In this episode, Jamie welcomes Shannon Vander Meulen, founder of WaitWell, to discuss the evolution of service operations and the innovative solutions that emerged during the pandemic. Shannon shares the WaitWell journey, transitioning from running a registry office to developing a robust service operations platform that optimizes customer experiences. The conversation explores the benefits of listening to customers, the challenges of balancing customer requests with product vision, and the importance of human connections in a digital world. Whether you’re a tech entrepreneur, service professional, or interested in optimizing operations, this episode offers valuable insights on navigating the complexities of service delivery.

🔗 Guest & Resources 
Connect with Shannon Vander Meulen: https://www.linkedin.com/in/shannonvandermeulen/ 
Check out WaitWell: http://www.waitwellsoftware.com

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Shannon Vander Meulen 
00:36 – Understanding WaitWell 
01:43 – Shannon Vander Meulen's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with WaitWell 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Jeanne Hardy, CEO and founder of Levvy, to discuss the evolution of business management for creative professionals and the technology supporting it. Jeanne shares her unique journey from an art school graduate to a tech founder, highlighting the gaps she identified in the marketplace for creatives and how she addressed them through Levvy. The conversation delves into the benefits of real-time visibility in operations and the challenges of transitioning from running an agency to leading a tech company. Whether you’re a security professional, a team leader, or simply curious about the intersection of creativity and technology, this episode offers valuable insights on leveraging technology to streamline business processes.

🔗 Guest & Resources 
Connect with Jeanne Hardy: https://www.linkedin.com/in/jeannehardy/ 
Check out Levvy: https://signup.levvy.com/

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Jeanne Hardy 
00:36 – Understanding Levvy 
01:43 – Jeanne Hardy's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with Levvy 
19:56 – Final Thoughts and Key Takeaways

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Adam Greenberg from MakeShift to discuss the intricacies of workforce management in the healthcare sector. Adam shares his unconventional journey to becoming the CEO of MakeShift, where he emphasizes the importance of scheduling in managing shift workers. The conversation explores the benefits of a specialized approach to workforce management, particularly in regulated industries, and delves into the challenges of navigating complex compliance and operational needs. Whether you’re a security professional, team leader, or just curious about the future of workforce management, this episode offers practical insights into the evolving landscape of scheduling technology.

🔗 Guest & Resources 
Connect with Adam Greenberg: https://www.linkedin.com/in/adamgreenberg2/ 
Check out MakeShift: https://www.makeshift.ca/

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Adam Greenberg 
00:36 – Understanding MakeShift 
01:43 – Adam Greenberg's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with MakeShift 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Wael Azar from In2 to discuss the journey of building a successful sports management platform. Wael shares the In2 story, starting from humble beginnings in Lebanon to now serving 400 clients across 21 countries. The conversation explores the benefits of digital transformation in sports management and the challenges faced in hiring and fundraising within the region. Whether you're a startup founder, tech enthusiast, or simply curious about the sports industry, this episode offers valuable insights into creating a thriving business in a competitive landscape.

🔗 Guest & Resources 
Connect with Wael Azar: https://www.linkedin.com/in/wael-azar/ 
Check out In2: http://www.joinin2.com

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Wael Azar 
00:36 – Understanding In2 
01:43 – Wael Azar's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with In2 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Dylan Gans from Baton to discuss the future of small business ownership and the challenges faced by entrepreneurs today. Dylan shares the Baton journey from its inception, highlighting the innovative solutions they've developed to help small business owners understand the value of their enterprises. The conversation explores the benefits of modernizing the business sale process, the role of AI in enhancing buyer experiences, and the importance of empowering new entrepreneurs. Whether you’re a small business owner, aspiring entrepreneur, or just curious about the evolving marketplace, this episode offers practical insights on navigating the complexities of buying and selling businesses.

🔗 Guest & Resources 
Connect with Dylan Gans: https://www.linkedin.com/in/dylan-gans-8653639a/ 
Check out Baton: baton.com

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Dylan Gans 
00:36 – Understanding Baton 
01:43 – Dylan Gans's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with Baton 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Malcolm Friedberg to discuss the reinvention of sales and marketing in today's rapidly evolving landscape. Malcolm shares the GetGoaler journey from his extensive experience in marketing and demand generation, highlighting the significant shifts and challenges faced by professionals in the industry. The conversation explores the importance of getting people's attention in an era where traditional methods fall short, and how AI can serve as an amplifier, although it can't replace the fundamentals. Whether you’re a security professional, team leader, or just curious about the future of marketing, this episode offers practical insights on navigating the complexities of modern sales strategies.

🔗 Guest & Resources 
Connect with Malcolm Friedberg: https://www.linkedin.com/in/malcolmfriedberg/ 

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Malcolm Friedberg 
01:43 – Malcolm Friedberg's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Rob Desmond from MagicOrange to discuss the intricacies of building successful sales processes in startup environments. Rob shares his journey from working in sales for over 25 years to providing advisory services for SaaS-based companies worldwide. The conversation dives into the importance of understanding sales as a process and how to identify the right market fit for your product. Rob also highlights the common pitfalls companies face, such as hiring too soon and setting unrealistic revenue targets. Whether you’re a security professional, team leader, or just curious about the future of sales strategy, this episode offers practical insights on navigating the challenges of early-stage growth.

🔗 Guest & Resources 
Connect with Rob Desmond: https://www.linkedin.com/in/rdesmond/ 
Check out MagicOrange: http://www.magicorange.com

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Rob Desmond 
00:36 – Understanding MagicOrange 
01:43 – Rob Desmond's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with MagicOrange 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems 

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Matthew, the CEO and founder of Boreal Systems, to discuss the journey of starting a consultancy in the rapidly evolving landscape of work management platforms. Matthew shares the Boreal Systems story, detailing his transition from working in the Monday.com ecosystem to launching his own business. The conversation explores the benefits of optimizing workflows and the impact of AI on project management. Matthew also delves into the challenges of initial growth and the shifting dynamics of client relationships in the digital age. Whether you’re a security professional, team leader, or just curious about the future of work management tools, this episode offers practical insights on navigating the complexities of the industry.

🔗 Guest & Resources 
Connect with Matthew: https://www.linkedin.com/in/matthewkaisaris/ 
Check out Boreal Systems: https://www.borealsystems.ca

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Matthew 
00:36 – Understanding Boreal Systems 
01:43 – Matthew's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with Boreal Systems 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
startup finance, investor readiness, due diligence, financial modelling, startup reporting, fundraising preparation, SaaS metrics, tech founders, cash flow management, management accounts, financial operations, startup compliance, data room management, VC expectations, scaling finance systems 

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Dustin Markowski, the CEO and founder of Power Solar, to discuss the transformative journey of the solar industry and the power of commercial solar solutions. Dustin shares his fascinating transition from a tech career to the world of solar energy, highlighting how businesses can leverage solar systems, battery storage, and EV chargers to optimize operational costs. The conversation explores the challenges and opportunities within the commercial solar sector, including the impact of rising electricity costs and the importance of predictable energy solutions. Whether you’re a business owner, a sales professional, or simply interested in renewable energy, this episode offers valuable insights on navigating the future of energy.

🔗 Guest & Resources 
Connect with Dustin Markowski: https://www.linkedin.com/in/theofficialduddy/ 
Check out Power Solar: http://power.solar

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Dustin Markowski 
00:36 – Understanding Power Solar 
01:43 – Dustin Markowski's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with Power Solar 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
solar energy, commercial solar solutions, renewable energy, operational costs, battery storage, EV chargers, energy efficiency, business growth, scaling operations, teamwork in energy sector, solar technology, energy savings

👉 Want to be on the podcast? Send an email to [email protected]

In this episode, Jamie welcomes Peter Holcomb, the founder and CEO of Optimo IT, to discuss the transformative potential of AI in business. Peter shares the journey of Optimo IT, which focuses on AI engineering and security consulting, helping businesses build AI solutions and navigate industry regulations. The conversation explores the benefits of implementing AI agents into business processes and the challenges of understanding usage and costs associated with AI workflows. Whether you’re a tech entrepreneur, a security professional, or simply curious about the future of AI, this episode offers practical insights on leveraging AI for business growth.

🔗 Guest & Resources 
Connect with Peter Holcomb: https://www.linkedin.com/in/pholcomb8/ 
Check out Optimo IT: https://optimoit.io

🤝 Connect with Me: https://www.linkedin.com/in/jamieschneiderman/ 
Unstuck Your Business: www.unstuckyourbusiness.com

📌 Chapters 
00:00 – Welcome and Introduction to Peter Holcomb 
00:36 – Understanding Optimo IT 
01:43 – Peter Holcomb's Journey and Insights 
02:30 – Major Shifts in the Industry 
04:11 – Key Technologies and Innovations 
05:37 – Market Demands and Challenges 
06:54 – Opportunities and Cautions in the Field 
09:42 – Real-world Applications 
11:13 – The Future of Content and Learning 
12:17 – Insights on Collaboration and Teamwork 
14:13 – Strategies and Best Practices 
15:20 – Balancing Creativity and Growth 
16:56 – Lessons Learned 
18:24 – Engaging with Optimo IT 
19:56 – Final Thoughts and Key Takeaways 

🔑 Keywords 
AI engineering, security consulting, business automation, AI agents, usage-based pricing, technology innovation, SaaS, market challenges, business growth, consulting services 

👉 Want to be on the podcast? Send an email to [email protected]