ICP, ideal customer profile, customer data, CRM software, repeat customers, satisfied customers, valuable customers, customer characteristics, client demographics, pain points, customer feedback, external feedback, internal feedback, purchasing behavior, sales cycle, customer segments, buyer profile, marketing approach, LinkedIn profile, A/B test campaigns, engagement metrics, conversion rates, sales team feedback, customer touchpoints, Hero’s Journey, service delivery, customer service

Good managers, manager behaviors, disagreement encouragement, external enemies, spotlight on others, speak last, employee career support, personalized management, top performers, underperformer management, internal succession, smarter hires, team success credit, proactive pay increases, in-person meetings, appreciation, personal connection, fun work environment, employee appreciation preferences, big picture sharing, career check-ins, engagement measurement, skip-level meetings, super star tracking, exit interviews

Parallel entrepreneurship, scalable ideas, partner with young talent, Chairman of the Board, effective board meetings, corporate structure, board composition, board culture, meeting cadence, CEO responsibilities, board management, board responsibilities, information limitations, strategic partnerships, offshoring, board member selection, board dynamics, impact scaling, HoldCo structure, business scaling, board framework

employee reviews, small business, Scalepath, performance evaluations, professional growth, peer evaluators, self-evaluation, feedback discussion, personal improvement, relationships, employee strengths, SMART goals, goal alignment, quarterly progress meetings, employee engagement, retention, company goals, review process, Reviewer Assessment Template, Reviewee Self-Evaluation Template, Reviewee Goals and Objectives Template, work-life balance, employee motivation, Near, offshoring, hiring overseas, accountability, communication, growth opportunities, burnout mitigation

stress management, personal challenges, professional challenges, family stress, health issues, business closure, CEO transitions, economic slowdown, recession, anxiety, stress relief, finding inspiration, playing defense, Robyn conversation, inspirational work, purpose, well-being, time allocation, balance, inspirational projects, Cloud Bookkeeping, QuickBooks, accounting services, productivity systems, WorkOS, contrarian bingo card, mental health, small business ownership, Rejigg, business acquisitions

accountability chart, small business, Scalepath, playbooks, org chart, roles, responsibilities, ownership, core functions, integrator role, company structure, EOS, Entrepreneurial Operating System, Traction, function leaders, seats, define roles, assign functions, expectations, targets, company goals, employee buy-in, communication, clarification, review, adapt, employee engagement, productivity, efficiency, turnover, bottom line, growth, HoldCo Conference 2025, Walker Diebel, multiple businesses, business incubators, expert guidance, community