Implementer Posts
What Your Team Doesn’t Know Can Hurt You
This could be a controversial topic—and that’s okay. If you’re reading this and have thoughts on the matter, I’d love to hear them. Feel free to email me your perspective. When the Numbers Stay Hidden In a recent client session, it became apparent that only the business owner and the finance lead knew the financial numbers for the business. In six years of doing this work, I’ve seen a wide range of comfort levels when it comes to financial transparency. But this was the first time I’d encountered a leadership team that didn’t even know the company’s revenue. When people don’t have information, they make up their own story—and they’re usually wildly wrong. They might imagine the company is making far more money than it actually is, or that it’s in far worse shape than it really is. Either way, those stories create confusion, mistrust, and disengagement. The Danger of
Niki Wilson Shares Her LinkedIn Marketing and Sales Secrets
Here’s a blast from the past when I was interviewed by the amazingly talented marketing guru, Kerry Guard, for her “Tea Time with Tech Marketing Leaders” podcast. We had a great time discussing all things LinkedIn, automation, and some of my favorite tools. Hit Kerry up if you need marketing help or want to chat with someone who’s fun and has an incredible wealth of knowledge. https://lnkd.in/gdQiByVd
The Light vs. Dark Debate: A Small Demo Detail That Makes a Big Difference
After countless software demos, I’ve noticed a peculiar divide: mention “light mode versus dark mode” and people instantly pick sides, like kids choosing teams. Here’s my totally unscientific observation (and please, don’t come at me…I know there are exceptions!): folks over 50 tend to gravitate toward light themes, while the under-50 crowd often prefers their screens darker than a coffee shop at 6 AM. Maybe it’s generational exposure to different computing eras, maybe it’s eye strain patterns, or maybe I’m completely wrong. But I’ve seen this pattern enough to pay attention. Why This Matters for Your Next Demo This seemingly small detail is crucial in software sales. When prospects see a theme they’re unused to, it subtly distracts from your pitch. Their attention is split: they’re processing content and adapting to a visual style, drawing focus away from what matters. Think about your own experience. If you’re a dark mode
Navigating Turbulent Waters: Leadership During Times of Economic Instability
Economic instability isn’t a matter of if—it’s a matter of when. And the “when” is now. So far, all politics aside, the year 2025 has been characterized by major economic uncertainty that is impacting companies both large and small. The question is, how will your leadership team respond? In times of like these, the most valuable asset you and your team can possess is preparedness. Eschew panicking and gather around the table for some serious planning sessions. Start with a Clear-eyed View of the Business The first step is understanding where your company stands today. What are your key metrics? What is your breakeven point? How does your revenue fluctuate seasonally? What parts of your cost structure are fixed vs. flexible? From there, establish scenario-based planning. If revenue drops 20%, what’s the plan? What if it drops 30% or 40%? Great leadership teams think through these contingencies before they are
When Family Dynamics Disrupt the Business: Insights from the EOS Table
The scene: The quarterly EOS session was going smoothly. Everyone from the leadership team was engaged, focused, and aligned—until we started prioritizing the Rocks for the upcoming 90 days. In an instant, the atmosphere shifted. Tension crackled across the room as two family members—siblings—launched into a volley of pointed barbs and finger-pointing rooted in past grievances. The rest of the leadership team, most of whom were not family, went silent. Some fidgeted uncomfortably. Others looked down, disengaging from the process. Unfortunately, this isn’t uncommon in family businesses. The emotional undercurrents that come with shared history can resurface unexpectedly and derail even the most strategic conversations. As an EOS Implementer who specializes in family businesses, I see this often: strong, capable teams thrown off course not by market forces or competition, but by unresolved family dynamics. And yet, family businesses remain some of the most resilient and impactful organizations in the
Structure is Strategy
When we talk about strategy, most leadership teams immediately think about external factors: markets, competitors, new products, areas of expansion, or pricing models. Those things matter, but they’re not the foundation. In EOS®, we’ve learned that structure is strategy. One of the most powerful, practical tools for achieving a company’s vision is the Accountability Chart. The Accountability Chart is not the same as an org chart. An org chart is static and shows who reports to whom today. The Accountability Chart is dynamic. It’s built around the major functions of the business, defines the right structure for the company’s next stage of growth, and clarifies who is accountable for what. It asks a forward-looking question: What does this company need to look like in the future in order to achieve its vision? That’s why the Accountability Chart is strategic. It reveals the structure required to make the vision a reality—and