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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Goal Diggers is a podcast on strategy, goals, and people management. With the industry’s experts and greatest thought leaders, we'll cover topics on Objectives & Key Results (OKRs), Key Performance Indicators (KPIs), strategy, and everything in-between. This podcast is brought to you by Perdoo: The Performance Management Software to create high-performing organizations. For more information about Perdoo, head over to: www.perdoo.com.
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KPI

Monique Velásquez

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Key Piqued Interest KPI: Entrepreneurial Insights LGBTQ Editions We are Velasquez Media short for Velasquez Digital Media Communications, a professional communications company that focuses on working with BIPOC and LGBTQ women identified businesses that need messaging in digital media. Monique & Piper host this 45 minute business focused on the KPI of the podcast. As a woman and minority owned business, we are interested in talking to couples that look like us: lesbian couples in a service b ...
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After 11 years, Tanya’s business hums. She's got warm leads, proven offers, talented contractors. And yet… projects that should take two weeks stretch to two months because she’s the translator between client and designer. In this live diagnosis, we map a transition from “Tanya-as-critical-path” to a productized, reliable service with automated coo…
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Meetings don’t equal management—most of the time, they’re just control theater. Freelance project manager Kacie Brennell joins Susan to unpack how autonomy—not attendance—drives real outcomes. They dig into async accountability, why tools fail without culture shifts, and how perfectionism + codependency quietly sabotage calm. If you’ve ever looked …
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What if your most important KPI wasn’t about revenue, leads, or efficiency—but about people? In this episode, operations strategist Layla Pomper shares the story of her Death List KPI: a surprisingly human metric born out of emergency planning that reshaped her entire approach to resilience. What started as a morbid exercise—writing down who her pa…
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When your signature skill is the thing clients line up for, it’s easy to accidentally build a beautiful trap. In this live diagnosis, Jeremy Enns, the founder of Podcast Marketing Academy, shares how his rave-review podcast audits started running his weeks (and energy) into the ground. We focus on Business Design and Margin Mindset to keep the magi…
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If you've been sharing the same ideas for years but still feel like you're reinventing the wheel every time you explain them, this episode is for you. Susan sits down with Melanie Deziel, creator of the IRON Framework, to explore how to transform raw, unstructured ideas into scalable, repeatable frameworks. Go behind the scenes of the Calmer Framew…
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Susan sits down with leadership and culture consultant Melissa Carson to tackle a challenge so many entrepreneurs face: digital tool sprawl. Together, they unpack the overwhelm caused by scattered systems and explore how creating a single source of truth—your personal data warehouse—can unlock mental clarity and free up energy for more meaningful w…
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This episode is part 2 of a 2-part conversation with Joe Casabona, a systems architect for solopreneurs and a self-described automation geek. You can catch part 1 over on the Streamlined Solopreneur feed here What if the difference between a chaotic, scope-creeping project and one delivered calmly, on time, and on budget wasn’t just better estimati…
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What if the reason you're stuck isn't mindset—or even procrastination? What if you're just solving the wrong problem? In this episode, I’m talking with Cat Mulvihill, creator of the Momentum Framework—a diagnostic tool that helps you figure out exactly why you’re stalled out in your business and what to do about it. Whether the block is a skills ga…
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What if your brand voice didn’t live solely inside your head? What if it was a system—a tool that helped you write faster, delegate confidently, and create calm across your business? In this episode, I share how I took my brand voice from “just a vibe” to a repeatable, documented system with the help of voice strategist Justin Blackman. We dig into…
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Most advice about scaling a service business means giving up the work you love or cranking your rates until clients walk away. But what if you could grow your revenue with your clients—without adding more to your plate? In this episode, Susan revisits a standout 2019 interview with business coach Lacey Sites, who doubled her revenue without taking …
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Tired of hitting a wall with your client-based business? You don’t have to build a course or start a membership to scale. In this episode of Calm is the New KPI, host Susan Boles talks with Janet Alexandersson—an international licensing lawyer and founder of Piggy Bank Legal—about how licensing can become a powerful, margin-creating revenue stream …
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You’ve duct-taped your service business together with tools and automations. But now things are breaking, you’re chasing Zapier errors, and client delivery is starting to feel like a drag. What if the next step wasn’t hiring a team or flattening your services—but turning your system into the service? In this episode, we're geeking out with Dylan Ki…
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Eliminate Sales Calls? Yes, Really. What if your entire sales process could feel human, high-touch, and not require a single call? This week on Calm is the New KPI, I’m joined by Becky Pierson Davidson, founder of Affinity Collective, a product strategy agency for community-driven businesses. Becky shares how she’s turned the traditional, time-cons…
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Business is personal—so why do we so often separate relationships from our work? In this episode, Tara Robertson, leadership coach and DEI consultant, shares why she set a KPI around the number of new friends she makes this year. We explore how measuring relationships impacts not only joy but also business sustainability. Tara realized that working…
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We all want our work to resonate—but how do we know if it actually does? In this episode, I sit down with storytelling and speaking expert Jay Acunzo to explore the concept of resonance over reach and how we can track something that feels inherently unmeasurable. Jay shares his Unsolicited Response Rate (URR) framework, a KPI designed to measure wh…
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Managing client relationships is one of the biggest challenges of running a service-based business. Expectations, boundaries, and communication all play a role in whether an engagement runs smoothly or goes off the rails. So, how do you actually know if you're doing a good job? Karen Sergeant has a solution: a Client Report Card. This system helps …
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In this episode of Beyond Margins, we explore the concept of calmer KPIs with guest Kendall Cherry, founder of The Candid Collective. Kendall shares her innovative metric, “Fresh Content Inked,” and how it has transformed her content creation process, business systems, and sales cycle—all while doubling her income. We geek out about how to build su…
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In this episode of Beyond Margins, Susan dives into the heart of goal-setting, breaking free from default metrics and focusing on what truly matters to your business and life. She shares her own approach to prioritizing calm as a core business metric and gives a behind-the-scenes look at how she set and tracked a single impactful goal in 2024—takin…
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October 18, 2023 (S01E03) Guests: We are Velasquez Media short for Velasquez Digital Media Communications, a professional communications company that focuses on working with BIPOC and LGBTQ women identified businesses that need messaging in digital media. As a woman and minority owned business, we are interested in talking to couples that look like…
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How do you reduce urgency in a world where urgency is so deeply embedded? How do you market yourself and your work in a way that is anti-oppressive? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on reudcing urgency and techniques for anti-oppressive marketing. We're joined by Natalia Sany…
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S1E0 Monique and Piper discuss what it's like as a LGBTQ, BIPOC, Couple in Biz. Entrepreneurship empowers individuals to control their careers and make impactful decisions. It addresses the needs of marginalized communities while allowing entrepreneurs to balance work and personal life. They take personal responsibility for their income and help ot…
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We live in a society obsessed with productivity and working more, so how can we lean into rest? What are the benefits of building rest into our businesses? And how can we begin to do that? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on rest. Rest is often a challenge for us go-getters, …
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Why are efficient systems so essential for building a calmer business? And how do you go about finding the right systems and processes for yourself? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're focused on my favorite aspect of my CALMER framework -- efficient systems. We dive into the importance…
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What if you could build in more space to your business? An extra day off? More time to strategize? Less urgency and more rest? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're diving into margins -- financial margins, capacity margins, and energetic margins -- to decrease urgency and burnout and cre…
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Taking care of people in or around your business isn't the default when it comes to business and what we're taught business should be. How is this way of doing business actually hurting us? And, how can we change our systems to be more authentically people-first? We're continuing in our mini-series on my calmer framework for a calmer business. This…
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Can we create calm workplaces that are not only remote, but also asynchronous? And can we do it while avoiding micromanaging from afar? We're continuing in our mini-series on my calmer framework for a calmer business. This week, we're diving into autonomy. Why is autonomy essential for a calmer business? What does an autonomous work environment eve…
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How can defining your business values and success more clearly lead to a calmer operation? This episode kicks off our miniseries on deconstructing the common elements that all calm businesses share. We're starting with the most foundational element: clarity. Clarity in business is often summarized by a simple yet powerful term: "freedom from ambigu…
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What if you could design a business that inherently operates on calm, not chaos? What are the essential elements to make this possible, and how can they be systematically incorporated into your business model? As we dive into our new series on creating calmer businesses, we explore the foundational elements that make businesses serene and sustainab…
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Can grants really fund your service business? This episode wraps up our deep dive into unique funding options for service businesses, exploring an often overlooked resource—grants. Meet Danielle Desir Corbett. She's a former grants administrator turned 4x grant-funded creative entrepreneur. She curates a monthly newsletter called "Grants For Creato…
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In this special 100th episode of Beyond Margins, host Susan Boles delivers her first solo discussion on utilizing debt thoughtfully to fund service businesses. Drawing from her experience as a fractional CFO, she explores the benefits and strategic uses of debt, shares real-world examples, and provides practical tips for business owners facing cash…
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Do you need funding for your business but loathe the idea of giving up a piece of your company to someone else? I get it. You built this baby with your own two hands, most likely giving up nights, weekends, early mornings, and time with your friends and family to do it. So the idea of handing over part of that to someone who wasn’t sweating it out …
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Cash is only easy to come by when you don't really need it. When things are going well, banks are happy to finance loans and lines of credit, and investors are easy to find when you're profitable and growing quickly. But we all know things aren’t always going well. For service-based businesses, where our products aren’t widgets but more often the i…
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Consider this scenario: a key employee unexpectedly needs to take an extended leave. Is your business financially and structurally prepared to handle that without a hitch? This is a challenge many small businesses face, and it's crucial to be prepared. As we wrap up our series on sabbaticals, leaves, and breaks, we will examine the policies and fin…
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What happens when you unexpectedly need to step away from your business's operations? How can you prepare your business not just to survive but to thrive, even when key team members are away? In our continuing series on planning for leaves, sabbaticals, and breaks from your business, we’re shifting our focus from the personal side to the backbone o…
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How do you step away from your business for a necessary break without losing momentum or compromising your values? Deciding to take a leave or sabbatical, and then figuring out the best approach for you, how to maintain client relationships while you're away, or even ensuring you have enough financial security during your break are all complex chal…
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Sometimes, you just need a break. I know I did. What was meant to be a quick breather turned into a transformative journey of two and a half years. The show (and my company) emerged with a new name, a new look, and a new perspective on what truly sustains a business—and a life. I say that I took a break from my business. But the reality is that I b…
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Break the Ceiling is now Beyond Margins. I’m excited to bring back the show and introduce you to people thinking about operations, finance, and business-building with calm as their top KPI. Do you know someone who could use a little more calm in their business? Someone who wants to think beyond margins? Share the show with them! And make sure you f…
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OKR is essentially change management. Therefore, to ensure that OKR is the right framework for a large organization, they typically choose to run an OKR proof of concept (POC) with a department or team first. We spoke to Jean-Luc Koning, OKR coach and co-founder of IN EXCELSIS, who ran the OKR POC with the IT team at The City of Quebec, the capital…
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Let's assume your business is a machine. There are different activities and processes your machine goes through in order for it to be fully functional and successful. Those activities include designing, building, and running the machine. But what does that truly mean for your business? We spoke to Richard Russell, an OKR and Leadership Coach, about…
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OKR is an iterative process — it's essentially change management. The truth is that you may not succeed when implementing OKR for the first time, maybe not even the second time. And that's fine. OKR is a flexible and forgiving framework. Once you've mastered it, it will positively impact how you operate as a business. So don't give up just yet! We …
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Every organization strives to have teams that perform well. However, the process of designing such high-performing teams and creating an environment in which people can thrive, is often an overlooked process. Why is that the case? Aren't people your most important resource after all? So, what are high-performing, empowered teams? And, how can you c…
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We live in times of immense uncertainty — which tends to lead to an unclear outlook on where your organization and teams are headed. Setting a sound strategy and subsequent goals to help you succeed becomes all the more difficult. While the OKR framework may not be a solution for turbulent internal and external circumstances, it is a tool that can …
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OKR is essentially a cumulation of goal management best practices that were collected over the past few decades and compiled into a framework. These OKR best practices act as guidelines to ensure your organization is set up for success. Having said that, every organization is different. And the beauty of OKR is that it provides enough flexibility, …
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Are you looking to roll out OKR to your entire organization and want to know what you may need to consider? Do you feel like it's a daunting task and don't know where to start? Firstly, we can assure you that it's not as complex as it seems. And we spoke to Ben Lamorte, about everything you need to know to successfully roll out OKR to your entire o…
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Ever wondered if there is a "right time" to get started with OKR? Some may say it's best to start early — ingraining the framework within the organization from the start. Others may say it's only really needed when you have robust processes in place. Curious to hear what we think works best? Having recently shifted from the startup to the scaleup p…
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Did you know that government organizations work with OKR as well? Truth be told, OKR is a tool that can benefit any organization — regardless of industry, size, or maturity — and that includes public sector organizations as well. The Municipality of Amsterdam (Gemeente Amsterdam) has been working with OKR over the last 2 years and has witnessed a m…
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If the last few years have taught us anything; it's that change is constant. We're often inclined to just adapt and accept such circumstances. But it's time to respond with strategic agility and engrain strategic foresight into our organizations, in order to build a desired future, not a compromised one. So let's talk strategy! Together with Daniel…
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