Lazy Leverage

Jon Matzner and Peter Lohmann

Talking about using leverage in life and business.

  1. 2D AGO

    The StoryBrand Framework: Why Your Marketing Message Is Confusing Everyone | Lazy Leverage #67

    Jon sits down with Wes Gay, a StoryBrand certified consultant who's been living and breathing the framework for almost a decade. He’s here to break down why most business messaging falls flat (and how to fix it). The conversation dives deep into the seven-part StoryBrand framework, which treats your customer as the hero of their own story while positioning your business as the guide. Wes walks through each step: hero (your customer), problem (what they're struggling with), guide (you, with empathy and authority), plan (clear steps to success), call to action (what they should do next), and success or failure (the stakes). What makes this framework so powerful is its simplicity. Instead of talking about how great your company is or listing features, you focus on solving specific problems for specific people. Wes shares real examples, from CarMax's three-step car selling process to how changing one button from "Schedule a Demo" to "Talk to an Expert" increased leads by 40%. The second half gets tactical about finding your ideal customer. Wes reveals his favorite exercise: asking business owners to identify their favorite customers from the last two years - the ones who paid full price, said yes fastest, and became repeat buyers. Usually, one type emerges as 85% of the business. They wrap up discussing how StoryBrand thinking can help refine Sagan's messaging, moving beyond "we provide global talent" to something more specific about helping growing companies hire affordably. People don't buy what's best, they buy what they understand best. Key Topics: (01:36) The 7-Part StoryBrand Framework (21:58) Why Sagan's Messaging Could Be Clearer (And How to Fix It) (32:22) The Exercise That Reveals Your Real Target Customer (46:20) How One Button Change Increased Leads by 40% (47:08) Ideas for Using AI to Mine Customer Testimonials for Better Messaging Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    1h 3m

  2. JUL 24

    Why Your AI and Automation Projects Keep Failing (And How to Actually Make Them Work) | Lazy Leverage #66

    Jon sits down with Brian Wilson, a retired Marine Corps Major who now heads Sagan's Knowledge and Automation group, to break down why most business owners are terrible at implementing AI and automation (and it's not for the reasons you might think). Right off the bat, Brian gives us a reality check: most people creating content about AI and automation have never actually turned wrenches in a real business. They're content experts, not practitioners. He shares stories from live training sessions where it takes 23 minutes just to get someone to admit what their actual problem is, because everyone's been conditioned to think they need complex tech solutions instead of addressing the real issues. They dive deep into the "duct tape and zip ties first" philosophy: why you should always try the simplest possible solution before building anything fancy. Brian tells the story of talking a nonprofit out of a $20,000 custom CRM when a $1,600/year data entry person could handle everything with a spreadsheet. The second half gets into the psychology of why business owners get seduced by shiny new tools instead of mastering the fundamentals. Using Marine Corps doctrine and CrossFit analogies, Jon and Brian explain why the most successful people use the simplest tools with virtuoso-level execution. They wrap up by introducing Sagan's new "skill sprints", 30-day challenges designed to build real automation habits through daily practice with a cohort, starting with company wikis in August. Key Topics: (03:08) Why Most AI Content Creators Have Never Actually Solved Real Problems (11:18) When SaaS Solutions Actually Make Your Problems Worse (16:08) The "Duct Tape and Zip ties First" Philosophy of Automation (24:36) Why Action Produces Information (And Planning Doesn't) (34:27) The Power of 30-Day Skill Sprints for Building Automation Habits Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    43 min

  3. JUL 22

    The Reality of Small Business Litigation: Defense, Offense, and Everything In Between | Lazy Leverage #65

    Jon and Peter tackle one of the most stressful parts of running a business that nobody talks about: getting sued. Or threatened with lawsuits. Or dealing with angry lawyers sending nasty letters demanding ridiculous amounts of money. It happens to almost every business owner, but nobody shares war stories because of shame, legal settlements with gag clauses, and the general awkwardness of admitting you're in legal hot water. Jon and Peter break that silence with practical advice from the trenches. They cover how to tell the difference between someone who's actually dangerous (rich people who can afford to throw $20K at a lawyer just to mess with you) versus someone who's all bark and no bite (anyone who mentions their "brother-in-law the lawyer"). You'll learn why the person who can afford legal fees longest usually wins (regardless of who's actually right). The conversation gets into the nitty-gritty: when to involve your attorney, how to respond to demand letters without making things worse, and why having an employee handbook might save your ass even if you never look at it. They also discuss the psychology of disputes and how staying calm and professional can defuse situations that could otherwise cost you thousands. Plus, they touch on going on offense: when it's worth suing someone (spoiler: almost never) and how AI is starting to level the playing field in legal disputes. Key Topics: (00:47) Sagan Command Center: Building Simple Tools That Actually Work (10:18) Peter’s Game-Changing Browser Extension for Organizing Links (18:23) Dealing with Legal Disputes as a Business Owner (31:51) How to Recognize Serious Legal Threats vs. Empty Bluster (46:51) Demystifying the Economics of Litigation (57:14) Going on Offense: When to Sue and When to Walk Away Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    1h 7m

  4. JUL 16

    Don’t Just Solve the Problem - Solve It Forever | Lazy Leverage #64

    Peter unpacks what he learned from taking a full month off (his fourth annual sabbatical) including what worked, what didn’t, and how stepping back clarified his relationship with work, team leadership, and systems. Spoiler: nothing broke. The business ran just fine. And that’s the point. Jon and Peter dive into how structured time off isn’t just a luxury - it’s a leadership test. It exposes whether your team and systems are truly ready to stand without you. But it also creates clarity: Over time, through his yearly retreats, Peter rediscovered the joy of meaningful work. The second half of the conversation takes a sharp turn into business frameworks with a breakdown of the Danaher Problem Solving Process, a step-by-step method so effective it’s taught to every new employee at billion-dollar manufacturer Danaher. Jon lays out the form they now use at Sagan to rigorously define, diagnose, and permanently fix recurring business issues. You’ll also learn how to apply a structured framework to define problems clearly, trace them to their root causes, and implement fixes that actually stick. More importantly, Jon and Peter show how to embed those solutions - through SOP updates, team communication, and accountability - so your team isn’t just reacting to surface-level symptoms or solving the same issues over and over again. Key Topics: (02:05) What Taking 30 Days Off Can Reveal About Your Business (16:28) Danaher’s Problem Solving Process: A Breakdown (23:00) The One-Page Problem-Solving Form Every Team Should Use (31:04) Other Ways the Danaher Process Unearths Issues in Your Company (34:08) Using AI to Coach Yourself Through GTD and EOS Workflows (44:55) Using Claude to Build Dynamic Business Models Without Spreadsheets Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    47 min

  5. JUL 3

    Looking Beyond VAs: Building Leaders, Not Just Task-Doers | Lazy Leverage #63

    Hiring a VA is easy. Turning them into a leader? That’s where most founders stall out. Jon and Binsi unpack how to stop recycling task-doers and start developing talent, explaining why reframing roles is the first step toward long-term leverage. Jon breaks down the difference between delegation and development, while Binsi - Sagan’s newly minted managing director - shares firsthand what it looks like to grow from an assistant role into real leadership. Together, they walk through the cultural, structural, and emotional shifts that separate low-autonomy task-doers from high-impact operators. They explore why title inflation doesn’t equal real promotion, how neglected onboarding is sabotaging retention, and why ambition is the heartbeat of every high-performer - no matter where they’re from. They also preview Sagan’s new initiative: Global Talent 101, a five-day onboarding bootcamp designed to shortcut the ramp-up time for overseas hires. The goal? Better communication, clearer expectations, and real context for working in American business environments. This episode isn’t just about semantics - it’s about systems. Because the distance between VA and executive isn't measured in miles or time zones. It’s measured in trust, training, and the belief that leverage is a two-way street. TIMESTAMPS (01:04) VA vs. Global Talent: What’s the Real Difference? (03:55) Why Title Matters—and When it Doesn’t (06:58) Signs You’re Still Hiring Like a “Level 1” Leader (10:18) The Quiet Ambition of High Performers (18:19) Designing a Better Onboarding with Global Talent 101 (24:00) Inbox Zero, Slack Habits, and Building AI Fluency (27:00) The Leadership Ladder: From Order-Taker to Operator (29:03) Common Onboarding Mistakes When Hiring for Potential Leaders Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    35 min

  6. JUN 19

    Architecting Work: The Blueprint for Scale, Sanity, and Leverage | Lazy Leverage #62

    Jon and Peter explore a deceptively simple but powerful concept: architecting how work gets done. Inspired by Profit Coach and shaped through years of trial and error, it’s more than systems and tools - it’s about intentionally designing workflows that enable scale, accountability, and freedom. They start by defining what “done” looks like, then dive into tools like swimlane diagrams, task maps, and online forms - essential for hiring, training, delegation, and AI. Leverage doesn’t begin with tech - it starts with basics, like removing your phone number from the website so work flows through systems, not you. Peter adds “policy courage”: the discipline to enforce structure, like requiring form submissions over ad-hoc emails. It’s inconvenient short-term, but essential for long-term capacity. They share examples - from refund forms to recruiting flows - showing how small workflow improvements compound into major gains. This isn’t micromanagement - it’s about designing with intention, delegating clearly, and leading boldly. TIMESTAMPS (01:00) What “Architecting the Work” Really Means (03:05) Defining Done: Why Ambiguity Breaks Everything (13:27) Forms: The Most Underrated Business Tool (27:12) Swimlanes, Task Maps, and Trigger Discipline (37:57) The E-Myth, WhisperFlow, and Tools of Scale Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    42 min

  7. MAY 28

    The 4-Level System That Lets You Take a Month Off Every Year | Lazy Leverage #61

    While a ton of business owners today are chasing the next AI hack or automation craze, Jon and Peter return to a foundational truth: leverage isn’t a tactic - it’s a philosophy. Today they’re talking about “Matt’s Hierarchy of Leverage,” a napkin-sketch turned mental model that redefines how small business owners should think about time, talent, and tools. Rather than obsessing over AI for AI’s sake, they explore leverage as a quiet system of compounding returns: replacing complexity with clarity, chaos with delegation, and brute effort with thoughtful structure. At its core, the hierarchy isn’t about removing yourself from the business - it’s about repositioning your energy where it matters most. From global talent to smart systems, from automation to delegation, each rung down the pyramid creates space to climb higher in impact. AI isn't magic; it's just another train in a well-built transportation system, but that system still needs the roads, trucks, and drivers to lay the path. They challenge operators: What will you do with the margin you earn? More cash? Better product? A month off? There’s no right answer - only trade-offs. Jon and Peter aren’t interested in glossy tech dreams or lazy business hacks. They’re here for the long game - where leverage is earned, not bought. Where progress isn’t driven by viral trends, but by disciplined execution. And where the true win isn’t freedom from work, but freedom to choose the right work. In a noisy age of shiny tools, this is a blueprint for quiet scale. Key Topics: (02:00) Introducing Matt’s Hierarchy of Leverage (10:30) Systemization, SOPs, and Hiring B-Players (22:00) Saying No: The Key to Moving Work Down the Pyramid (37:12) AI Starts Taking Jobs (For Real This Time) (43:00) What Will You Do With the Increased Margin? Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    55 min

  8. MAY 22

    Trust at Scale: How Content Compounds When You Do It Right | Lazy Leverage #60

    In a time where brands everywhere churn out content for clout, Jon and Peter make the case that there is power in focusing on niche over noise. They talk about the difference between running a media business—one dependent on clicks, views, and CPMs—and running a business powered by media. The latter isn’t chasing virality. It’s using content to build trust at scale, with the right audience. A single engaged viewer—one potential customer who finds real value—can be more powerful than 50 million passive scrolls. This mindset reframes media from a vanity metric machine into a quiet engine of asymmetric returns. A podcast that lands one high-value client? Worth more than thousands of empty impressions. A newsletter that converts 1.2% of readers into loyal customers? Incredibly high leverage, even if the list is modest in size. Still, they wrestle with the usual considerations all operators think about: Should we do short-form? Do we really have to play the algorithm game? Peter and Jon push back against performative content, advocating instead for authenticity, audience clarity, and compounding trust. Show up. Document. Speak with depth. Build a back catalog for the long game. If you're a business owner in 2025 wondering where to start, forget growth hacks. Instead, record a podcast. Write a blog post. Hit “publish” once a week. In a year, you'll be stunned by the optionality and leverage you’ve created—not from volume, but from intentional signal. In the end, lazy leverage is just focused effort, multiplied by time. Key Topics: (02:43) Media-Fueled Businesses vs Media Businesses (10:15) How SMBs Should Create Content for Top-Funnel vs Mid-Funnel (17:16) The Right Way to Do Short-Form Content (28:14) Running Ads Without Becoming a Sellout (35:12) Succeeding as a Niche B2B Brand (39:22) Getting Clear on Your Audience (43:30) Changing Up Your Environment Stay connected for more insights and strategies by following: Jon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MatznerJon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lazyleverage.beehiiv.com⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Peter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@pslohmann⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on X and at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠peterlohmann.com

    49 min
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Ratings & Reviews

5
out of 5
5 Ratings

About

Talking about using leverage in life and business.

Information

  • Creator
    Jon Matzner and Peter Lohmann
  • Years Active
    2024 - 2025
  • Episodes
    67
  • Rating
    Explicit
  • Copyright
    © Jon Matzner and Peter Lohmann
  • Show Website
    Lazy Leverage

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