How to Tell When a New Opportunity Is Actually a Distraction in a Nice Suit
Shiny object syndrome is the pull to chase a new opportunity — a product, a market, a tool — because it's exciting, not because it's the right next move for the business.
Your AI Committee Got You Aligned. An AI Sprint Gets You Building.
An AI governance committee builds alignment on how your organization will use AI. An AI strategy sprint builds the thing itself — a working agent, live in your operations, inside a single quarter. Most B2B companies have the first. Almost none have s…
Marketing Attribution Isn't Broken. Your Definition Is.
Most businesses run into the same wall eventually: marketing says the funnel is working, finance says the bank account doesn't reflect it. Both are looking at real numbers. They just aren't looking at the same math. That gap isn't a personality probl…
Senior Living CRM Integration: Why HubSpot and Your CRM Need to Talk
Right now, senior living operators are losing move-ins they already paid to generate. And the culprit? Disconnected systems. Specifically, not connecting HubSpot with your senior living CRM.
The Three-Bucket Prioritization Framework Every Leadership Team Needs
I was with my executive peer group recently, and we were working through a familiar problem together: too many priorities and not enough clarity for deciding which ones actually belong on the list. It always seems to go this way. The whiteboard fills…
11 Senior Living Marketing Trends for 2026
I spent the week at the Senior Living Executive Conference. Below are the nuggets that actually move revenue, sorted into the three buckets I care about most: marketing, sales, and AI. Tip: If you only read one section, read AI.
When Strategic Alignment Breaks Down: Stop Running Two Plans at Once
There's the plan your team built: the one with a clear three-year vision, sequenced priorities, and buy-in from the people who have to execute it.
Why Your Annual Planning Process Needs a Real Trade-Off Conversation
Most companies walk out of annual planning with a list of priorities, not a plan. Here's why that distinction matters — and how forcing one honest trade-off conversation changes everything.
The 3 Sins of Privately Held Companies
I sat in on a session at the Kitchen Cabinet Manufacturers Association conference led by Lee Roberts, Partner and Managing Director at Creative Planning Business Services. He talked about the businesses that fail because of three predictable patterns…
Experiment Fast, Build to Last: How We're Approaching Building with AI
Most companies right now are in experimentation mode with AI.
Curiosity and Active Listening in Leadership
This month, I brought in a good friend and mentor, Jonathan Warrey, to coach part of our team. I expected a good conversation.
Senior Living Growth Outlook 2026: What’s Driving Occupancy Right Now
Demand for senior living has largely returned. Interest is there. Occupancy has improved across much of the industry. And yet, many organizations are still struggling to consistently turn inquiries into tours — and tours into move-ins.
HubSpot AI Agents Explained: Customer, Prospecting & Deal Loss
HubSpot AI Agents, Explained: What we covered in our live workshop There’s been a lot of talk about HubSpot AI Agents lately. And while the excitement is high, many teams are still trying to figure out what these agents actually do inside HubSpot and…
2025 Video Recap: A Year of Big Client Wins & Pickleball
A lot can happen in 12 months. No one knows that better than our video team, who pulled together our end-of-year video for 2025.
Why (and When) Emotion Should Influence Decision-Making
I’ll never forget those moments early in my career. Standing in a room full of decision makers. I had an opinion, but it was just a gut feeling. I couldn’t put words to why I felt that way — I just did. So, I stayed silent. Turns out, my gut was righ…