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Can you build a business based on… “calm?” On Beyond Margins, host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and succ ...
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Goal Diggers is a podcast on strategy, goals, and people management. With the industry’s experts and greatest thought leaders, we'll cover topics on Objectives & Key Results (OKRs), Key Performance Indicators (KPIs), strategy, and everything in-between. This podcast is brought to you by Perdoo: The Performance Management Software to create high-performing organizations. For more information about Perdoo, head over to: www.perdoo.com.
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KPI

Monique Velásquez

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Key Piqued Interest KPI: Entrepreneurial Insights LGBTQ Editions We are Velasquez Media short for Velasquez Digital Media Communications, a professional communications company that focuses on working with BIPOC and LGBTQ women identified businesses that need messaging in digital media. Monique & Piper host this 45 minute business focused on the KPI of the podcast. As a woman and minority owned business, we are interested in talking to couples that look like us: lesbian couples in a service b ...
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The KPI Cafe

Reunion Marketing

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The KPI Cafe began as an endeavor to help automotive dealers understand the strategies, tactics, best practices, and nuances of digital marketing. It evolved into robust conversations with experts across the full spectrum of topics for automotive retail staff: leadership, finance, sales, SEO, SEM, social media, video, culture, and much more. You'll find a trove of actionable insights that can drive important -- and sometimes systemic -- change in how you approach the various aspects of your ...
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Business is personal—so why do we so often separate relationships from our work? In this episode, Tara Robertson, leadership coach and DEI consultant, shares why she set a KPI around the number of new friends she makes this year. We explore how measuring relationships impacts not only joy but also business sustainability. Tara realized that working…
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We all want our work to resonate—but how do we know if it actually does? In this episode, I sit down with storytelling and speaking expert Jay Acunzo to explore the concept of resonance over reach and how we can track something that feels inherently unmeasurable. Jay shares his Unsolicited Response Rate (URR) framework, a KPI designed to measure wh…
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Managing client relationships is one of the biggest challenges of running a service-based business. Expectations, boundaries, and communication all play a role in whether an engagement runs smoothly or goes off the rails. So, how do you actually know if you're doing a good job? Karen Sergeant has a solution: a Client Report Card. This system helps …
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In this episode of Beyond Margins, we explore the concept of calmer KPIs with guest Kendall Cherry, founder of The Candid Collective. Kendall shares her innovative metric, “Fresh Content Inked,” and how it has transformed her content creation process, business systems, and sales cycle—all while doubling her income. We geek out about how to build su…
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In this episode of Beyond Margins, Susan dives into the heart of goal-setting, breaking free from default metrics and focusing on what truly matters to your business and life. She shares her own approach to prioritizing calm as a core business metric and gives a behind-the-scenes look at how she set and tracked a single impactful goal in 2024—takin…
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October 18, 2023 (S01E03) Guests: We are Velasquez Media short for Velasquez Digital Media Communications, a professional communications company that focuses on working with BIPOC and LGBTQ women identified businesses that need messaging in digital media. As a woman and minority owned business, we are interested in talking to couples that look like…
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How do you reduce urgency in a world where urgency is so deeply embedded? How do you market yourself and your work in a way that is anti-oppressive? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on reudcing urgency and techniques for anti-oppressive marketing. We're joined by Natalia Sany…
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S1E0 Monique and Piper discuss what it's like as a LGBTQ, BIPOC, Couple in Biz. Entrepreneurship empowers individuals to control their careers and make impactful decisions. It addresses the needs of marginalized communities while allowing entrepreneurs to balance work and personal life. They take personal responsibility for their income and help ot…
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We live in a society obsessed with productivity and working more, so how can we lean into rest? What are the benefits of building rest into our businesses? And how can we begin to do that? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on rest. Rest is often a challenge for us go-getters, …
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Why are efficient systems so essential for building a calmer business? And how do you go about finding the right systems and processes for yourself? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on my favorite aspect of my CALMER framework -- efficient systems. We dive into the importance…
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What if you could build in more space to your business? An extra day off? More time to strategize? Less urgency and more rest? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're diving into margins -- financial margins, capacity margins, and energetic margins -- to decrease urgency and burnout and cre…
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Taking care of people in or around your business isn't the default when it comes to business and what we're taught business should be. How is this way of doing business actually hurting us? And, how can we change our systems to be more authentically people-first? We're continuing in our mini-series on my calmer framework for a calmer business. This…
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Can we create calm workplaces that are not only remote, but also asynchronous? And can we do it while avoiding micromanaging from afar? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're diving into autonomy. Why is autonomy essential for a calmer business? What does an autonomous work environment eve…
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How can defining your business values and success more clearly lead to a calmer operation? This episode kicks off our miniseries on deconstructing the common elements that all calm businesses share. We're starting with the most foundational element: clarity. Clarity in business is often summarized by a simple yet powerful term: "freedom from ambigu…
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What if you could design a business that inherently operates on calm, not chaos? What are the essential elements to make this possible, and how can they be systematically incorporated into your business model? As we dive into our new series on creating calmer businesses, we explore the foundational elements that make businesses serene and sustainab…
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Can grants really fund your service business? This episode wraps up our deep dive into unique funding options for service businesses, exploring an often overlooked resource—grants. Meet Danielle Desir Corbett. She's a former grants administrator turned 4x grant-funded creative entrepreneur. She curates a monthly newsletter called "Grants For Creato…
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In this special 100th episode of Beyond Margins, host Susan Boles delivers her first solo discussion on utilizing debt thoughtfully to fund service businesses. Drawing from her experience as a fractional CFO, she explores the benefits and strategic uses of debt, shares real-world examples, and provides practical tips for business owners facing cash…
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Do you need funding for your business but loathe the idea of giving up a piece of your company to someone else? I get it. You built this baby with your own two hands, most likely giving up nights, weekends, early mornings, and time with your friends and family to do it. So the idea of handing over part of that to someone who wasn’t sweating it out …
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Cash is only easy to come by when you don't really need it. When things are going well, banks are happy to finance loans and lines of credit, and investors are easy to find when you're profitable and growing quickly. But we all know things aren’t always going well. For service-based businesses, where our products aren’t widgets but more often the i…
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Consider this scenario: a key employee unexpectedly needs to take an extended leave. Is your business financially and structurally prepared to handle that without a hitch? This is a challenge many small businesses face, and it's crucial to be prepared. As we wrap up our series on sabbaticals, leaves, and breaks, we will examine the policies and fin…
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What happens when you unexpectedly need to step away from your business's operations? How can you prepare your business not just to survive but to thrive, even when key team members are away? In our continuing series on planning for leaves, sabbaticals, and breaks from your business, we’re shifting our focus from the personal side to the backbone o…
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How do you step away from your business for a necessary break without losing momentum or compromising your values? Deciding to take a leave or sabbatical, and then figuring out the best approach for you, how to maintain client relationships while you're away, or even ensuring you have enough financial security during your break are all complex chal…
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Sometimes, you just need a break. I know I did. What was meant to be a quick breather turned into a transformative journey of two and a half years. The show (and my company) emerged with a new name, a new look, and a new perspective on what truly sustains a business—and a life. I say that I took a break from my business. But the reality is that I b…
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Break the Ceiling is now Beyond Margins. I’m excited to bring back the show and introduce you to people thinking about operations, finance, and business-building with calm as their top KPI. Do you know someone who could use a little more calm in their business? Someone who wants to think beyond margins? Share the show with them! And make sure you f…
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OKR is essentially change management. Therefore, to ensure that OKR is the right framework for a large organization, they typically choose to run an OKR proof of concept (POC) with a department or team first. We spoke to Jean-Luc Koning, OKR coach and co-founder of IN EXCELSIS, who ran the OKR POC with the IT team at The City of Quebec, the capital…
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Let's assume your business is a machine. There are different activities and processes your machine goes through in order for it to be fully functional and successful. Those activities include designing, building, and running the machine. But what does that truly mean for your business? We spoke to Richard Russell, an OKR and Leadership Coach, about…
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OKR is an iterative process — it's essentially change management. The truth is that you may not succeed when implementing OKR for the first time, maybe not even the second time. And that's fine. OKR is a flexible and forgiving framework. Once you've mastered it, it will positively impact how you operate as a business. So don't give up just yet! We …
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Every organization strives to have teams that perform well. However, the process of designing such high-performing teams and creating an environment in which people can thrive, is often an overlooked process. Why is that the case? Aren't people your most important resource after all? So, what are high-performing, empowered teams? And, how can you c…
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The marketing world has been changing at a blistering pace. There are privacy updates that have reduced targeting and audience capabilities, the deprecation of the cookie, new advertising entrants, changes to current platforms, and so much more that you have to contend with in order to market effectively. Things will only become more complex just a…
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The past few years have heralded major changes in automotive retail: direct-to-consumer models and new entrants, EVs, supply constraints, GA4, and, of course, a pandemic, are a few of the myriad things to navigate. It's important to take a moment to reflect on the good that has come out of it, including both what good has already happened and what …
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Risks -- some big and some small -- are quite a common life occurrence. They come in the form of dating, employment, entrepreneurship, hobbies/activities, and so much more. Sometimes a risk pays off, and sometimes is doesn't. That's often the allure of a risk: the potential it has. We, however, don't want to blindly take risks as our chances of fai…
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We live in times of immense uncertainty — which tends to lead to an unclear outlook on where your organization and teams are headed. Setting a sound strategy and subsequent goals to help you succeed becomes all the more difficult. While the OKR framework may not be a solution for turbulent internal and external circumstances, it is a tool that can …
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Amazon offers a prime opportunity for advertisers in automotive retail to reach a multitude of local consumers who can help satisfy all profit centers of a dealership, as well as help dealers with inventory acquisition. This platform, including its Amazon Garage, and all of its network partners create a powerful programmatic channel that offers aud…
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The Business Development Center (BDC) continues to be a point of conversation for automotive retail. It turns out that there are more options, more nuance, and more best practices to consider and implement based on a dealer's individual needs because, after all, one size does not fit all. To help us dive more into this topic, we have Wendy Reeves, …
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For today's episode, we continue our foray into artificial intelligence (AI) with Konect.ai's Colby Joyner. In this Part 2, we go beyond setting the context of AI and into setting actual expectations, including its parameters, capabilities, limitations, integrations, and final tips for dealers considering this technology. We hope you enjoy as Colby…
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Artificial Intelligence (AI) has quickly emerged as a primary subject in automotive retail over the past few years. For this KPI Cafe, we take our first sojourn into discussing AI with Colby Joyner, Vice President of Sales at Konect.ai. Throughout the episode, which has been divided into two parts, has Part 1 setting the context of what AI does, wh…
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In this KPI Cafe, we return to the conversation of Google Marketing Live with Colin Carrasquillo, Digital Marketing Manager for the Nielsen Automotive Group. In this second part, Dane and Colin continue their dive into different elements, strategies, and updates shared during the most recent GML event -- plus some other relevant thoughts. Here's wh…
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OKR is essentially a cumulation of goal management best practices that were collected over the past few decades and compiled into a framework. These OKR best practices act as guidelines to ensure your organization is set up for success. Having said that, every organization is different. And the beauty of OKR is that it provides enough flexibility, …
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In this KPI Cafe, Colin Carrasquillo, Digital Marketing Manger for Nielsen Auto Group, dives into some of the latest Google innovations with host Dane Saville. This discussion come on the heels of the 2022 Google Marketing Live event from Tuesday, May 25th. While the GML event helps guide the conversation, Dane and Colin discuss current usage of to…
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In this KPI Cafe, Ken Mauldin, Corporate Fixed Operations Director for Purdy Group USA, offers up insights about the small change that he and his team made that created big results for the dealership: more trade-ins from the service department. He explains the balance of data analysis and observation that lead to a verbiage change in one of the que…
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In this KPI Cafe, host Dane Saville uses his conversations with Reunion Marketing's Social Media Department to bring insights and actionable tips that will help your dealership maximize the potency of your Facebook ads. With the Apple iOS 14.5 privacy update, you're losing 70%+ of your data on shoppers by sending them from Facebook to your website.…
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In this KPI Cafe, Kaylee Felio, Sales & Marketing Manager for PartsEdge, dives into a topic that we've not previously broached before: the Parts Department. When the pandemic shut down sales, your fixed operations holistically became a profit center that finally began receiving it's much-deserved attention. As a result, there was more investment in…
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Are you looking to roll out OKR to your entire organization and want to know what you may need to consider? Do you feel like it's a daunting task and don't know where to start? Firstly, we can assure you that it's not as complex as it seems. And we spoke to Ben Lamorte, about everything you need to know to successfully roll out OKR to your entire o…
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In this episode of the KPI Cafe, Dr. Scott Garlock, the Executive Director of the Cleveland Jazz Orchestra, shares his insights and passion for the only true American art form. Whether you're an avid jazz listener or have never really witnessed the beauty of this form of musical improvisation, there is plenty to glean: the history of jazz, introduc…
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In this KPI Cafe, the CEO of Step One Automotive, Fernando Arellano Geddes, shares perspective on the ongoing education that he provides to folks across his organization. Throughout this episode, you'll hear about how "normal can do outstanding " with a formalized training process that not only focuses on the hard KPIs but also uplifts leadership s…
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In this episode of the KPI Cafe, Hannah Lifson, Marketing Director at Friendemic, leverages her deep and extensive experience at trade shows to lay out a pathway to optimizing your time spent at the various automotive conferences, including the big one: NADA. You'll get tremendous insights for all three stages of the conference process, which Hanna…
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In this episode of the KPI Cafe, host Dane Saville dives into a solo act to highlight five -- of the many -- core tenets of effective copywriting. These were hand-selected based on a look across websites, paid search copy, social media copy, and more; all five need a little extra attention because they are still pervasive in automotive digital mark…
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