Rooted In Revenue

Have you ever felt lost when managing your website’s domain? You’re not alone. Some tech professionals keep these concepts vague to maintain control over their clients. Let’s break down what you need to know and document to stay in control of your digital property. Remember, your domain for your company is YOURS. Do not let an outside contractor register a domain for you, even if they are trying to save time, money, etc. You need to create this login and invite them in to manage it. You never want to lose control of your domains. This short episode gives you an initial action list to take inventory of what you have, who has access, and when your domains renew.The next episode in this series will be about moving domains, testing your domains and SSL certificates.
This is tied to a course series Susan has available with free real estate broker focused tips emailed q-r.to/sfsreo8, and a paid workshop group. q-r.to/sf8weeks

Are you dreaming of turning your side passion into a thriving business? In this episode of Rooted in Revenue, host Susan Finch sits down with Becky Esquibel, founder of Experience Joy, who's doing exactly that. As a nuclear medicine technologist by day and travel consultant by choice, Becky shares her remarkable journey of transforming her love for travel planning into a business that's seen a staggering 1600% growth in just one year.
What makes Becky's story particularly compelling is her practical approach to business growth. Rather than making a risky leap, she's strategically building her travel consultancy while maintaining her stable hospital position. She opens up about navigating the challenges of a growing client base, the importance of investing in professional services from the start, and how joining a women's business accelerator program is helping her plan her transition to full-time entrepreneurship.
Whether you're considering starting a side business or looking to scale your existing one, Becky's insights on balancing growth with stability, setting professional boundaries, and the value of women's business networks offer a realistic roadmap for success.
Experience Joy

In this episode of Rooted in Revenue, we explore the powerful role of community in business growth with Jessica Monarch, a women's health empowerment coach. As she transitions from stay-at-home mom to business owner, Jessica reveals why she chose to step out of isolation and into a women's business program called The Accelerator – despite her initial hesitation about whether she "belonged" in such a space. There is no doubt now.
Through our candid conversation, Jessica shares how finding the right community has helped her move beyond generic business advice to develop authentic marketing strategies aligning with her healing values. She offers a refreshingly honest look at the difference between working in and owning your business, emphasizing how peer support helps navigate this crucial transition.
Whether you're questioning if you should invest in yourself through community programs, struggling to find your authentic voice in business, or simply feeling alone in your business journey, Jessica's story illuminates why real growth requires more than just solo effort – it takes the right support system and community of fellow women business owners who understand your challenges.
Find Jessia Monarch here.
Learn more about the Elevated Networking Society here.
Susan Finch on LinkedIn
 
Business Development & Identity:
#WomenInBusiness
#SmallBusinessOwner
#BusinessGrowth
#WomenOwnedBusiness
#SmallBizGrowth
Community & Support:
#WomenSupportingWomen
#BusinessCommunity
#WomenInBizNetwork
#BusinessMentorship
#WomenEntrepreneurship
Personal Growth & Development:
#BusinessConfidence
#PersonalGrowth
#ProfessionalDevelopment
#BusinessJourney
#GrowthMindset

Today, we're challenging you to conduct a Professional Presence Audit—a critical look at how you appear across the digital landscape to ensure your professional image remains consistent, current, and compelling. This is Part 2 of our Digital Brand Checkup series on Rooted in Revenue. Our last episode covered the essentials of managing your digital real estate—from domains to infrastructure. 
Essential action items from this episode:
Google Audit:
Search yourself/company in an incognito window
Review up to page 8 of the search results
Document outdated or incorrect listings
Look for unauthorized or outdated profiles
NAP (Name, Address, Phone) Consistency:
Ensure the company name format is identical across all platforms
Standardize address formatting (abbreviations, punctuation)
Use consistent phone number format (preferably with hyphens)
Document the exact format to be used by all team members
Professional Profile Management:
Review all directory listings (industry, membership groups, associations)
Update bios across all platforms
Verify current memberships and certifications
Remove or update outdated affiliations
Create platform-specific bios for different purposes
Website and Landing Pages:
Create specific landing pages for different audiences/purposes
Ensure all domain redirects lead to valuable content
Update professional credentials and certifications
Review and refresh all bio pages
Call-to-Action Consistency:
Define 1-2 primary destinations for all profile links
Maintain consistent messaging across platforms
Ensure all CTAs lead to current, working pages
Document preferred CTAs in your asset depot
Bio Management:
Create a master bio document with variations
Include links to where each bio appears
Update bios to reflect current focus and achievements
Have others review bios for clarity and impact
Consider professional help for bio writing/updating
Documentation:
Create an "Asset Depot" to store all digital presence information
Document all profile locations and login credentials
Please keep track of all bio variations and their purposes
Set up regular review schedules (quarterly/annual)
Regular Maintenance:
Schedule annual comprehensive audits
Set quarterly review reminders
Update profiles when significant changes occur
Regularly test all links and redirects
Remember to resist the urge to use AI for writing bios. While it can help with organization and redundancy checking, your authentic voice and personality should shine through in your professional profiles.

Your business runs on digital - but when was the last time you gave it a proper checkup? This week on Rooted in Revenue, we're getting real about the nuts and bolts of your digital foundation. Susan Finch and Lany Sullivan share their hands-on experience managing domains (including those late-night wine-inspired purchases we've all made), keeping backups current, and yes - discovering that even storage facilities need retention policies. No fluff, just practical advice on protecting your digital assets and organizing them in a way that actually makes sense. Whether you're a tech pro or still figuring out what DNS means, we've got you covered with straightforward talk and simple solutions for keeping your business's digital world running smoothly.
Here are the key points from the episode:
Domain Management Essentials:
Consolidate all domains to one account/provider
Document registration and renewal dates
Verify owner, admin, and tech contacts are current
Have a clear purpose for each domain
Make every domain work for you - forward unused ones to active properties
Never respond to mail-based domain renewal solicitations (they're scams)
Export and document DNS settings as a backup
Website Security:
Ensure SSL certificates are current and test your site in incognito
Verify site works securely with and without 'www'
Keep security protocols updated
Documentation & Organization:
Create an "Asset Depot" to store all digital asset information
Include backend links, affiliate info, products/services details
Keep all access credentials organized and updated
Document all processes and systems
Backup Systems:
Implement regular backups not stored on the same host
Verify backups are actually working
Test restoration process periodically
Organize files for efficient backup
Retention Policies:
Understand your industry's specific retention requirements
Only retain what's legally required
Create organized folders with destruction dates
Set calendar reminders for data destruction
Be careful with development/test data retention
Regular Auditing:
Make this a yearly review process
Get an outside perspective on systems and processes
Test all systems and access points
Verify all contact information is current

Welcome to a special series on Rooted in Revenue, where we're documenting something extraordinary happening in Southern Oregon's Rogue Valley. Today we're kicking off our coverage of an innovative women's business accelerator program that's transforming lives and businesses in the region.
We're sitting down with the four remarkable women behind this initiative: Arin Fugate, who transformed a local networking group into a thriving community; Lisa Manyon, a global marketing strategist and content expert; Angelica Owens, a business strategist specializing in delegation and authentic sales; and Lany Sullivan, a systems and growth expert who helps tie it all together.
What started as a casual monthly meetup has exploded into a 2,000-member strong community of women supporting women, and now they've launched an intensive business accelerator program called, "The Accelerator." Over the coming months, we'll follow the journey of their first cohort of 16 participants, documenting their transformations, challenges, and successes.
This is more than just business education – it's about breaking down barriers, challenging money mindsets, and creating a sustainable model for women's economic empowerment that starts at the local level but has global implications.
Stay with us as we begin this journey, starting with our conversation with the four visionary women who brought The Accelerator to life.
Learn more about the Elevated Networking Society here.

Susan Finch and Lany Sullivan plunge into the muck of a crucial but often overlooked aspect of business operations: the client intake process. Coming fresh from their previous episode on intellectual property, they explore how even successful businesses like Susan's (with 20 years of experience) can benefit from implementing structured intake systems.
Whether you've been in business for six months or two decades, this episode reveals why having a clear, systematic approach to onboarding clients isn't just about organization – it's about increasing revenue, saving time, and working with clients who bring you joy. You'll learn practical tips for creating effective intake forms, structuring service packages, and avoiding common pitfalls that lead to scope creep and revenue loss. If you're tired of "winging it" with clients or want to streamline your business processes, this conversation offers actionable insights to transform your client onboarding experience.
Get a peek at Lany's here.

Join Susan Finch and Lany Sullivan in this eye-opening episode of Rooted in Revenue as they dive into the crucial topic of intellectual property. Discover what IP really means for your business, how to protect your creations, and why holding someone's intellectual property hostage is a major business faux pas. Whether you're a content creator, business owner, or working with contractors, this episode offers valuable insights to help you navigate the complex world of IP.
Disclaimers: Lany and Susan are not giving legal advice and are not attorneys. They are sharing what they have learned from their experiences and that of their clients.
Tips/Recommendations:
Lany:
Intellectual property includes anything you create, not just patents and trademarks.
Consult with an attorney about protecting your IP through trademarks and copyrights.
Include clear IP ownership clauses in contracts with contractors and clients.
Don't put sensitive intellectual property into open-source AI tools.
Susan:
Be cautious when using services like Fiverr for logos - ensure you get vector files and ownership rights.
When rescuing clients from IP hostage situations, try to hear both sides of the story.
For creatives, consider retaining copies of client files as an archive, not to hold hostage.

In this episode, Susan Finch sits down with Michele A. Friedman, a talented metalsmith and jewelry designer with over 26 years of experience in the art world. From her early days studying fashion design at Parsons to becoming a full-time artist, Michele shares her journey and insights on navigating the business side of art. Discover the importance of human connection in selling art, learn strategies for engaging customers at shows, and explore the delicate balance between creativity and commerce. Whether you're an aspiring artist or a seasoned professional, this episode offers valuable lessons on turning your passion into a sustainable career.
Links from this episode:
https://www.facebook.com/MicheleAFriedmanJewelry
https://instagram.com/mafdesign1 
https://www.instagram.com/colerodgerimage/ - Michele's photographer
https://pjlabarge.com - wildlife sculptor
https://joyridejewelry.com  How we met
Michele's bio - in her words:
My jewelry results from my desire to incorporate color, pattern, and texture into my work without setting stones. The color was to be from an alternative source. Through trial and error and consideration of many materials, I concluded that wool felt perfect. The material is durable, pliable, and possesses a rich, saturated color and a hint of texture. I manipulate the felt into shapes and set them like stones into my oxidized sterling and 18k Bi-metal jewelry. This is a technique that I developed on my own to suit my needs.
I have always had a Metal line of jewelry, which has evolved over time. In June 2020, I finally added my Metal line online for purchase and have added a number of pieces since. It is comprised of oxidized sterling silver, 18k Bi-metal, and now some 14k vermeil pieces, too. The Metal line can easily be worn with the FELT line as many common design elements and components exist. 
I am inspired by graphic, product, furniture design, and architecture. Frank Lloyd Wright, Charles Rennie Mackintosh, and Vasily Kandinsky are among my many influences. I love Modern Art and Design. 
I am a native Chicagoan. I attended Parsons School of Design in New York City. I currently reside in Chicago with my husband John and our two cats, Rosie and Zero. When I am not on the road, I love to travel abroad with my husband, visiting art museums, absorbing cultures, and eating great food!

Rediscovering your forgotten skills and experiences can be a game-changer for personal and professional growth. In this insightful episode of Rooted in Revenue, Lany and Susan dive deep into the importance of reflecting on your past accomplishments and leveraging them for future success. They share personal anecdotes, practical tips, and actionable strategies to help you uncover hidden talents and capitalize on your unique experiences.
We dare you to go through this list:
Reflect on past experiences and skills you may have forgotten about
Review old resumes and portfolios
Ask family, friends, and former colleagues about your strengths
Update your professional profiles and resumes regularly
Share stories about your past experiences and skills
Reconnect with old contacts and mentors
Create one-page case studies for your accomplishments
Record video or audio of yourself telling your stories
Identify pivotal moments in your life and career
Look back at all your jobs, even early ones, for valuable experiences
Share your reflections on social media and tag Lany and Susan

In this continuation of their discussion on managing your online presence, Lany and Susan hit you over the head with the importance of conducting thorough tech assessments and making informed decisions about your business software. They emphasize the value of consulting with experts before making significant changes to your tech stack and warn against common pitfalls like lifetime software subscriptions and poorly integrated tools.
Action Items:
Conduct a comprehensive tech assessment of your business
Review all software subscriptions and their actual usage
Avoid lifetime software subscriptions
Check software integration capabilities before purchasing
Set calendar reminders for subscription renewals
Research software reliability and developer support before committing
Utilize existing tools and services to their full potential
Consult with experts before making major tech changes or purchases
Regularly review and update your website and online presence
Be cautious of custom solutions that may create dependence on specific developers

Susan and Lany are fired up in this episode, tackling the infuriating world of tech blunders, compliance nightmares, and security fails that plague businesses. From email marketing mishaps to clickbait disasters, they're not holding back on the ways people unknowingly sabotage their operations. This is part one of their conversation, so prepare for some straight talk filled with cautionary tales and a healthy dose of 'what were they thinking?' Stay tuned for part two, where they'll continue their mission to save you from yourself in the tricky terrain of business tech. Remember, sometimes doing nothing is the best move – especially when it comes to messing with stuff you don't understand!
Action items (or inaction items):
Stop using personal Gmail accounts for business; set up Google Workspace instead.
Don't buy domains from cheap or suspicious sources.
Ensure your email marketing is compliant with new laws (as of February 2024).
Use secure file transfer methods for sensitive client information.
Be cautious of scams and verify legitimacy before giving out information or access.
Freeze your credit reports to protect your information.
Don't touch or change technical settings if you're not sure what you're doing.
Implement proper security measures and compliance procedures in your business.