioritization and cutting out distractions. Throughout the conversation, we grapple with finding the right equilibrium between generating meaningful content and not getting lost in the quantification of content creation metrics. We also discuss the essential support systems for embarking on such retreats, the profound impact thoughtful content creation can have on audiences, and the personal and professional revelations that emerge from adopting these practices.
Through our conversation, you'll discover:
00:00 Welcome to Lazy Leverage: A Solo Retreat Recap
00:33 The Art of the Solo Retreat: Inspiration and Preparation
01:34 Unplugging and Diving into Books: The Retreat Rituals
02:04 Reflection, Relaxation, and Reading: The Core Goals
02:38 Creating Space for Thought: The Importance of Zero Expectations
03:13 Choosing the Right Reads: Fiction, Non-Fiction, and Favorites
10:18 The Dynamics of Solo Thinking vs. Group Discussion
16:07 The Do Not Do List: Focusing on What Truly Matters
20:38 Navigating Professional Boundaries: The Do Not Do List
21:24 Evaluating Affiliate Deals and Referral Partnerships
21:54 The Importance of Audience Trust and Content Integrity
23:35 Personal Productivity: Email Management Strategies
24:08 Balancing Immediate Tasks with Long-Term Goals
28:05 Reflecting on Business Changes and Future Stability
30:28 The Power of Building an Engaged Audience
32:01 Rethinking Media Strategy and Personal Fears
36:29 Exploring the Potential of Content Creation
42:35 Concluding Thoughts on Content Creation and Personal Growth
Stay connected for more insights and strategies by following ⁠⁠⁠@MatznerJon⁠⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠.

From Operations to Ownership: Scaling Franchise Empires | Lazy Leverage #21

Ben has like 700 people working for him across 10+ locations.
He is sharp as .
We talk about the evolving role of leaders, building leverage, and life as an entrepreneur.
Through our conversation, you'll discover:
00:00 Meet Ben: The Multi-Unit Franchisee Juggling Big Brands
01:26 Exploring the Challenges of Scaling and Efficiency in Franchising
03:01 The Delicate Balance of Delegation, Automation, and Personal Involvement
17:12 Navigating the Complexities of Email Overload and Operational Challenges
03:34 Envisioning the Ideal Operational Model and Personal Involvement
32:29 Navigating Maintenance and Construction Challenges in Business
33:20 The Role of a Director of Construction and Handling Repairs
34:39 Strategies for Managing Inspections and Permits
35:55 Leadership and Resource Allocation: A Marine's Model
38:43 Prioritizing Tasks and Establishing Main Efforts
40:19 Effective Communication and Email Management Strategies
43:32 Implementing Email Triage and Delegation for Efficiency
47:13 Leveraging Overseas Assistance for Email Triage
51:18 Reflections on Business Management and Entrepreneurial Loneliness
Stay connected for more insights and strategies by following ⁠⁠@MatznerJon⁠⁠ on Twitter and subscribing to our newsletter at ⁠⁠lazyleverage.beehiiv.com⁠⁠.

Digital Hustle: Mastering Marketing with Jon & Mike | Lazy Leverage #20

Mike has taught me more about REAL entrepreneurship than anyone other than my Dad.
Mike and I have worked together for almost 7 years, and talk pretty much every day.
He's "never had a real job since he was 18", has had multiple exits, has tried to retire twice but got bored, and is a great friend and mentor.
He has created a new retargeting service, that I am customer of, and has been crushing for us.
Full disclosure - If anyone signs up off my twitter, he has to send me a Lou malnati's Pizza - so I am just shilling at this point.
Love Mike.
--
Through our conversation, you'll discover:
00:00 Introduction to Mike Costigan: The Entrepreneurship Mentor
01:12 Learning Digital Marketing and Entrepreneurial Scrappiness
02:02 The Philosophy of Customer Acquisition and Building Relationships
04:18 Embracing the Challenges of Entrepreneurship
16:35 Survival and Success in Business: Lessons from Experience
18:07 Exploring the Power of Retargeting in Digital Marketing
21:41 Exploring the Power of Retargeting
22:03 The Mechanics of Retargeting: How It Works
23:03 The Cost-Effectiveness of Retargeting
23:40 Building a Comprehensive Retargeting Platform
24:23 Leveraging Retargeting for Different Business Models
29:01 Success Stories and the Impact of Retargeting
30:37 Technical Insights and Strategies for Effective Retargeting
35:11 The Future of Business with AI and Retargeting
40:26 Concluding Thoughts on Retargeting and Business Strategy
Stay connected for more insights and strategies by following ⁠@MatznerJon⁠ on Twitter and subscribing to our newsletter at ⁠lazyleverage.beehiiv.com⁠.

Applying Military-Style Debrief & Leadership Tactics to Business | Lazy Leverage #19

In this episode, Christian and I dive into the nuanced world of military-style debriefing and its transformative application in business leadership and operations.
Christian truly stands out in the digital landscape for his insights and experience.
Our discussion extends beyond the mere act of debriefing, touching upon stress management, the essence of communication in critical situations, and the overarching impact of military discipline on commercial success. We dissect the debrief mindset, a crucial learning tool in the military for enhancing future actions and operational efficiency, advocating for its adoption in business practices to refine processes and avert repeat errors.
Our conversation aims to bridge the gap between the rigorous debriefing standards of military operations and the often less structured approach seen in the business environment, highlighting simple yet effective techniques like meeting success ratings as a step towards more disciplined business practices.
Through our conversation, you'll discover:
00:00 - Setting the stage with an introduction to the importance of debriefing in both military and business contexts.
00:00 - Sharing a compelling story of composure and coordination during a helicopter incident.
01:04 - Insights into personal stress management techniques and maintaining calm under pressure.
02:19 - Discussing the critical role of maintaining composure in high-stress situations for effective leadership.
02:59 - The essential aspects of communication and coordination, illustrated through aviation experiences.
03:06 - Reflecting on lessons learned from first mission experiences, emphasizing ownership and control.
05:15 - Exploring the concepts of delegation and intent within leadership frameworks.
06:30 - Delving into strategies for efficient email communication to protect team focus and productivity.
12:49 - The leader's role in safeguarding the team's energy and focus from unnecessary distractions.
18:52 - Analyzing the advantages of membership-based business models over traditional agency structures.
25:55 - Identifying issues within conventional agencies and the evolution towards innovative business models.
26:31 - The challenges and rewards of building a global team and scaling business operations.
36:38 - Emphasizing the significance of debriefing and institutional memory in cultivating high-performance organizations.
39:42 - Advocating for the routine implementation of debriefing practices to enhance team performance and organizational learning.
49:02 - Concluding with a reflection on the pivotal role of debriefing in achieving exceptional business performance.
This episode is a deep dive into the discipline of debriefing and its critical role in driving business excellence. Join Christian and me as we unpack the lessons learned from high-stress military environments and their application to the business world, offering listeners a unique perspective on leadership, communication, and organizational efficiency.
Stay connected for more insights and strategies by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.

Designing Life, Building Confidence, and Starting a Business | Lazy Leverage #18

Join Peter and me in a thought-provoking conversation where we delve into the intricacies of designing a fulfilling life, building unwavering confidence, and embarking on the entrepreneurial journey.
As career entrepreneurs who cherish significant time off, we explore the concept of "micro audiences" and the impact they have on our ventures. We share insights on the essence of setting clear goals, the value of self-reflection, and the critical nature of experiencing an apprenticeship period for hands-on learning.
Furthermore, we discuss the strategic approach of starting with low-commitment franchises to gain a comprehensive understanding of the business landscape, all while emphasizing the importance of aligning business endeavors with personal life goals.
Through our conversation, you'll discover:
00:00 - Welcoming insights and setting the stage for our discussion on life and business design.
00:01 - The unexpected value of having haters and being opinionated.
00:25 - The significance of uniqueness and having strong opinions in building an audience.
01:18 - How disagreement fosters a more engaged and diverse following.
02:22 - Evaluating the role and influence of social media influencers.
03:13 - The necessity for original insights and the power of authenticity.
04:15 - Celebrating differences and the importance of articulating opposing viewpoints.
09:52 - Strategies for prioritizing and focusing on what truly matters in life and business.
16:11 - How business activities can shape and reflect your lifestyle choices.
17:58 - Prioritizing family goals and the impact on business decisions.
19:07 - Exploring the EOS Implementer lifestyle as a case study in life design.
20:28 - Personal anecdotes on decision-making and overcoming limiting beliefs.
21:09 - The crucial role of systems in achieving desired life and business outcomes.
24:47 - Leveraging small wins to build confidence and momentum.
27:18 - A deep dive into the entrepreneurial mindset and the journey to starting a business.
28:16 - Discussing the invaluable lessons and experiences gained through apprenticeship in business.
30:54 - Weighing the benefits and drawbacks of franchising as a business model.
33:29 - Concluding thoughts on starting and building a business with the end goal in mind.
This episode is an essential listen for aspiring entrepreneurs and seasoned business owners alike, offering a blend of personal experiences, practical advice, and strategic insights for anyone looking to design a life they love, build confidence, and successfully navigate the business world.
---
Stay connected for more insights and strategies by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.
Next Episode Teaser:
Don't miss "Debriefing Mindsets: Applying Military-Style Debrief & Leadership Tactics to Business," where Christian and I tackle the efficiency of communication, the minimization of stress through systems, and the transformative power of military-style debriefing in business leadership. Inspired by a conversation that reaffirms the remarkable influence of disciplined, structured approaches to business, this episode promises to be a game-changer for leaders seeking to enhance their operational and team management strategies.

Decoding Talent Management: Recognizing Red Flags in Global Teams | Lazy Leverage #17

In this episode, we tackle the complex dynamics of global team management, addressing the pivotal question many leaders face: "Is your global team failing you, or are you failing them?"
With extensive experience in hiring, we dive into identifying the top red flags for both American and global talent, aiming to discern the root causes behind a team's underperformance. From responsiveness and proactiveness to the deeper nuances of cultural fit and communication barriers, we explore how to effectively manage and nurture global talent for optimum performance.
Through our conversation, you'll discover:
00:00 - An introduction to the challenges and opportunities of managing global teams.
00:19 - Insights into the nuances of communication and the significance of responsiveness and punctuality.
01:15 - Effective strategies for the screening and interviewing process to identify potential red flags early.
04:11 - The importance of understanding a candidate's thought process and their ability to integrate into your work culture.
10:57 - Observations on red flags within the first 30 days and strategies to address them.
16:37 - The art of headhunting and real-life examples that illustrate the dos and don'ts of global recruitment.
17:11 - Discussing the spectrum of responses in recruitment and the insights they provide.
25:01 - The critical role of setting clear expectations and the impact of communication on recruitment success.
29:14 - Highlighting the need to address red flags early to prevent long-term issues.
31:28 - The effectiveness of memos and structured communication in enhancing team dynamics and performance.
This dialogue is essential for anyone navigating the complexities of international hiring and team management, offering practical advice and insights to foster a thriving and cohesive global team.
---
Stay connected for more insights and strategies by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.
Next Episode Teaser:
Don't miss our upcoming episode, "Designing Life, Building Confidence, and Starting a Business," where Peter and I share our experiences as career entrepreneurs who value significant personal time off. We'll discuss the influence of "micro audiences" and offer guidance for those embarking on their entrepreneurial journey. Join us for an honest conversation about lifestyle design, boosting confidence, and the fundamentals of launching a successful business.

Building Strong and Successful Business Partnerships | Lazy Leverage #16

Join me in a compelling dialogue with Peter Lohmann (@pslohmann) as we explore the intricacies and hurdles involved in crafting and sustaining robust business partnerships. Our discussion is rooted in the belief that the foundation of a successful partnership lies in clear communication, mutual respect, and shared goals. We delve into the necessity of formalizing agreements to address potential challenges proactively, the dynamics of unequal partnerships, and the evolution of partnership roles over time to preserve clarity and trust.
Through our conversation, you'll discover:
00:00 - Kicking off with an overview of why partnerships are crucial to business success and the initial steps to establishing a solid foundation.
01:08 - Delving into the dynamics that define and differentiate successful business partnerships from the rest.
02:27 - Exploring the nuances between global collaborations and traditional business partnerships.
03:17 - The critical role of clearly defining the business objectives and expectations within a partnership.
06:16 - Discuss how trust serves as the cornerstone of any partnership and strategies to build and maintain this trust over time.
07:26 - Sharing valuable lessons learned from past partnerships, including the highs and lows that have informed our current understanding.
20:21 - Emphasizing the value of experience and the long-term benefits of prioritizing learning and growth over immediate financial gains in partnerships.
22:30 - Concluding with insights on the dedication and effort required to elevate a partnership to new heights of success.
This episode is a must-listen for anyone looking to navigate the complexities of business partnerships with wisdom and foresight. Whether you're forming a new partnership or looking to strengthen an existing one, Peter and I offer practical advice and reflections based on our extensive experiences.
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Next Episode Teaser:
Tune in for "Decoding Talent Management: Recognizing Red Flags in Global Teams," where we tackle the pressing question: "Is your global team failing you, or are you failing them?" With extensive experience in hiring hundreds of individuals, we'll discuss the top red flags for both American and global talent, providing insights into how to foster a thriving environment for your international team.
Stay tuned for more insightful discussions by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.

Building Business Leverage | Lazy Leverage #15

In this episode, I connect with Peter Lohmann (@pslohmann), a significant figure in the SMB space known for his deep insights and influential presence. Our discussions on small and medium business (SMB) issues have always been enriching, prompting us to record our latest conversation for a broader audience. We dive into the concept of building business leverage, discussing everything from the nuances of high-leverage work to the practicalities of hiring and employee management across various business sizes.
Through our conversation, you'll discover:
00:00 - Reconnecting and setting the scene for our discussion on leveraging business dynamics.
00:26 - Delving into the impact and creation of content as a leverage tool in business.
01:18 - Reflecting on the excitement of live events and the challenges of shifting focus in business strategies.
03:03 - Examining the allure of high-leverage work and its implications for business transitions.
04:45 - Jon's transition to embracing 'lazy leverage' and the reasoning behind strategic business laziness.
06:50 - Discussing the misconceptions of fame and success in the business world.
09:10 - Addressing the struggle with high-priced fixed costs and the quest for sustainable business models.
17:01 - Debating the dilemma of hiring in-house marketing versus outsourcing for flexibility and efficiency.
21:37 - The critical role of equity and ownership in fostering business commitment and accountability.
22:20 - Highlighting the power of accountability in leadership and its impact on business culture.
23:20 - Exploring local accountability and its influence on organizational culture and success.
23:47 - The importance of normative accountability in achieving business objectives.
25:03 - How revenue models profoundly affect business operations and strategic decisions.
25:48 - Navigating the challenge of hiring the right talent for optimal business growth.
26:31 - Emphasizing the importance of focus for achieving business success.
27:33 - The indispensable role of CEOs in spearheading business growth and direction.
28:07 - The effectiveness of single-minded focus in driving business achievements.
28:48 - Managing the complexities of juggling multiple business interests and ventures.
37:45 - The unique role of satire in public debate and its unexpected relevance to business discussions.
39:52 - Wrapping up with insights on understanding the business scale and leveraging it for success.
Peter and I tackle these topics with candidness and depth, offering listeners a comprehensive look into leveraging business practices for success and growth. Whether you're a seasoned business owner or navigating the early stages of entrepreneurship, this conversation is packed with valuable lessons and strategies.
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Stay tuned for our next episode, "Building Strong and Successful Business Partnerships," where Peter Lohmann and I delve into the complexities of establishing and nurturing effective business partnerships, sharing our experiences and insights on overcoming challenges and maximizing partnership potential.
Keep up with the latest insights by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.

Digital Operations | Lazy Leverage #14

Join me in a fascinating conversation with Michael Greenberg (@gentoftech), a brilliant mind and frequent collaborator who often experiences the spontaneous "Jon treatment" — impromptu Zoom calls to dissect various business concepts. This time, we hit the record button on one of our dynamic discussions, covering the expansive terrain of digital operations and automation. We delve into how the digital operations toolkit, encompassing AI, automation, and the strategic use of global talent, is revolutionizing business practices from the core.
Through our conversation, you'll discover:
00:00 - Kicking off with an introduction of my guest, Michael Greenberg, and the unique backstory of our collaboration.
00:25 - How our friendship and professional partnership began and evolved over time.
00:51 - Diving into the essence and future of digital operations within modern business ecosystems.
01:23 - Discussing the transformative impact of automation and AI on enhancing workforce capabilities and business models.
02:20 - A critical look at how business models are being reshaped by digital advancements.
02:59 - Drawing parallels between the internet revolution and the current wave of digital operation tools.
05:37 - Unpacking the components of the digital operations toolkit and its role in business innovation.
05:50 - The critical role of effective documentation in streamlining digital operations.
06:27 - Addressing the challenges and considerations in automating operational tasks.
08:17 - Operationalizing AI for business efficiency and competitive advantage.
09:51 - Exploring the capabilities and potential of AI tools in business settings.
11:38 - Analyzing the emerging business model of integrating human expertise with technological solutions.
14:36 - Projections on the future role of AI across business sectors.
16:39 - The burgeoning potential of AI in content creation and its implications for businesses.
21:48 - Investigating innovative business models enabled by AI advancements.
23:45 - Discussing pricing strategies and business models in the context of digital operations.
24:42 - Evaluating different charging models for digital services and products.
25:02 - The effectiveness and appeal of productized services in a digital-first marketplace.
26:37 - The inherent challenges within the traditional agency business model and potential solutions.
28:21 - The concept of embedded staffing as a response to evolving business needs.
31:47 - Debating the future of labor in the context of high skill versus global talent.
33:23 - The overarching impact of AI and automation on labor markets and employment strategies.
35:46 - The significance of contract structures in the freelance and remote work landscape.
37:20 - Concluding with reflections on the need for inspiration and innovation in navigating digital operations.
This episode is a must-listen for anyone intrigued by the intersection of technology, business strategy, and the future of work. Michael and I unpack complex topics with ease, providing actionable insights and thought-provoking perspectives on navigating the digital revolution.
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Stay tuned for our next episode, "Building Business Leverage," where Peter Lohmann (@pslohmann) and I dive deep into discussions on SMB issues, sharing insights from our latest conversation.
Keep up with the latest insights by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.

Upwork for Lead Enrichment: A Beginners Guide | Lazy Leverage #13

In this episode, I sit down with Shawn Gorham (@shawngorham) to navigate the complexities of using Upwork for the first time, specifically aimed at enriching a probate attorney contact list.
Shawn sought advice on leveraging Upwork to access a global talent pool for compiling and enhancing a significant dataset. Our conversation unveils the strategic use of Upwork to connect with skilled freelancers from South Asia, utilizing tools like LinkedIn Navigator and Apollo for lead enrichment. We delve into the nuances of crafting effective job postings, the importance of setting crystal-clear expectations, and the strategy of initially hiring two workers to find the best fit.
Our discussion not only highlights the specifics of lead enrichment but also explores the broader implications of engaging with global talent for business needs.
Through our conversation, you'll discover:
00:00 - Kicking off with our journey into lead enrichment using Upwork.
00:08 - The initial quest to compile a comprehensive probate attorney contact list.
00:51 - Considering outsourcing for data compilation to enhance efficiency and accuracy.
01:16 - Unpacking the advantages of Upwork for lead enrichment and the critical role of clear instruction.
02:30 - The essential practice of providing detailed job postings to attract the right talent.
03:33 - Strategies for effective hiring on Upwork, ensuring the selection of capable freelancers.
04:42 - Tips on identifying and securing the most suitable candidates for lead enrichment tasks.
05:42 - Discussing the impact of AI tools in refining job postings for better outreach.
06:39 - The untapped potential of leveraging global talent to drive business initiatives.
08:07 - Investigating additional resources and databases for gathering potential leads.
09:56 - Wrapping up with key takeaways and actionable next steps for utilizing Upwork in lead enrichment efforts.
This episode is a treasure trove of insights for anyone looking to understand the power of Upwork in accessing global talent for specific business tasks like lead enrichment. Shawn and I share our experiences and advice on navigating the platform to maximize results for your business projects.
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Stay tuned for our next episode, "Digital Operations," where I engage in a spontaneous and insightful conversation with Michael Greenberg (@gentoftech), discussing the random yet relevant aspects of business that could have a broader appeal to my audience. Our unscripted dialogues are always full of surprises and valuable takeaways.
Keep up with the latest insights by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.

Staying Organized: Part Two | Lazy Leverage #12

In the second installment of our "Staying Organized" series, I continue the conversation with my colleague Binsi (@BinsiDevadasan) on the complex topic of managing the chaos of digital communication. After capturing everything down, the next big question we tackle is: what do we do with all that information? This episode dives into our strategies (and yes, our disagreements!) for processing and organizing the influx of emails, Slack messages, texts, calls, and DMs to maintain efficiency within a global team.
Through our conversation, you'll discover:
00:00 - Diving back into the quest for global team organization, setting the stage for deeper insights.
00:33 - Discussing the critical importance of capturing every piece of information efficiently.
01:08 - Addressing the challenges of unmonitored inboxes and the necessity of regular review.
01:46 - Exploring the nuanced art of inbox processing and organizational strategies that work.
02:44 - Sharing personal shifts from reactive to proactive work and the impact on productivity.
04:33 - Delving into the three distinct types of work and how understanding them can transform your approach to tasks.
05:41 - Offering practical advice on defining work to improve focus and outcomes.
10:48 - Unpacking the power of delegation and strategies for task management.
15:28 - Emphasizing the importance of purging unnecessary items to maintain a clutter-free inbox.
16:04 - Introducing the 'Someday Maybe' list as a repository for deferred tasks and its strategic use.
17:53 - Highlighting the significance of task categorization for better organization.
18:27 - Discussing the concept and utility of a 'Sunday Maybe' list for future planning.
19:14 - Debating the optimal duration tasks should remain on your 'Someday Maybe' list.
20:37 - Evaluating the role of calendars in effective task management and planning.
22:43 - Engaging in a lively debate on the merits of time blocking versus using a next action list.
26:35 - Stressing the importance of maintaining a meticulous reference file for information retrieval.
28:50 - Warning against the pitfalls of working directly from your inbox and the inefficiencies it creates.
30:02 - The essential process of building trust in your task management system for peace of mind.
32:12 - Wrapping up with final reflections on task management and recommendations for further resources.
This episode is packed with actionable insights for anyone looking to elevate their organizational game and manage the digital deluge more effectively. Join Binsi and me as we share our experiences, disagreements, and solutions for staying organized in a fast-paced, global work environment.
Stay tuned for our next episode, "Upwork for Lead Enrichment: A Beginners Guide," where we dive into @shawngorham's journey of navigating Upwork for the first time for lead enrichment, sharing the advice and insights we've gathered along the way.
Keep up with the latest insights by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.

Staying Organized: Part One | Lazy Leverage #11

In this episode, I team up with my Chief of Staff, Binsi (@BinsiDevadasan), who has been an integral part of my journey for the past 7 years. As our team expands globally, we've begun to document our "best practices" to onboard and share with new talents. Our first discussion centers on mastering organization through the effective management of inboxes, a crucial skill in today's interconnected work environment.
Through our conversation, you'll discover:
00:00 - Introduction to the art of staying organized, especially when managing a diverse, global team.
00:00 - Discussing the pivotal role organization plays in handling global talent efficiently.
00:35 - Unveiling the four fundamental principles of staying organized in any setting.
00:49 - The critical importance of managing inboxes for optimal organization.
01:17 - Evaluating the role of digital tools like Apple Notes, Clickup, and email in staying organized.
01:47 - Finding the right balance between relying on tools and maintaining an organized workflow.
02:21 - The necessity of establishing a robust system to underpin organizational efforts.
03:05 - Incorporating the 'Getting Things Done' (GTD) method by David Allen into daily routines.
03:31 - Emphasizing the 'capture' aspect of GTD to efficiently clear the mind and track tasks.
04:28 - Exploring how organizational methods have evolved with technology and workplace demands.
05:53 - How tools facilitate the GTD method, particularly in capturing and processing tasks.
06:11 - The significance of promptly capturing tasks and effectively monitoring inboxes.
09:06 - Addressing the challenges posed by platforms like Slack in capturing and organizing tasks.
13:06 - Strategies for 'cleaning your brain' by externalizing tasks and thoughts.
15:25 - The critical practice of regularly processing your inboxes to maintain clarity and focus.
17:28 - Differentiating work and personal inboxes, and managing each to prevent overlap and confusion.
23:29 - Identifying the three types of work and how each impacts our approach to organization.
23:58 - Wrapping up with insights on the overarching importance of being organized about your work.
If you're navigating the complexities of managing a global team or simply looking to enhance your organizational skills, this episode is packed with actionable advice and proven strategies. Binsi and I delve into the tools, methods, and mindsets that can transform how you approach work and productivity.
Stay connected for more insights and strategies by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.
Next Episode Teaser:
Tune in for "Staying Organized - Part Two," where we'll continue our exploration into effective organization strategies, tackling the challenge of managing the chaos of emails, Slack messages, texts, calls, and DMs. Discover how to bring order to the chaos and keep your workflow smooth and stress-free.

Building High-Performance Sales Culture | Lazy Leverage #10

Dive into an insightful conversation with Kiwi Rene (@thekiwicowboy), whose sales achievements are nothing short of legendary, having converted over 50% of his appointments into sales.
In this episode, we explore the art and science behind identifying exceptional sales talent and cultivating a dynamic sales culture that not only aims for targets but consistently surpasses them. From the front lines of sales to the strategic planning behind successful team building, Kiwi Rene shares his comprehensive insights into creating an environment that fosters competition, growth, and success.
Through our conversation, you'll discover:
00:00 - Introduction: Kiwi Rene's Sales Mastery
00:12 - Starting Points: The Professional Journey
00:32 - Overcoming and Embracing Challenges
01:11 - The Unique Job Ad That Made the Difference
04:05 - Cultivating Professional Growth
08:59 - Elements of a High-Performance Sales Culture
13:03 - Leadership's Impact on Talent Attraction
16:23 - Work Joy and Relationship Building
17:02 - Closing Thoughts on Sales Culture Excellence
Kiwi Rene's story is a testament to the power of innovative leadership and a strong, supportive sales culture. His insights are invaluable for anyone looking to elevate their sales team or to cultivate a more dynamic and successful sales environment.
Stay Connected & Informed:
Don't miss out on future episodes and the latest insights. Follow us on Twitter @MatznerJon for real-time updates and discussions. Plus, for more in-depth analysis and exclusive content, subscribe to our newsletter at lazyleverage.beehiiv.com.
Next Episode Teaser:
Prepare for "Staying Organized Part One," where we'll explore effective strategies for maintaining organization and enhancing productivity. Whether you're looking to improve your personal efficiency or streamline team operations, this episode will provide practical tips and insights to help you achieve your organizational goals.

Writing Stuff Down: How to Change Your Business | Lazy Leverage #9

Join Brian and me as we explore the impact of leadership, adaptation, and the artful approach to business, drawing from Brian's experiences in the Marine Corps. We discuss the critical role of documentation, the innovative Team Wiki, and how effective communication is key to a thriving business environment.
Through our conversation, you'll discover:
00:00 Introduction and Reunion with Brian
00:10 Reminiscing Old Times and Lessons from CrossFit
00:44 The Beauty of Wikis and Immersion Systems
01:15 Transition from Marine Corps to Civilian Life
01:29 The Birth of Team Wiki
02:19 The Importance of Process Documentation
02:49 The Struggles of Transitioning to the Private Sector
04:25 The Power of Written Communication
04:27 The Role of St. John's in Shaping Perspectives
06:09 The Impact of Combat and Classics
07:36 The Power of Emergent Systems
07:51 The Importance of Ground Truth in Business
09:10 The Role of Leadership in Shaping Company Culture
11:20 The Importance of Understanding Your Employees
15:02 The Role of Team Wiki in Streamlining Operations
26:54 The High of Problem Solving
27:13 Transitioning from Shooter to Leader
27:21 The Role of a Leader in the Marine Corps
27:51 The Pitfalls of Being a 'Fixer' Leader
28:56 Understanding the Importance of Systems and Processes
31:58 The OODA Loop and Decision-Making
33:17 The Role of a Leader in Resource Management
33:36 The Importance of Open Communication and Feedback
14:55 The Power of Decentralized Command
43:02 The Value of Fiction in Understanding the World
Subscribe to our podcast for more insights on leadership and business transformation. Share your thoughts with a review and stay connected for updates and exclusive content by following @MatznerJon on Twitter and subscribing to our newsletter at lazyleverage.beehiiv.com.
Next Episode Teaser:
Don't miss "Building High-Performance Sales Culture: A Talk with KR" for strategies on creating a dynamic sales team that drives success and cultivates a culture of high performance.

Output Thinking: Buckets (Part 3) | Lazy Leverage #8

In part three of my insightful conversation with @BetterCeo, we dive into the final installment of our discussion celebrating the launch of his new book, "Output Thinking." The conversation takes an unexpected turn right from the start, as I find myself disagreeing with Jon within the first 30 seconds. Our focus on the 'buckets'—essential outcomes for any organization—reveals profound insights into aligning business strategies with the owner's ultimate goals.
Through our conversation, you'll discover:
00:00 - We begin with an introduction and a light-hearted disagreement on the concept of 'buckets' in business.
00:00 - Exploring the fundamental 'buckets' that represent the outcomes organizations strive to achieve.
00:58 - Discussing the eighth bucket, highlighting the paramount importance of aligning the business with the owner's visions.
01:55 - The significance of setting clear, actionable goals for both business and personal growth.
02:14 - Delving into the four primary objectives of business owners: flexibility, leisure, financial prosperity, and meaningful work.
08:54 - Examining how emotions play a crucial role in business operations and decision-making processes.
11:29 - An overview of the seven buckets focusing on customer satisfaction and sales effectiveness.
14:00 - Understanding the sustaining buckets related to people management, financial health, and information dissemination.
15:45 - The critical importance of communication and efficient information flow within an organization.
17:30 - Strategies for fostering effective communication in the workplace.
18:30 - The need for discrete communication policies to enhance organizational coherence.
19:09 - Insights into the 'Information Bucket' and the significance of a consistent meeting rhythm.
19:12 - The 'Cafe Bucket' - a look at compliance, administrative support, and facility management essentials.
19:52 - Discuss scaling strategies for sustainable company growth.
20:21 - Strategic insights with Peter on navigating business challenges.
22:17 - The imperative of adopting respectful communication etiquette in business.
24:38 - Cultivating a culture of output thinking and systematic efficiency.
27:58 - The role of Notion and similar tools in establishing a system-focused organizational culture.
32:56 - Concluding thoughts and a final push for the "Output Thinking" book.
Enjoyed this episode? Make sure to subscribe to our podcast for more insightful discussions. If our conversation today sparked new ideas or helped you see your business in a new light, we'd be thrilled to hear your feedback—please leave us a review.
Stay connected for the latest episodes and exclusive insights by following ⁠@MatznerJon⁠ on Twitter and subscribing to our newsletter at ⁠lazyleverage.beehiiv.com⁠.
Next Episode Teaser:
Don't miss our next episode, "Writing Stuff Down: How to Change Your Business," where we'll explore the transformative power of documenting processes, ideas, and strategies. Learn how the simple act of writing can drive clarity, alignment, and significant growth in your business. Stay tuned!

Output Thinking: Systems (Part 2) | Lazy Leverage #7

In this episode, John (@BetterCeo) and I continue our enlightening conversation on the transformative power of "thinking in systems" within your business. We delve into the untapped potential lying dormant in many companies, discussing how encouraging employees to adopt an owner's mindset can lead to significant improvements in efficiency and growth.
This chat is particularly special as we celebrate the launch of John's new book, "Output Thinking," which is currently available for pre-order. Join us as we explore the practical steps to systemizing your business, drawing examples from a diverse range of sectors, including law firms, veterinary clinics, and tax companies.
Through our conversation, you'll discover:
00:00 - Introduction to our discussion on "Output Thinking" and its importance in business systemization.
00:37 - John provides an overview of output thinking and how it can drive efficiency and growth across various business sectors.
02:29 - We discuss the critical role of systems in fostering business growth and the benefits of systemization.
04:34 - Exploring how systemization streamlines business operations and contributes to overall success.
07:33 - The synergy between systemization and outsourcing, and how it affects business scalability.
07:44 - Discussing the impact of systemization on the process of business acquisition.
10:07 - Addressing the roles of fear and laziness in hindering systemization efforts.
12:03 - The importance of aligning systemization with individual skills for optimal performance.
13:58 - A deep dive into the different types of systems: recipes, dances, and creations, and their applications in business.
16:11 - How systemization enhances business efficiency and facilitates consistent output.
18:08 - The long-term impact of systemization on business growth and innovation.
21:14 - Wrapping up with a look forward to the future of systemization and a teaser for the next episode, "Output Thinking - Part Three: The Eight Buckets."
Interested in more insights and tips on systemizing your business for success? Subscribe to our podcast to never miss an episode. If you found value in our discussion, consider leaving a review and sharing it with your network.
For the latest updates and exclusive content, follow @MatznerJon on Twitter and subscribe to our newsletter at lazyleverage.beehiiv.com.
Looking forward to our next deep dive in "Output Thinking - Part Three: The Eight Buckets," where we'll explore the nuances of business systemization further.

Output Thinking: Outputs (Part 1) | Lazy Leverage #6

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John and I discuss the essential ideas from his new book about Output Thinking.
He explains that many obstacles in business, particularly barriers to scaling, often stem from a lack of clarity about expectations.
The role of employees, he argues, is not merely to do work, but to produce outputs.
This requires a shift from traditional org chart thinking to a more systematic view, where the emphasis is on the results or outputs of each role.
However, this output-focused approach should consider 'shadow' or 'phantom' outputs, unanticipated actions that aren't officially part of someone's job but contribute value.
The discussion covers the importance of recognising the variability in people's ability to deliver outputs, and the critical role of managing these outputs.
Output-thinking is presented as the key that lets workers play to their strengths, ultimately leading to more efficient and successful businesses.
00:00 Introduction and Discussion on Output Thinking
00:59 Understanding the Importance of Output Thinking in Business
01:13 The Role of Employees in Output Thinking
01:55 The Misconceptions about Job Creation and Output Thinking
02:20 The Frustrations of Business Owners and the Need for Clear Expectations
03:23 The Different Types of Outputs in a Business
03:45 The Nature of Labor and its Relation to Output Thinking
05:00 The Impact of Output Thinking on Employee Satisfaction and Identity
05:58 The Connection between Output Thinking and Systemization
09:06 Understanding Phantom Outputs and their Impact on Business
11:31 The Role of Outputs in Sales and Marketing
33:54 The Promise of Output Thinking and its Benefits

Giving Feedback to Global Talent | Lazy Leverage #5

Binsi and I discuss the importance of effective feedback in any work relationship, focusing on a method they refer to as 'Stop, Start, Continue'.
We suggest asking feedback on what one should stop doing, start doing, and continue doing.
Various practical situations were discussed including how to handle challenges of disorganized workflows, lack of one-on-one feedback, and dealing with unexpected calls or tasks.
The discussion also stressed the importance of fostering an environment where employees feel comfortable making mistakes and learning from them, as well as pushing employees to take on challenging tasks to enhance their skills and knowledge.
The 'Stop, Start, Continue' approach is suggested as an effective tool to improve professionally.
00:00 Introduction to Feedback in Professional Settings
00:30 Personal Experiences with Feedback
01:07 Cultural Differences in Feedback
01:21 The 'Stop, Start, Continue' Feedback Method
01:34 Practical Examples of 'Stop, Start, Continue' in Action
02:50 The Importance of Written Communication
09:48 The Impact of Feedback on Personal Growth
10:36 Implementing Feedback Systems for Better Organization
14:08 The Power of Proactive Communication
16:27 The Value of Challenging Tasks and Continuous Learning
17:40 Conclusion: The Importance of Regular Feedback

Peter Hires an Assistant (Part 4) | Lazy Leverage #4

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Peter and I talk about maximizing the productivity of remote assistants.
The conversation explored the concept of speed to tasking, which focuses on reducing the friction between wanting a task done and getting it to the assistant in an organized manner.
They also stressed the importance of using structured instructions and communication for task delegation.
They introduced a military-style five-paragraph format for giving instructions and discussed the role of AI in refining thoughts. The conversation emphasized the importance of balancing convenience to the employer with effectiveness for the assistant, noting that what might be convenient for the employer could be complicated for the assistant, leading to potentially increased error rates.
00:01 Introduction and Catching Up
00:25 Reflections on the NARPM Conference
00:50 The Role of Software and Global Talent in Property Management
01:06 The Impact of Headcount on Profitability
01:47 The Growing Demand for Global Talent
02:13 Hiring an Assistant and the Concept of Speed to Tasking
03:39 The Challenges of Delegating Tasks
04:30 The Importance of Building a Habit of Delegation
07:18 The Impact of Becoming a Parent on Work Habits
09:08 The Concept of Speed to Tasking
09:22 The Importance of a Ticketing System for Task Management
15:36 The Benefits of a Kanban Board for Task Management
23:17 The Challenges of Communicating Tasks Effectively
26:37 Conclusion: The Value of Writing Good Memos

Peter Hires an Assistant (Part 3) | Lazy Leverage #3

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Peter and I discuss our experiences with hiring remote talent. Peter details his recent experience of hiring a personal assistant from the Philippines, and the successful onboarding process he followed, influenced by my advice and experience.
We emphasize the importance of clear instructions, creating an environment for trust and success, setting realistic expectations from the outset and the willingness of the new hire to learn and adapt.
We discuss various tools and software helpful in remote setups, and stress the need for personal connection to foster a harmonious remote work relationship.
00:00 Introduction and Controversy
00:13 Hiring a Personal Assistant
00:49 The Hiring Process
01:35 The Interview and Selection
02:48 
The Importance of Vibe Check
03:38 Starting the Work Relationship
06:18 Building Trust and Setting Expectations
09:29 Assigning Tasks and Ensuring Productivity
16:34 Payment and Compensation
17:44 Conclusion and Reflections

Peter Hires an Assistant (Part 2) | Lazy Leverage #2

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Peter and I explore the effective methods to source candidates, with a primary focus on the Philippines, while also shedding light on hiring from different parts of the globe depending on the job role.
We discuss the importance of using a system like JotForm or a basic ATS to stay organized when handling numerous candidates is highlighted.
An emphasis is placed on the need to hire full time rather than part time due to cost-effectiveness while considering the candidate's English proficiency level for certain roles.
The hosts further provide guidance on candidate disqualification and share helpful preparatory steps, such as conducting a time audit and creating an online resource point with all pertinent information to facilitate smoother onboarding.
00:00 Introduction and Setting the Stage
00:09 Discussing Hiring Options and Preferences
01:06 Understanding the Importance of Hiring from Different Regions
03:56 Exploring the Different Levels of English Proficiency in Hiring
07:18 The Importance of Cultural Fit in Hiring
08:54 The Process of Posting Job Ads and Screening Candidates
08:59 Discussing Full-Time vs Part-Time Hiring
15:54 Preparing for Onboarding and Success with New Hires
16:15 Final Thoughts and Next Steps

Peter Hires an Assistant (Part 1) | Lazy Leverage #1

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Peter and I discuss the nuances of offloading tasks to an offshore assistant.
We outline the importance of considering the areas where time is consumed the most, such as scheduling, email management, data collection for KPI, and basic design tasks through platforms like Canva.
Our conversation offers practical examples and turns theoretical concepts about needing an assistant into tangible tasks that an offshore hire could handle.
We also highlight how reducing even tiny friction points can save substantial amounts of time for executives.
00:00 Introduction
00:21 Discussing the Need for an Assistant
00:53 The Role of Offshore Talent
01:13 Identifying Time-consuming Tasks
01:31 The Importance of Documentation
03:50 The Role of an Assistant in Scheduling
04:40 Email Management and Efficiency
05:20 The Role of an Assistant in Home Management
06:16 The Role of an Assistant in Task Completion
06:49 The Role of an Assistant in Content Management
09:35 The Role of an Assistant in Scheduling Revisited
12:10 The Role of an Assistant in Data Collection
14:13 The Role of an Assistant in Convenience
16:21 The Role of an Assistant in AI Utilization
16:57 Conclusion and Next Steps