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

    13H AGO

    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

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

    APR 8

    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

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

    MAR 25

    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 (04:26) - Becky's Asynchronous Sales Process (11:11) - Building Trust and Customization (36:57) - Final Thoughts and Takeaways Grab the Calm Service Design + Delivery Swipe File here

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

    MAR 11

    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

    29 min
  5. How to Build a Client Report Card for a Calmer Business with Karen Sergeant

    FEB 11

    How to Build a Client Report Card for a Calmer Business with Karen Sergeant

    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 her measure and manage client relationships proactively, identifying potential issues before they become problems. As a fractional COO, Karen has spent years refining this process to keep her work feeling calm—even when working inside chaotic businesses. In this episode, we break down her weekly client evaluation system—what metrics she tracks, how she uses the data, and how you can implement a similar approach in your own business. If you’ve ever struggled with scope creep, unclear expectations, or misaligned client relationships, this conversation is packed with insights that will help you create a calmer, more intentional business. What You’ll Learn in This Episode: Why Karen created her Client Report Card—and how it helps her businessThe 10 criteria she evaluates weekly to measure client relationshipsHow tracking qualitative vibe-based data helps prevent burnoutHow you can build your own Client Report Card to keep your business running smoothlyLearn more about Karen Sergeant:  Karen's WebsiteConnect on LinkedinConnect on BlueSkyLearn more about Susan Boles: Beyond MarginsConnect on LinkedInConnect on BlueSky  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) - (00:36) - Managing Client Relationships (02:06) - The Importance of Boundaries and Scope (08:31) - Karen's Report Card Criteria (14:35) - Applying the Report Card in Business Grab the Calm Service Design + Delivery Swipe File here

    38 min
  6. Fresh Content Inked: A Subversive Approach to Driving More Sales By Creating Less Content

    JAN 28

    Fresh Content Inked: A Subversive Approach to Driving More Sales By Creating Less Content

    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 sustainable systems that create spaciousness in your business, reduce overwhelm, and prioritize what truly matters. What You’ll Learn in This Episode:   • What “Fresh Content Inked” is and why Kendall set a goal of writing six or fewer new pieces of content each month.  • How building a content library can create a “maintenance mode” for your marketing and free up time for other priorities.  • The benefits of an asynchronous sales process and how it aligns with calmer business principles.  • Why posting less—and strategically repurposing content—can lead to better results and higher-quality client connections.  • Kendall’s personal practices for staying creatively and emotionally balanced as a business owner. Learn more about Kendall Cherry Check out Kendall's NewsletterConnect on LinkedinLearn more about Susan Boles: Beyond MarginsConnect on LinkedInConnect on BlueSky  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 Calmer KPIs (02:04) - Exploring Fresh Content Inked with Kendall Cherry (11:15) - Building a Content Library (17:15) - Impact on Sales and Business Strategy (23:05) - Communicating Your Value Effectively (24:01) - Building a Content Ecosystem (26:12) - Leveraging Email Newsletters (28:36) - Streamlining Sales and Client Management Grab the Calm Service Design + Delivery Swipe File here

    45 min
  7. JAN 14

    Making Calm Your New KPI: How to Set Goals That Truly Matter

    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—taking 12 weeks off to rest (spoiler: she surpassed it). Susan explores: Why default metrics like revenue targets may not align with your values.How to set meaningful goals rooted in your priorities.A practical framework for choosing Calm KPIs that guide your decisions.Why setting fewer goals—or none at all—can work for demand-avoidant or overcapacity business owners.Stay tuned for the rest of the series, where Susan will share insights from other business owners about their Calm KPIs, including an upcoming live workshop to develop a custom KPI for one business. What You’ll Learn in This Episode: The pitfalls of measuring default metrics that don't serve your goals.How Susan structures her business to prioritize rest and calm.Tips for evaluating and tracking your progress towards intentional goals.Real-world examples of unconventional metrics driving success in calmer businesses.Support the Show:Love Beyond Margins? Support the podcast by leaving a rating and review wherever you listen. Your feedback helps others discover the show and empowers us to continue sharing valuable insights. Grab the Calm Service Design + Delivery Swipe File here

    12 min

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About

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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