Profit With A Plan

Create Raving Fans: How Small Businesses Win Big with Memorable Experiences  EP304 Profit With A Plan Podcast Released May 27, 2025 Guest: Vance Morris, Customer Retention Expert, founder of Chesapeake Service Solutions Host: Marcia Riner, Business Growth Strategist, CEO Infinite Profit® Podcast Notes: In this unforgettable episode of Profit With A Plan, Marcia Riner sits down with Vance Morris—Disney veteran, customer retention expert, and founder of Chesapeake Service Solutions. Vance reveals how small business owners can stop chasing new customers and start creating raving fans who return again and again—and bring their friends with them. If you're tired of transactional relationships and want to build a business that thrives through loyalty, storytelling, and unforgettable experiences, this episode is your roadmap. ⏱️ Timestamps + Key Moments: 00:02:15 – Meet Vance Morris: From Disney leadership to customer experience strategist 00:04:02 – What Disney taught Vance about loyalty and brand affinity 00:05:38 – Why Chick-fil-A trains better employees than most companies 00:07:00 – The real reason small businesses can’t blame the labor pool 00:08:50 – Cultivating brand evangelists like Apple, Harley-Davidson & Disney 00:10:04 – Why creating emotional connection beats flashy branding every time 00:12:00 – How Vance used his kids in marketing to create unforgettable bonds with clients 00:13:58 – The simple 3-part system to keep clients for life 00:15:50 – Why paper newsletters still outperform digital marketing 00:17:40 – How even B2B firms can use customer experience to grow loyalty 00:20:55 – Real-world example: Turning an oil change shop into the "Disney of service stations" 00:26:53 – The ROI of experience: higher prices, lower churn, and brand buzz 00:29:11 – Branding an insurance agency as “the agency that rocks” 00:31:05 – Why being memorable is better than being the cheapest 00:32:11 – Little things, big impact: how a university security guard wowed Vance’s family 00:36:03 – Vance’s free gift: 52 Ways to Wow Your Customers Without Breaking the Bank 💡 Top Takeaways: * Experience drives loyalty: Customers stay—and refer—when their journey is emotionally engaging. * Surprise & delight work: The smallest unexpected gestures can create lifetime value. * Memorable > Cheap: Competing on price is a race to the bottom. Stand out by being unforgettable. * Simple systems win: A printed newsletter, a timely postcard, and a story-rich email can transform retention. * Your brand is how they feel: Consistency, personality, and intentional details define your brand far more than a logo. 🎁 Vance’s Free Gift: Download “52 Ways to Wow Your Customers Without Breaking the Bank” – practical weekly ideas to delight clients and stand out. 👉 wow52ways.com [https://wow52ways.com] Vance Morris: deliverservicenow.com [https://www.deliverservicenow.com]     💰This episode is sponsored by Profit Booster® Podcast Monetization Hub.  We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com 🚀 Free Growth & Marketing Audit Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit! Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com [https://profitboosterbiz.com] and start scaling smarter today.   🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com [https://www.InfiniteProfitConsulting.com]. Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Simplify & Scale: The Power of a Clear Business Promise  🎙️ Guest: Pete Mohr – Certified Exit Planning Associate, Kolbe Certified Consultant, Host of Business Owner Breakthrough Host: Marcia Riner - Business Growth Strategist, Infinite Profit® 🔎 Episode Summary: If you’re stuck in the daily grind, it’s time to shift from Operator to Owner. In this episode, business strategist Marcia Riner sits down with systems expert Pete Mohr to uncover the most powerful piece of his 6 P’s framework—your business Promise. Learn how to clarify your message, align your team, and optimize your operations for lasting profit and value. Pete breaks down how simplifying your business model around a single, aligned Promise leads to greater profitability, scalable operations, and a company that can eventually run (and sell) without you. ⏱️ Timestamps & Key Takeaways: 00:03 – Introduction to Pete Mohr: From 30+ years in entrepreneurship to simplifying business ownership for stressed-out founders. 00:57 – What is the 6 P’s Framework? Pete introduces the core components: 1. Promise 2. Product 3. Process 4. People 5. Promotion 6. Profit 04:10 – Using the Kolbe Assessment to Build Aligned Teams Discover how Pete uses Kolbe to assess how team members make decisions, improving hiring and team dynamics for operational efficiency. 08:50 – Why the Promise Comes First Your Promise defines what problem you solve and how you lead your customer to a better life. It's the foundation of everything—from your marketing to your product delivery. 10:00 – Aligning the 5 P’s to Deliver on the Promise * Product must solve the defined problem * Process must deliver efficiently * People must be capable of delivering * Promotion must reflect the promise * Profit is the result of proper alignment 13:10 – The “Look Great, Feel Fantastic” Tagline Example Pete shares a brilliant customer experience framework from his shoe business: clarity of promise that drives both buyer emotion and loyalty. 16:40 – Your Business Should Support Your Life Pete emphasizes the mindset shift from "propping up your business" to having your business support your desired lifestyle. 19:10 – How to Re-Evaluate an Old Promise Outdated offerings or assumptions can stall growth. Pete walks through how to use data and customer feedback to realign your brand promise. 22:20 – Using the 6 P's in Team Meetings and Planning The 6 P’s aren't just theoretical—they're used to structure weekly, monthly, and annual planning conversations. 25:00 – From Overwhelm to Action: Where to Start Pete shares the Love It or Leave It exercise to help business owners identify tasks they should delegate. 27:10 – Creating Visual Accountability Through Org Charts Use accountability charts to ensure everyone on your team knows their role in fulfilling the business promise. 29:00 – Final Advice: Don’t Wait You can’t build an exit-ready, profitable business overnight—but you can take the first step today. 📥 Resources Mentioned: * Love It or Leave It Exercise https://pete-mohr.com [https://pete-mohr.com] Podcast: Business Owner Breakthrough LinkedIn: Pete Mohr [https://www.linkedin.com/in/petemohr]     💰This episode is sponsored by Profit Booster® Podcast Monetization Hub.  We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com 🚀 Free Growth & Marketing Audit Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit! Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com [https://profitboosterbiz.com] and start scaling smarter today.   🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com [https://www.InfiniteProfitConsulting.com]. Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Simplify, Document, Scale: The 3-Step System for Process Excellence  EP302 Profit Withe a Plan Podcast Released May 13, 2025 Guest: Errol Allen, Process Expert, Founder of Errol Allen Consulting Host: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit® 📋 Episode Description: If your business is stuck in chaos, inconsistent execution, or employee confusion, the root issue might be your undocumented processes. In this episode of PROFIT With A Plan, host Marcia Riner is joined by Errol Allen, operations expert and founder of Errol Allen Consulting, to break down the three critical steps of process documentation every business needs to scale smoothly. Errol shares how business owners can drive productivity, increase team morale, and improve collaboration—just by documenting what’s already being done. Whether you're growing fast or just tired of putting out fires, this episode gives you a practical roadmap to operational clarity. Plus, don’t miss Errol’s exclusive bonus offer for listeners below 👇 ⏱️ Key Timestamps & Takeaways: 00:00 – Introduction Marcia Riner tees up the conversation around the business case for process documentation and introduces Errol Allen. 00:44 – The #1 Reason Businesses Need Process Documentation Discover why undocumented processes lead to confusion, rework, and inconsistency—and how documenting them provides a foundation for scalable success. 01:47 – The First Step: Discovery & Engagement Errol explains the importance of interviewing your team to understand what’s actually happening on the ground floor. 03:15 – Collaboration Boosts Morale Documenting processes isn’t a solo project—it’s a team sport. Errol shares how collaboration builds buy-in and increases engagement across departments. 04:39 – The Team-Oriented Flowcharting Methodology Visualizing your processes with team involvement creates clarity. Errol reveals how flowcharts can uncover redundancies and inefficiencies in real time. 06:28 – Don’t Skip to SOPs Too Soon Most businesses rush to write SOPs (Standard Operating Procedures) without fully understanding the workflow. Errol breaks down why SOPs are the final step—not the first. 08:11 – Who Owns the Process Documentation Journey? The answer might surprise you. Errol explains the leadership mindset required to drive documentation forward with full commitment. 09:40 – The Overlooked Component: Process Reviews It’s not a “set it and forget it” process. Learn how often you should revisit your documentation to keep operations fresh and effective. 🎯 What You'll Learn: * Why process documentation is essential for sustainable growth * How team engagement leads to better outcomes * Why visual flowcharts are the key to operational clarity * How to avoid common mistakes when creating SOPs * The secret to getting team buy-in and execution consistency 🎁 Listener Bonus: Errol is offering a FREE 1-hour process flowcharting session to the first listener who contacts him. 📧 Email: www.documentyourprocesses.com [http://www.documentyourprocesses.com] 🔑 Keywords: Process documentation, standard operating procedures, business systems, operations consulting, team collaboration, process flowcharting, Errol Allen, operational excellence, SOPs, business scalability, workflow optimization, business efficiency, process improvement, employee morale, business growth systems     💰This episode is sponsored by Profit Booster® Podcast Monetization Hub.  We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com 🚀 Free 30 Day Trial of The Profit Booster Marketing Hub If you're ready to simplify your marketing and start getting better results, grab your free 30-day trial of the Profit Booster® Marketing Hub. No credit card. No tech headaches. Just smart, streamlined marketing that works. 👉 Head over to ProfitBooster.biz [https://profitbooster.biz] and get started today.   🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com [https://www.InfiniteProfitConsulting.com]. Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Curiosity-Driven Leadership: The Operational Edge  EP301 Profit With A Plan Podcast Released May 6, 2025 Guest: Jon Bassford, Operations Expert, founder of Lateral Solutions Host: Marcia Riner, Business Growth Strategist, Infinite Profit® 🎧 Episode Summary: In this thought-provoking episode, Marcia Riner talks with Jon Bassford—TEDx speaker, bestselling author, and operations strategist—about how curiosity can be your company’s most overlooked competitive advantage. Jon unpacks how a curious mindset can fuel innovation, streamline systems, and help leaders build resilient, scalable organizations. If you're a business owner or leader looking to improve operations without burning out your team or yourself, this episode is packed with strategies you don’t want to miss. 🔑 Key Takeaways: * Why curiosity is a superpower in leadership and operations * How to cultivate a “curious culture” in your organization * The connection between psychological safety and performance * Avoiding the most common operational roadblocks that kill growth * The role of experimentation and questioning in long-term success ⏱️ Timestamps & Highlights: 00:00 – Introduction Marcia introduces the episode theme: scaling smarter through curiosity. 01:45 – What is Curious Leadership? Jon explains how curiosity became the foundation of his leadership style and operational success. 05:12 – From Law to Leadership Hear Jon’s unconventional journey from law school to startup operations. 08:30 – What Is Operational Excellence? Jon defines operational excellence and its impact on growth, scale, and team alignment. 13:15 – Curiosity in Culture Creating a workplace that encourages questions, experimentation, and team buy-in. 17:00 – Psychological Safety in Teams Why leaders must create environments where teams feel safe enough to challenge, ask, and improve. 21:45 – Common Pitfalls in Operations Jon outlines the biggest mistakes he sees leaders make—and how curiosity can solve them. 27:10 – A Case Study in Change Jon shares a real-world story where a curiosity-first approach reshaped a company’s operations and outcomes. 33:40 – Rapid-Fire with Marcia Lightning-round insights on systems, curiosity, and how to step into operational greatness. 36:00 – Final Advice for Entrepreneurs Jon’s closing thoughts on being a curious leader and building sustainable success. 🔗 Connect with Jon Bassford: 📧 ProfitBoosterBiz.com [https://profitboosterbiz.com] and start scaling smarter today.   🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com [https://www.InfiniteProfitConsulting.com]. Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Stop Selling, Start Dating - How to Build Loyal Clients EP300 PROFIT With A Plan Podcast Released April 29, 2025 Guest: Mark Young, CEO, Entrepreneur, & Author of Date Your Clients Host: Marcia Riner, Business Growth Strategist | Infinite Profit® 📋 Podcast Notes: Episode Overview:  What if the key to scaling your business wasn't more leads, but deeper client relationships? In this episode of Profit with a Plan, host Marcia Riner sits down with Mark Young—CEO, entrepreneur, and author of Date Your Clients—to talk about the radical shift from transactional selling to relational client-building. Drawing from decades of experience in business, advertising, and psychology, Mark shares how applying lessons from our personal lives—yes, even the painful ones—can transform the way we connect with clients and build loyalty that lasts. From the importance of tailored, consistent communication to the surprising business wisdom found in the "Walk of Shame," this episode is packed with insights that will change the way you grow your company 🔥 Topics Covered: * How to shift from selling to building relationships * Why emotional intelligence matters in client retention * The true ROI of long-term relationship-building * How personal failures can fuel professional success * Practical ways to improve client communication and loyalty 🎯 Perfect for Entrepreneurs Who Want To: * Increase client retention and referrals * Improve their sales process with a relationship-driven approach * Build a business that's profitable, scalable, and sale-ready ⏰ Key Timestamps: 00:00 — Introduction: Why client relationships are your real profit driver 01:30 — Meet Mark Young: Entrepreneur, CEO, and author of Date Your Clients 03:00 — Why viewing clients as people, not transactions transforms your business 06:15 — Tailored communication: How to create client engagement that sticks 09:45 — Investing in long-term relationships for greater profitability 12:30 — The story behind the “Walk of Shame” chapter—and its business lesson 15:10 — How personal experiences shape professional success 18:20 — Final tips: Building loyalty, trust, and lifetime value with your clients 📢 Connect with Mark Young: Learn more about Mark’s approach at 👉 DateYourClients.com [https://dateyourclients.com/]     💰This episode is sponsored by Profit Booster® Podcast Monetization Hub.  We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com 🚀 Free Growth & Marketing Audit Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit! Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com [https://profitboosterbiz.com] and start scaling smarter today.   🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com [https://www.InfiniteProfitConsulting.com]. Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️