Latest / Founder Talk with Alex Sheridan / Scale Your Business While Staying Lean | The Founder Who Cuts Process Waste (ft. William Dagiantis)
Transcript
- 0:00So will founder of Cloudasta. Welcome to the show, man.
- 0:02We'll do a quick cheers with my guest.
- 0:05Glad to have you on. I appreciate you making the trip
- 0:07down. I'm going to give a quick
- 0:08description of what Cloudasta does just to create context for
- 0:11the audience. And then we're going to get in
- 0:12some some interesting things from the founder talk community,
- 0:15some questions and thoughts I had from them.
- 0:17So, and you correct me if this is is this is often anyway,
- 0:20Cloudasta helps companies, helps growing companies set up and
- 0:24optimize Google Workspace so teams move faster, they make
- 0:27fewer mistakes, and they spend less time stuck on admin work,
- 0:30saving real hours and dollars every week.
- 0:35Pretty close. The other thing that we lead
- 0:38with is we're migration experts more than anything.
- 0:42Our main expertise is in addition to being like
- 0:45productivity and collaboration experts is migration.
- 0:48So if migration is the biggest pain point you have and like
- 0:52companies growing via M&A who every few months have a
- 0:55migration, whether they're acquiring a company coming into
- 0:59their environment from Google or you know, a company that's on
- 1:02Microsoft and they're bringing them into their environment on
- 1:05Google, that's our area of expertise.
- 1:08Very cool. We will dive into some of that.
- 1:10I'm a big Google person. I hate Microsoft technology, so,
- 1:14so I'm happy to dive into that. And then before we get going
- 1:16though on that stuff, I asked my so we have a community of other
- 1:20founders. They're actually all in
- 1:21Chicagoland. And so we have an online
- 1:22community and then we're building out some in person
- 1:24things this year, which would be really cool.
- 1:26But you know, we have chats, I let them know guests that are
- 1:28coming on. I'm like, hey, I got these
- 1:29founders coming on. Here's a little bit about their
- 1:31background. What questions you want me to
- 1:33ask them? And I ran a survey and I said,
- 1:35here's a few categories that I'm thinking about talking to, you
- 1:38know, these founders about and which one interest you the most.
- 1:42So the questions or the topics were how to scale a service
- 1:44based business without huge payrolls.
- 1:47That was 1, the secret to client retention, not just project
- 1:51work, but, you know, keeping clients on for a period of time
- 1:54because that's obviously huge. It's more expensive to go find
- 1:57new clients than it's just to keep your current ones.
- 1:59Team retreats and culture building, which I know you guys
- 2:02did one last year in El Salvador, if I read that
- 2:05correctly, that was the big interest for for the team too.
- 2:08And then strategies around change management because
- 2:11anytime you're implementing a new technology, there's also the
- 2:13people component to that side. Which one of those do you do you
- 2:16think actually won? How to scale service based
- 2:20businesses. The secret to client retention,
- 2:22team retreats and culture building strategies around
- 2:24change management. Probably the team retreat just
- 2:27because it's there's less content out there about team
- 2:31retreats maybe overall. That was a surprising one.
- 2:33Yeah, I instantly got a lot of engagement on that one almost
- 2:36right out of the gates. It was leader and then actually
- 2:38how to scale a service based business.
- 2:40Edge did a little bit, but this it's not going.
- 2:42There's more people that are going to vote.
- 2:43So but the team retreats and culture building was was a big
- 2:47one. So I was, I actually wanted to
- 2:48talk a little bit about that with you because.
- 2:50Yeah. We can hit on a couple of those
- 2:51if we have. Yeah, for sure, man.
- 2:52I'd love to. So one of the most impactful
- 2:54business initiatives that you said that you guys did as a Team
- 2:581 was hosting a company retreat in El Salvador.
- 3:00And then the other one was creating and sharing your user
- 3:03manuals, which I'm curious about that.
- 3:06So if we could talk about the hosting a company retreat?
- 3:09Yeah. What?
- 3:10What did that do for your company?
- 3:12Yeah. So, you know, we're 100% remote
- 3:16teams kind of spread out everywhere from US, Spain, El
- 3:20Salvador, India. We've all been working together
- 3:25for a number of years. And a lot of the folks I had
- 3:28never met in person. So, you know, like let's say
- 3:30Renee, he's been working with us for a number of years, see Renee
- 3:34on meats, but never met him in person.
- 3:37So finally Ryan joined our team and he's helping me with a bit
- 3:44of everything. But one of the big things is,
- 3:46you know, how do we build remote culture?
- 3:48And one of the first things we said is like, hey, a in person
- 3:52retreat has been on the backlog for way too long, let's make it
- 3:57happen. And so we kicked off a project,
- 4:01I put together a small budget and said, hey, we're going to do
- 4:04it On this date or around this time frame, you know, based on
- 4:08doing it in El Salvador where a big portion of our team is when
- 4:12the weather is nice, when there is not as much going on and
- 4:15everyone's travel schedules. And then we just started having
- 4:19like bi weekly meetings, Ryan and I, and we pull in people
- 4:23from time to time who can help us plan this.
- 4:25But it was here's the budget, here's what we want to do, let's
- 4:28start, you know, just having it on the calendar so that we check
- 4:31in and work on this together and execute on it.
- 4:36So that was a starting point. You know, what did it do?
- 4:41We did a mix of business and fun on the retreat.
- 4:44So I think that's, you know, a best practice.
- 4:47You know, it's wasn't all business, it wasn't all fun.
- 4:50It was a nice mix of both. We learned a lot.
- 4:54We went to a, you know, three different locations, which
- 4:58probably too much, but again, it was our first retreat.
- 5:01We did go, you know, we did like we, we went to a coffee
- 5:04plantation and walked around and did like some hiking and
- 5:07learning about coffee. We went to, there's in El
- 5:11Salvador, there's one of the top, I want to say it's like the
- 5:13top 20 coffee shops in the world.
- 5:16And they do some really interesting things around coffee
- 5:20and brewing methods. And we went and did a site visit
- 5:24there and got to taste all kinds of coffees.
- 5:27We stayed like up on a volcano, obviously not an active volcano,
- 5:33but, you know, in the area. And we went and hiked on a
- 5:36volcano. So yeah.
- 5:41So how do you balance that? You know, you're having a
- 5:42company retreat. You want it to be fun, but you
- 5:45also want it to be, you know, you want to get some things done
- 5:47from a business standpoint, from a culture standpoint.
- 5:49How did you think about balancing that?
- 5:51Because I think I could see that founder struggling with that.
- 5:53Yeah, the way I thought about it was, you know, I kind of mapped
- 5:58out like half the time will be for fun, half the time will be
- 6:01for company stuff. And, you know, it didn't turn
- 6:06out exactly as planned. But, you know, as the founder
- 6:10being flexible as a team, you know, being flexible that, hey,
- 6:16you know, especially the first time you're doing it or the
- 6:19first time we did it, We had our playbook, let's say, but we knew
- 6:25we were going to veer from it, you know, weather logistics, you
- 6:29know, we got in traffic one time going to the volcano.
- 6:32So, you know, things kind of shifted.
- 6:35So I set it up pretty much for like 50% work, 50% fun and just
- 6:42getting to know each other. And it probably turned out, I
- 6:46don't know, 60% fun, 40% work, but that was OK because the 40%
- 6:51was that impactful that it made-up for it.
- 6:56Yeah. And I feel like, you know, a big
- 6:57piece of it is just getting to know each other better or having
- 7:00some fun together, having conversations, letting your
- 7:03guard down, being in the presence of the team and
- 7:06interacting and things like that.
- 7:08And there's a lot of value if you just did that, a lot of
- 7:12value in just that. Yeah, even if it was like, I
- 7:14think we did 4 full days. I mean, even if it was like one
- 7:18day and you just got to see everyone in person and, you
- 7:20know, learn a little bit about each other, that's impactful
- 7:24enough. But spending four days, I mean,
- 7:26one day we did like we cooked at the Airbnb we were staying.
- 7:29So everybody pitched in, you know, and you got to learn about
- 7:33everybody while you're cooking, you're just talking, you know,
- 7:35like one person's buttering bread and making like garlic
- 7:38bread, someone else's cutting vegetables.
- 7:40And it was just like we were collaborating, but in a
- 7:44different non work environment and having conversations around
- 7:49things we wouldn't normally talk about.
- 7:52You know, learn some people really love karaoke and are good
- 7:55at it. Or, you know, we've got to play
- 7:57some games and learn how some people are a little bit more
- 8:01competitive at certain games than others.
- 8:04And it might have been different than how competitive they are at
- 8:06work. So yeah, it was great to like
- 8:09just get to learn about each other kind of in a, in a
- 8:14different environment other than always being on, you know,
- 8:16Google Meet and staring at each other.
- 8:18Right. It is totally different being in
- 8:20person. It's one of the reasons I do
- 8:21this podcast. Same as like.
- 8:23Such a different experience when you're in person with somebody.
- 8:26So I, I did a retreat, I guess you'd call it a retreat.
- 8:28I was in the sort of a team in the Philippines, you know.
- 8:30So we're obviously working remote, you know, and a couple
- 8:34years ago I was like, I'm going to come out there and meet the
- 8:36team. And I'm then some of the folks
- 8:38that I met out there in person spend a few days with, they're
- 8:40still on the team today and we have a relationship and we've
- 8:43been working together for years. It was a, it was a difference
- 8:46maker to see people in person interact with them and even see
- 8:49some of their family and stuff like that.
- 8:51But I think one of the mistakes I made is I didn't plan enough
- 8:55ahead of time, which I think you could probably over plan and
- 8:57engineer it, but I don't think I planned enough like I didn't.
- 9:00I also happened to get sick while I was there too, which I
- 9:03think I think it was COVID, to be honest.
- 9:06I was in rough shape, but we I managed through it.
- 9:10I muscled my way through it and I think the team had a pretty
- 9:13good time and it was good for them to interact with each other
- 9:15and build relationships with each other too.
- 9:17But from a business standpoint, how do you kind of determine or
- 9:20how did you determine what are you going to talk about on this
- 9:23team retreat as it relates? Because I think the fun stuff is
- 9:25like, hey, excursion or do this or cook some dinner together or
- 9:29you got just you know, games or whatever your we did karaoke as
- 9:31well. That was fun.
- 9:32Like he just kind of a little bit more loose with that type of
- 9:35stuff. Just get the team in the good
- 9:36environment, get the spirits up and let people have fun and get
- 9:39to know each other. The business stuff.
- 9:41How did you think about that side of it?
- 9:43Yeah, I mean, I thought, hey, we're all in person, what a good
- 9:48time to do a town hall. You know, we do a town hall
- 9:51trying to do them quarterly, but this kind of fell in the right
- 9:54time frame towards we were there in November.
- 9:57So towards the end of the year, good time to do like a all hands
- 10:01town hall, kind of wrap up the year, look at the year ahead.
- 10:05And then in addition to that, I had some on the, the backlog of
- 10:09things I wanted to do with the team, like one of them being the
- 10:12user manuals. And I was like, oh, what a fun
- 10:15way to like do this exercise in a team setting.
- 10:20It's very, very important to the business that we do these user
- 10:23manuals because one on the retreat we're getting to learn
- 10:26about each other as people outside of work.
- 10:30And then with the user manual exercise, we got to learn more
- 10:33about people's work styles. Again, like some of these folks
- 10:37I've been working with for years.
- 10:38And just now doing the user manual, I learned that like, oh,
- 10:43for, you know, Kevin, he likes getting chats versus, you know,
- 10:46emails or vice versa. Now, what's the user manual
- 10:49'cause that was one of the things you mentioned that made a
- 10:51big difference, just so the audience knows.
- 10:52Yeah, user manual is like the guide to working with you.
- 10:57So you know, like you get, I don't know, you buy Legos or you
- 11:01buy like an alarm clock. There's a manual in it, right?
- 11:04So this is the manual to you as a person and how you work best.
- 11:09And so there's like 2 sets of questions, you know, those
- 11:13focused on you and then those focused on how you collaborate
- 11:16with others. Something I learned from a
- 11:20friend who's former CEO of Better Cloud, David Politis.
- 11:24We started the, let's call it workshop on the retreat.
- 11:28Watching David's video where he presented years ago.
- 11:32I think the video is like from 2016.
- 11:34Even where he presented to, I think it was like work forward
- 11:39or something. But he was presenting on how
- 11:40much of an impact the user manual process had at his
- 11:44company, which was, you know, over 100 employees or even more
- 11:47at the time. I saw that video years ago.
- 11:51My Co founder has always had for years his own user manual.
- 11:55And so something on the backlog that I was like, OK, I want to
- 11:59do this with the team. We're in person.
- 12:02Like what a great opportunity to like get to know each other on a
- 12:06personal level and also kind of flesh out our work styles and
- 12:10share a little bit more about how we work.
- 12:13And so we kicked off the kicked off the session by watching the
- 12:17video kind of everybody learning, oh, here's how they
- 12:20did it. Here's what the questions are.
- 12:22And then we just journaled and we gave everyone some time to
- 12:26start working on it. And then put an ample time like
- 12:30post retreat to say, OK, user manuals will be due On this
- 12:34date. They're going to go in a share
- 12:36drive. And when they're there, you
- 12:38know, just start looking at them so you can learn how your peers
- 12:41like to work. Never even heard of that to be
- 12:44honest. User manual for how you work
- 12:47with your employees team. That's interesting.
- 12:49Yeah, it's been around like I was really into it a few years
- 12:53ago and I don't know, there's like a bunch of different
- 12:58versions. There's like this started as
- 13:00like the CE OS manual and then David and some others were like,
- 13:06oh, this isn't just for CE OS. Like this could work for the
- 13:08whole team. Now.
- 13:10I think there's even some tools, you know, that, you know, our
- 13:13process, which we kind of copied the better cloud process was
- 13:16like, here's a doc everybody gets, you know, the same
- 13:19questions, pretty much couple extra questions.
- 13:22They go in a shared drive and you can see everyone's that
- 13:25works for us, but there are some apps now where you, you know,
- 13:28get the questions and questions will even come to you every
- 13:31couple weeks etcetera. Now, what has been the benefit
- 13:35of creating user manuals for every employee?
- 13:38What have you seen do? Yeah, it helps you understand
- 13:43each person a little bit more individually.
- 13:45So like, you know, for example, I've been working with Kevin for
- 13:51a number of years. He's one of my direct reports.
- 13:56I've pulled out things and he's learned things about my style
- 13:59that we've never really talked about, even though he's worked
- 14:03for me for years and he's been my direct report for years.
- 14:06And we see each other, you know, a couple times per day almost on
- 14:10meats. We've never had this
- 14:11conversation about like if you send me a chat and it's a task,
- 14:14I'm not going to get to it. Like I need an e-mail if it's a
- 14:17task, like chat is cool for, you know, quick things, heads up,
- 14:22Hey, we got to jump on a meet because there's this issue.
- 14:25Perfect. If you send me a chat that's
- 14:28like, hey, can you do this? It's not going to get done.
- 14:31It just becomes noise. And so having it out there like
- 14:36he's learned, oh, if I need will to do something, I need to send
- 14:39him an e-mail because that's how he manages his to do's and vice
- 14:43versa. Kevin's also like e-mail tasks
- 14:46via e-mail kind of person and so.
- 14:49That reminds me, so it's like literally 2 days ago, my podcast
- 14:54manager was messaging me on WhatsApp, which we have for
- 14:57quick communication and just like heads up on things.
- 14:59And then we have e-mail obviously for, for the bigger
- 15:02stuff. And he'd emailed me a couple
- 15:04links. He's like, check out this link,
- 15:05check out this link, review this, you know, video, whatever
- 15:07it is. And I was like, hey man, if it's
- 15:09a link, can you send, do me a favor and just send it to me via
- 15:12e-mail. That way I can check it, You can
- 15:14check on my desktop, I can click the link.
- 15:15I don't have to transfer it over from what's, you know, it's just
- 15:18much easier for me and it's like my workflow.
- 15:20And that brings me back to like, if we had a damn user manual,
- 15:23then we wouldn't have to go through this.
- 15:24It would just be clear in terms of how you work.
- 15:26Yeah, and I think one of the the big reasons for the user manual
- 15:32like this year or you know, last year when we did it was not only
- 15:38in work, but in like some volunteer stuff I do as well,
- 15:41family stuff. I'm not a texter.
- 15:44And so like I started getting too many texts and I'm like
- 15:49during the work day, I don't really check my texts.
- 15:52So if it's like a work thing, like I need an e-mail.
- 15:56And so just seeing more and more like texts for things that to me
- 16:01should have been like an e-mail or, you know, especially long
- 16:04texts. I'm like, I'm not going to copy.
- 16:05I'm like reply in that instance. Now, is that because you assume
- 16:10that maybe a text message is not as important or urgent as an
- 16:13e-mail? Or I'm curious your mindset
- 16:15there? Yeah, I think it's maybe just
- 16:16because my, you know, like 1. I don't use like, I mean, I have
- 16:23like a desktop app for my text messages.
- 16:26But to me, text is like quick replies, you know, And, you
- 16:30know, I don't know, jokes with friends, Like, it's not really
- 16:35actionable. And so when I started getting
- 16:38more actionable texts or like more explanations of things in
- 16:42text, I just start, like, thinking to myself, like, why
- 16:46are so many people texting me? Like, if I had that user manual
- 16:50that David was talking about, you know, back in 2016, this
- 16:54would probably be clear, you know, and then I don't have to
- 16:56respond to everybody. Like, come on.
- 16:58I don't like text. You know, like, please send me
- 17:00an e-mail. So yeah, that was the goal, to
- 17:02start putting some of that stuff out there.
- 17:04Or you know, one of the things most of my team knows,
- 17:08especially my direct reports. But like, I go to the gym.
- 17:12I try to go to the gym Tuesdays, Thursdays at noon.
- 17:16And so my schedule is blocked like 11:30 to like 130 is me
- 17:20time, you know, getting to the gym, working out, showering,
- 17:24lunch. And so like my schedule's
- 17:29blocked. But in my user manual it says
- 17:32like, hey, that's important time.
- 17:34But you know, for these instances, I can, you know, jump
- 17:38out of the class, the gym class like a little bit early to take
- 17:41a very, very important call. So yeah, like those kind of
- 17:45wouldn't call him like rules, but there's those kind of
- 17:47guidelines are very, very clear when you have them laid out like
- 17:51that. So the retreat was obviously now
- 17:54you know, a few months, several months ago, but as we sit here
- 17:57today, what was the most impactful thing that the company
- 18:00retreat did for you guys as a business?
- 18:03Like everyone more bought in to what Cloudasta does and who we
- 18:06are as a company. And it's not just like, I don't
- 18:11know, some like esoteric company or anything.
- 18:15It's like, oh wow, you know, like we were all together.
- 18:17Like, I think it made people more bought into like our
- 18:23mission, what we're doing, wanting to stay as part of a
- 18:27team even longer. You know, I like, we have very
- 18:29good employee retention, but I think that even made that much
- 18:33more of a difference. I know people have said like or
- 18:38did they said to me or to their manager like, yeah, I feel like
- 18:41more we're part of a team now that we've actually got to work
- 18:45together in person and the companies making that investment
- 18:50into us getting together and having a good time and doing
- 18:54some cool work stuff. Yeah, that's great, man.
- 18:56And how big is the team now? Full time there is 10 of us OK
- 19:00and with part time like 15. Wow, OK.
- 19:03And do you feel like now going back to the question of, you
- 19:05know, how to scale service based company without huge payrolls,
- 19:08do you feel like it's possible for companies now to be able to
- 19:10scale without having a bunch of, you know, in house W2 heavy
- 19:14overhead? Do you think that world has
- 19:16changed? It has changed two factors, one
- 19:24like the near shore offshore definitely is a is a factor and
- 19:31a good way to build that team, you know, depending on the
- 19:34service etcetera. Like we're 100% remote delivery,
- 19:38you know, we're 100% Google workspace migration and
- 19:42workspace implementation can be done remote, you know, very,
- 19:46very easily and very well. It's not like, you know, I my,
- 19:51my, my background is supply chain.
- 19:53I used to be in manufacturing, like taking out waste out of
- 19:57manufacturing plants. Like you can't do that remote.
- 19:59Like that requires people going into the plant, you know, and
- 20:03documenting the process, etcetera.
- 20:05But what we do, yeah, remote work so we can find the best
- 20:09talent everywhere. And sometimes you know that that
- 20:14does mean having like near shore for some of the services.
- 20:18Wouldn't that or near shore? Yeah.
- 20:20And you're sure like South America, Central America, same
- 20:24time zone. Same time zone.
- 20:26Yeah, I've been thinking for the for the most part, like similar
- 20:28time zone, Yeah. I've been thinking about that
- 20:30because we're kind of heavily leveraged in the Philippines,
- 20:33which we've had a lot of good success with the people there.
- 20:35But I sometimes think like, man, there's this whole Latin America
- 20:38talent pool that we should probably look at as well.
- 20:40And being on the same time zone is amazing.
- 20:42Yeah, versus complete opposite. Yeah.
- 20:45And and for us, like cloud estate, it wasn't by design, to
- 20:48be honest, like Claudassa spun out of my previous employer.
- 20:53That's a story I can get into. But when it was just me pretty
- 20:58much, you know, starting the company with my Co founder who's
- 21:01my ex boss. Yeah.
- 21:03So but when it was just me, I needed, you know, some technical
- 21:06help on the migration side. And I found someone on Upwork
- 21:10and he was from El Salvador and he was great.
- 21:13And, you know, he was like, hey, you know, Google used to have a
- 21:16BPO here, and it's moved, you know, some to the Philippines,
- 21:20some to India. And my friend, you know, used to
- 21:24work with me at the Google BPO. And he's looking for a job.
- 21:28He's a workspace expert. And then that person brought,
- 21:31you know, the next person. So it wasn't by design.
- 21:34For us in the Philippines, one person here, the next person
- 21:37they knew, somebody they knew, somebody appreciating.
- 21:39You got a whole damn. You got a team, Yeah.
- 21:41And so I don't know where I was going with that, but yeah, so
- 21:47there, that's one strategy, you know we're.
- 21:50Talking about Latin America talent versus, you know, other
- 21:52places, time zone is just like a critical piece to it.
- 21:56Where do you come any stuff there?
- 21:57Companies are listening to this right now and they're like, man,
- 21:59we don't really have any offshore near shore talent.
- 22:02It's kind of all either W2 employees or 1099 contractors
- 22:05here in the States, which is fine.
- 22:06Where do they start going to find these people and in other
- 22:09countries? Yeah.
- 22:11So the only experience I really have is via up work.
- 22:17Actually that's a lie. So some tip mostly up work, but
- 22:21then also we do post on LinkedIn and get some candidates from
- 22:25other countries. The other thing I haven't used
- 22:29but has been like on on my mind or I have friends that have used
- 22:34it is I think now it's called somewhere.
- 22:37I forgot what it used to be called.
- 22:39They're mainly Philippines, but I think they do some other
- 22:41countries now. So that's like another platform
- 22:46where you can find near shore offshore talentsomewhere.com.
- 22:51We've used I think it's onlinejobs dot pH.
- 22:54If you Google it, yeah, yeah, yeah, that I remember.
- 22:57I didn't look there. That's Philippines, but it's
- 22:59basically a, you know, huge job board, but only for people in
- 23:02the Philippines. You know, and obviously the
- 23:04value here is the cost of living in some of these countries is
- 23:06just dramatically lower than what it is here.
- 23:08And so the pay is is lower to match that, right?
- 23:11Where if you come to America, it's like, yes, you're going to
- 23:13make more of a cost of living is through the roof.
- 23:15So the advantage here is that you can sometimes find employees
- 23:17for what would be cheaper cost for American standards, but you
- 23:20can still pay them a very nice wage and they can support their
- 23:23families and things like that. So it's a little bit of, you
- 23:26know, it's it. And I think in our experience,
- 23:29it's like anything. You can go to Upwork and go to
- 23:31Fiverr, you can go to these job boards and you can find, just
- 23:33like you could hear, you can find people that are not very
- 23:36good and you can find people that are amazing.
- 23:38And so it's like your ability to kind of weed those, you know,
- 23:40the good ones from the not so good ones is a little bit of a
- 23:43skill set that you learn too. Yeah.
- 23:45So the way I think about it is like, we pay extremely well.
- 23:51And, you know, my parents were immigrants from Greece.
- 23:54My parents had to leave their country to come here to make a
- 23:58better living for themselves and eventually myself.
- 24:01The way I see it is with the world how it is nowadays, folks
- 24:05can stay in their country, make a good living and not have to
- 24:08come to the US if they want to. Or if they don't, you know,
- 24:10there's that whole. So it's just a different.
- 24:13Yeah, it's like a different world.
- 24:16And so, yeah, that's the way I look at it.
- 24:20Like Upwork, you can find great people.
- 24:23Like I've used Fiverr and Upwork in the past and have had not the
- 24:27greatest success. But for the most part, if you
- 24:32know what you're recruiting for and a decent recruiter, you can
- 24:35find good talent. So let's get a little bit more
- 24:39about your area of expertise. But before we do, I want to ask
- 24:42you, why should any founder, entrepreneur, business owner
- 24:45listening to this right now? Why should they care about
- 24:47workspaces or Google Workspace versus Microsoft?
- 24:50Maybe there's like, I don't know, what we use is just a
- 24:52system. Why does it really matter?
- 24:54Well, it's funny because like Google Workspace, Microsoft
- 24:58Office, one of the challenges in being a partner and focus on
- 25:02that tool, let's call it a tool set or suite of services is it's
- 25:07super inexpensive for what you get.
- 25:09Like you can basically, you know, when we started, when I
- 25:12started Cloud Astor spun it off from my previous company, only
- 25:16thing I use was Google. You know, I didn't use HubSpot
- 25:18yet or any other like tools 'cause you can do everything
- 25:21within Google. It is or, or office, but it's
- 25:25very inexpensive and you can run a whole business on it.
- 25:30What about the challenge there is you can use, I mean, when
- 25:32you're starting out, you can use Google Sheets.
- 25:34That's true. You know, like you don't need.
- 25:36I did. That starting, yeah.
- 25:37Yeah, so did we, you know, like you don't need the, you know,
- 25:40$1000 a month HubSpot until you have some customers.
- 25:45Why should anyone care? Because it's so inexpensive that
- 25:48people sometimes think like, oh, OK, it's just my e-mail system,
- 25:51right? It is super powerful how much it
- 25:54can transform your business if you spend time looking at, hey,
- 25:58we have this suite of tools, Holy moly.
- 26:01Like this is very powerful. For example, like and now with
- 26:06AI it's gotten even more, but things like vacation procedures,
- 26:11like some of those take companies, I don't know, a
- 26:15couple days, multiple people, you can set it up with a Google
- 26:19sheet and like a form or even a doc with approval and signature
- 26:23and everything and take out tons of waste and not pay for another
- 26:28tool, you know, So that's one reason people should care too.
- 26:33I mean, it is e-mail is the universal language, you know,
- 26:38like. I don't think it's going
- 26:41anywhere either. Yeah, I mean, people have been
- 26:42saying their emails dying for years, you know, Slack, blah,
- 26:45blah, blah. I don't think so.
- 26:47Yeah, it's still there. There.
- 26:48Would be different channels that serve different purposes.
- 26:50But yeah, I don't see a different form of.
- 26:53I mean, you're gonna need to like write something and send it
- 26:55to somebody either inside your company or outside of your
- 26:57company, you know? Yeah, and especially starting
- 27:00off, like initial relationship, I meet you somewhere at a
- 27:03conference. Yeah, we'll trade LinkedIn.
- 27:06Yeah, maybe we'll send LinkedIn messages.
- 27:08But almost always it's like, Oh my gosh, my LinkedIn, like,
- 27:12messaging is, Yeah, a bombshell. Yeah.
- 27:14Like, I can't even look at it. Yeah, send me an e-mail.
- 27:17Right. So it's always like the default
- 27:19is let's start via e-mail, then I might get to know you.
- 27:22OK I read your user manual. You only want to chat or text.
- 27:26OK, but we always kind of default and start to an e-mail
- 27:29because? You need the calendar too,
- 27:30right? So it's like e-mail invites,
- 27:32calendar invites, some form of scheduling, and that's the
- 27:35you're not scheduling through LinkedIn, you know, so.
- 27:39So that's why people should care.
- 27:42And again, it can drastically streamline workflows.
- 27:45I think that's because it's a very inexpensive tool for what
- 27:50you get. We have to like push customers
- 27:53to like transform their business around that productivity and
- 27:56collaboration suite. So you'll say, you know, like
- 27:59you mentioned CRM, like, Oh my gosh, my CRM cost this and I
- 28:03need to do, you know, you'll get a lot of, hey, we need to really
- 28:07restructure our CRM and make this more efficient because
- 28:11it's, you know, sales and it's X per month in software costs.
- 28:17But then there's other workflows that are just as inefficient on
- 28:23the productivity and collaboration side around Google
- 28:26Workspace that you can take out that same amount of waste I.
- 28:30Was wondering why Google didn't have like a calendly type thing.
- 28:33Or maybe they do. It does.
- 28:34Yeah, they do now. I do.
- 28:35Yeah, forgot what it's called. Seems like such a no brainer
- 28:39like. Yeah, it's, I don't know if it
- 28:41was released last year or two years, but they have yeah.
- 28:44You can send out like you can block certain times and send out
- 28:47a link and, you know, you can only book for that time slot.
- 28:50Yeah. So how do you So that's the
- 28:52thing like, because again, one thing we can do as a partner is
- 28:56say, hey, look, you're using Calendly.
- 28:58Yeah. And you're, you know, how much
- 29:01are you spending on Calendly? Google can do that same as like,
- 29:05you know, during the pandemic, tons of companies jumped on
- 29:08Zoom. We can say, hey, look, meat has
- 29:11almost all the features now that Zoom has.
- 29:14Why are you spending an extra 500 bucks a month for Zoom?
- 29:17So that's one of the benefits as a partner we provide is like,
- 29:21yeah, sometimes you need best of breed, but sometimes in that
- 29:25suite there is like good enough. Yeah, because I think Zoom has a
- 29:30little bit of an edge, but but Google Meet, we use Google Meet.
- 29:33It's just like, at some point I was like, why are we paying for
- 29:36Zoom? Well, we have Google Workspace
- 29:39anyways. And it's like basically the same
- 29:41thing. I mean, it's not worth paying in
- 29:42a whole other subscription. And then what happens, man?
- 29:45And you know, this is like all these little subscriptions just
- 29:47add up. It's like $20.00 a month here,
- 29:49$49.00 a month here, $150.00 here.
- 29:52And then pretty soon you got 10 GS worth of subscriptions and
- 29:55you're like, all right, So I can see part of what you guys do too
- 29:58in a little bit is just like, hey, is there an opportunity to
- 30:00save some money, to lean out, to become more efficient, you know,
- 30:03and that's all part of the process.
- 30:05So how would you compare Google versus Microsoft in terms of
- 30:10workspace and e-mail? Because companies either are
- 30:12like die hard Microsoft, Google's for amateurs, or people
- 30:16are like Google is the way and Microsoft is corporate and lame
- 30:20and. Slow.
- 30:21Yeah. I mean, it's funny, like I have,
- 30:26you know, I have some friends in like in the PE world, whatever.
- 30:28And I remember when first starting the company, I talked
- 30:30to one of them about like, hey, how can we work together?
- 30:34And the one thing he said is he was like, and I've known him
- 30:37since college, but he's like, oh, if we acquire a company or
- 30:42invest in a company, etcetera, he's like, the first thing we do
- 30:45is RIP out that Google shit and put in our Microsoft stack.
- 30:48And I was like, come on, but. Why do they say that?
- 30:52Yeah, I think I'm probably unfortunately not the best to
- 30:58answer this only because I went from Lotus Notes at General
- 31:02Motors straight to Google. So I don't think I've ever
- 31:07really used Microsoft. Here's what I know.
- 31:12Google from an admin perspective, if you're like a
- 31:15small business and you don't have like a full time
- 31:18administrator, or even if you do and that person's wearing tons
- 31:21of hats, it is easy to administer a Google Workspace
- 31:25instance. You know, complexity Google
- 31:30might have now, I don't know, let's say 20 skews for
- 31:32Workspace, maybe less, maybe more.
- 31:35Somewhere around there Microsoft has like hundreds, you know,
- 31:39like just trying to figure out the different licenses within a
- 31:42Microsoft environment is a little confusing if you're not
- 31:45like ingrained in it. And then just, you know, the
- 31:50whole like you talked about earlier, you mentioned change
- 31:53management. You know, if I'm super efficient
- 31:55at my job using Microsoft Office and all of a sudden you tell me,
- 32:00hey, you're going to use this Google thing.
- 32:03I need to change a lot of how I'm working.
- 32:06And maybe, you know, I need to add 10 hours a week for a couple
- 32:10months just to get used to this new workflow.
- 32:13I've always been Google after like, the bad experience with
- 32:17Lotus Notes, which I hated. I still remember, like, just
- 32:20being at GM and being like, why are we using this?
- 32:22Like, for e-mail? Like, this is horrible.
- 32:26But yeah, so I've always been Google.
- 32:29It's all I really know. But I do see more around
- 32:38administrating Google. Being the administrator is much
- 32:41easier. Collaboration.
- 32:44You know, almost everybody I know uses Google Doc in some
- 32:48fashion, whether they use it at work or in personal.
- 32:52You know, everyone has a Gmail account, everyone's using Google
- 32:56Docs at home. And so there's something there
- 33:00that for me, you know, the collaboration with Docs is just
- 33:05very efficient. So when you're working with a
- 33:08company, are you taking, are you working with a company that
- 33:10already has Google Workspace in most cases or is it a company
- 33:13that is looking to migrate to there?
- 33:14I know it's probably both, but. Yeah, yeah, it's a mix of both.
- 33:16But for the most part, especially like the last two
- 33:20years, it's more of a focus on like the net, new to Google.
- 33:24So companies using like Microsoft or GoDaddy e-mail or
- 33:28any other type of e-mail, e-mail platform that want to move to
- 33:32Google. And why are they wanting to make
- 33:34the move? What pain or problems are they
- 33:36experiencing that they say we got to go to Google Now or we
- 33:38got to go to a different workspace?
- 33:39Yeah, yeah. The main one is typically around
- 33:43collaboration. You know, yeah, like Gmail is,
- 33:48is a very, very good e-mail platform, but in isolation, you
- 33:53know, it's just an e-mail platform.
- 33:55But the collaboration around Docs and Sheets and Drive and
- 34:02share drives, I think that's a little more cumbersome on the
- 34:06Microsoft side and so. I'm sorry, but Microsoft just
- 34:11makes things complicated that it's just like even logging into
- 34:15a Teams call if when I have to do it with clients, it's just
- 34:17like it's a hot mess. It's like, yes, I think they're
- 34:21like they offer a lot more potentially, but it's like so
- 34:25the user experience, sometimes I just want to pull my teeth out.
- 34:29It's just it's almost like using the meta ads platform because
- 34:35they're they've got Facebook link or Instagram, you know,
- 34:38well, they do have LinkedIn. Microsoft does, but it's like
- 34:40they're trying to do a lot. But you get in there and it's.
- 34:42So like, oh, you don't have this hooked up to this, and this is
- 34:45on this page, your company page, but it's not your workspace
- 34:47page. And it's like, dude, what are we
- 34:49doing? Yeah, you know, it's like.
- 34:50Yeah, so I don't. Know maybe I'm just not used to
- 34:52it either so. No, I think that's like it's a
- 34:55little more cumbersome overall. You know, there are some people
- 34:58who have used it for a long time and are experts and, you know,
- 35:01like, they look at Google Workspace and they're like, oh,
- 35:04this doesn't have XYZ or why does it look like this?
- 35:06Or then you get the flip side where someone who's been using
- 35:10Google forever jumps into Microsoft and they're like,
- 35:12whoa. So typically it's around, you
- 35:16know, the benefit of collaboration.
- 35:19Now we're seeing more and more like Google's a big leader in
- 35:23AI. That's right.
- 35:24So, you know, jumping on that boat and getting, you know, into
- 35:31Google Workspace to take advantage of some of the AI
- 35:33capabilities and things Google is working on.
- 35:37We've seen some uptick with that.
- 35:39But yeah, Gemini's their main, like Gemini's their chachipity
- 35:42basically. Right?
- 35:43Yeah. What is Microsoft's then?
- 35:45Copilot. Copilot, Yeah, OK.
- 35:47Do you like working with you? So are you since you're a Google
- 35:49guide, do you do more Gemini or Chachipity?
- 35:51Yeah, yeah. We're pretty much exclusively,
- 35:54especially me, pretty much exclusive Gemini.
- 35:56I mean, I do play around with, you know, other tools.
- 36:00How do you compare Chachipity versus Gemini in terms of just
- 36:03using AI for whatever work functions?
- 36:06ChatGPT has or I mean, Gemini has come like a long way
- 36:12recently. So before where I was probably
- 36:15doing like, I don't know, 5050, now it's like 9010 Gemini.
- 36:21I might check ChatGPT to see what Gemini has given me and
- 36:24vice versa. But I'm trying to go like all in
- 36:27on Gemini, one kind of like what you mentioned before, like all
- 36:31of a sudden you get these subscriptions, you know, adding
- 36:34up and the other reason is like more Gemini.
- 36:38Sorry, Gemini is free if you have a Google Workspace account.
- 36:41Yeah, there's different tiers, but with most workspace plans
- 36:44you get some level of Gemini. See, I probably, I'm using
- 36:48Chacha Petite just because that was the one that came out was
- 36:50big on the scene. But we have Google Workspace.
- 36:53I probably have Gemini and I guess not have a $60.00 a month
- 36:55exactly or whatever it is. Yeah, yeah.
- 36:58And again, so it's the cost these tools add up, but then
- 37:02there's also the spending so much time on the different AI
- 37:06tools. And for what, a 5% increment and
- 37:10improvement? OK, Maybe, I don't know, this
- 37:14image looks 10% better with Gemini's Nano Banana or Google's
- 37:19Nano Banana versus Chat GPT's image thing or vice versa.
- 37:24But like you talked to a lot of people recently and there's so
- 37:28much time spent on trying these other tools and it's like
- 37:32master, just pick one and get to work.
- 37:34That's what I'm saying. Man, that was like the big
- 37:36thing, you know, last couple years is people would,
- 37:38especially on LinkedIn, people post, I found a new chat chat, I
- 37:40found a new AI tool and I'm like, you don't need another AI
- 37:43tool. Just get good at the one you
- 37:44have, right? It's like, I think some of it's
- 37:47just people want the shiny object, it extracts them and
- 37:49they're like, oh, I got to find the new thing or whatever it
- 37:51might be. Yeah, that's interesting, man.
- 37:54I mean, there's something to say about, you know, there's always
- 37:56this trade off between best of breed and, you know, like, yeah,
- 38:00you know, a suite of tools. Yeah.
- 38:02Where do you think Google's heading?
- 38:04The next 5 to 10 years? How do you feel about them as a
- 38:06company? That's a good question.
- 38:09Heard that 100 year bond that they're selling.
- 38:11I was like, that's interesting. Yeah.
- 38:13I guess that's a bullish yeah indicator, like he's going to
- 38:16cash that out 100 years later to look that up and make sure
- 38:19that's an actual fact. Yeah, I mean, Google, from the
- 38:22stuff we've been reading and what we hear at like partner
- 38:25conferences, etcetera, like Google is making a huge
- 38:29investment in AI. They're starting to lead in AI.
- 38:34You know, in the past, it was always like, you know, like
- 38:37Workspace was number 2 after Microsoft or, you know, GCP,
- 38:41Google Cloud Platform was #3 after AWS and Azure.
- 38:46Now you're seeing Google like in the AI space, Google's like #1
- 38:51and so it's a great like positioning for Google.
- 38:55They're finally number one and they're leading with that, you
- 38:58know, and I think that's a huge step in the right direction.
- 39:03Like the investments they're making are right.
- 39:05You know, they're number one in something.
- 39:07And that's like we're seeing that and how they're investing,
- 39:13what they're doing, how they're incentivizing partners.
- 39:16Do you think they're nervous with you think Google's nervous
- 39:19about AI search now? I mean, obviously they're
- 39:21getting into it, but you know, this Chacha boutique came out of
- 39:24freaking. It seemed like left field, even
- 39:26though they were building every years, but it was just like,
- 39:28boom, one day. Google search is just not as
- 39:31relevant as it used to be. And I think it's still very
- 39:34relevant for a lot of use cases. I don't think anything just that
- 39:36big goes away overnight, but people are and we see this even
- 39:40in the B2B space. People are searching now on
- 39:42Chachi BT and it's a different type of search.
- 39:45It's not like what's a restaurant near me?
- 39:47That's a good Google search, right?
- 39:48It's more like, hey, I'm a company.
- 39:50I'm AB2B company, service provider.
- 39:52We're doing, you know, 8 million a year.
- 39:54We're looking for a marketing partner that can do this, this
- 39:56and this or help us set up a podcast.
- 39:58And what are some good price? What's a price range we should
- 40:01expect? What are top companies in the
- 40:02area? Somebody local we'd like to
- 40:04have? They're like having
- 40:05conversations with AI and then based on, you know, what the AI
- 40:09sees in the world of the Internet, right?
- 40:12That might be pulling from LinkedIn Reddit.
- 40:14Podcasts, blogs, a lot of different information, top five
- 40:18or top ten lists. They love those types of things,
- 40:20which is why we encourage people to create those on their website
- 40:23and, and then they're giving information back.
- 40:26And you know, that's why we always encourage people to have
- 40:28pricing on their site too, because they may come back and
- 40:30give you 3 suggestions of the top ones, this one here, we
- 40:33picked this one, this one, this one, they're all local.
- 40:36They all have this what you wanted and here's a price range
- 40:38for each of them. And if you don't have pricing or
- 40:40those articles or list, you may not even cut.
- 40:42So it's just like totally different from a Google like
- 40:45here's the top three are are blue sponsored ones.
- 40:47And then below that is this, it's like it's just changed the
- 40:50game. I'm curious your take on that.
- 40:51I mean, Google will react fast and change how they're doing
- 40:55business to to meet that need, so.
- 40:59It also is like, but it's a little bit of a competitive,
- 41:02It's a little bit of a conflict of interest in a certain regards
- 41:05because, like, so much of their business is Google Ads.
- 41:08Yeah, Yeah. And so it's like, damn, like,
- 41:10this is like our massive money maker.
- 41:12And now it's like we got to adapt with time, but the same
- 41:16time, we don't want to kill the thing that got us here.
- 41:19It's an interesting dynamic, yeah.
- 41:20Yeah, Yeah. What's going to happen to the
- 41:22ads business? That's a good question.
- 41:25Like, I don't know, you know, and the other day we were
- 41:29talking about like AI bots and things like that, like how much
- 41:32you're paying. We're paying for ads, How much
- 41:35are real? How much are bots?
- 41:36It's OK, man. So that ad space, who knows, but
- 41:42Google hires a lot of smart people and they will find a way
- 41:49to continue being a leader is is what I think, you know, like.
- 41:54Yeah, they're definitely not sitting around like, oh, there's
- 41:56AI thing like this. Yeah, exactly.
- 41:57They're definitely working hard to try to solve that problem for
- 42:00sure, I would think. But so you're part of
- 42:03entrepreneurs organization, is that what it's?
- 42:04Called Yep. EO.
- 42:05Yeah. EO Chicago.
- 42:07Yeah, I saw someone did a post, I think you reposted it on
- 42:10LinkedIn. It was Jesse Itzler came to talk
- 42:12to you guys. Were you there for that?
- 42:13Yeah. One of the things that stood out
- 42:15and one of the things that was mentioned in the in the LinkedIn
- 42:17post was being rich with soul and living life before the bus
- 42:22stops. Something that Jesse said.
- 42:24I don't know if you remember that, but as even beyond that,
- 42:26just curious what what Jesse Itzler, anything that he taught
- 42:29you from that talk that you applied to business or life?
- 42:32Yeah, yeah, yeah. The big thing that I learned
- 42:34from him is like, there's always a way, like if you hustle.
- 42:40So for example, one of the examples he gave was he wanted
- 42:45to go to a conference. I think.
- 42:46Yeah, he needed to go to a conference because that's where
- 42:49like all his buyers were. And I think it was when he was
- 42:53doing the jet company, one of his first companies, the the
- 42:57part time jet or you know, Airbnb of jets.
- 43:00He couldn't get into the conference because the ticket
- 43:02was like 5 grand. But he noticed like he went and
- 43:06worked at the local coffee shop and he noticed like everyone
- 43:09that was coming in was from the conference and they were buying
- 43:12like a coffee and like a bagel or a muffin, I think.
- 43:15So the next morning he went and bought all the muffins.
- 43:19And so when someone came in from the conference and they like
- 43:21went up to the barista and we're like, I'll have a coffee and a
- 43:24muffin. They were like, oh, we're out of
- 43:26muffins. That dude sitting over there
- 43:28bought them all. And so you would be like, what?
- 43:31Who is like, I want to go get a muffin.
- 43:33You go talk to him. And that's how he like landed
- 43:36his first few customers for the jet, the jet business.
- 43:41And so he had a couple like examples like that where it was
- 43:44like, most people would think it can't be done.
- 43:48You know, the conference, how am I going to get in?
- 43:50It's 5K. Like this dude figured out like
- 43:53a hack to like break down any door in front of him.
- 43:58And so that was like a constant theme of his, of his talk to us.
- 44:04And so it kind of one of the things I got out of it was like,
- 44:09yeah, always look. And I've been, you know, getting
- 44:12better at this as an entrepreneur and through the
- 44:14years. But, like, there's always a way
- 44:16through the door. You just got to find that way.
- 44:19And he gave some very pointed examples of, like, ways that he
- 44:25did it. And, like, he's a very inspiring
- 44:27speaker. So like, you walked away, or at
- 44:30least I did like, yeah. You know, the next hard
- 44:34challenge that comes up, let me think about it a different way.
- 44:38Like, how would Jesse do this, you know?
- 44:41I think outside the box, you know, yeah, what you have to do
- 44:43in business, I feel like. Exactly.
- 44:45Yeah, Yeah. So that was 1.
- 44:48There's a quote that always stuck with me, which is losers
- 44:51find excuses, winners find a way.
- 44:54Yeah. And that's kind of what you're
- 44:55just talking about. That story is like, hey, you
- 44:57know, look, you can find a million excuses on this planet
- 45:01to not be able to do something, or you can just find one reason
- 45:04to be able to be able, and let's go find that reason.
- 45:09Put your head down, get to work. Throw the excuses out the
- 45:12window. Throw the oh, it's impossible.
- 45:13It seems too hard. I don't know enough about this.
- 45:15I've never done this before. I don't have the experience.
- 45:18And just go. Exactly.
- 45:20Go, man. Yeah.
- 45:21Anyways, you're gonna say something else.
- 45:23No, I think that, you know, the the soul, he did talk a lot
- 45:26about soul and that resonated at the time, but I I kind of forgot
- 45:31that piece. Yeah.
- 45:33I mean, I know, like another part of it was he's himself
- 45:37like, and, you know, that was one of the the reasons why I
- 45:41started or wanted to start my own company is like, I got sick
- 45:44of showing up not as my authentic self, you know.
- 45:48And I was like, especially in, like, my first career in
- 45:52corporate America, you know, like, I'd show up wearing khakis
- 45:55and a button, you know, blue collared shirt, you know, And
- 45:57it's like, that's not me, you know?
- 46:01And so one of the main things I did was like, I want just people
- 46:05to be themselves, you know, whatever that is.
- 46:09And I think that's part of like, Jesse's like, here's who I am.
- 46:12Like, you want to work with me or not, you know, like, I'm not
- 46:16going to change. And I think that served him
- 46:20really well. And so that was another thing I
- 46:22took from it is like, one of the reasons he is happy is because
- 46:27he is as authentic self and he works with people that fit that
- 46:30authentic self. And he's not changing himself
- 46:33to, like, win a deal, you know, or, you know, close the next
- 46:36deal or retain a customer that's a jerk because, you know, that's
- 46:42not him. And so that was a big take away
- 46:45from it. But yeah, overall just a very
- 46:50inspiring guy. Well, there's a lot of people
- 46:52listening. I know some people personally
- 46:55that feel like they have to show up a certain way to either
- 46:58impress or to I run this, you know, type of business or this
- 47:01company size of business. And I've got to wear a suit or
- 47:05show up this way or say certain things and and there's something
- 47:08wrong with it. If that's you, then do your
- 47:09thing. Yeah, yeah.
- 47:10But I think there is something special and freeing when you
- 47:14unlock that. I'm just going to show up as me.
- 47:17And if people like it, amazing. And if they don't, that's cool.
- 47:20Yeah, I know it sounds simple, but it's hard for people to
- 47:23really like, grasp at sometimes. Yeah, I think like the most
- 47:28stressed I've ever been or like some of the stress in the past
- 47:31has been like when I'm not my authentic self or, you know,
- 47:34when I get on a call with a potential customer and I'm just
- 47:39like, it's not a good fit, but like, oh, but we need to close
- 47:43the deal. You know, like, I think in my
- 47:46opinion, the most, like the best day ever for an entrepreneur is
- 47:51when you can say no to someone. You know, like, you know, we get
- 47:56from time to time like people. Oh, you're basically a vendor.
- 47:59Like you need to do this because I'm going to pay you.
- 48:01And it's like, no, we don't. You know, we're fortunate to
- 48:05have high demand for our service.
- 48:07Like, we don't need to work with you if you're going to be a
- 48:09jerk. It's like that simple.
- 48:11And so, yeah, I don't want to do that to my team like and I don't
- 48:15want to do that to myself. So yeah, having a good filter on
- 48:21you know who you're working with and why you're working with them
- 48:27is very important. So yeah, I don't know, like.
- 48:32No, and it's a, it's a, it's something that you can't
- 48:34necessarily afford to do early on.
- 48:36Yeah. Or maybe you can.
- 48:37Maybe you can. Maybe I'm just, that's the
- 48:40impossible box I'm putting people in.
- 48:41But, you know, I think in the beginning you're just like, I
- 48:43need clients, I need revenue. You got to get this thing going.
- 48:45So you do have a little bit less flexibility, I think.
- 48:48Oh, for sure. And then once you build a
- 48:49business and you've more established and you have, you
- 48:52know, some revenue and things like that, you absolutely start
- 48:54thinking about that more. You start thinking about is who
- 48:57do I really want to work with? And yeah.
- 48:58And you know, the difference, man, between getting a customer
- 49:00that you're like or a client that you're really excited for
- 49:03and like the calls are amazing. The work together, it's so
- 49:06freaking aligned. I have a couple of this right
- 49:08now. I'm like, God, get off the call
- 49:09feeling energized. I'm like, it's we're so in line,
- 49:12you know, with what we're trying to accomplish together and the
- 49:14vision. And then you get on calls that
- 49:16are just miserable and you're like this, Why are we even doing
- 49:19this? Yeah, It's like it's not worth
- 49:21it, man. Yeah, well, and I think early on
- 49:24you take everything because you don't know, I mean, personally
- 49:27that might be a jerk. You might learn something from,
- 49:29you know, you might shape where, you know, I don't know, a
- 49:32feature or a service you're offering because.
- 49:35Oh, wow. Like, I never thought of this.
- 49:36But this customer, yeah, they might be a pain to work with,
- 49:39but they're actually like helping me kind of shape the
- 49:42business. Yeah, that's a good point.
- 49:44So yeah, it's like at first, yeah, take everything, you know,
- 49:47that's like in my experience, it was take everything, then start
- 49:52filtering out to see, yeah, what is like the right profile for
- 49:55us, you know, size, type, etcetera.
- 49:58And then start kind of honing that from there.
- 50:02But learning from every lead or customer I think is like the
- 50:08most important thing. Like I do some like EO has EOA,
- 50:13the accelerator in Chicago, I'm a coach there, do some other
- 50:16mentoring. And one of the main things I see
- 50:20a lot with founders is like they want, especially with AI, you
- 50:23want to automate like the lead Gen.
- 50:25I'm like that's the last thing you automate.
- 50:27If you're getting like 20 leads a week, talk to all of them.
- 50:30You know, like until that's like 90% of your time, just talk to
- 50:35people, you know, like as the founder or as the, you know,
- 50:37first salesperson. So that was one thing that I
- 50:43learned from my Co founder who's my former boss.
- 50:46You know, I was in that same boat early.
- 50:47Like back in the day when I was employed at the company, I was
- 50:52like, Oh yeah, we should automate this.
- 50:54And he's like, no, like we don't get that many leads.
- 50:57Like talk to him. And I was like, yeah, you know,
- 51:00why not like let's try that. And that was the most impactful
- 51:04like exercise that we still continue to do, like automating,
- 51:08like lead flow is like probably the last thing I ever think
- 51:11about. It is amazed me when people are
- 51:12like, we're going to autopilot our LinkedIn and I'm like, dude,
- 51:15that's like going to a network of events and like our Zumba,
- 51:17you know? Yeah, it's like.
- 51:18What, what are you doing? Like you got to talk to people,
- 51:21you got to post original thoughts and insights and
- 51:23there's plenty of things that we can automate and do AI with, you
- 51:27know, but leave the human stuff to the humans.
- 51:31If you do have a great client and they are wow, extremely good
- 51:35fit, well aligned visions the same or similar, what's the
- 51:40secret to retaining clients? The secret to retaining clients
- 51:45and AI helps now because you know, it's that second brain or
- 51:48you know the main brain, but you know, really getting to know the
- 51:51client kind of driving things like the whole, my whole
- 51:56philosophy is like, make it easier on the people you work
- 52:01with. Don't expect them to remember,
- 52:04especially like again, we're reselling Google Workspace
- 52:09typically to a business owner or an IT manager.
- 52:14My team manager or business owner has.
- 52:16Tons of tools. Like that, you know, they have
- 52:19to remember about and you know, they have to implement things
- 52:22and do certain things for security.
- 52:25So my philosophy is always like just make it super easy.
- 52:28You know, like do all the work for them, send the invites,
- 52:31create the tasks like guide them through a mutual success plan.
- 52:36Like understand from them what success looks like, get that
- 52:40jotted down and then work towards it with them.
- 52:44And you know, sometimes you'll have to veer and change what
- 52:47success looks like as the business changes on their end or
- 52:51on our end. But I think that's that's the
- 52:53main one. Make it easy to work with you is
- 52:56kind of the overarching philosophy.
- 52:59You know, I hate when I'll see like sometimes someone asked
- 53:03like, Oh yeah, when are you available?
- 53:05Send me an invite. It's like, no, we're the we're
- 53:07the, we're the partner. Like we should be doing that.
- 53:10Or I think you know, just be human, be your real self.
- 53:15Make it easy. Yeah.
- 53:17Be transparent. I think that's what I think what
- 53:19you said there transparent on and having the path of success
- 53:22and knowing what that looks like, it's mapped out.
- 53:24I think that's such a big one too is just sometimes you're
- 53:26like, hey, are realigned, like let's sometimes just an honest
- 53:30conversation. What do we want to accomplish?
- 53:31Let's realign on some things. Where are we going?
- 53:33What does, what would just blow like knock your socks off the
- 53:36next six months if we were to be able to do?
- 53:38And then you got to put now you can just work towards that and
- 53:40you're probably going to retain them if you're doing a good job
- 53:42working towards that. Sometimes it is that simple.
- 53:43You just got to talk to your customers sometimes.
- 53:45Yeah, it's almost like like we talked about user manual
- 53:48earlier. It's kind of like the same thing
- 53:49like, you know #1 how do I make it easy on the customer?
- 53:53Like how, how do they like to be communicated?
- 53:55You know, I mean, every vendor is trying to get a quarterly
- 53:57meeting with a customer to do a QBR.
- 53:59It's like, is that, is that relevant in this conversation?
- 54:03You know, and we'll get, no, it's Google Workspace, it's
- 54:05inexpensive, it's easy to administer.
- 54:08Let's check in every six months. Here's like our backlog of
- 54:11things we need to work on. It's on the success plan.
- 54:14Everyone can see it. We can alter it if we need.
- 54:16You know, if something else comes up in their business, it's
- 54:19a Co created plan so they can change it.
- 54:23So yeah, it's making it easy for them, being respectful of how
- 54:26they like to work, you know, knowing what success looks like,
- 54:29like you said. And then the big thing we do,
- 54:31because we're so focused on migration, like our one of our
- 54:34other overarching philosophies is no surprises.
- 54:38Things are going to change in a migration.
- 54:41We don't promise like, oh, it's going to be perfect.
- 54:45You know, like it's not here's what's going to change, here's
- 54:49how we prep you to prep your users.
- 54:52So at the end of the day, no one's surprised.
- 54:54Like everybody knows OK, document links might change,
- 54:57here's the work around for that or here's what you know needs to
- 55:01be done post migration so that that has less of an impact.
- 55:06But we prepare our customer to not be surprised.
- 55:10And that's the same with like the relationship later, you
- 55:14know, hey, we heard at the conference Google is going to be
- 55:17raising prices on Workspace. We got to reach out to all our
- 55:21customers and give them a heads up, hey, this is coming.
- 55:25You know, we don't want you to be surprised that the price is
- 55:28going to go up X. And so we try to be proactive
- 55:32enough to again deliver no surprises.
- 55:36So out of everything that we we covered, what's something that
- 55:39we haven't covered that you would say?
- 55:41And you, if you could give a piece of advice to a founder and
- 55:43you could say this is how you scale a service based company
- 55:48without huge payrolls, what would be your one piece of
- 55:50advice to a founder entrepreneur listening right right now?
- 55:53I mean, because my back like my background supply chain, I spent
- 55:57a lot of time taking waste out of processes, you know, So I did
- 56:01like the typical, you know, supply chain is purchasing
- 56:03logistics, you know, distribution manufacturing.
- 56:07But then I spent a couple times as like an internal consultant
- 56:11at GM, basically implementing the Toyota production system
- 56:14into GM. Interesting.
- 56:16And so I always have that like continuous improvement mindset.
- 56:21And so spending the time to like look at where is there waste and
- 56:27actually take waste out of the system without reinventing the
- 56:31wheel or blowing things up, You know, it's like a small
- 56:34incremental improvement. Not like, you know, don't try to
- 56:37change everything because then you're behind, you know, it's
- 56:41going to put you behind on the next 5 things.
- 56:44So OK, our, I don't know, sales process might not be the best.
- 56:48Can we make it, you know, 5% better?
- 56:51Like, you know, one small change today that will improve our
- 56:55sales process and then let's roll with that and make it 5%
- 56:59better, you know, in three months.
- 57:03So I think, you know, that like continuous improvement mindset,
- 57:07but on like little things that will make a big difference
- 57:10versus either, you know, analysis paralysis from like,
- 57:14oh, how are we going to change this process to like the best in
- 57:17the world, how we've done it in our business, you know, taking
- 57:21out wastes, you know, constantly improving as the founder, like
- 57:26checking in on the processes to see like, hey, you know, a lot
- 57:30of times as the founder or Co founder or whatever CEO, I'm
- 57:34outside of a process for a while.
- 57:36So I might jump into like a sales process or ACS process and
- 57:41oh, wow, this looks odd to me. Like, you know, hey, I'm not
- 57:44used to this. Why, why are we doing this?
- 57:46And then that starts a conversation with like the
- 57:48leader of that team. Oh, yeah, maybe that is kind of
- 57:51inefficient, you know. And so you're almost coming in
- 57:54as like the outside view without like the blinders on.
- 58:00And so, you know, taking the time to jump into the different
- 58:04areas of of the business as like an outsider to see like, does
- 58:11this make sense? Is this as efficient as it could
- 58:13be? And then making those small
- 58:15improvements, you know, with your leadership team.
- 58:18Well, Will, I appreciate you coming on the show.
- 58:20We've got your wife in the conference room, Lindsay, She's
- 58:22going to hop on next cuz she's the founder as well.
- 58:23So I'm excited for that conversation.
- 58:25Where can people find you, connect with you, learn more
- 58:27about what you guys do? Yeah, cloudasta.com is probably
- 58:30the best place. Or LinkedIn.
- 58:33I have 5 cousins with the same name.
- 58:35But you know, if you type in the jauntis on LinkedIn DAGIANTIS,
- 58:40I'll probably be the first that pops up.
- 58:42We'll link it in the show description too.
- 58:44Awesome. Thanks again for coming on the
- 58:45show. Yeah, appreciate it.
- 58:45Thanks.