Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

Susan Boles
Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI

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 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. 3 DE JUN.

    Voice on Autopilot: How I Systematized My Brand Voice to Make Content Creation Calmer

    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 how building a voice guide changed the way I write, collaborate, and scale. If content creation feels like a bottleneck—especially when you're not the one doing the writing—this episode is for you. We’re not just talking about voice—we’re pulling two big levers from the CALMER framework:→ Efficiency, by turning intuition into reusable tools → Management Style, by empowering your team with clarity instead of corrections This is a behind-the-scenes look at the system that helped me put my voice on autopilot—and made content creation calmer, faster, and more fun. What You’ll Learn: Why “no one can write like me” is a sign you need a system, not more effortThe three components of a brand voice (and why most guides get it wrong)How defining the difference between you and your brand prevents burnoutWhy “authenticity” doesn’t have to mean writing everything yourself Learn More About Justin Blackman Website: justinblackman.comGrab Justin's Feelings WheelLinkedIn: Justin BlackmanLearn More About the Host – Susan Boles Website: beyondmargins.comLinkedIn: Susan BolesSubmit your Calm KPI or System: Send it here (00:00) - The Subjective Nature of Brand Voice (00:50) - The Challenge of Maintaining a Consistent Brand Voice (01:51) - Building a Scalable Voice System (04:41) - The Science Behind Brand Voice Guides (09:11) - Balancing Personal and Brand Identity (29:17) - Leveraging AI for Authentic Brand Voice Grab the Calm Service Design + Delivery Swipe File here

    39min
  2. 6 DE MAI.

    Pay Me When You Win: A Revenue Sharing Model for Coaches & Consultants

    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 on a single new client. Lacey did it by shifting to a revenue-sharing compensation model—one that ties her income directly to her clients’ success. In this re-edited version, we dive into how that shift happened, what she tested first, how she vets clients to make the model work, and why it changed everything about how she runs her business. What You’ll Learn: Why default pricing models for service businesses often lead to misaligned incentivesHow Lacey experimented with and validated her revenue-sharing structure before going all inWhat criteria she uses to select high-commitment, high-potential clientsWhy adding a base rate created a healthy balance between risk and rewardHow this model enabled Lacey to scale with her clients—and why it feels more equitable for everyone involvedLearn More About Lacey Sites: A Lit Up LifeWant to design your own calm-aligned pricing model? 📁 Grab the Calmer Service Design Swipe File with 60+ examples 💬 Or check out Susan’s 1:1 support options (00:00) - Introduction: The Problem with Traditional Pricing Models (01:01) - A New Approach: Revenue Sharing Model (01:30) - Case Study: Lacey Sites' Success Story (02:51) - Lacey's Journey to Revenue Sharing (05:30) - Implementing the Revenue Sharing Model (08:03) - Client Selection and Vetting Process (14:45) - Balancing Risk and Reward (21:31) - Scaling and Future Plans (29:05) - Conclusion: Designing a Calmer Business Grab the Calm Service Design + Delivery Swipe File here

    32min
  3. Four-Hour Work Year? The Hidden Power of Licensing Your Services

    22 DE ABR.

    Four-Hour Work Year? The Hidden Power of Licensing Your Services

    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 for service-based business owners. If you've ever wondered how to productize your existing client work without burning out or shifting your entire business model, this episode is your permission slip. Janet walks us through the practical, strategic, and protective aspects of licensing, and shares how this often-overlooked business lever can change how you earn, design, and rest. What You’ll Learn What licensing actually is—and why it's not just for tech or big corporationsThe step-by-step process to start licensing your existing IPCommon pitfalls to avoid in licensing deals (and how to protect yourself)Why pricing should reflect their value, not yoursHow licensing can support a hybrid model with clients and passive incomeLearn More About Janet Piggy Bank LegalLinkedInLearn More About Susan Beyond MarginsLinkedIn (00:00) - Introduction: The Struggles of High-Touch Client Work (01:21) - Exploring a New Revenue Stream: Licensing (02:16) - Understanding Licensing with Janet Alexander (05:35) - The Licensing Process: Step-by-Step (10:18) - Protecting Your Intellectual Property (19:58) - Real-World Licensing Examples (38:49) - Final Thoughts on Licensing and Business Design Grab the Calm Service Design + Delivery Swipe File here

    40min
  4. Calmer Capacity: Use Automation and AI to Lighten Your Client Load

    8 DE ABR.

    Calmer Capacity: Use Automation and AI to Lighten Your Client Load

    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 Kinder, founder and CEO of DataCose, about how service-based businesses can scale by transforming parts of their delivery into software. We explore how to spot the signs that you’re ready to make that shift, where to start, and why automation and AI don’t have to mean less human work—just less draining work. Whether you’re dreaming of fewer tabs, smoother client onboarding, or a more proactive delivery experience, Dylan brings a thoughtful, non-spammy approach to scaling with tech. We’re diving deep into internal vs. client-facing tools, the role of AI in small business, and how to avoid building a digital Frankenstein. What You’ll Learn: The two biggest signals it’s time to turn part of your service into softwareWhy internal automation is the best starting pointHow to think like an engineer (even if you're not one)The role of client portals in scaling calm service deliveryWhy AI should be used with human oversight—not instead of itConnect with Dylan:LinkedIn DataCose Connect with Susan: LinkedInBlueSky Work With Susan: Explore how we can build calm systems together → https://beyondmargins.com/services (00:00) - Introduction: The Struggles of Scaling a Service Business (00:43) - Reimagining Service Delivery with Smart Systems (02:12) - Exploring Automation and AI with Dylan Kinder (03:06) - The Two Paths to Scaling a Service Business (10:28) - Real-World Examples of Successful Automation (24:33) - The Role of AI in Modern Service Businesses (34:35) - Conclusion: Building Margin and Calm with Technology Grab the Calm Service Design + Delivery Swipe File here

    38min
  5. The Anti-Call Sales Process: Build Trust, Close Deals, Keep Your Calendar Clear

    25 DE MAR.

    The Anti-Call Sales Process: Build Trust, Close Deals, Keep Your Calendar Clear

    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-consuming sales process on its head—closing $15K+ client engagements with zero sales calls. Instead of long proposal timelines, back-to-back Zooms, and ghosted bookings, Becky uses a thoughtful, asynchronous process: pitch decks, Loom videos, and warm DMs. The result? A system that respects her time, delights clients, and converts beautifully. We talk about: Why she ditched the “book a call” CTA after one too many no-showsHow to build a sales process that mirrors your service deliveryCreating personalized-but-repeatable Loom videos that sell for youBuilding referral relationships that actually workThe key role productized services play in making async sales possibleWhether you're an introvert, hitting a capacity ceiling, or just curious about doing sales differently, this episode is a must-listen. Learn More about Becky Pierson Davidson Affinity Collective WebsiteConnect on Instagram or LinkedInSubscribe to her newsletter for community-driven strategy insightsLearn More about Susan Boles BeyondMargins.comCheck out the Services GuideFollow Susan on LinkedIn✨ Want a sales process that works while you sleep? We can design and implement your asynchronous sales system in a single-day intensive. Learn more at beyondmargins.com/services. (00:00) - Introduction: The Sales Call Dilemma (01:39) - Scaling a Client-Based Business (02:04) - Eliminating Sales Calls: Is It Possible? (03:16) - Guest Introduction: Becky Pearson Davidson (05:12) - Becky's Asynchronous Sales Process (11:57) - Building Trust and Customization (37:43) - Final Thoughts and Takeaways Grab the Calm Service Design + Delivery Swipe File here

    39min
  6. Can Friendship Be a KPI? How Relationships Shape a Sustainable Business with Tara Robertson

    11 DE MAR.

    Can Friendship Be a KPI? How Relationships Shape a Sustainable Business with Tara Robertson

    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 alone was draining her energy, so she made a bold decision: she would never go into an organization alone again. Instead, she’d co-lead, collaborate, and focus on working with values-aligned people who light her up. Now, she’s tracking new friendships as a key measure of success. Together, we dig into: Why business and friendship aren’t at odds (despite what the corporate world tells us)How Tara defines friendship vs. business collaborationThe impact of connection on work quality, creativity, and sustainabilityHow setting a friendship-based KPI brings more joy and alignment to business decisionsDifferent ways to track and measure relationships in your own workWhether you're an extrovert looking for more collaboration or an introvert like me, figuring out how to intentionally create relationships in business can be a game-changer. Connect with Tara:  WebsiteLinkedInConnect with Susan:  Beyond MarginsLinkedInBlueskyResources & Related Episodes Karen Sargent on Client Report Cards (00:00) - EDIT 2 / Final E114 Tara Robertson (00:49) - The Importance of Friendships in Business (01:28) - Setting KPIs for Friendships (03:59) - Defining Friendships vs. Collaborations (06:23) - Tracking and Measuring Friendships (10:24) - Incorporating Friendships into Business (15:01) - Balancing Professionalism and Authenticity (25:40) - Conclusion: The Power of Connection Grab the Calm Service Design + Delivery Swipe File here

    29min

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Sobre

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 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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