Beyond Margins: Designing Calmer B2B Agencies & Consulting Firms

Susan Boles
Beyond Margins: Designing Calmer B2B Agencies & Consulting Firms

Can you build a business based on… “calm?” On Beyond Margins, 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 framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.

  1. Anti-Oppressive Marketing & Reducing Urgency with Natalia Sanyal

    5 DAYS AGO

    Anti-Oppressive Marketing & Reducing Urgency with Natalia Sanyal

    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 Sanyal, an anti-oppressive copywriter and brand messaging strategist. She’s worked with billion-dollar businesses like Apple and Lululemon, New York Times bestselling authors like Layla Saad & Deepak Chopra, and award-winning marketing agencies. Now, she teaches high-integrity personal brands to use marketing as a force for good so they can sell better and harm less. On this episode, we learn some techniques to reduce urgency in our work, align actions with values to foster a calmer atmosphere for you, your team, and your business.  Listen to the Full Episode to Hear: How can you move away from the default urgency-driven model?How can you reduce client emergencies and create more flexibility?What are the real-world applications of aligning business actions with values?How does embracing vulnerability play into the human aspects of entrepreneurship?Learn more about Natalia Sanyal Check out Natalia's newsletterConnect on LinkedinLearn more about me, Susan Boles: Beyond MarginsConnect on LinkedInConnect on Threads  We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction to Human-Centered Entrepreneurship (00:55) - The Elements of a Calm Business (01:40) - Reducing Urgency in Business (03:03) - Anti-Oppressive Marketing with Natalia Sanal (24:51) - Embracing Anti-Oppressive Marketing (26:20) - Taking the Leap: Transitioning to Value-Aligned Clients (31:19) - Deconstructing Urgency in Business (37:47) - Building a Calmer, Sustainable Business Grab the Calm Service Design + Delivery Swipe File here

    50 min
  2. Architecting Rest with Jordan Maney

    3 DEC

    Architecting Rest with Jordan Maney

    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, solopreneurs, and entrepreneurs. But, it's essential to stop burnout, stay creative, and have a truly calm and sustainable business.  We're joined by Jordan Maney, a Radical Joy Coach™ and creator of the Radical Joy Collab who shares how we can build a rest ethic alongside our work ethic. She coaches others to learn the radical practice of rest so they can bring their visions to life. She’s been featured in New York Magazine, Yahoo, Attn, Oprah Magazine, and Martha Stewart Living. On this episode, we learn how to design our work systems to include rest in a way that works for each of us, how to push back on scoetal pressure to not rest, and how our work lives and personal lives can be transformed with the power of rest.  Listen to the Full Episode to Hear: How can rest be intentionally designed and built into a business to make it calmer and more sustainable?Why is rest a critical element of productivity and how does it contribute to better creative work?What does a rest ethic look like and how can it be developed alongside a work ethic?Learn more about Jordan Maney: Check out Jordan's WebsiteConnect on InstagramConnect on LinkedinLearn more about me, Susan Boles: Beyond MarginsConnect on LinkedInConnect on Threads  We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - Introduction to Rest Ethic (00:51) - Exploring the Importance of Rest (01:44) - Challenges and Personal Experiences with Rest (05:42) - Developing a Rest Ethic (22:21) - Understanding Your Needs and Accommodations (25:36) - Challenges of Implementing Rest in Work (29:44) - The Importance of Rest and Its Impact (37:58) - Practical Steps to Incorporate Rest Grab the Calm Service Design + Delivery Swipe File here

    47 min
  3. Using Efficient Systems to Create Calm with Amelia Hruby

    19 NOV

    Using Efficient Systems to Create Calm with Amelia Hruby

    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 of understanding our own processes before building systems, and then explore some of the many ways our individual systems can look.  We're joined by Amelia Hruby, a writer, educator, and podcaster with a PhD in philosophy. She is the founder of Softer Sounds, a feminist podcast studio for entrepreneurs and creatives. And sheʼs the host of Off the Grid, a podcast about leaving social media without losing all your clients. On this episode, we learn how to create systems that work fo rus, our teams, and our clients. We also learn what the transition from work without efficient systems to efficient systems can look like, and how it all fits into creating a calmer business for everyone involved.  Listen to the Full Episode to Hear: How do you create autonomy through systems?What impact can an efficient system have on business and team members? How can you operate through a lens of care using systems? Why do you need to start with a process before building systems? Learn more about Amelia Hruby Check out Amelia's WebsiteCheck out Softer SoundsConnect on LinkedinLearn more about me, Susan Boles: Beyond MarginsConnect on LinkedInConnect on Threads  We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes.   (00:00) - Introduction to Building a Calmer Business (00:51) - The Importance of Efficient Systems (02:40) - Guest Introduction: Amelia Ruby (04:45) - Challenges Before Implementing Systems (17:01) - Developing and Implementing the System (30:13) - Impact and Benefits of the New System (42:58) - Final Thoughts and Encouragement Grab the Calm Service Design + Delivery Swipe File here

    46 min
  4. Transitioning to a 4-day Workweek with Nathalie Lussier

    5 NOV

    Transitioning to a 4-day Workweek with Nathalie Lussier

    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 create calmer, more sustainable businesses.  We're joined by Nathalie Lussier, an award-winning entrepreneur who has been making websites since she was 12 years old. She graduated with a degree in Software Engineering. She was the founder and recently exited AccessAlly, the digital course and membership solution for industry leaders. Nathalie has been featured in Forbes, Inc., Fast Company, Success Magazine, Entrepreneur, Venture Beat, and Mashable. On this episode, we learn how we can rethink our work so that we build in margins, and dive deep into one founder's journey to transitioning to a 4-day work week for their entire company -- with exceptional results.  Listen to the Full Episode to Hear: How to build in margins, beyond profit margins, to your businessWhat the transition to a 4-day work week can look like in practice How to experiment with and build comfortable margins for your business Learn more about Nathalie Lussier  Check out Nathalie's websiteSubscribe to The Momentum MemoConnect on LinkedinLearn more about me, Susan Boles: Beyond MarginsConnect on LinkedInConnect on Threads  We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes. (00:00) - E106 - Nathalie Lussier - FINAL EDIT (00:52) - Understanding Margins in Business (02:03) - The Importance of Building Margins (03:21) - Challenges of Traditional Work Culture (04:59) - Introducing Natalie Lucier and the Four-Day Work Week (07:18) - Experimenting with Flexible Work Schedules (08:57) - Transitioning to a Four-Day Work Week (13:06) - Implementing the Four-Day Work Week (18:22) - Addressing Concerns and Feedback (20:17) - Cultural Impact and Future of Work (22:01) - The Impact of Overworking (23:08) - Improved Team Cohesion and Communication (23:49) - Efficient Work Processes (28:38) - Prioritizing Feature Requests (30:24) - Embracing a Slower Pace (32:36) - The Influence of Environment on Work Pace (36:11) - Selling the Business and Maintaining Values (39:48) - Global Work Culture Comparisons (41:21) - Building Comfortable Margins Grab the Calm Service Design + Delivery Swipe File here

    43 min
  5. Building Systems of Care with Heather O'Neill

    22 OCT

    Building Systems of Care with Heather O'Neill

    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 week, we're diving into lens of care and how operating with a lens of care can decrease panic and urgency in our daily work.  We're joined by Heather ONeill, the anti-capitalist business coach for tech and service businesses, and founder of UX consultancy, Pixels for Humans. She puts people over profits and believes that you can make money while doing good. On this episode, we learn how businesses can prioritize people over profits, especially during challenging times; how to find and build community in an authentic way; and the impact of white supremacy on our default way of doing business.  Listen to the Full Episode to Hear: How businesses can measure success beyond revenue and longevityHow care-centric practices contribute to a calmer business environment.What an anti-capitalist approach can look like in business Learn more about Heather ONeill: Pixels for HumansConnect on LinkedinLearn more about me, Susan Boles: Beyond MarginsConnect on LinkedInConnect on Threads  We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes.   (00:00) - Introduction: Building a Supportive Business Community (00:28) - Exploring the Elements of a Calm Business (01:04) - Operating Through a Lens of Care (02:03) - Challenging Traditional Business Norms (11:50) - Building Systems of Care in Business (24:40) - The Power of Community and Relationships (39:14) - Conclusion: Designing a Sustainable and Calmer Business Grab the Calm Service Design + Delivery Swipe File here

    41 min
  6. Engineering an Autonomous Work Culture with Marissa Goldberg

    8 OCT

    Engineering an Autonomous Work Culture with Marissa Goldberg

    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 even look like? And how can you apply some of the best systems and tips for creating an autonomous environment into your own business.  We're joined by remote-work expert, Marissa Goldberg. Marissa has managed distributed team members across 20+ countries and in 2018 founded Remote Work Prep. Remote Work Prep offers Fractional COO services and courses to help companies successfully create healthy, effective remote work environments. On this episode, we learn how to set up employees to be their best selves and do their best job in an autonomous work environment.  Listen to the Full Episode to Hear: What autonomy in a work culture means and why it is essential for building a calm company.The importance of clear communication, clear expectations, and the need for documentation to support autonomous decision-making.The necessity of intentional onboarding and training to help employees adapt to an autonomous work environment.Marissa's tips for managing 'overwhelming freedom' through self-management skills.Learn more about Marissa Goldberg: Remote Work PrepWork Forward Society CommunityRemotely Interesting newsletterWhen to choose asyncLearn more about me, Susan Boles: Beyond MarginsConnect on LinkedInConnect on Threads  We value your thoughts and feedback. Feel free to share them with Susan here. Your input is not just valuable, it's crucial in shaping future episodes. Grab the Calm Service Design + Delivery Swipe File here

    41 min
  7. Why Clarity Matters: Creating a Calmer Business Environment

    24 SEPT

    Why Clarity Matters: Creating a Calmer Business Environment

    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 ambiguity." In today’s discussion, Susan Boles explores how achieving clarity in your business's values, goals, and communications can lead to more engaged employees, less turnover, and ultimately, a calmer business environment. Understanding what success looks like and making sure everyone in your organization is on the same page can transform your business operations. Clarity reduces confusion and aligns your team's efforts towards common goals. Listen to the Full Episode to Hear: Why clarity is crucial in defining business success and aligning actions with values.The impact of clear communication on employee engagement and satisfaction.Practical tips for enhancing clarity within your team, from onboarding materials to daily communications.How clarity in roles, expectations, and the bigger company vision can lead to more effective and autonomous decision-making.Steps you can take today to start improving clarity in your business, including sharing your vision of success and refining internal documentation. Grab the Calm Service Design + Delivery Swipe File here (00:00) - E103 - CALMER Solo - Clarity (00:33) - The Importance of Clarity (01:52) - Benefits of Clear Communication (02:59) - Challenges of Achieving Clarity (05:33) - Steps to Build Clarity (07:12) - Gradual Process of Improving Clarity

    9 min
  8. Essential Elements of Building a Calm Business

    3 SEPT

    Essential Elements of Building a Calm Business

    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 sustainable. Each episode of this series will deconstruct a key component, starting today with an overview of what it takes to design a business for calm. So, how do you start engineering a calmer business with limited resources? Using the CALMER framework, we'll look at how these elements function as the building blocks to a less stressful and more effective business model, providing actionable insights that can empower business owners to make intentional, strategic decisions. Listen to the full episode to hear: How clarity in roles and goals reduces stress and confusion, leading to more effective operations.Why autonomy in decision-making can prevent bottlenecks and enhance job satisfaction.The importance of a Lens of Care in prioritizing well-being over profits, affecting every aspect of business operations.How building in margins—financial, time, and emotional—can prepare your business for unexpected challenges.Why efficient systems are crucial for maintaining calm and how they can be implemented to support overall business health.The role of rest and reducing urgency in avoiding burnout and sustaining long-term productivity.Learn more about me, Susan Boles: Beyond MarginsConnect on LinkedIn (00:00) - Introduction to Calm Businesses (01:20) - Understanding Default Decisions (02:44) - Engineering Calm into Your Business (05:11) - The CALMER Framework (09:05) - Deconstructing the 6 elements of a calmer business Grab the Calm Service Design + Delivery Swipe File here

    10 min

Trailer

About

Can you build a business based on… “calm?” On Beyond Margins, 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 framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.

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