In our current podcast series, I interview the owners of 4 very different operational businesses and we dive deep into their marketing.

Today’s episode is the first of that series. I interview Karen Sergeant, team growth strategist and advisory COO.

I have worked side-by-side with Karen on multiple clients and it was an absolute pleasure to showcase her genius in this interview.

Karen has an incredible background leading teams through some of the highest stakes environments and brings that incredible expertise to business owners and their teams so they can grow quickly, more sustainably and more equitably.

I think you’ll find this interview full of great advice, both for the operations of your own business AND to hear how Karen’s simplified her marketing so she can focus on doing her best work for clients.

“When you’re a small business owner and sales really start to take off, there comes a moment when that growing business creates more demand than your current team can handle and your current systems can handle.” – Karen Sergeant


2:30: Team Growth: The problem Karen helps strategize and solve for her clients.

3:29: Optimization: What’s the best next right move and right hire to grow your business and team?

4:45: When is the right moment to hire the next person? Tie hires to KPIs.

5:38: Accelerator: How Karen helps CEOs and their teams create culture and equity-focused values.

7:35: Pocket COO: Private offering that allows Karen to work one-on-one with business owners

10:45: COO vs. Integrator vs. OBM vs. Project Manager: What’s the difference?

12:45: Performance Problems: Due to transparency, consent agreement, and accountability.

16:30: Business Practices: Urgency is enemy of equity and adequate runway is an equity tool.

22:10: Pain Point: When capacity hits upper limit and there’s too much work coming in.

23:00: Burnout to Brute Force: What inspired Karen to start her own online business.

28:05: Remote Teams: Success doesn’t depend on industry or product, but pain points.

29:18: Online Marketing: How Karen gets in front of new people and quality referrals.

35:43: Karen’s Advice: Build metrics into everything from the get-go to grow business revenue.

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