March 22, 2025

1067: The building blocks for GROWTH (and having actual OPERATIONAL foundations) w/ Brenna Souza

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EPISODE STACK: https://stacklist.app/c/podcast/stack/USzjZUD9GmRrYZiwIbqN 

What if building a successful business was as much about operational foundations as it is about vision and innovation? Join us for an enlightening conversation with Brenna Souza, the brilliant mind behind Resonate Growth, as she shares her remarkable journey from the bustling tech scene of Silicon Valley to the dynamic landscapes of Texas. Brenna’s career is a masterclass in adaptability, from navigating the dot-com bubble burst with a degree in management information systems to becoming the youngest female real estate appraiser in Northern California. Her transition from a real estate appraisal firm owner to a seasoned tech consultant provides unique insights into the world of business growth and operational efficiency.

Explore the intriguing balance between strategic vision and tactical execution, especially when managing a fast-growing company with a remote workforce. Brenna discusses the often-overlooked details that can become resource drains, like compliance and establishing a nexus in different states. Through personal stories and experiences, we gain valuable insights into the importance of having a network of fellow founders and seasoned executives to guide entrepreneurs through the complexities of sustainable growth. Brenna’s perspective sheds light on the crucial role of executive support, emphasizing how an operational partner can transform an executive's ability to manage time and responsibilities effectively.

Brenna takes us on a journey of transforming complex workflows into accessible resources for smaller businesses. Hear how she breaks down extensive systems into manageable pieces, offering practical products like sourcing workbooks and templates. Her emphasis on establishing solid operational foundations early to avoid costly mistakes later is a treasure trove of advice for budding and seasoned entrepreneurs alike.

ABOUT BRENNA

Brenna Souza is the founder of Resonate Growth, an operational consulting firm dedicated to empowering early-stage startups and small businesses. With a decade of experience in Silicon Valley, she has been instrumental in driving success for some of the Valley's most prominent founders, collaborating with executives across tech, government, banking, and real estate sectors. As a serial entrepreneur, Brenna previously owned a successful real estate appraisal firm in Northern California for ten years. Her extensive tenure in the startup ecosystem has given her unique insights into operational excellence and growth strategy. Following a mindful sabbatical in Texas during 2020 focused on health and personal development, she returned to entrepreneurship, combining her passion for helping others with her operational expertise. When not advising clients, Brenna pursues her interests in hiking, gardening, and developing her organic aromatherapy line.

Chapters

00:00 - Unlocking Growth Through Operational Consulting

14:45 - Strategic vs Tactical

20:41 - Navigating Growth and Executive Support

30:54 - Building Operational Foundations for Business

38:17 - Guest Appreciation and Call to Action

Transcript

WEBVTT

00:00:00.100 --> 00:00:01.062
Hey, what is up?

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Welcome to this episode of the Wantrepreneur to Entrepreneur podcast.

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As always, I'm your host, brian Lofermento, and I am so excited about today's guest because this is someone who not only is incredibly accomplished in her professional career, not only does she run an incredible business that does meaningful work that unlocks growth for others, but I love the way she articulates it, the way that her messaging is, because she makes it really clear how we can unlock that growth in our own businesses.

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And before I tell you about her, I actually want to read from her website here on the air, because I think that you're immediately going to see why we've been so excited to have today's guest on the show.

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Here's what she's written on her website Inefficient operations can cripple your startup, leading to missed deadlines, wasted resources and unhappy customers.

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You are wearing too many hats and unsure where to focus your limited time and resources.

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Good news you're in the right place and that's because you're in great hands, because today's guest is the amazing Brenna Souza.

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Brenna is the founder of Resonate Growth, which is an operational consulting firm for early-stage startups and small businesses.

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As a Silicon Valley veteran, she spent 10 years supporting innovative entrepreneurs and driving success for some of the Valley's most successful founders.

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She's worked with executives in every department across multiple industries, including tech, government, banking and real estate.

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Her tenure in the startup ecosystem allowed her to dip into the secret sauce, see what makes them tick and spot when they're about to trip over their own shoelaces, which, for all of us who are not only wearing a million hats, but we're involved in so many different projects.

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It's going to be so cool to hear Brenna's backstory and behind the scenes from all these businesses she's helped grow.

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Brenna herself is also a serial entrepreneur and, prior to Silicon Valley, she owned a real estate appraisal firm for 10 years in Northern California.

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In 2020, she relocated to Texas.

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She took a sabbatical to focus on health and development.

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We're going to talk about that for sure, because that's the life of an entrepreneur.

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She's now returned to entrepreneurship by merging her passion for helping others with her operational expertise.

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In her free time, you can find her hiking, gardening or testing products for her organic aromatherapy line.

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Yes, brenna's a hustler, just like all of us.

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I'm excited to learn from her, so I'm not going to say anything else.

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Let's dive straight into my interview with brenna souza.

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All right, bren, I'm so very excited that you're here with us today.

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First things first, welcome to the show.

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Thank you, Brian.

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I'm excited to be here.

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Really, I appreciate the opportunity.

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Heck.

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Yes, I could brag about all of your accomplishments and the cool work that you do all day long, but before we get to the crux of the work that you do with Resonate Growth, take us beyond the bio.

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Who's Brenna?

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How'd you start doing all these cool things?

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Yeah, I mean it's a journey.

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Right, life's a journey.

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Well, like you mentioned, I'm originally from Northern California, lived there all my life till I relocated here to Texas about four years ago, originally went to college and got a degree in tech.

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It was called management information systems at the time.

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I don't know if they still have that degree, but it's kind of bridged the gap between computer science and business, and I'll date myself here.

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When I graduated, the dot-com bubble burst that year.

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So what was kind of a guaranteed job was like now, no job.

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So at that point sort of had to regroup and, to be honest, it wasn't my passion, it was something.

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It was a lesson in what happens when you follow your heart and maybe pursue security over passion.

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So it forced me to sort of regroup and real estate was booming at the time and I always loved real estate.

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So, being that I'm not a salesperson, that's not my genius I decided to pursue appraising and that's an apprenticeship.

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You have to apprentice for 2000 hours and I hounded a couple brothers in the area to train me and after about two years I got my license and actually became the youngest female appraiser in Northern California for a few years and shortly after I opened my own firm and I absolutely loved what I did.

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It was just something different every day.

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But then the real estate market crashed in 2008.

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And I would say within a year the government came in with a lot of regulation and changed the industry completely, and not really for the better.

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So it was again.

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It was time to sort of reinvent myself again, and that took some soul searching.

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It took me a few years to really get a job that was meaningful and surprised me, but turns out a lot of employers don't feel comfortable hiring people who've been self employed for a long time, which which I get really right.

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But not only that.

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I just didn't know where I would fit, you know, in an organization, and neither did they.

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But after about two years I did find my niche, moved down to San Francisco, which I loved, and became an assistant to a CEO and it made sense to help other people run their business and that sort of started my foray into partnering with executives and I worked for a consulting firm.

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We were very busy, did a lot of government contracts, worked with a lot of commercial real estate vendors in the city and eventually I moved over to corporate, which was First Republic Bank, which they're no longer.

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That bank went under, I think in 2023.

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But I supported the CIO there and that's when I really learned like corporate was just not for me and he moved on to retirement.

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I took that as my opportunity to get into startups and I spent the next 10 years really loving that and worked from some really genius people of all ages, all backgrounds, very technical products, like you mentioned in my bio multiple different executives, all the way to CEOs and founders and really, like I said, I really enjoyed that.

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And then summer 2020, I got laid off after COVID hit and I just took that as my opportunity to relocate and I moved to Texas.

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But prior to that, I took a bit of like an 18 month sabbatical and I camped and I hiked and I just took time off to find myself, eventually decided that I wanted to take all my wisdom and then sort of my love for helping young founders and leading them and put it into one package and that's how I got here to resonate growth.

00:07:11.839 --> 00:07:18.345
Yes, I love that overview, brenna, for so many reasons, and particularly because, obviously, I mean it's in the name of your company.

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So there's no way to get around the fact that you love growth.

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You've lived inside of growth and so many different components.

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But I want to start with, obviously, the crux of where you focus on growth, and that is operations because I'm going to call this out, I'll use myself as a very poor example is that when I started my first business, I was 19, brenna, I had no idea what operations were.

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I had no idea how real businesses operated.

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And so, for me, when I thought about real businesses it was a term I used very frequently in my mind is I was just like, what am I doing differently that real businesses are actually doing?

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Because I want to start doing those things.

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To me, my operations was my to-do list, like it was my email inbox.

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It was things that were dictated just by the forces of what was happening.

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Take us beyond that, that more mature view of operations.

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What is operations?

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What are all the components that it touches and that separates real businesses from those who are just starting out, that don't have those structures in place?

00:08:14.189 --> 00:08:14.569
Right.

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I mean, I think at its basic core, I see operations as just you're kind of the day to day, almost minutiae I hate to call it that but you have to follow a series of processes to stay organized.

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Right, you want to stay organized, you don't want to miss things.

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You got to hire people.

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You need to get an accounting firm, hiring consultants there's all these kind of little things that need to be established, and then in each of those departments, there's so many things that you just don't, you just don't know about and, like you said, you're very young.

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You get started and I think a lot, a lot of these VCs I tend to a large majority of my clients are BC backed startups and that's a younger set, right Early twenties.

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Oftentimes they're coming right out of college.

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They may have worked at like a Google or a Facebook, one of the Fang companies, and they have no idea either.

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Right, and they have a genius idea.

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A lot of millions of dollars is thrown at them and some contacts.

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Nobody teaches them how to hire, how to effectively plan to recruit, how to set up some checklists, some forms, just templates, basic things that will keep you organized.

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So when you're doing the more high level strategic work.

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You're not like, you don't get bogged down in did I do this, did I do that?

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You're just like checking boxes and setting yourself up for success.

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And this is a lot of things I a lot of times I tell my the founders I work with like it's so simple to just spend a little time in the beginning and get organized with your operations.

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How are you going to do X, y and Z?

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I need a chart of accounts.

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Let me get an accountant to set that up.

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How does accounting talk to sales?

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How does sales then talk to you?

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Know, I don't know IT.

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They all need to work together, all these departments.

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And when you don't really take the holistic view into account or you don't know what you don't know, you really can set yourself up for a lot of problems down the road.

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And what I find is a lot of founders who don't come from operational background right, they're like oh, I'll do that later, I can take care of that later, I'll hire somebody to do this later.

00:10:44.907 --> 00:11:02.078
And 20, 30, 50 people in their head count is now much larger and the problem what would have been an easy you know, something you could have built in a week, now becomes a massive retrofitting excursion and it costs up six figures.

00:11:02.078 --> 00:11:05.312
Maybe you know to fix, so hope that answers your question.

00:11:05.695 --> 00:11:06.558
Yeah, for sure it does.

00:11:06.558 --> 00:11:20.370
Because, brent, I'm sure you also appreciate this, this is something that I love having these types of conversations about how nonlinear business and life and entrepreneurship and growth journeys always are, because hearing you talk about these things, you can effortlessly rattle off.

00:11:20.370 --> 00:11:25.523
You know, we need accounting operations, we need sales operations, we need communication channels between departments.

00:11:25.523 --> 00:11:34.910
You know, know all of these things, but I love the fact that you very correctly and transparently point out that we don't know what we don't know.

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And so, thinking about your average entrepreneur, your average founder, whatever term we want to use today, it kind of is this case of we're in the game, we're on the playing field and we'll figure things out as they arise, versus having a more experienced mind like yourself to come in and say, hey, here's what's going to happen, not just today, but later on in the game, let's address these now.

00:11:54.826 --> 00:12:04.261
How much of that is balancing Okay, this is what we're currently facing, let's figure it out along the way versus this super strategic and intentional approach that you bring to the table.

00:12:05.684 --> 00:12:06.144
Right.

00:12:06.144 --> 00:12:08.067
I mean there is a healthy balance.

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Not obviously when you're, say, a VC backed founder I'll just use that VC backed company as an example.

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You want to go build the product.

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You're aiming towards product market fit, customer acquisition and really your foot needs to be on the gas in that direction.

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And there are some things that can be left, can be fixed later.

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But I think the balance is number one to prioritize people operations and to prioritize financial operations.

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A lot of other things can be let go, but if you don't prioritize financial operations and just getting in, you know basic, making sure you're doing your reporting, making sure you have the right chart of accounts and of course you'd hire a consultant to you know, do this for you.

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But when you're not prioritizing financial stuff, that comes back to really bite you in the butt in terms of taxes, penalties, that kind of stuff.

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And when you have to pay an accountant to fix something that you may have not been doing for the past year or two, that's obviously more expensive.

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On the people operation side, certainly there's AI and technology can really take us pretty far, but you still need people to build your business, to help you build your product, and your first 10, 100 hires are the most important in your business, and especially at the first 10 to 15, because their happiness and really you're going to need them basically to help you recruit more talent.

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So their happiness is paramount.

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Getting them onboarded efficiently is paramount and I think there's a lot of you know here's your laptop, let's code that goes on in the Valley and I've experienced that and there's a time and place for that.

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Maybe your first few employees, but I would say definitely at five people and on.

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It's really time to have building blocks and put time into building blocks for recruiting, to set yourself up to recruit the right talent, to not waste time there and then to onboard them in an organized way, a compliant way and a welcoming way, a way that makes them happy that they chose your startup over the 10 other offers that they received.

00:14:34.013 --> 00:14:39.700
So I think maybe that's kind of the balance there's.

00:14:39.700 --> 00:14:45.092
Just you got to get those things really nailed down.

00:14:45.440 --> 00:15:05.230
Otherwise, I think a good example of not doing this there's a lot of examples I could use, but one would be if you've neglected, you hire a remote workforce and you're just hiring, hiring, hiring and you've neglected to establish nexus in particular states, which is easy to miss it can be.

00:15:05.230 --> 00:15:19.392
And then you bring on, you know head of HR at some point and that head of HR has realized that you haven't been doing that or the employee files are not compliant, you've missed filling out some forms.

00:15:19.392 --> 00:15:21.399
You're probably not going to be audited or sued.

00:15:21.399 --> 00:15:45.799
But that head of HR, instead of getting on the roadmap for which you hired them to do, but that head of HR, instead of getting on the roadmap for which you hired them to do, they're spending weeks or months on this operational minutiae right, bringing everything forward, bringing everything into compliance, and you're spending 200 grand or more right on this person's salary and the first few months are spent doing very basic things.

00:15:45.799 --> 00:15:50.681
So it's just a massive, massive financial resource suck.

00:15:51.403 --> 00:15:58.370
Yeah, brenna, I'll tell you what you talk about this balance of figuring out along the way versus the intentionality that you talk about.

00:15:58.370 --> 00:16:13.644
I want to bring another balance into the conversation because it's something that was apparent to me when I was looking over your messaging and the way that you position yourself in the marketplace, and I don't see this balance called out often enough, and it is strategic versus tactical.

00:16:13.644 --> 00:16:32.139
It's something that I so appreciate about your service offerings is you very readily say, yeah, we can work on the tactical stuff workflows, checklists, tools, systems that's tactical stuff as well as the strategic, the bigger thinking because you've been there, you've been behind the scenes, you've seen fast growing companies Talk to us about that.

00:16:32.139 --> 00:16:38.682
Because I'll be honest with you, I only learned the difference between strategy and tactics over a chess board.

00:16:38.721 --> 00:16:40.667
I once asked a master chess player.

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I was like what is the difference?

00:16:42.030 --> 00:16:44.102
I mean, I feel like I don't have strategy or tactics.

00:16:44.102 --> 00:16:53.046
I just learned how to play chess and the guy said to me he goes well, strategy is knowing what to do when there's nothing to do, and tactics are knowing what to do when there's something to do.

00:16:53.046 --> 00:16:56.003
If there's a piece that you can take for free on a chessboard.

00:16:56.003 --> 00:16:56.947
That's a tactic.

00:16:56.947 --> 00:17:00.386
You don't need a longer-term strategy to know to take that piece.

00:17:00.386 --> 00:17:14.284
Talk to us about that in the right tactics, with the right overarching strategy.

00:17:16.248 --> 00:17:18.173
Yeah, that's a good question, I think.

00:17:18.173 --> 00:17:37.692
Strategically, I think it really helps number one, if you're a founder, to have a network of founders, because these are the kinds of things you can discuss right, when did you make a decision that ended up being a mistake?

00:17:37.692 --> 00:17:39.960
How do we strategize together?

00:17:39.960 --> 00:17:58.747
I think for me and I hope this is going in the direction you're looking for but when I worked for executives and we would strategize, it was more about long-term planning, like, okay, we need to do these, this is what we know we need to do now.

00:17:58.747 --> 00:18:00.666
Let's get these tactical things in place.

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And then what we want to do is we're going to bring in this department head and then that person is going to build out this you know their department.

00:18:06.726 --> 00:18:09.763
Then we're going to go international this department head and then that person's going to build out this you know their department.

00:18:09.763 --> 00:18:11.107
Then we're going to go international, etc.

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Etc.

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Etc.

00:18:11.650 --> 00:18:20.532
But setting up checkpoints along the way before you move on to that next phase.

00:18:20.692 --> 00:18:41.470
And when I work and supported very experienced executives who had done it before versus a younger set of executives who were new, they're like very keen about knowing, okay, we need to hit these, like particular time blocks, okay, we're going to do these things and then we'll see where we land.

00:18:41.470 --> 00:18:52.134
And then we'll do some more tactical stuff and then we'll see where we land and knowing like sort of the different things that can come in to derail you along the way.

00:18:52.134 --> 00:19:18.140
And I think a lot of what I bring in terms of strategy to my clients and when I was supporting executives same with them was when they want to make a decision in a moment and it's like okay, if you here's what my experience has shown me If you make that decision, here's one of two outcomes.

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This is probably what's going to happen based on what I've seen, or here's the positive of that decision, here's the negative, here's other alternative decisions that we could make and here's the outcome that I've seen of those types of decisions.

00:19:33.010 --> 00:19:44.433
So, in terms of strategizing, it's really trying to think of the long game and the stepping stones that will get you there.

00:19:45.260 --> 00:20:06.147
A lot of times when we think big picture and I kind of suffer from this in my sort of aromatherapy business, I've just sometimes want to be five years down the road and I neglect a lot of just the building blocks in between because I'm excited about the creative process, I'm not focusing on the operations.

00:20:06.147 --> 00:20:12.184
So it's a little bit like that, I think, with the founders that I've worked with.

00:20:12.184 --> 00:20:23.988
Right, they know their inherent genius and they're just wanting to get to the end game and they don't always have somebody to bounce these ideas off of, certainly not somebody who's seen a lot.

00:20:23.988 --> 00:20:26.773
Hope that helps.

00:20:27.220 --> 00:20:28.791
Yeah, it's really well said, Brennan.

00:20:28.791 --> 00:20:33.269
I appreciate that example because I know it's going to resonate with 100% of our listeners.

00:20:33.269 --> 00:20:34.250
We all feel that way.

00:20:34.250 --> 00:20:41.666
That's so deeply embedded in the way that our entrepreneurial minds think is we're so hungry, we have so many ideas and we want that growth now.

00:20:41.666 --> 00:21:03.571
But you talk about different decision points along the way and actually I want to expand that a little bit and talk about inflection points along the way, because, if I brag for you for a quick second here, you've worked with the CEOs and founders of companies that have a $43 billion with a B dollar valuation, for example, another company that was acquired for $3.2 billion, again with a B.

00:21:03.571 --> 00:21:08.355
So, brenna, you've seen these massive stages and scales of growth.

00:21:08.355 --> 00:21:13.230
But it also means you've seen behind the scenes that there are inflection points along the way.

00:21:13.369 --> 00:21:17.126
Neither of those companies got into the billions overnight.

00:21:17.126 --> 00:21:20.192
They once were worth a dollar or $10.

00:21:20.192 --> 00:21:22.988
And so there's a lot of growth that happens between there.

00:21:22.988 --> 00:21:24.493
That's a giant gap.

00:21:24.493 --> 00:21:27.190
There are many inflection points along the way.

00:21:27.190 --> 00:21:29.683
Talk to us about some of those inflection points.

00:21:29.683 --> 00:21:32.971
Is it things that they decided that just happened to work out?

00:21:32.971 --> 00:21:36.672
Is it great product market fit that they were able to establish?

00:21:36.672 --> 00:21:43.511
Was it incredible operations behind the scenes that just unlocked all those layers, so nothing was standing in the way so they could grow?

00:21:43.511 --> 00:21:45.763
Give us some of those behind the scenes insights.

00:21:46.744 --> 00:21:57.376
Sure, I think that there's a lot that goes into that right, this tremendous success, and say, with the one that's the $43 billion, one Databricks, a lot of their success.

00:21:57.376 --> 00:22:09.106
So I think I was employee 119, maybe there, so pretty early on we were series B and a lot of their success.

00:22:09.106 --> 00:22:14.009
First of all, the CEO is a genius and multiple founders.

00:22:14.009 --> 00:22:24.616
They had five, I think, co-founders, five or six great investors and the investor, their main investor, ben Horowitz a lot of people may know him.

00:22:24.616 --> 00:22:25.758
He's an operator.

00:22:25.758 --> 00:22:30.063
Horowitz A lot of people may know him, he's an operator.

00:22:30.063 --> 00:22:32.186
He's built companies and not a lot of VCs have been operators.

00:22:32.186 --> 00:22:34.471
They haven't gone in and built companies themselves.

00:22:34.471 --> 00:22:38.605
They're genius at what they do and spotting talent and opportunity.

00:22:38.605 --> 00:22:47.792
But that was one of the things that helped right Genius people and the right investors and you can be intentional about your investors.

00:22:47.792 --> 00:22:50.285
You don't have to accept everyone that comes your way.

00:22:50.285 --> 00:22:55.565
So there's that Also great product, great product, market fit.

00:22:55.565 --> 00:22:56.548
I mean that company.

00:22:56.548 --> 00:23:00.821
Everyone wants what they have, which is why their valuation is so high.

00:23:00.821 --> 00:23:04.166
Very talented employees.

00:23:04.166 --> 00:23:06.049
They were great at hiring.

00:23:06.049 --> 00:23:16.853
They hired the right people and put a lot of intention into that and they focused on they didn't really focus on operations.

00:23:16.853 --> 00:23:18.663
I'll say I did a lot of that.

00:23:18.663 --> 00:23:24.022
But by the time I had gotten there there was like a head of HR and there were a few department heads already.

00:23:24.022 --> 00:23:38.365
I more played a larger role in bridging the gap between all the departments and then growing with the CEO through all of these sort of different stages, and that was a 3x hyper growth company.

00:23:38.365 --> 00:23:50.654
I mean we were hiring I don't know, we would have like 20 or 30 new hires every single Monday, but they still managed to hire great people even at that scale, at that amount.

00:23:50.654 --> 00:23:58.817
So I would say for them, those were some of the main things that really made them successful.

00:23:58.817 --> 00:24:10.239
That and really identifying the right partnerships, right Google, microsoft they really went after the right partnerships and won them.

00:24:10.239 --> 00:24:13.355
But by and large also because they had great product market fit.

00:24:14.445 --> 00:24:24.215
I would say for the other company that was acquired by Twilio, they actually started with one intention in their product and this happens with a lot of founders.

00:24:24.215 --> 00:24:30.352
They find that it's that maybe tweaking it actually becomes the better fit.

00:24:30.352 --> 00:24:34.368
Like their initial intention isn't what everyone wanted.

00:24:34.368 --> 00:24:43.497
They, you know, made some changes and it took them down a different path and it was very different sort of level success for that company I found.

00:24:43.497 --> 00:24:47.615
Also they hired great people and the founders were very smart.

00:24:47.615 --> 00:24:52.717
But they also had great investors, I will say that.

00:24:52.717 --> 00:24:55.789
But they were very people-focused, very talent-focused much.

00:24:55.789 --> 00:24:59.414
They were very people focused, very talent focused.

00:24:59.414 --> 00:25:12.113
So they grew a really kind of great camaraderie within the organization and then also did great at hiring.

00:25:12.113 --> 00:25:29.057
So I would say the companies that I've worked for that that struggled or had a lot of internal drama that really kept them from getting off the ground, the main differences were the people and hiring the right people versus hiring the wrong people.

00:25:30.025 --> 00:25:31.269
Yeah, it makes sense, brenna.

00:25:31.269 --> 00:25:44.002
So many times throughout our conversation today, even in a short amount of time, you've said that word people so many times, and so that's why I want to switch gears and get into the people element of business, because we are also as executives of our own businesses.

00:25:44.002 --> 00:25:47.798
We are also the people that are driving so much of this stuff up front.

00:25:47.798 --> 00:25:52.076
So I want to talk about executive support because I called it out in the intro of you.

00:25:52.076 --> 00:26:01.131
I love the fact that you so intentionally took a sabbatical, took that time to reflect and to grow and obviously launch something amazing into the world after that.

00:26:01.131 --> 00:26:10.671
But talk to us about the executive support function, because personal time management, finding the right assistant or business partner these are important tasks that we don't have that foresight.

00:26:10.671 --> 00:26:12.679
A lot of us have never done that before.

00:26:12.679 --> 00:26:16.127
So offer that executive support to all of our listeners here on the air.

00:26:16.127 --> 00:26:17.509
What are those things that you look at?

00:26:17.509 --> 00:26:20.252
What are the important considerations within that function?

00:26:21.615 --> 00:26:21.915
Right.

00:26:21.915 --> 00:26:43.426
I think it's a really underrated role, to be honest, especially in the startup world or if you're even a small business, to expand the thinking around an assistant to more of an operational partner to more of an operational partner.

00:26:43.426 --> 00:26:45.632
Certainly, I mean, this runs the gamut, and this is sort of what you mentioned.

00:26:45.632 --> 00:26:48.766
In finding the right type of assistant, it really depends on what you need.

00:26:48.766 --> 00:26:54.405
So I will help founders or small business owners really pin down what they do and do not need.

00:26:54.405 --> 00:26:59.517
Certainly you get people that will help you with your calendar and with time management.

00:26:59.517 --> 00:27:03.045
Certainly you get people that will help you with your calendar and with time management.

00:27:03.045 --> 00:27:24.186
But one thing to really like open your eyes to and open your mind to, rather, is if you find the right person who can help take so much operational stuff off your shoulders that can go far beyond just calendaring, booking your travel and submitting your expenses.

00:27:24.186 --> 00:27:55.794
Somebody who can sort of be the go between between you and the staff, who can kind of be the mom or the pop, whatever, whatever you want to call it but as a founder you don't have time to kind of deal with all these small things and the executive, the person that's your support system, your business partner, the person who's going to move your agenda along and help you win, is like really such a key role.

00:27:55.794 --> 00:28:11.667
Is like really such a key role, especially if you give them the opportunity to expand beyond that the typical role of just kind of helping with scheduling.

00:28:11.667 --> 00:28:29.457
I've worked with a ton of great assistants and then all the really good ones are operationally brilliant and they know they have their ear to the grindstone right Like the staff tells you everything that's wrong, everything that's not working, where the gaps are, where the communication is not flowing, things that they would never tell the executive.

00:28:29.457 --> 00:28:55.664
So you can take that opportunity to just fix those things or take solutions to the executive and I think if you can find the right business partner who can play this role for you and really just help you keep on task number one but help you see what you cannot see, help you see around corners, they will make you infinitely more successful.

00:28:56.006 --> 00:29:19.768
So I really think that executive support is a tremendously important role and I think, just on the human side, a big part of my job honestly was just like sometimes emotional support or sounding board when you're and if you're CEO and you maybe don't have any co founders, maybe you're the only founder.

00:29:19.768 --> 00:29:31.414
You've got to be very careful about your persona and what you share with other executives, and you might just be insecure about a particular decision, or you don't know which way to go.

00:29:31.414 --> 00:29:38.704
Or you're trying to hire an executive and I don't know if this is the right person or not, and or I just did a keynote speech.

00:29:38.704 --> 00:29:39.970
I don't think it went well.

00:29:39.970 --> 00:29:40.986
They just don't.

00:29:40.986 --> 00:29:41.867
They don't have anybody.

00:29:41.867 --> 00:29:42.690
It's a lonely job.

00:29:42.690 --> 00:29:44.394
We all know that it's a lonely job.

00:29:44.394 --> 00:29:56.532
So having someone that can really just be your partner, I think, is a great key to success and really help you go far beyond where you think you can.

00:29:57.074 --> 00:30:03.251
Yeah, really well said, and these are important things for us to confront in our own growth journeys, brenna, because they're big questions.

00:30:03.505 --> 00:30:10.692
This is high level stuff that you're talking about, and you've seen it work behind the scenes at these rapidly growing companies, which so many of us are targeting.

00:30:10.692 --> 00:30:13.830
That's what we really aim to do, and so I wanna switch gears.

00:30:13.830 --> 00:30:29.069
I told you time would fly by in today's conversation, but I want to talk to you entrepreneur to entrepreneur as well, because all of this stuff I know a lot of listeners are probably thinking, Brenna all sounds great, but there's no way I can afford this type of support in my business when I'm just starting out, and so I want to.

00:30:29.069 --> 00:30:37.273
I think it's so brilliant here in the new year the fact that you're productizing a lot of this support and a lot of the support that you offer very intimately with your clients.

00:30:37.273 --> 00:30:45.186
You're making it available to the masses or on a more scalable format, through the store and through the productization that we talked about.

00:30:45.186 --> 00:30:51.212
So give us some insights there, because I obviously know about it, but I want you to tell listeners about all the types of support that they can get.

00:30:52.174 --> 00:30:54.586
Yeah, absolutely Well.

00:30:54.586 --> 00:30:59.356
One thing I started to realize was I had built these massive workflows right.

00:30:59.356 --> 00:31:08.273
I mean these huge systems that for my clients, I just kind of dump onto their Google Drive or whatever and they're instantly organized and I train them on the process.

00:31:08.273 --> 00:31:17.625
But I would start to talk to smaller businesses and exactly that they couldn't afford it and but I also I want them to be successful.

00:31:17.625 --> 00:31:23.849
So there was some time spent on well, well, how do I make a shift here?

00:31:23.849 --> 00:31:40.362
And I spent about three months, the last three months, really breaking down all those larger systems if we want to call it that into smaller chunks that I can put in an know on in an online store and people can just download.

00:31:40.423 --> 00:31:44.071
So I have one that's kind of an ebook.

00:31:44.071 --> 00:32:05.732
It's called a sourcing workbook and it will take you like, step by step, different pieces of different how to research, how to prep to recruit, how to source talent right, developing a candidate persona, a performance profile, a very strategic interview plan and how to do it.

00:32:05.732 --> 00:32:11.092
And then I have a use case for a head of engineering role where it's already done right.

00:32:11.092 --> 00:32:14.366
So you can see, and you don't have to use it step by step, but you can.

00:32:14.366 --> 00:32:20.356
It will help give you ideas and sometimes you know we just need a creative spark to be like, oh, that's how somebody else is doing it.

00:32:20.356 --> 00:32:21.920
Okay, I got it, I know what to do.

00:32:21.920 --> 00:32:25.790
Or you refine that process over time.

00:32:25.871 --> 00:32:41.766
So I've got things like that email templates, onboarding templates, offboarding templates on how to you know just the offboarding letters, termination letters, checklists on okay, do this, do this, do this.

00:32:41.766 --> 00:32:44.277
Everything should be in this folder, in that folder.

00:32:44.277 --> 00:32:51.376
Then in the folders there's file guides of like this is the type of paperwork that you need to house in this folder.

00:32:51.376 --> 00:32:59.038
Here's how to organize compliant employee files, new hire paperwork, onboarding paperwork.

00:32:59.038 --> 00:33:24.071
All these things are sort of chunked out to help you stay compliant, make sure you're filling out the right documents, if you will, and onboarding and offboarding in a way that's like super welcoming, very people focused, very white glove, but also isn't going to get you in trouble with the government, you know, in a few years because you've missed some paperwork.

00:33:24.573 --> 00:33:43.230
So I've broken all of this out into small pieces so you might not need an onboarding checklist, but you really could use help with sourcing and how to rein that process in or refine it or even start from the beginning from somebody who's seen a lot of people do it, you know, and do it well.

00:33:43.230 --> 00:33:50.067
So that was my goal and I think it's going to be really helpful.

00:33:50.067 --> 00:34:04.407
It's probably around 15 to 20 products and I will build that out over time, especially for executives trying to source executive support and just don't know how to find the right fit.

00:34:04.407 --> 00:34:06.432
So that's sort of my next phase.

00:34:06.432 --> 00:34:20.831
But right now, for those who can't afford, you know, to bring on operational support or can't afford large consulting engagements or maybe don't need it, maybe they don't need all that, they just need, you know, a few email templates.

00:34:20.831 --> 00:34:31.356
I've piecemealed all that and it's work that, you know, really brings together everything I've been doing for, you know, 10 or 20 years.

00:34:31.356 --> 00:34:32.927
So it has a lot of wisdom in it, I think.

00:34:33.407 --> 00:34:34.769
Yeah, I love that, brenna.

00:34:34.769 --> 00:34:35.291
Awesome.

00:34:35.291 --> 00:34:52.331
It's so cool because, to me, everyone's just pumping out all these AI things these days, and the fact that you're bringing your real life experience from decades of actually doing the work and handcrafting these for so many different customers and clients and also companies that you've worked within, it's so cool.

00:34:52.331 --> 00:34:53.635
It's such an amazing offering.

00:34:53.635 --> 00:35:09.994
Listeners, we're going to drop those links in just a minute, but before we get there, brenna, I always love asking this super broad question at the end of our sessions, and that is what's your one best piece of advice Knowing that we're being listened to not only by founders and CEOs, not only those entrepreneurs, but also, yes, those entrepreneurs out there.

00:35:09.994 --> 00:35:17.449
You are also one of us, brenna, you're a fellow entrepreneur, so what's that piece of advice that you want to impart on all of our listeners here today?

00:35:18.650 --> 00:35:32.335
Well, I think, just to reiterate, right, a small leak can sink a big ship, and if you don't have time to do it now, when are you going to have time to do it right later?

00:35:32.335 --> 00:35:33.356
You know what I mean.

00:35:33.356 --> 00:35:36.751
You really don't put it off.

00:35:36.751 --> 00:35:39.034
These are small things.

00:35:39.034 --> 00:35:39.836
It's really.

00:35:39.836 --> 00:35:41.318
It's not that hard.

00:35:41.480 --> 00:35:54.333
It's just realizing that you do need to focus on this, that business building does require operational foundation if you're going to do it right and be successful.

00:35:54.333 --> 00:36:00.208
And if you sort of fail to do that, certainly you can still move forward.

00:36:00.208 --> 00:36:07.045
But it will trip you up further down the road when really you should be focused on high level strategic issues at that time.

00:36:07.045 --> 00:36:17.820
You don't want to be pulled back down into minutia and then paying hundreds of thousands of dollars to fix something that you could have done in the beginning.

00:36:17.820 --> 00:36:28.068
So just realize that that is an important building block of building your company and unfortunately we do need to spend a little time in the stuff.

00:36:28.068 --> 00:36:32.934
That is not quite as fun in the beginning, but it will pay off in dividends down the road.

00:36:33.824 --> 00:36:37.885
Yes, I love that advice, Brenna, and I'll tell you what the term that I always use is as a podcaster.

00:36:37.885 --> 00:36:40.896
I know so many people email in and they just want the sexy stuff, Brenna, and I'll tell you what the term that I always use is as a podcaster.

00:36:40.896 --> 00:36:42.822
I know so many people email in and they just want the sexy stuff, Brenna.

00:36:42.822 --> 00:36:50.831
Everybody wants to talk about marketing and sales and revenue growth, but that's why I'm so appreciative of your insights here today, because this is the real stuff.

00:36:50.831 --> 00:36:52.335
You called it the building blocks.

00:36:52.335 --> 00:36:54.449
I think that that's the most accurate way to talk about it.

00:36:54.449 --> 00:37:00.025
So it's the stuff that we all need to think of as CEOs and founders of our own businesses, so I'm so appreciative of that.

00:37:00.025 --> 00:37:07.893
I know that listeners will be keen to go deeper into the wonderful world of all the things that you're building, that you're doing and, of course, those products that you teased for us.

00:37:07.893 --> 00:37:09.150
So drop those links on us.

00:37:09.150 --> 00:37:10.590
Where should listeners go from here?

00:37:11.764 --> 00:37:26.701
Yeah, you can definitely go to my website, wwwresonategrowthco, and I also have a blog on there that goes through a lot of this as well kind of talks about hiring and onboarding and how you can build it for yourself.

00:37:34.965 --> 00:37:36.811
So you can find me, my products and always connect with me there or LinkedIn.

00:37:36.811 --> 00:37:38.016
I'm also on LinkedIn, yes, listeners, and you know the drill.

00:37:38.016 --> 00:37:43.751
We're making it as easy as possible for you to find all of those links down below in the show notes, no matter where it is that you're tuning into today's episode.

00:37:43.751 --> 00:37:47.309
Super easy to remember Brenna's business website it's resonategrowthco.

00:37:47.309 --> 00:37:49.371
You can click right on through.

00:37:49.371 --> 00:37:51.472
We're also linking to her personal LinkedIn.

00:37:51.472 --> 00:38:00.371
So if you wanna continue the conversation with her, or if you know a founder especially, especially these VC-backed founders that we talked about a lot today, brenna can be a secret weapon in their toolkit.

00:38:00.371 --> 00:38:04.773
So, whether that's you or you want to introduce her to someone else, don't be shy about reaching out on LinkedIn.

00:38:04.773 --> 00:38:10.699
Truth be told, most people are shy Most people when they hear amazing guests on these podcast episodes.

00:38:10.699 --> 00:38:12.840
They're way too shy to actually reach out.

00:38:12.840 --> 00:38:14.501
So find those links down below.

00:38:14.501 --> 00:38:20.757
Otherwise, brenna, on behalf of myself and all the listeners worldwide, thanks so much for coming on the show today.

00:38:20.777 --> 00:38:21.800
Wonderful Thank you.

00:38:21.800 --> 00:38:24.735
I had a great time and really appreciate the opportunity.

00:38:25.865 --> 00:38:31.376
Hey, it's Brian here, and thanks for tuning in to yet another episode of the Wantrepreneur to Entrepreneur podcast.

00:38:31.376 --> 00:38:35.364
If you haven't checked us out online, there's so much good stuff there.

00:38:35.364 --> 00:38:44.626
Check out the show's website and all the show notes that we talked about in today's episode at thewantrepreneurshowcom, and I just want to give a shout out to our amazing guests.

00:38:44.626 --> 00:38:53.434
There's a reason why we are ad free and have produced so many incredible episodes five days a week for you, and it's because our guests step up to the plate.

00:38:53.496 --> 00:38:55.467
These are not sponsored episodes.

00:38:55.467 --> 00:38:57.070
These are not infomercials.

00:38:57.070 --> 00:39:00.577
Our guests help us cover the costs of our productions.

00:39:00.577 --> 00:39:11.527
They so deeply believe in the power of getting their message out in front of you, awesome entrepreneurs and entrepreneurs, that they contribute to help us make these productions possible.

00:39:11.527 --> 00:39:20.005
So thank you to not only today's guests, but all of our guests in general, and I just want to invite you check out our website because you can send us a voicemail there.

00:39:20.005 --> 00:39:21.347
We also have live chat.

00:39:21.347 --> 00:39:25.197
If you want to interact directly with me, go to thewantrepreneurshowcom.

00:39:25.197 --> 00:39:27.387
Initiate a live chat.

00:39:27.387 --> 00:39:36.797
It's for real me, and I'm excited because I'll see you, as always every Monday, wednesday, friday, saturday and Sunday here on the Wantrepreneur to Entrepreneur podcast.