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

Susan Boles

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. SEP 30

    The Most Human Metric in Operations: Layla Pomper’s Death List KPI

    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 partner should call if she died—became a powerful reframe. It forced Layla to measure not just internal systems, but the strength of her external relationships. The result? A business that’s not only operationally sound, but relationally resilient. What You’ll Learn Why a Death List KPI matters more than a perfectly documented SOP.How to structure your own list by category: legal, financial, operational, technical.The role of community as real business infrastructure.Why operators in particular need a stronger “village.”How one metric can cascade into redesigning your business model, marketing, and personal priorities.Learn More About Layla Pomper Check out ProcessDriven on LinkedInCheck out ProcessDriven on YoutubeProcessDriven.co (00:00) - Introduction: The Importance of a Death List (00:38) - Layla Pomper's Realization and Shift (01:43) - Defining the Death List (02:53) - Building a Resilient Business Community (05:08) - Implementing the Death List in Business Operations (35:32) - Conclusion: The Power of Community Grab the Calm Service Design + Delivery Swipe File here

    38 min
  2. SEP 16

    The Expertise Trap: When Your Signature Skill Becomes Your Biggest Bottleneck with Jeremy Enns

    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 magic intact while redesigning delivery so results scale and burnout doesn’t. Think: fewer audits, higher prices, phased delivery, and using your audit as a kickoff to a year-long, calm growth arc. What You’ll Learn Why splitting “the thinking” across multiple people weakens synthesis - and what to do insteadA calm way to productize deep expertise: shorter delivery, phased implementation, clearer prioritizationHow to reframe audits from one heavy drop to a year-long outcomes programPricing and packaging tweaks that filter for fit and reduce overwhelmUsing “show, don’t tell” proof (full audit shares/teardowns) to communicate outsized valueLearn More About Jeremy Enns Connect with Jeremy on LinkedInJeremy’s site: podcastmarketingacademy.comFree Podcast Marketing Audit: podcastmarketingacademy.com/auditNewsletter — Scrappy Podcasting: podcastmarketingacademy.com/scrappy-podcasting-newsletter (00:00) - Introduction: The Dream and the Trap (00:56) - Case Study: Jeremy's Podcast Audit Process (05:53) - Challenges and Solutions: Scaling Expertise (23:50) - Communicating Unique Value (27:55) - Structuring Value Delivery (35:09) - Optimizing Business Design Grab the Calm Service Design + Delivery Swipe File here

    45 min
  3. AUG 5

    Frameworks as a System: Scale Your Ideas Without Reinventing the Wheel

    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 Framework’s evolution, explore why naming comes last, and show how frameworks can become the backbone of your services, content, and operations. Whether you’re trying to clarify your IP or reduce your mental load, this episode will help you treat your ideas like infrastructure. What You’ll Learn: Why lack of structure - not lack of clarity - is holding your IP backThe four components of Mel’s IRON Framework for turning ideas into frameworksHow systematizing your thinking creates business leverage and marginThe difference between creativity and reinventionWhy framework development is more collaborative than you thinkLearn More About Melanie Deziel: Melanie Deziel is a keynote speaker, author of The Content Fuel Framework, and the founder of StoryFuel. She helps entrepreneurs and organizations transform their ideas into scalable content and IP. Website: https://www.melaniedeziel.comFramework Development Cheat SheetLinkedIn: Melanie DezielLearn More About Susan Boles + Beyond Margins: Website: https://www.beyondmargins.comLinkedin: Susan Boles (00:00) - Introduction: The Problem with Unstructured Ideas (01:19) - Frameworks as a System (02:29) - The Importance of Consistent Messaging (20:36) - The Evolution of Frameworks (24:33) - Collaborative Framework Development (31:13) - Implementing and Scaling Frameworks Grab the Calm Service Design + Delivery Swipe File here

    39 min
  4. JUL 15

    Calmer Brain, Clearer Decisions: Consolidating Your Digital Chaos into One Trusted System

    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 work. Melissa shares her struggles with multiple overlapping tools (Google, Microsoft, Airtable, and more) and the mental load of duplicated content workflows. Susan guides her through the process of consolidating tools, designing for ease, and building a system that actually supports her business rather than drains it. Whether you’re drowning in Google Docs, lost in Notion, or stuck juggling endless spreadsheets, this episode offers a roadmap to a calmer, more intentional business setup. What You’ll Learn How a “personal data warehouse” can transform your content and client operationsWhy choosing the right tool isn’t about features, but about how it feels and supports your brainThe power of building a single source of truth to reduce decision fatigueHow to leverage automation to reclaim time and mental energyPractical first steps to start consolidating and simplify your systems Learn More About Melissa Canopy Strategies WebsiteConnect with Melissa on LinkedIn Learn More About Susan Beyond Margins websiteConnect on LinkedIn (00:00) - The Power of a Centralized Digital Brain (01:51) - Meet Melissa Carson: A Case Study in Digital Overwhelm (02:30) - Diagnosing the Bottlenecks: Tools and Redundancies (04:37) - Strategies for Building a Personal Data Warehouse (21:37) - Consolidation and Efficiency: Steps to a Calmer Business Find out more about Calmer Brain by grabbing a copy of the Beyond Margins Services Guide

    38 min
  5. JUN 30

    Vibe Coding: Delivering Client Projects Without Scope Creep or Burnout

    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 estimating - but a totally different approach?  Joe shares how he used "vibe coding" - collaborating with AI as a coding partner - to rescue a complex nonprofit website project from spiraling out of control. You’ll hear how he navigated unexpected technical requirements, avoided burning weekends, and delivered a solution that protected both his business and his mental health. This isn’t about working faster. It’s about designing a system that supports calm, margin, and intentional business choices. What You’ll Learn How "vibe coding" can help consultants keep projects on track without endless late nightsThe importance of deeply understanding client needs (and what happens when you don’t)Why AI is a better "rubber duck" than a magic wandHow to approach AI as a partner rather than a replacementPractical ways to use AI to reinforce your business values and protect your timeLearn More About Joe Joe Casabona’s websiteStreamlined Solopreneur podcastLearn More About Susan Beyond Margins websiteConnect on LinkedIn Find out more about Calmer Brain by grabbing a copy of the Beyond Margins Services Guide

    24 min

Trailer

5
out of 5
17 Ratings

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.