Lazy Leverage

Jon Matzner and Peter Lohmann

Talking about using leverage in life and business.

  1. hace 3 días ·  Video

    McDonald's Says No to Tic Tacs. You Say Yes to Everything. | Lazy Leverage #124

    McDonald's could sell Tic Tacs. People have asked. They could put Monster in a cooler on the counter. They said no to all of it, because the thing has to stay simple, replicable and predictable. Your business says yes. In this one: the 65 door account Peter turned down over four furnished units, why the operator who once drove Uber to pay the bills still can't say no, and the order Peter runs every exception through: values, policy, process, tech.   Chapters: 00:00 - Intro 00:33 - Welcome to Lazy Leverage 02:57 - The 65 Door Account Peter Turned Down 06:37 - Brought to You by Sagan Passport 07:30 - The McDonald's Model 11:47 - Why Exceptions Keep Companies Small 14:47 - Clients Versus Customers 18:35 - Chief Context Officer, and Adult Rules 24:05 - Values, Policy, and What to Escalate 29:40 - Buying a Business Is Closing Exceptions 32:58 - Tighten Up a Couple Clicks   References Mentioned in This Episode -   Books: Warrillow, J. (2011). Built to sell: Creating a business that can thrive without you. Portfolio. Blanchard, K., & Johnson, S. (1982). The one minute manager. William Morrow.   People & Frameworks Cited: John Warrillow, Built to Sell, on the difference between clients and customers Marco Pierre White, on the customer not always being right Commander's Intent, and CCIR, Commander's Critical Information Requirements The McDonald's model versus the local generalist Customer intimacy versus operational excellence and product innovation EOS, rocks, and the vivid vision My First Million, and the gentleman's agreement Crane Breaks   Tools Mentioned in the Episode: Notion, Slack, Zapier, AppFolio, Zillow   Follow Jon: https://www.linkedin.com/in/jonmatzner/ | https://x.com/MatznerJon | https://jonmatzner.com/ Follow Peter: https://www.linkedin.com/in/pslohmann/ | https://x.com/pslohmann | https://www.peterlohmann.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation   👷 Join Crane, Peter's community for property management operators. Next application window is September 25: https://www.joincrane.co/   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW Apple: https://podcasts.apple.com/us/podcast/lazy-leverage/id1777098486

  2. 25 ago ·  Video

    He Had Never Touched Plumbing. Now He's at $6M. | Lazy Leverage #123

    JD Beck bought a plumbing company in June 2022 doing about a million dollars a year. He had never touched plumbing. He'd spent his career in trades management, most recently in elevators. This year Mountain Valley will do just under six million. In this one: the $1,700 hire that turns a five-day permit into a one-day permit, why he can name every technician's average ticket but not where his last call came from, and par pricing, which pays techs half of every dollar above the floor.   Chapters: 00:00 - Intro 00:41 - Welcome to Lazy Leverage 01:26 - The Buy, and What He Runs Now 05:46 - Why Local Hiring Stopped Working 11:21 - The Permit Coordinator Who Cut Five Days to One 13:20 - Specialization, and Judging on Outputs 15:47 - Optimize Throughput, Not Utilization 19:30 - Maximize EBITDA, Then See 21:37 - The $5 Million Marketing Wall 26:49 - Pick One Channel and Get Good at It 29:48 - Global Talent as a Marketing Advantage 35:36 - Par Pricing, and What Gross Margin Tells You 41:01 - Running OpenClaw on a Plumbing Company 43:12 - Remote Management Is AI Enablement 48:05 - Citizen Soldier   References Mentioned in This Episode -   Books: Gerber, M. E. (1995). The E-Myth revisited: Why most small businesses don't work and what to do about it. HarperBusiness. Goldratt, E. M. (1984). The goal: A process of ongoing improvement. North River Press. Roff-Marsh, J. (2015). The machine: A radical approach to the design of the sales function. Greenleaf Book Group Press.   People & Frameworks Cited: Justin Roff-Marsh, Sales Process Engineering, on optimizing throughput over utilization Eliyahu Goldratt, and Theory of Constraints Michael E. Gerber, and the E-Myth Alex Hormozi, on picking one channel and getting great at it Isaac Zimmerman, on hiring for the smallest possible jobs Rich Jordan John Wilson Yossi Wachtel, Monkey Wrench Plumbing, Heating, Air & Electric, and "reverse hospitality" Jameson, the West Coast deck guy, on local content Par pricing, borrowed from solar sales   Tools Mentioned in the Episode: ServiceTitan, Slack, OpenClaw, Upwork, Google PPC, QuickBooks Online, Meta Ray-Ban smart glasses   Follow Jon: https://www.linkedin.com/in/jonmatzner/ | https://x.com/MatznerJon | https://jonmatzner.com/ Follow JD Beck: https://x.com/dirtyhandsops | https://www.linkedin.com/in/johndavidbeck/ | https://www.mtnvalleyplumbing.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW Apple: https://podcasts.apple.com/us/podcast/lazy-leverage/id1777098486

    He Had Never Touched Plumbing. Now He's at $6M. | Lazy Leverage #123

  3. 18 ago ·  Video

    Giving Everybody Claude Won't Make You Money | Lazy Leverage #122

    Electrifying the factory didn't make anyone money. Owners pulled the steam engine out, dropped an electric motor in, and changed nothing else about how the floor was laid out. A Stanford economist wrote the paper on it in 1989, and Jon thinks it's the most useful thing you can read about AI right now. In this one: why global talent made it to phase two while AI is still stuck at phase zero, what a leasing manager actually does with the two hours AI saves her, and the Fortune 500 that got quoted $80,000 for a single agent.   Chapters: 00:00 - Intro 01:29 - Welcome to Lazy Leverage 02:05 - Electrifying the Factory Floor 05:48 - Phase One: Global Talent as Lazy Replacement 08:27 - Phase Two: Hiring What You Couldn't Afford 13:17 - AI Is Doing the Same Thing Again 15:24 - Phase Zero: Where AI Actually Is 19:43 - Why Nobody Wants to Redesign the Factory 24:51 - Fantasizing About an AI Native Property Manager 28:34 - The Rolls-Royce Lesson on Domain Knowledge 30:53 - It's 1998 and a Pullback Is Coming 35:56 - The Fortune 500 That Got Quoted $80,000 40:49 - Revenue Growing Agents, and Raising the Bar   References Mentioned in This Episode -   Papers: David, P. A. (1989). Computer and dynamo: The modern productivity paradox in a not-too-distant mirror. Center for Economic Policy Research, Stanford University.   Books: Taleb, N. N. (2012). Antifragile: Things that gain from disorder. Random House. Goldratt, E. M. (1984). The goal: A process of ongoing improvement. North River Press.   People & Frameworks Cited: Paul David, Stanford economist, on the productivity paradox Nassim Nicholas Taleb, and the Lindy effect Eliyahu Goldratt, and Theory of Constraints Derek Turner Rolls-Royce, and the aftermarket service gap on its gas turbines Pets.com RL Property Management, Peter's company   Tools Mentioned in the Episode: Claude Code, Claude Cowork, ServiceTitan, AppFolio, LeadSimple, Airtable, DocuSign, Google Workspace, Notion, Meta Ray-Ban smart glasses   Related Reading: Jon's newsletter on this exact idea: https://lazyleverage.beehiiv.com/p/you-won-t-make-any-more-money The 1989 paper: https://ageconsearch.umn.edu/record/268373/   Follow Jon: https://www.linkedin.com/in/jonmatzner/| https://x.com/MatznerJon| https://jonmatzner.com/ Follow Peter: https://www.linkedin.com/in/pslohmann/| https://x.com/pslohmann| https://www.peterlohmann.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation   👷 Join Crane, Peter's community for property management operators. Next application window is September 25: https://www.joincrane.co/   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW

  4. 11 ago ·  Video

    The HR Mistakes That Can Actually Get You Sued | Lazy Leverage #121

    Jessica Doyle's CEO and CFO were hand-building the company's reports in Excel. The formulas kept breaking, which meant the owners of the business were the ones fixing them. So Centennial went looking for a teammate who worked opposite hours, and the fix would be waiting before anyone logged on. In this one: what it takes to run people operations across three companies at once, why HR's love of process makes global hiring feel like breaking a rule, and what changes when a talent leader stops being reactive and starts planning ahead.   Chapters: 00:00 - Intro 01:05 - Welcome to Lazy Leverage 01:15 - Three Companies, One HR Team 04:14 - What Managers Misunderstand About People 07:50 - The CEO and CFO Were Building the Reports 11:33 - The Prep Cook Model, and Why It Blooms 13:50 - Building Marketing, Then Building HR 17:32 - HR and the Habit of Saying No 21:24 - Start New Concepts or Buy Old Ones 23:42 - Where Are Your Employee Records 26:32 - Advice for HR Leaders Going Global 29:46 - Visit Your Team, It's a Business Expense   References Mentioned in This Episode -   Quotes Referenced: Jessica Doyle on management: "You're not just managing somebody else's workload. You're managing people's feelings, and people's personal lives." The leadership framework Jon cites at Sagan: habit one is know and take care of your people, habit two is communicate about performance, positive and negative.   People & Companies Cited: Centennial Investment Partners, and the three companies Jessica covers: Loved Veterinary Services, in-home euthanasia and end-of-life care for pets; Dayrise Wellness, mental health therapy for all ages; and The Autism Therapy Group, one-on-one ABA therapy for children and young adults with autism   Tools Mentioned in the Episode: ADP, Indeed, Excel, HRIS, Sagan AI agents   Follow Jon: https://www.linkedin.com/in/jonmatzner/| https://x.com/MatznerJon| https://jonmatzner.com/ Follow Jessica Doyle: https://www.linkedin.com/in/jessica-doyle-81222aa7/| https://centennialinvestmentpartners.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW Apple: https://podcasts.apple.com/us/podcast/lazy-leverage/id1777098486

  5. 4 ago ·  Video

    You Need to Get Good at Wasting Time | Lazy Leverage #120

    Juan is who Jon becomes when he finally takes real time off. There is a specific shirt, one extra button undone, a jacuzzi and a cocktail. Then something breaks at the company, the shirt comes off, and Jon is back. In this one: the AI that told Jon to sit on the beach and not write about it, the three categories Arthur Brooks says will make you good at leisure, and the fourth one Peter's grandfather figured out that Brooks left off the list.   Chapters: 00:00 - Intro 00:59 - Welcome to Lazy Leverage 01:39 - Brought to You by Sagan Passport 02:59 - Leisure Is a Skill for Strivers 07:51 - The Irony of Leisure Maxing 10:46 - David Choe and Art With No Purpose 12:46 - Alan Watts and Designing Your Environment 17:05 - The Asset That Never Hits the Balance Sheet 20:00 - Cocktail Hour at the Cottage 23:20 - Meet Juan, Jon's Leisure Alter Ego 27:09 - Category 1: Learning Things You Don't Have To 31:51 - Category 2: Relationships Nobody Pays For 35:57 - Category 3: Getting Philosophically Deeper 39:56 - The Missing Fourth Category: Wasting Time 43:48 - Why Your Best Ideas Arrive at Rest 48:42 - The Head Trash Around Taking Time Off   References Mentioned in This Episode -   Books: The School of Life & de Botton, A. (2016). Small pleasures. The School of Life Press. (Jon refers to it as "Simple Pleasures" in the episode.) The School of Life. (2021). A simpler life: A guide to greater serenity, ease, and clarity. The School of Life Press. Putnam, R. D. (2000). Bowling alone: The collapse and revival of American community. Simon & Schuster. Allen, D. (2001). Getting things done: The art of stress-free productivity. Viking. Quotes Referenced: Alan Watts (paraphrased): if you live for a goal that sits in front of you, you will still be living in the future once you reach it. Arthur Brooks (paraphrased): leisure is not compensated, but it enriches us and it makes us better. Rob Dyrdek: "You can do exactly what you intended to do and still have a terrible experience. That's why we use Energy Ratings in Existence." Jeff Bezos (paraphrased): a senior executive only needs to make a small number of high-quality decisions a year.   People & Frameworks Cited: Arthur Brooks, Harvard Business School, on leisure as a developed skill Alain de Botton, Swiss-born philosopher and founder of The School of Life Alan Watts, philosopher David Choe, artist, painted the mural in Facebook's first office Rob Dyrdek, founder of Existence, the time-tracking platform behind the calendar Robert Putnam, Bowling Alone, on the loss of third places Wim Hof, breath work Crane Breaks, Peter's month-off practice   Tools Mentioned in the Episode: Claude, Zapier, Notion, Slack, Riverside, Meta Ray-Ban smart glasses   Related Reading: Arthur Brooks on why leisure is a skill worth developing: https://www.youtube.com/watch?v=a1Sk2LgtJno   Follow Jon: https://www.linkedin.com/in/jonmatzner/| https://x.com/MatznerJon| https://jonmatzner.com/ Follow Peter: https://www.linkedin.com/in/pslohmann/| https://x.com/pslohmann| https://www.peterlohmann.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation 👷 Join Crane, Peter's community for property management operators: https://www.joincrane.co/   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW

  6. 28 jul ·  Video

    I'd Put These $300 Glasses on Every Employee | Lazy Leverage #119

    Jon bought a pair of Meta Ray-Ban smart glasses to take pictures with his kids without pulling his phone out. Weeks later, he's texting his AI agent from them, dictating voice memos into Codex hands-free, and rebuilding how his content workflow captures footage. In this one: why he'd put a set on every employee if he still ran a home services business, the backdoor around Meta's ecosystem that lets you route commands to any AI agent, and why the future of field ops looks a lot like a body cam.   Chapters: 00:00 - Intro 01:40 - Meta Ray-Bans: What They Actually Do 02:53 - The Fantasy: Fewer Screens, More Leverage 09:03 - Texting Your AI Agent (The Meta Backdoor) 14:33 - Long-Form Voice Notes via Google Voice 20:49 - Give Every Crew a Set: The Content Machine 25:25 - Live Event Coverage That Actually Works 29:21 - Master Plumber / Junior Plumber Leverage 32:22 - The Body Cam for Your Business 36:20 - How do you picture a year in your head? 38:32 - Wrap + Next Week Tease   References Mentioned in This Episode -   Quotes Referenced: Leonardo da Vinci: "Men of lofty genius sometimes accomplish the most when they work the least, for their minds are occupied with their ideas and the perfection of their conceptions, to which they afterwards give form." (Recorded in Vasari's Lives of the Artists.)   Tools Mentioned in the Episode: Meta Ray-Ban smart glasses, OpenAI Codex, Claude, Google Voice, AgentMail, Zapier, Airtable, AppFolio, Slack, HubSpot, NFC tags   Follow Jon: https://x.com/MatznerJon | https://jonmatzner.com/ Follow Peter: https://www.linkedin.com/in/pslohmann/ | https://www.peterlohmann.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation   👷 Join Crane, Peter's community for property management operators: https://www.joincrane.co/   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW 🍎 Apple: https://podcasts.apple.com/us/podcast/lazy-leverage/id1777098486

  7. 21 jul ·  Video

    The Airbnb Tax Hack Is a Trap | Lazy Leverage #118

    Every entrepreneur who writes their first six-figure check to the IRS hears the same pitch: buy an Airbnb, use the depreciation to wipe out your active income, save a fortune on taxes. Peter and Jon spent months looking at it. They're both saying no. In this one: why the Airbnb tax hack is a trap, what post-economic living looks like, and the four escape routes every operator considers when the tax bill hits (and why most cost more than they save).   Chapters: 00:00 - Intro 01:17 - Peter's Two-Night Think Week 05:35 - Your First Six-Figure Check to the IRS 10:55 - The Four Tax Escape Options 13:05 - Donor Advised Funds & Foundations 16:47 - Starting a Business Just for Depreciation 22:25 - Read the Primary Sources 26:00 - Real Estate Professional Status & the Depreciation Play 33:45 - The Short-Term Rental Loophole (And Why It Sucks) 39:46 - The Sagan Retreat House Play 43:20 - Real Estate for Preservation, Not Deal-Making 54:08 - We're Post-Economic   References Mentioned in This Episode -   Books: Grann, D. (2023). The wager: A tale of shipwreck, mutiny and murder. Doubleday. The School of Life & de Botton, A. (2016). Small pleasures. The School of Life Press. Forester, C. S. (1937). Beat to quarters. Little, Brown. O'Brian, P. (1969). Master and commander. J. B. Lippincott.   Quotes Referenced: Sam Altman (paraphrased): "Unless the opportunity is so good that it makes the rest of your career up to that point look like a footnote, you don't do it."   People & Frameworks Cited: Thomas Kopelman, financial advisor at AllStreet Wealth Moses Kagan, Adaptive Real Estate Logan Rankin, real estate operator   Follow Jon: https://x.com/MatznerJon | https://jonmatzner.com/ Follow Peter: https://x.com/pslohmann | https://www.peterlohmann.com/   🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://www.saganpassport.com/free-consultation   👷 Join Crane, Peter's community for property management operators: https://www.joincrane.co/   YouTube: https://www.youtube.com/@LazyLeverageofficial Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW Apple: https://podcasts.apple.com/us/podcast/lazy-leverage/id1777098486

  8. 14 jul ·  Video

    I Locked 15 Business Owners in a Room to Solve AI. Here's What Works. | Lazy Leverage #117

    Jon just put 15 business owners in a room in San Diego for 2.5 days. Everyone doing over $3M a year. Nobody selling AI courses. In this episode: the 8 rules Jon and Zaki (Sagan's President of AI) came out with, why theory of constraints filters every AI decision, the 4 levels of AI access every home services business needs (spoiler: don't hand Claude Code to your maintenance tech), and why almost everything you're seeing right now is faster horses. Plus a new benefit for Crane members announced at the end.   Chapters: 0:00 - Cold Open 0:49 - Welcome to Lazy Leverage 2:02 - Brought to You by Sagan Passport 3:19 - The Sagan X AI Event (15 Business Owners in San Diego) 8:24 - Rule 1: Global Talent + AI Agents Are the Same Pursuit 14:44 - Rule 2: Theory of Constraints Is the AI Money Filter 19:40 - Rule 3: The 4 Levels of AI Access in Your Company 31:26 - Rule 4: Experimentation vs Production 35:23 - Rule 5: Source of Truth vs System of Record vs Endpoints 44:30 - Rule 6: Perfectionism Is the Enemy of AI Adoption 49:44 - Rule 7: Everything Is a Technology Problem First 53:25 - Rule 8: Faster Horses vs Cars (Agent-Native Building) 58:30 - Announcement: Sagan Agent Builds for Crane Members 1:00:30 - Closing   References Mentioned in This Episode - Books: Goldratt, E. M. (1984). The goal: A process of ongoing improvement. North River Press. Kim, W. C., & Mauborgne, R. (2005). Blue ocean strategy: How to create uncontested market space and make the competition irrelevant. Harvard Business School Press. Porter, M. E. (1980). Competitive strategy: Techniques for analyzing industries and competitors. Free Press. Roff-Marsh, J. (2015). The machine: A radical approach to the design of the sales function. Greenleaf Book Group Press.   Quotes Referenced: Charlie Munger: "Technology can either help you or kill you. The difference is whether the customer gets all the savings or some of the savings go to shareholders." John Maynard Keynes: "In the long run we are all dead." (Jon attributes this to Buffett in the episode. It's actually Keynes, from A Tract on Monetary Reform, 1923.) People & Frameworks Cited: Justin Roff-Marsh, Sales Process Engineering (Ballistix): https://ballistix.com/ Tools Mentioned in the Episode: Claude Code, Claude Cowork, Gemini, Airtable, Postgres, Service Titan, Lead Simple, AppFolio, Rentvine, HubSpot   Related Reading: Jon's full recap of the Sagan X in-person AI event with 13 takeaways from the room: https://lazyleverage.beehiiv.com/p/we-hosted-an-in-person-ai-event   Follow Jon: https://x.com/MatznerJon | https://jonmatzner.com/ Follow Peter: https://x.com/pslohmann | https://www.peterlohmann.com/ 🌎 Brought to you by Sagan Passport: https://saganpassport.com Schedule a free consulting session: https://saganpassport.com/free-consultation   👷 Join Crane, Peter's community for property management operators: https://www.joincrane.co/   Watch on YouTube: https://www.youtube.com/@LazyLeverageofficial Follow Lazy Leverage on Spotify: https://open.spotify.com/show/763FBQuzXqTqJ3mb837WbW

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Talking about using leverage in life and business.

Información

  • Creador
    Jon Matzner and Peter Lohmann
  • Años de actividad
    2024 - 2026
  • Episodios
    100
  • Clasificación
    Explícito
  • Copyright
    © Jon Matzner and Peter Lohmann
  • Mostrar sitio web
    Lazy Leverage

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