In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…
Welcome to Funnel Vision, Hosted by Mikael Dia, Founder & CEO of Funnelytics - a revolutionary marketing analytics software that allows marketers and business owners to map and track their sales and marketing campaigns visually. We feature Marketing Agency Owners and Performance Marketers to highlight the tactics, tools and strategies they use to grow their own business and their clients. Funnel Vision brings you 3 episodes every single week that aim to highlight the strategies used by successful agency owners and performance marketers in a 20 minute format. Aside from their unique topic of the day, our guests always answer one big question: What is your best growth tactic? For more content, check out our YouTube page, newsletter or connect with Mikael Dia on LinkedIn!
Welcome to Funnel Vision, Hosted by Mikael Dia, Founder & CEO of Funnelytics - a revolutionary marketing analytics software that allows marketers and business owners to map and track their sales and marketing campaigns visually. We feature Marketing Agency Owners and Performance Marketers to highlight the tactics, tools and strategies they use to grow their own business and their clients. Funnel Vision brings you 3 episodes every single week that aim to highlight the strategies used by successful agency owners and performance marketers in a 20 minute format. Aside from their unique topic of the day, our guests always answer one big question: What is your best growth tactic? For more content, check out our YouTube page, newsletter or connect with Mikael Dia on LinkedIn!
Bianca Blake (Co-Founder of Klickrr) is an expert in leveraging text-messaging as a marketing channel. Texting is a heavily underrated marketing channel. Before founding Klickrr, Bianca ran marketing for various corporations. After getting fed up with the corporate life, she found a few contractor opportunities that ultimately grew into a consultancy she ran for 5+ years. Bianca’s text messaging playbook consists of a high quality list segmented based on relevance, that you consistently engage with by sending messages that are below 160 characters without any special characters. From there, you need to analyze the data and optimize accordingly. Tune into the full episode to learn how to turn text messaging into a competitive marketing advantage! HIGHLIGHTS: 0:00 Intro 4:16 Bianca’s journey into entrepreneurship 8:07 The Do’s and Dont’s of text message marketing 12:39 The Text Message Marketing playbook 18:07 Where does text messaging fit into your strategy? Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Bianca - https://www.linkedin.com/in/biancablake/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Patrick Ward (VP of Marketing, Formula.Monks at Media.Monks) joins Mikael to help marketers figure out what it takes to become a truly legendary marketer. He’s constructed world-class campaigns with such global multi-billion dollar clients & partners as Google, Nike, Walmart, Sony, Allianz, Fiji Airways, Oracle, and The U.S. Space Force. What many software providers seem to forget is that they’re fundamentally competing with the status quo, not their category rivals. Even at huge conglomerates, the status quo might be an excel sheet or a few Google Docs. As a marketer, if you allow yourself to live in an advanced tech and automation echo chamber, there’s a good chance your message will never resonate and you’ll have a hard time truly weaving in the customer's mindset - which should be your top priority. Tune into the full episode to learn how to master the Marketing Mindset! HIGHLIGHTS: 0:00 Intro 1:10 Patrick’s world-class portfolio 2:09 The fundamentals stay the same 3:58 Builders vs Sellers 6:28 Understand the customers mindset 9:10 What is the Marketing Mindset? 11:59 The 5 Mindset Shifts 20:16 How to apply this framework? Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Patrick - https://www.linkedin.com/in/patrickjamesward/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Chris Roche (CEO of Catalyst Consulting) joins Mikael to discuss the bottom of the funnel (BOFU) for B2B tech. Chris is an ex-CRO who founded his agency 3 years ago, which has now grown to over 7 figures in ARR. One hugely impressive stat about Catalyst Consulting is that Chris has been able to scale the agency to 7 figures with only around $10k spent in paid advertising. Chris attributes their organic growth to their ability to deliver tangible ROI to their clients, and due to their current fixed capacity it would be redundant to invest further in marketing their service. When Chris evaluates clients, they typically look for a minimum of $25k ACV for a sales-led organization, or a 6-12 month CAC payback period for a PLG company. These aren’t the only metrics that matter though - most early stage startups think that they know their true numbers, when in reality they haven’t accounted for sales commissions, trial-to-purchase conversion rates, or other data that is missing from their calculations and CRM. Tune into the full episode to learn how focusing on BOFU drives real ROI! HIGHLIGHTS: 0:00 Intro 2:09 Chris’s entrepreneurial journey 4:29 Scaling to 7 figures organically 6:03 The analytical edge 7:54 PLG vs Sales-Led 9:47 You don’t need a crazy tech stack 10:31 Fix your CRM data ASAP 14:37 Are paid ads the right move for your business? 15:45 The revenue metrics that matter 18:04 LinkedIn Success = Strong ICP Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Chris - https://www.linkedin.com/in/thechrisroche/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Lindsey Carnett (CEO & Founder of Marketing Maven, Author of The Marketing Maven Method: Secrets of a Maven) joins Mikael to help agency owners differentiate between brand and performance marketing, and better understand how to approach PR. Brand Marketing & PR often get neglected in favour of performance marketing due to it being more difficult to measure the ROI of brand initiatives. Instead of thinking about the direct ROI of every campaign, to properly measure brand you need to focus on metrics such as conversation rates and sales velocity, as the goal here isn’t simply generating leads - it’s increasing the overall trust in your company. Crafting a good brand message requires understanding your business objectives, reverse-engineering a plan based on other success stories, and building a bespoke strategy based on this competitive analysis. Then, you need to swim with the grain enough to look like a real player in your space, while figuring out how you’ll approach your unique messaging to stick out. Tune into the full episode to learn how to better balance Brand and Performance Marketing! HIGHLIGHTS: 0:00 Intro 3:12 Lindsey’s PR experience 4:21 Trust brings ROI 7:01 Lindsey’s creative journey 10:12 The Marketing Maven Method 12:45 What makes a good brand message? 16:55 Be the right level of unique 18:55 Quirky, Timely, Local, Hard News, Personality 20:09 Quirky vs Personality 21:48 Summary Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Lindsey - https://www.linkedin.com/in/lindseycarnett/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Robert Glazer (5x Entrepreneur, #1 WSJ & USA Today Best Selling Author, Top 0.1% Podcast Host) is an expert in all things affiliate marketing. His affiliate journey started with the realization that cost-effective lead sources are the lifeblood of business, and at the time content partnerships were a brand new niche that could provide exactly that. To date, Robert has written 7 books, earning prestigious titles such as the number 1 spot on The Wall Street Journal and USA Today. His first book, “ Performance Partnerships: The Checkered Past, Changing Present and Exciting Future of Affiliate Marketing “, came from a ton of industry conversations regarding the subject. Tune into the full episode to learn how to approach affiliate marketing in 2025! HIGHLIGHTS: 0:00 Intro 2:44 Roberts first tango with Affiliate Marketing 6:32 Creator success requires passion 9:32 The journey of writing 7 books 11:58 The different types of affiliate labels 16:42 How to build a solid partner program 19:16 Affiliate marketing isn’t easy Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Robert - https://www.linkedin.com/in/glazer/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Phil Ranta (COO at Fixated) is a pioneer of the digital media revolution, working as a pre-YouTube professional web video producer in 2005, video content app creator before the smartphone revolution in 2007, an early exec in the MCN boom with two successful exits, and as the Head Gaming Creators at Facebook and Mobcrush, driving the live streaming and the creator-driven media paradigm shift. Phil joins the Funnel Vision Show to talk on founder-led brands and how to build one that generates revenue. Becoming a content creator is the most popular career choice among Gen-Z, and in such a competitive market you can no longer just “wing it” and expect exceptional results. Phil refers to it as the ultimate get rich slow scheme, as you need to combine technical creator skills, creative innovations and a consistent publishing schedule to even have a chance at making a career out of it. Tune into the full episode to learn how to thrive in the creator economy! HIGHLIGHTS: 0:00 Intro 2:56 How does the creator economy work? 5:14 How the creator economy has evolved 7:32 The modern creator playbook 10:02 What got Phil into the creator world 12:42 What does Fixated do? 15:03 What platforms are crushing it in 2025? 18:25 Success is not a guarantee 20:35 Building a LinkedIn following Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Phil - https://www.linkedin.com/in/philranta/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Stephanie Kelly (Chief Product Officer at Styles) started her career in marketing and communications before transitioning to executive coaching. After 15 years in marketing, including working with boutique agencies and in crisis communications, she experienced a health challenge that led to a profound career shift. She became passionate about helping people understand their behavioral tendencies and how to leverage them effectively. In this episode, Mikael and Stephanie discuss the Styles assessment, a psychometric tool that analyzes how people behave under pressure. Unlike personality tests, Styles focuses on biological responses and behavioral tendencies. The assessment identifies four main styles: Control (visionaries focused 3-5 years ahead), Influence (relationship-focused people concerned with the present), Power (builders focused on the next 90 days), and Authority (data-driven analysts who look to the past to make sense of the future). Stephanie explains how understanding these styles can dramatically improve marketing effectiveness by helping professionals tailor their communication, pitches, and content to match their audience's natural tendencies. She also shares practical ways to identify someone's style through observation and how to leverage this knowledge to build stronger teams and more effective marketing strategies. Tune into the full episode to learn how to better understand yourself as a marketer! HIGHLIGHTS: 0:00 Intro 1:10 How Stephanie went into coaching 3:31 From Marketing to Product 5:01 What makes Styles different 11:20 How to use assessments to become a better marketer 15:07 Have better conversations by assessing the other side 19:32 How different styles behave online…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Craig Rodney (Founder at The Agency Coach) helps agencies systemize their processes and scale. He started his first agency way back in 2002, grew the business, went through a merger and in 2013 sold his first business. After 2016, he started coaching other agency owners so they can follow his path. The first big mistake that Craig had to pinpoint and solve in his agency was the fact that he was the go-to person for all of their clients. Even though this approach got them blue chip clients, he realized the same thing that most agency owners run into - you can’t scale yourself. Delegation is hard when you’re a small agency owner. Being overly attached to your work and thinking you’re the only person who can deliver real quality normal, but it’s also a one-way ticket to staying in survival mode forever. Craig advises that you get out of survival mode as soon as possible by learning how to hire the right people - ones that allow you to devalue money and increase the value of time. Tune into the full episode to learn how to properly scale an agency! HIGHLIGHTS: 0:00 Intro 2:43 How Craig learned how to let go 6:04 You need to be ready to delegate 9:02 Survival mode decisions don’t scale 13:00 Leverage your time correctly 16:49 Mindspace matters most Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Craig - https://www.linkedin.com/in/craigrodney/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Frank S. Pierce (3x CMO with enterprise sales expertise in Financial Services, Retail and Tech) joined the show to discuss how agencies can get out of the SMB space and secure upmarket clients. While Frank started out in Marketing and has held 3 CMO roles, his latest career accolades are mostly in the realm of enterprise sales. As a marketer, he sat in on many client calls - which ultimately helped him understand the market better and got him interested in moving on to sales. Over the years, Frank has noticed that the salespeople who succeed no matter the circumstances are the ones who take their preparation very seriously. Tune into the full episode to learn how to sell into F500 companies! HIGHLIGHTS: 0:00 Intro 1:13 Three time CMO journey 2:53 How Frank went into enterprise sales 4:35 Preparation is everything in sales 7:55 How to effectively multithread 10:12 Identifying the right stakeholders 12:31 Be nice to the assistants! 13:49 The Enterprise Sales framework 17:01 Figure out what really matters Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Frank - https://www.linkedin.com/in/frankspierce/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Audra Carpenter (Founder of ATEC Dynamics and zindo+co) is an expert in utilizing AI in marketing. She’s worked with companies across the whole spectrum - from early stage startups all the way to the Fortune 500, providing services such as website building, AI implementation and overall strategy. When it comes to AI implementation, Audra started with figuring out which parts of her daily workflow could be augmented to either reduce the time spent or automate completely. Now she’s combining multiple tools to create content at scale. What used to take 2 days now takes 10 minutes to draft, but Audra still recommends that you make your own edits and adjust the content so you won’t jeopardize your brand with low quality content. Tune into the full episode to learn new ways how to use AI in marketing! HIGHLIGHTS: 0:00 Intro 3:01 What’s the state of AI in marketing today? 6:41 The current state of AI in marketing 8:10 Creating AI content at scale 9:36 How to make AI sound on brand 11:49 Audra’s new content creation product 13:06 How the Marketing role is changing 17:41 Don’t get replaced by AI Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Audra - https://www.linkedin.com/in/audracarpenter/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Phil Rivers (Founder of Growthpointe, 2 previous exits) has generated $200+M in email revenue for his eCommerce clients. The King of Klaviyo has acquired 500+ clients during his agency career. Phil started creating email lists in 2005. After he graduated college, he joined a software company and started a marketing side hustle. At first, he was a generalist doing email marketing, web services and other small tasks. Realising that selling a jack of all trades service isn’t very profitable, he found a comfortable niche in email marketing. Nowadays Phil is mostly focused on his nearshore business. He noticed that agencies spend way too much time hiring, and over the years Phil got really good at sourcing high quality candidates - so this transition came very naturally. Tune into the full episode to learn how Phil scaled to 9 figures in client revenue! HIGHLIGHTS: 0:00 Intro 2:01 The journey to $200M+ in Sales 7:51 How Phil built his own revenue engine 11:48 The 9 figure email revenue secret 16:43 The move to nearshore 18:07 How to increase your conversions Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Phil - https://www.linkedin.com/in/thephilrivers/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Jade Caillot (Founder of ELLEVATE) runs a specialized agency in accelerating the growth of women-founded and women-led businesses. As of December 2024, she’s also a Forbes featured Marketing Expert. In simpler terms - they take businesses that aren’t sure how to scale to their goals and make their dreams a reality. They focus on helping companies make a difference in their market, build an engaged audience and get an ROI that accelerates quickly. They start off with auditing the leader as a person, and then move to the executive team. This helps ELLEVATE build a strategy that is bespoke, authentic and 100% aligned with the goals of their client. Jade’s approach to running an agency that offers bespoke services is to always start off with the important details. Do they have the time, money and dedication to do this? From there, they move on to research, strategy and building out operations. Tune into the full episode to learn how to operate a bespoke marketing agency! HIGHLIGHTS: 0:00 Intro 3:05 Jade’s Marketing background 5:25 The ELLEVATE way of running an agency 6:34 The current service offer 9:53 How to offer fully custom services 13:21 The balance between working in vs on your agency 18:34 Relatable messaging sells Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Jade - https://www.linkedin.com/in/jade-caillot/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Brian Ahmadi (CEO of Maximum Profits Agency) started his agency journey after many years in the US Navy. He helped his first batch of clients - bars - manage their social media accounts for $500/month and free drinks for his crew. They quickly spread through word of mouth and started getting clients left and right. Deployments halted their progress for a year, but once they resumed, they got a house together and success followed. At Maximum Profits Agency, every team member is cross-functional. Brian believes in a structure where every employee is equipped with the skillset to fill any role. He also advises employees to choose their own preferred field and become masters at that individual craft while asking other team members for support in case they have specific skill gaps. Tune into the episode to learn how US Navy Veterans run their agency! HIGHLIGHTS: 0:00 Intro 3:04 From US Navy to running an agency 6:03 The value of in-person sales 9:04 Turning employees into founders 11:21 Focusing on everyone's strengths 16:22 Find people that you can trust 20:01 Just get to work! Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Brian - https://www.linkedin.com/in/brian-a-6a6393b7/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Jonathan Cogan (Founder of Sephrina Strategy) is an agency leader, marketing strategist, brand consultant, coach, teacher and facilitator with a 20-year track record helping to launch and grow businesses, brands and campaigns in Canada, the U.S. and globally. Jon is a big proponent of effectiveness leading to efficiency. Big networks and corporations love to make efficiency their North Star, but in doing so they strip their people of the ability to do truly exceptional work - the type that doesn’t fit into a fully pre-planned, timegated schedule. And the best part is, the work that gets done when you prioritize effectiveness ends up being more efficient, as it doesn’t require as many re-do’s and revisions. The Effective Agency Playbook starts with understanding exactly what you’re trying to achieve and for who. Then you need to find your focus on how you’re going to execute. The way to make it work is by honing in on every single step in the process and having clear definitions and outlines. And it should not feel overly complex or confusing. Tune into the episode to learn how to build a more effective agency! HIGHLIGHTS: 0:00 Intro 4:12 Your agency needs to be special 6:06 Effectiveness leads to efficiency 8:51 Effectiveness is all about the people 10:53 The fundamentals never change 12:36 The value of outside perspectives 14:04 Everyone is in strategy 15:44 The Effective Agency Playbook Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Jonathan - https://www.linkedin.com/in/jon-e-cogan/…
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Funnel Vision - For Performance-Driven Agencies & Marketers
Marcel Petitpas (Co-Founder and CEO of Parakeeto), has helped 100+ agencies measure & improve their profitability through consulting and technology. Some of their clients have been able to decrease their overtime AND grow 90%+ YOY. He also hosts The Agency Profit Podcast - the only podcast that tackles the topic of agency profitability. Agencies often have a hard time managing their cash. Between ever-decreasing margins due to oversaturation, clients expecting additional free deliverables and employee productivity not always matching the job description, owners struggle when trying to figure out a way to exit survival mode. Marcel points to clean, comprehensive data being step 1 of figuring out your true financial situation. Over the years he’s seen a lot of agencies fail even though they’ve really tried to improve their current state - and the number 1 issue has always been bad data. Parakeeto built two different products that failed before adding a professional services wing and really exploding. A lot of what makes great SaaS tools - proper implementation, continuous feedback-driven roadmaps and a true focus on outcomes - is easier to build through a service. Tune into the full episode to learn how to increase your agency's profit! HIGHLIGHTS: 0:00 Intro 3:11 Marcel’s entrepreneurial journey 5:21 What does Parakeeto do? 7:15 Building a product for yourself 9:12 2 Failed SaaS products and the problem with data 13:41 Embrace professional services to grow your SaaS 17:40 How to 5x your agencies profitability 22:32 Grow your business by borrowing an audience Access the Agency Profitability Toolkit here: https://parakeeto.com/toolkit/?utm_source=Podcast&utm_medium=GuestAppearance&utm_campaign=Mikael+Dia Access the Parakeeto Foundations Course here: https://parakeeto.lpages.co/the-foundations-course/?utm_source=Podcast&utm_medium=GuestAppearance&utm_campaign=Mikael+Dia Connect with Mikael - https://www.linkedin.com/in/mikaeldia/ Connect with Marcel - https://www.linkedin.com/in/marcelpetitpas/…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.