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Get to know our podcast guests, and unlock the special offers they’ve created to help you on your scaling journey.
terry ramsey
PTERO BUSINESS SOLUTIONS | PAY YOURSELF SUMMIT | RED RABBIT RAMEN | BOOKKEEPING MATCHUP
EPISODE 3: DESIGNING LIFETIME VALUE INTO YOUR FIRST HIRE
Listen now: Spotify | Apple | YouTube
Terry is an entrepreneur crazy enough to quit her teaching career, start a bookkeeping firm, launch a ramen ghost kitchen and yatai cart, travel to the Middle East while 7 months pregnant, have a baby, and move across the country to Seattle… all in the past five years.
Marketing should be fun and fulfilling. That’s why Terry created Pay Yourself Summit and Ptero Business Community on Skool to help create a platform for other entrepreneurs to share advice, learn, and discover other kickass business owners to utilize.
Terry has worked with over 25+ businesses for financial support and strategy.
Business ventures include: Red Rabbit Ramen, Ptero Business Solutions, Bookkeeping Match Up, and Pay Yourself Summit.
To help you with your finances and marketing, Terry’s inviting you to join her free Ptero Business Community on Skool for business mini courses and connection! Click the button to join.
kate gilbert
SOCIAL MEDIA STRATEGIST FOR PEOPLE WHO DON’T LIKE SOCIAL MEDIA
EPISODE 4: SYSTEMATIZING EVERYONE’S FAVORITE HIRE: THE SOCIAL MEDIA PERSON WITH KATE GILBERT
Listen now: Spotify | Apple | YouTube
Kate Gilbert is an action-oriented business coach known for transforming overwhelm into actionable plans. Her clients call her a "hand-holder-slash-butt-kicker" for her blend of compassionate support and no-BS approach.
She specializes in helping small business owners build sustainable systems—particularly for social media—whether that means training teams, optimizing social media plans, or streamlining overall strategy.
With her background founding and running a magazine for a decade, Kate combines expertise in design, branding, and organization to ensure every step is deliberate, effective, and aligned with her clients' goals.
Every non-marketing entrepreneur can’t wait to give away social media. But what does it look like to get that function flowing enough to give it away? In Episode 4 of the podcast, Kate reveals her social media ops model, and her experience scaling up a magazine.
To help you streamline your social media so you can spend more time growing your business, Kate has opened up her free Time Is Money course for you! It’s available by clicking the button below!
erica wood
CLIENT JOURNEY ADVISORS
EPISODE 5: BUILDING A SCALABLE CLIENT EXPERIENCE TEAM
Listen now: Spotify | Apple | YouTube
Scaling a service based business shouldn’t mean sacrificing client experience. At Client Journey Advisors, Erica Wood helps CEOs reduce churn and boost retention by 20% in just 3 months, without the overwhelm.
With 20+ years in client experience, Erica has maintained a 94% retention rate across portfolios of up to 80 clients and orchestrated over 100+ successful client–VA onboarding experiences.
It’s all about identifying the cracks in your client journey and building a strategy rooted in clarity, consistency, and care. Only 1 out of 26 unhappy clients complain; the rest simply churn.
So if you’re scaling fast and losing clients just as quickly, you’re always putting out fires and trying to figure out why good clients don’t stick. In Episode 5, we go DEEP into the difference between being reactive (fixing issues with customer service) vs. being proactive about your client journey - and what it looks like to find team members for your clients who can operate more strategically.
Take Erica’s Client Journey Quiz to find out if your delivery model is helping or hindering your client retention by clicking the button below!