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Scaling With AI: Business for Purpose‑Driven Founders
In this episode, host Michael Bernzweig sits down with Terri Maxwell, CEO and president of Share On Purpose, to talk about how founders can scale with AI without losing their mission or their sanity. Terri introduces her Business Simple framework—covering product, people & resources, pricing & profits, process, and partnerships—and explains three growth “fulcrums” that create time, resource, and leadership bottlenecks. She shares practical tools like calculating the net profit of time, using energy‑impact charts, and training teams to “make moves” instead of staying in motion so AI wins can be funneled into demand generation and sustainable growth.
Key Topics
Timestamps
00:00 - Introducing Terry Maxwell and her purpose-driven business approach
01:02 - Terry’s journey from growth executive to purpose-based investor
02:07 - Challenges of implementing AI without creating loops of inefficiency
03:32 - How purpose influences Terry’s investment and company building decisions
04:33 - The impact of AI on business productivity and organizational change
06:28 - Practical strategies for narrowing AI focus to make scaling easier
08:14 - Key steps for founders to prioritize AI initiatives effectively
09:14 - The five P’s of Business Simple framework: product, people, pricing, processes, partnerships
11:13 - Using rock climbing metaphors to tackle business challenges step-by-step
13:30 - Managing demand and supply fulcrums for profitable growth
15:10 - The three core fulcrums: time, resources, and leadership
16:37 - Recognizing loops of inefficiency and Groundhog Day scenarios in business
19:03 - Calculating the net profit of time to optimize team productivity
20:33 - The athlete’s advantage: making deliberate moves instead of busy motion
23:08 - Implementing daily huddles and focused demand generation activities
25:30 - The importance of working on the supply side before scaling demand
27:30 - How the five Ps framework reveals friction points in AI adoption
28:36 - Adjusting pricing models in AI-centric SaaS businesses to control margins
31:40 - Reframing remote Latin American talent as a strategic asset
33:32 - Identifying workflow misalignments with mission and culture
36:44 - Embedding AI into product offerings based on customer value, not just technology
38:35 - Practical steps for transitioning to hybrid subscription plus usage pricing
40:48 - Strategies for mapping cross-department workflows to support collaboration
43:46 - Understanding Looping inefficiencies caused by AI and how to manage them
45:28 - Best onboarding practices for remote Latin American hires to accelerate integration
47:41 - Balancing governance and flexibility to foster innovation without chaos
49:42 - Closing thoughts: Simplify, focus on impact, and scale purposefully
- Ready to action this strategy?
Connect with this expert now for a complimentary strategy consult or exclusive offer.
https://summit.softwareoasis.com/activate-offers/
(Claim Your Offer / Schedule Consultation)
- Apply to Present at our Live Events as an expert
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Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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By Software OasisIn this episode, host Michael Bernzweig sits down with Terri Maxwell, CEO and president of Share On Purpose, to talk about how founders can scale with AI without losing their mission or their sanity. Terri introduces her Business Simple framework—covering product, people & resources, pricing & profits, process, and partnerships—and explains three growth “fulcrums” that create time, resource, and leadership bottlenecks. She shares practical tools like calculating the net profit of time, using energy‑impact charts, and training teams to “make moves” instead of staying in motion so AI wins can be funneled into demand generation and sustainable growth.
Key Topics
Timestamps
00:00 - Introducing Terry Maxwell and her purpose-driven business approach
01:02 - Terry’s journey from growth executive to purpose-based investor
02:07 - Challenges of implementing AI without creating loops of inefficiency
03:32 - How purpose influences Terry’s investment and company building decisions
04:33 - The impact of AI on business productivity and organizational change
06:28 - Practical strategies for narrowing AI focus to make scaling easier
08:14 - Key steps for founders to prioritize AI initiatives effectively
09:14 - The five P’s of Business Simple framework: product, people, pricing, processes, partnerships
11:13 - Using rock climbing metaphors to tackle business challenges step-by-step
13:30 - Managing demand and supply fulcrums for profitable growth
15:10 - The three core fulcrums: time, resources, and leadership
16:37 - Recognizing loops of inefficiency and Groundhog Day scenarios in business
19:03 - Calculating the net profit of time to optimize team productivity
20:33 - The athlete’s advantage: making deliberate moves instead of busy motion
23:08 - Implementing daily huddles and focused demand generation activities
25:30 - The importance of working on the supply side before scaling demand
27:30 - How the five Ps framework reveals friction points in AI adoption
28:36 - Adjusting pricing models in AI-centric SaaS businesses to control margins
31:40 - Reframing remote Latin American talent as a strategic asset
33:32 - Identifying workflow misalignments with mission and culture
36:44 - Embedding AI into product offerings based on customer value, not just technology
38:35 - Practical steps for transitioning to hybrid subscription plus usage pricing
40:48 - Strategies for mapping cross-department workflows to support collaboration
43:46 - Understanding Looping inefficiencies caused by AI and how to manage them
45:28 - Best onboarding practices for remote Latin American hires to accelerate integration
47:41 - Balancing governance and flexibility to foster innovation without chaos
49:42 - Closing thoughts: Simplify, focus on impact, and scale purposefully
- Ready to action this strategy?
Connect with this expert now for a complimentary strategy consult or exclusive offer.
https://summit.softwareoasis.com/activate-offers/
(Claim Your Offer / Schedule Consultation)
- Apply to Present at our Live Events as an expert
https://experts.softwareoasis.com/expert-introductions
- Get Your Networking Pass
https://experts.softwareoasis.com/executive-networking-pass
- Claim your complimentary event pass and attend live:
https://bootcamps.softwareoasis.com/
https://summit.softwareoasis.com/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.