Your Q1 Business Check-In: Strategy, Operations, Cash Flow & Financial Clarity

Marketing That Drives Revenue: Rachael Coverdale on Sales Alignment, ICPs, AI, and Finding the Right Marketing Partner

Marketing should not live in a silo. In this episode of Build Boldly, host Pat Rodgers sits down with Rachael Coverdale, CEO and founder of Coverdale Consulting, to break down how growing businesses can turn marketing into a true revenue engine. Rachael brings more than a decade of experience helping companies build marketing strategies rooted in sales alignment, customer understanding, analytics, and long-term business goals. Together, Pat and Rachael unpack why marketing and sales have to work together, how founders can move beyond the idea that they can “sell to everyone,” and why defining your Ideal Client Profile is one of the most important steps in building a focused, effective marketing strategy. They also cover how to evaluate modern marketing channels, use analytics to make better decisions, leverage AI for research and brainstorming, and avoid common mistakes when hiring agencies, consultants, or in-house marketers. In this episode, you’ll learn: *  Why marketing must be tied directly to revenue and sales goals  *  How to define your Ideal Client Profile and buyer personas  *  Why internal communication and culture matter in external marketing  *  How to use analytics, engagement metrics, and sales feedback together  *  Where AI fits into modern marketing strategy  *  Why consistency matters more than chasing every new channel  *  What red flags to watch for when choosing a marketing partner  If you’re a founder, operator, or business owner trying to make smarter marketing investments, this episode gives you a practical playbook for building a cohesive, ROI-driven strategy that actually supports growth. - - - - - - - - - - - - - - - - - - - - Connect with Pat Rodgers on LinkedIn [https://www.linkedin.com/in/prodg/] Learn more about RISE Commercial District Website [https://risecommercialdistrict.com/] | Instagram [https://www.instagram.com/risecommercialdistrict/] | YouTube [https://www.youtube.com/channel/UCSgpEzHQB4CFvbP5AqtThQg] | LinkedIn [https://www.linkedin.com/company/risecommercialdistrict] Build Boldly is produced by Palm Tree Pod Co.  [https://www.palmtreepodco.com/]

How to Build a Repeatable Sales Process for Trade & Service Businesses with Dan Faber of Lushin

Dan Faber has spent years helping B2B and B2C companies build stronger sales systems, coach sales teams, and create accountability that actually drives revenue growth. In this episode of Build Boldly, host Pat Rodgers sits down with Dan, sales trainer and consultant of Lushin, to break down one of the biggest challenges growing businesses face: turning owner-led sales into a scalable, repeatable sales process. Pat and Dan look at what it takes to move beyond “winging it” and build a true sales machine for trade businesses, service companies, contractors, agencies, and growing entrepreneurial teams. You’ll learn: * How to define your Ideal Client Profile (ICP) * The difference between inbound vs. outbound sales strategies * Why referrals and networking partners are critical growth drivers * Building a frictionless sales process * Using CRMs effectively to track opportunities and accountability * Coaching vs. training salespeople * How founders can stop being the bottleneck in sales * Structuring goals, milestones, and accountability systems * Why sales is a learned skill, not just a personality trait Whether you’re still selling everything yourself or trying to scale a growing sales team, this episode is packed with practical advice to help you create predictable revenue and sustainable business growth.  Listen now and learn how to build boldly through better sales leadership, systems, and process. - - - - - - - - - - - - - - - - - - - - Connect with Pat Rodgers on LinkedIn [https://www.linkedin.com/in/prodg/] Learn more about RISE Commercial District Website [https://risecommercialdistrict.com/] | Instagram [https://www.instagram.com/risecommercialdistrict/] | YouTube [https://www.youtube.com/channel/UCSgpEzHQB4CFvbP5AqtThQg] | LinkedIn [https://www.linkedin.com/company/risecommercialdistrict] Build Boldly is produced by Palm Tree Pod Co.  [https://www.palmtreepodco.com/]

Replay: Ryan Pape on Resilience, Franchise Growth, and Marketing Through Uncertainty with Archadeck

Today, we’re bringing back one of our most popular Build Boldly conversations from the archive.  Before taking the leap with an Archadeck franchise, Ryan Pape felt his career had stagnated. In this episode, host Pat Rodgers sits down with Ryan to explore his journey from starting a franchise to navigating the challenges of 2020, including disrupted supply chains, shifting demand, and the need for consistent, strategic marketing in uncertain times. Ryan shares how strong vendor relationships, franchise support, financial discipline, and a dedicated showroom helped him build momentum in the outdoor living space. He also offers practical advice for aspiring entrepreneurs on capital planning, company culture, and building a business that can weather the unexpected. Whether you missed it the first time or are revisiting it with fresh perspective, this conversation is full of lessons on resilience, process, and what it takes to keep building boldly. __ This episode was originally published in March of 2025. - - - - - - - - - - - - - - - - - - - - Connect with Pat Rodgers on LinkedIn [https://www.linkedin.com/in/prodg/] Learn more about RISE Commercial District Website [https://risecommercialdistrict.com/] | Instagram [https://www.instagram.com/risecommercialdistrict/] | YouTube [https://www.youtube.com/channel/UCSgpEzHQB4CFvbP5AqtThQg] | LinkedIn [https://www.linkedin.com/company/risecommercialdistrict] Build Boldly is produced by Palm Tree Pod Co.  [https://www.palmtreepodco.com/]

Your Q1 Business Check-In: Strategy, Operations, Cash Flow & Financial Clarity

As Q1 wraps up, it’s the perfect time to pause and get honest about what your business really needs next. In this recap episode of Build Boldly, we revisit key moments from the first two episodes of our 2026 Business Roadmap series: Strategy & Operations and Finance & Accounting. From defining a clear North Star goal and identifying bottlenecks, to tightening up your bookkeeping, budgeting, and cash flow systems, this episode is a practical check-in for entrepreneurs who want to build with more clarity and less chaos. Whether you’re feeling on track or realizing a few things need to be reset, these clips will help you refocus on the foundations that support sustainable growth. In this episode: *  Why strategy and operations have to work together  *  How to identify friction points slowing your business down  *  What clean books and better cash flow visibility make possible  *  Why financial discipline creates better decisions and less stress  *  How to move into Q2 with more intention, clarity, and control  If you’re a founder, operator, or business owner trying to lead well through growth, this recap will help you get grounded in the essentials before the next quarter begins. - - - - - - - - - - - - - - - - - - - - Connect with Pat Rodgers on LinkedIn [https://www.linkedin.com/in/prodg/] Learn more about RISE Commercial District Website [https://risecommercialdistrict.com/] | Instagram [https://www.instagram.com/risecommercialdistrict/] | YouTube [https://www.youtube.com/channel/UCSgpEzHQB4CFvbP5AqtThQg] | LinkedIn [https://www.linkedin.com/company/risecommercialdistrict] Build Boldly is produced by Palm Tree Pod Co.  [https://www.palmtreepodco.com/]

How to Master Cash Flow & Forecast Growth: Logan Burchett on FP&A, Scenario Planning & Scaling Smarter

Most businesses don’t fail because of a bad product. They fail because they run out of cash. In this episode of Build Boldly, Pat Rodgers sits down with Logan Burchett, founder and CEO of Forecastr, to break down how founders can use real financial planning and analysis (FP&A) to take control of cash flow, make smarter decisions, and scale with confidence. Logan brings experience from institutional finance, venture-backed startups, and fractional CFO work, and now helps companies in the $1M–$50M range build financial systems that actually support growth. Pat and Logan talk about how founders can move beyond spreadsheets and guesswork into a more strategic, data-driven approach to building their business. In this episode, you’ll learn: • Why cash flow is what keeps businesses alive  • How to use forecasting to decide when to hire, invest, or expand  • What FP&A actually is (and why most founders don’t use it)  • How scenario planning removes fear and replaces it with clarity  • The impact of financial modeling on valuation, lending, and exits  • Why recurring revenue (ARR/MRR) changes everything for service businesses  • How to blend software, AI, and human expertise for better decision-making Logan also explains how founders can start simple and build toward a full financial strategy that supports long-term growth. If you’re making big decisions about hiring, equipment, marketing, or expansion, this episode will give you the framework to move forward with confidence. - - - - - - - - - - - - - - - - - - - - Connect with Pat Rodgers on LinkedIn [https://www.linkedin.com/in/prodg/] Learn more about RISE Commercial District Website [https://risecommercialdistrict.com/] | Instagram [https://www.instagram.com/risecommercialdistrict/] | YouTube [https://www.youtube.com/channel/UCSgpEzHQB4CFvbP5AqtThQg] | LinkedIn [https://www.linkedin.com/company/risecommercialdistrict] Build Boldly is produced by Palm Tree Pod Co.  [https://www.palmtreepodco.com/]