In this episode of The Entrepreneur’s Logbook Podcast, Zachary Bernard speaks with Ashley Brown and Brianna Watson, co-founders of Impressions Visionary Solutions. From the outset, Ashley and Brianna emphasize the importance of “building the system, not the service.” Rather than diving headfirst into client work, they recommend first mapping a clear, intentional client journey, from inquiry and onboarding through delivery, using simple tools and workflows. As entrepreneurs test their offerings with early clients, patterns emerge. Those insights then inform the refinement of processes, creating space for creativity and minimizing the chaos of firefighting.

The conversation turns next to how AI and automation can amplify rather than erase the human element. Ashley and Brianna make a passionate case for preserving empathy at every step: pinpointing where clients need to feel seen and heard, then designing automations that support those moments without sacrificing genuine connection. They walk us through their approach, istening for each customer’s friction points, mapping the story of a purchase path, and automating repetitive tasks so teams can focus on high-value, human-driven work.

Finally, Ashley and Brianna tackle one of the biggest pitfalls in scaling service-based businesses: platform overload. They caution against chasing every shiny new tool and urge leaders to audit needs by department, choosing fewer, well-integrated solutions rather than a thousand half-used apps. Above all, Impressions Visionary Solutions stands out by leading with depth and authenticity, blending strategy with soul to help small and mid-sized businesses scale intelligently, efficiently, and empathetically.

Contact Information

Ashley Brown and Brianna Watson • Impressions Visionary Solutions

Website: https://www.impressionsvs.com

LinkedIn: https://www.linkedin.com/in/brianna-l-watson/ + https://www.linkedin.com/in/ashleybrowncreative/

Zachary Bernard • We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites:

https://www.wefeatureyou.com/

https://zacharybernard.com/

Want press, podcast or TV features? Visit wefeatureyou.com!

• (00:00:00) - The Entrepreneur's Lockbook Podcast
• (00:00:55) - How to Build a Beautiful Business With AI & Intelligent Automation
• (00:01:50) - What Would You Do To Build a Startup From Day 1?
• (00:04:53) - Ashley and Brian on Their Split
• (00:05:40) - How To Automate Processes With Human Touch
• (00:10:01) - Will AI Amplify Human Touch in Design?
• (00:15:12) - Tech Stack Confusion
• (00:20:43) - How To Market Your AI-based Sales & Marketing

In this episode of The Entrepreneur’s Logbook Podcast, host Zachary Bernard speaks with Rachel Phillips, founder and CEO of Fully Accountable. Rachel shares her journey from intern to CEO of one of Inc. 5000’s fastest-growing finance firms, serving over 600 clients and managing more than $7 billion in revenue. Together, they dive into why digital-first businesses—from e-commerce shops to SaaS providers—benefit from a fractional CFO model that combines hands-on bookkeeping with proactive financial strategy. Rachel explains how having an outsider’s perspective helps benchmark performance, optimize cash flow, and turn data into growth opportunities.

Throughout the conversation, Rachel underscores the power of granular analysis. She recounts a case where a client ran 25 ad campaigns but was only profitable on seven—redistributing budgets increased their margin from 10% to 38%. They also discuss the idea of a “living” operational budget that pivots with daily ad costs and seasonality, and pinpoint the revenue thresholds (around $3.5 – $5 million) when bringing on a CFO really pays off. Rachel’s parting advice: ditch the Excel-only approach in favor of a proper general ledger system and invest in the right financial talent before accounting tasks eat up more of your time than growing the business.

❇️ Key Topics with Timestamps

1. Rachel’s Career Path & Fully Accountable Overview – 00:02:00

2. Benefits of Fractional CFO Services – 00:03:00

3. Granular, Data-Driven Marketing Profitability (Case Study) – 00:06:00

4. When to Bring on a Fractional CFO – 00:13:00

5. Financial Management Tips for Business Owners – 00:19:00

Contact Information

Rachel Phillips - Fully Accountable

Website: https://fullyaccountable.com/

LinkedIn: https://www.linkedin.com/in/rachel-phillips-ohio

CFO Toolkit: https://fullyaccountable.com/cfo-toolkit/

Zachary Bernard - We Feature You PR

LinkedIn: https://www.linkedin.com/in/itszachb/

Websites: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Want press/podcast/TV features? Visit wefeatureyou.com

• (00:00:00) - Getting a granular view of a company's revenue
• (00:00:40) - Rachel Phillips on The Entrepreneurs Logbook
• (00:02:32) - Does a Fractional CFO Matter?
• (00:04:37) - How To Make Money on a Digital Business
• (00:07:19) - What's The Unique Challenges That E-Commerce and Digital Businesses
• (00:15:02) - How to Get a CFO on Your Team
• (00:17:46) - Taking Control of Your Business's Financials
• (00:19:51) - CFO on CFO Network

In this episode of The Entrepreneur's Logbook Podcast, host Zachary Bernard sits down with Matthew Uber, founder and CEO of Spinwheel BDC, a strategic consulting firm specializing in sales development, business development, and management solutions.

Matthew shares his unconventional journey from high school dropout to sales leader, building remote sales teams before COVID made it mainstream, and scaling Spinwheel to over 75 employees. With 15+ years in sales, Matthew reveals why mindset trumps skillset, how he proved SDR teams work in "impossible" industries, and his surprising take on AI's role in the future of sales.

Sales Success Formula

• Success comes from three pillars: pitch, pace, or attitude
• Mindset management is harder to teach than sales skills
• Rejection resilience matters more than smooth talking

Remote Sales Revolution

• Matthew built virtual sales teams in automotive (traditionally face-to-face) starting in 2018
• COVID gave his already-remote team an "unfair advantage" over competitors
• Virtual selling opened access to hungry talent nationwide and internationally

Spinwheel BDC's Hiring Philosophy

• Look for personality traits over resume credentials: hunger, student mentality, thick skin, self-awareness
• Everyone starts at ground level (SDR) regardless of experience
• Promote based on merit: appointment setting → presenting/closing → leadership

Business Agility

• Never get too married to your original idea
• Matthew's business has "changed 100+ times" since 2020
• Fast, intuitive decisions combined with a willingness to adjust

AI's Future in Sales

• AI will inevitably affect sales, but won't completely replace human connection
• Consumers may resist AI interactions due to trust/negotiation concerns
• AI calling costs currently prohibitive, but technology advancing rapidly
• Quality of AI sales depends on quality of human training it receives

Proven Growth Strategy

• Start with one SDR to prove concept, then scale
• Homegrown talent often outperforms expensive hires (100% quota achievement rate)
• SDR-to-AE promotion path reduces costs while improving results

• (00:00:00) - Entrepreneurs Logbook
• (00:01:13) - How to Get Out of Debt in Sales
• (00:03:44) - The Shift from Office to Remote Sales
• (00:06:54) - Virtual Sales: The Challenges
• (00:09:53) - How To Develop the Future of Sales
• (00:13:14) - How To Hire the Right Salesperson
• (00:16:41) - Building a Sales Development Team
• (00:19:43) - How to Manage the Mindset of a Salesperson
• (00:21:26) - How to Get Out of Rut
• (00:24:05) - Salespeople: How AI Will Affect Us
• (00:29:32) - Matt Spinwell on How to Reach Out to People

In this episode of the Entrepreneur Logbook Podcast, host Zachary Bernard sits down with Joey Price, President and CEO of Jumpstart HR, an award-winning HR consulting and technology analyst firm. With nearly two decades of HR experience, Joey has transformed from an HR assistant to a respected voice in the industry, authoring "The Power of HR" and delivering TEDx presentations.

Joey shares his unique journey from kinesiology to HR, revealing how he shifted from helping athletes perform their best on ball fields to helping professionals excel in corporate settings. The conversation dives deep into the three Ps of business (profit, people, and purpose), the evolving role of AI in HR, and why founders must view HR as a strategic investment rather than a cost center.

Episode Timestamps

[00:00:00] Introduction and Joey's background in kinesiology

[00:01:23] Joey's mission: Making people more excited about Monday than Friday

[00:02:04] Career transition from exercise science to HR

[00:04:23] The three Ps: Profit, People, and Purpose - current challenges

[00:05:00] Technology's impact on people strategy and the need for balance

[00:06:00] The "buying, building, borrowing, or botting" framework

[00:07:50] The aha moment: Transitioning from lifestyle business to scalable company [00:11:00] Why HR isn't a cost center - the human capital perspective

[00:12:00] Tracking ROI on HR investments and interventions

[00:15:50] HR trends: AI recruitment and diversity equity being baked into processes

[00:17:00] AI recruiters enabling flexible interview scheduling

[00:19:35] Who should read "The Power of HR" book

[00:22:31] Key takeaway: People don't inherently share your enthusiasm - you must cultivate it

Get in Touch with Joey Price

• LinkedIn: https://www.linkedin.com/in/joeyvprice/
• Company: https://jumpstart-hr.com/
• Book: https://a.co/d/fy7FVaG

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

• (00:00:00) - What is the role of human capital in the workplace?
• (00:00:24) - Joey Price on Being More Excited About Mondays Than Fridays
• (00:01:52) - EHR In the Elevator
• (00:04:29) - The 3-D Business of People
• (00:10:51) - The Value of Investing in HR
• (00:15:37) - Top Trends in Technology for Business Owners
• (00:19:21) - In the Elevator With Brad Cogan
• (00:22:08) - How to Improve Your Company's HR Policies

In this episode of the Entrepreneur's Logbook Podcast, host Zachary Bernard speaks with Robin Mee, founder and CEO of MeeDerby, the nation's leading executive search firm specializing in staffing, professional services, and workforce solutions.

What You'll Learn:
- Robin's 36-year journey in the staffing industry and how she's kept her "why" focused on putting people to work one job at a time
- How MeeDerby transitioned to remote work 15 years ago—far ahead of the industry curve
- The seismic shift in workplace expectations post-COVID and how only 3% of staffing professionals want to return to full-time office work
- Creating an authentic community and culture in a remote environment through intentional connection
- How AI is transforming candidate screening, recruitment processes, and staffing efficiency
- The importance of giving candidates and employees a choice in how they work and communicate
- Leadership strategies that foster trust, empowerment, and work-life balance in remote teams
- The staffing industry's evolution and Robin's bird's-eye view after working with thousands of staffing companies

Key Quotes:
- "My whole career has been about putting people to work... COVID was a real game-changer. Everybody was remote."
- "83% of people want community at work, and you can do that inside of a remote organization."
- "My recruiter is not getting through 120 candidates, but the AI absolutely can."
- "AI is going to assist us to put more people to work more quickly."
- "We focus on performance and empowerment because people want their voices heard."

Connect with Robin Mee:

LinkedIn: https://www.linkedin.com/in/robinmee/
Website: https://www.meederby.com/

About Robin Mee:
Robin Mee has over 36 years of experience in the staffing industry and serves on the board of directors for the American Staffing Association. She has been inducted into the Staffing Industry Analysts' Leadership Hall of Fame and brings a unique perspective on industry trends, leadership dynamics, and technological transformation.

• (00:00:00) - How AI Will Help You Put People to Work
• (00:00:19) - Robin Mee Discusses the Workforce Solutions Ecosystem
• (00:03:31) - WSJD Live: The Changing Way of Working
• (00:07:10) - LinkedIn CEO on Remote Work
• (00:08:08) - Leaders on Remote Work
• (00:13:52) - Reasons for Remote Working
• (00:19:11) - How to Use AI in Staffing?
• (00:24:40) - The Job Search Experience With AI Agents
• (00:28:17) - Top Staffing Executives on the Future
• (00:32:51) - How to Get in Touch with Robin Mederby

In this episode of the Entrepreneur's Logbook Podcast, we sit down with Scott Beebe, Founder of Business On Purpose, a company dedicated to liberating business owners from chaos through systems, processes, and purpose-driven strategies.

Episode Highlights:

• [00:01:00] Scott shares his diverse background, from telemarketing to pharmaceutical sales to pastoral work and eventually founding Business On Purpose.
• [00:03:00] The value of "reps" - how repeated experience in different environments builds the expertise needed to guide business owners.
• [00:05:00] Scott explains how chaos manifests in small businesses through common phrases like "I spend my whole day putting out fires" and "throwing Hail Marys just to get through the day."
• [00:07:00] The subtle ways chaos deceives business owners into believing "there's no other way" to run their operations.
• [00:09:00] How outside vendors should reduce chaos, not create more of it - a key principle when seeking help.
• [00:12:00] The importance of awareness moments that give business owners a "shot of joy" amidst the ongoing vigilance against chaos.
• [00:14:00] Scott shares the RPMs of great leadership: Repetition, Predictability, and Meaning - the framework for creating stability.
• [00:16:00] A powerful real-world example of chaos striking: two team members losing their fathers on the same day before a major event.
• [00:17:00] The 85-15 rule: How businesses should strive to predict 85% of what happens while allowing for the 15% that requires unique brilliance.
• [00:19:00] Thomas Edison's wisdom: "Vision without implementation is hallucination" - the critical importance of execution.
• [00:22:00] How Scott vets potential clients with a 26-point checklist and requires specific time commitments rather than accepting "whatever it takes" answers.
• [00:24:00] The danger of isolation for business owners and the value of community - "They come for the content, but they stay for the connection."
• [00:28:00] Scott's concept of "work worth doing" and how it shapes Business On Purpose's high-touch, relationship-based coaching model.
• [00:30:00] Final advice: Either commit to creating systems with repetition, predictability, and meaning, or "quit and get a job" - the honest truth about business ownership.

Connect with Scott Beebe:

• Website: https://businessonpurpose.com/book

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

In this episode of the Entrepreneur’s Logbook Podcast, we sit down with Ramy Khalil, CEO of Scimitar, a boutique management consulting firm dedicated to accelerating development timelines in the life science industry.

Episode Highlights:

• [00:01:30] Ramy explains the breadth of the life science industry, covering pharmaceuticals, biotechnology, diagnostics, and medical devices.
• [00:03:00] A personal connection to healthcare innovation: Ramy shares how his father's heart attack and subsequent bypass surgery inspired his career path in medical device engineering.
• [00:07:30] The counterintuitive approach to development acceleration: Why non-technical disciplines often create the biggest efficiency gains before implementing technology solutions.
• [00:09:45] Case study: How Scimitar helped a client reduce regulatory submission time from 26 weeks to 12 weeks through process optimization.
• [00:11:30] The three core methodologies Scimitar applies are critical path project management, lean principles for knowledge work, and business process management.
• [00:16:30] Additional areas ripe for optimization across the life science value chain: site startups for clinical trials, manufacturing supply chain coordination, and commercial launch readiness.
• [00:20:00] Leadership team challenges: How Scimitar helps executives transition from "working in the business" to "working on the business" through operational efficiency.
• [00:25:30] Balancing speed with quality and compliance: Ramy's approach to maintaining high standards while avoiding unnecessary constraints that don't benefit patients.
• [00:31:00] Looking ahead: The role of AI in life sciences and how leaders should approach technology adoption through access, people strategy, and scaling with appropriate controls.

Connect with Ramy Khalil:

• LinkedIn: https://www.linkedin.com/in/ramy-khalil-392391/
• Website: www.scimitar.com

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Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com

In this episode, we dive into the world of business growth and human-centered leadership with Charlie Saffro, President and founder of CS Recruiting. With over a decade of experience in the logistics, transportation, and supply chain industries, Charlie shares her journey from marketing professional to influential recruiter.

She discusses her unique philosophy that 'business is personal,' the challenges of remote work, and the importance of genuine human connections in the workplace. Listen in to gain valuable insights on talent acquisition, retention, and the evolving landscape of workplace culture in the face of technological advancements.

00:52 Charlie's Career Journey: From Marketing to Recruitment

03:17 Building a Successful Recruiting Firm

08:20 The Importance of Human-Centered Leadership

14:23 Balancing Data and Human Touch in Recruitment

19:40 Technological Advancements in Logistics and Supply Chain

26:24 Building Authentic Connections in a Digital World

33:35 Future Trends in Workplace Culture

About Charlie Saffro

Charlie Saffro is the CEO and founder of CS Recruiting, a specialized recruiting firm focused on the logistics, transportation, and supply chain industries. A TEDx speaker on human-centered leadership and a passionate advocate for workplace culture, Charlie brings her unique perspective as a female entrepreneur to help companies understand that business is personal - a philosophy that sets her approach to talent acquisition and retention apart.

Connect with Charlie

LinkedIn: https://www.linkedin.com/in/charliesaffro/

Website: https://www.cs-recruiting.com/

–

Connect with Zach on LinkedIn: https://www.linkedin.com/in/itszachb/

Website: https://www.wefeatureyou.com/ + https://zacharybernard.com/

Do you want to be featured in the press, podcasts, or TV? Visit wefeatureyou.com