top of page
Fractional Analyst
Fractional Analyst
Data Strategy
Pricing
Dashboards
Quickbooks Online Dashboard
CFO Dashboards
Marketing Dashboards
Dashboard Demos
All Dashboard Offerings
White-Label Services
White Label Dashboards
Franchise Dashboards
Service Offerings
AI Analytics
Pineapple Analyst AI
AI Analytics Implementation
AI-Enabled Dashboards
About
About
Podcast - Scrappy but Successful
Jack Tompkins Speaking
Insights
More
Use tab to navigate through the menu items.
Contact Us
Insights
Jack Tompkins
Play Video
Play Video
44:57
61. Hustle to Engine: Building a Sales Machine Beyond the Founder with Matt Lauro
Is a fractional CRO scrappy or sophisticated? Matt Lauro, founder of Fractional CRO in Charlotte, NC, joins Jack Tompkins to find out. With more than a decade and a half in workforce solutions and recruitment, Matt helps founder-led companies build a sales and marketing engine that scales beyond the founder's own relationships. In this episode, Matt explains why hiring a VP of Sales is usually the wrong first move, how he prices fractional work with a flat monthly retainer instead of by the hour, where his clients come from (about a third each from referrals, LinkedIn, and his website), and why the client side of the bow tie model is the most overlooked part of revenue growth. Along the way: lemonade stands, stamp collections, a nine-year-old's Pokemon card lesson, and a scrappy or sophisticated lightning round. The final verdict: 80 percent scrappy, 20 percent sophisticated. Chapters: 0:00:00 Intro and the scrappy vs sophisticated question 0:01:43 Growing up scrappy: lemonade stands, stamps, and Pokemon cards 0:06:20 What a fractional CRO actually does 0:07:31 Why hiring a VP of Sales is usually the wrong move 0:11:44 Leaving corporate and launching on the side 0:18:31 Pricing fractional work with a monthly retainer 0:23:26 First clients, credibility, and fractional partnerships 0:31:50 KPIs and the bow tie model 0:34:41 Scrappy or sophisticated lightning round 0:42:23 The book and Substack: From Hustle to Engine Connect with Matt Lauro: Fractional CRO: https://www.fractionalcro.org LinkedIn: https://www.linkedin.com/in/mattlauro/ Connect with Jack Tompkins: LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
Play Video
Play Video
46:26
62. AI Can't Close Your Deals: Selling Into the Trust Gap with Gus Byleveld
Gus Byleveld is the founder of The Wondering and a former CEO and revenue operator with 25+ years of experience building and leading B2B tech companies. He started out as an architect in Cape Town, South Africa, moved into technology sales, worked through a run of startups, and today helps CEOs of growth-stage tech companies figure out why growth is harder than it should be before they decide what to change. In this episode, Jack and Gus dig into why a sales process should be built from the buyer journey, how AI is changing the way buyers size up sellers, and why the real gap in modern selling is trust. Gus shares the discovery question he swears by, why marketing, BDR, and customer success teams need one shared goal, and why activity is not quality. And the big question: is Gus more scrappy or more sophisticated? Jack's verdict: a dash of scrappiness, backed by some seriously sophisticated thinking. Chapters: 0:00 Scrappy or sophisticated? Meet Gus Byleveld 2:53 From Cape Town architect to tech sales 8:02 The Wondering and why buyer journey beats sales process 14:40 Leaving corporate for a mobile trading card startup 19:18 Two schools of thought on AI, then and now 24:25 The trust gap in modern selling 27:23 The discovery question: what does your world look like when I solve this? 34:29 One shared goal for marketing, BDRs, and customer success 38:16 What makes you uniquely qualified? The question AI can't outsource 43:03 Get out of the building, and where to find Gus Connect with Gus: LinkedIn: https://www.linkedin.com/in/gusbyleveld/ The Wondering: https://thewondering.net/ Connect with Jack: LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
Play Video
Play Video
01:30
One CFO Report, 200 Clients, Under a Minute
A Midwest client built one CFO insights report that wowed his customer, then rolled it out to all 200 clients in under a minute. Here's the report he built and how he scaled it with Pineapple Analyst: Run rate and full-year pace against the annual target Cash runway and projected ending cash 13-week cash projections and revenue forecast Event inputs that update the forecast CFO commentary alongside every visual One "share to all clients" button, and every client gets their own version Try for free - https://www.pineappleanalyst.ai/get-started Learn more - https://pineappleanalyst.ai Questions - support@pineapplecf.com
Play Video
Play Video
43:59
60. The People and Process Playbook for CPA Firms with Will Hill
Will Hill spent 21 years at Thomson Reuters helping build the accounting industry's shift toward advisory services, then left to found Will Hill Consults, LLC, where he coaches CPA firm owners one-on-one at the intersection of people and process. With 25+ years in the industry and hands-on work inside 400+ accounting firms, Will has a rare read on why some firm leadership changes stick and most don't. In this episode, Jack and Will talk about why he refuses to do group coaching, the moment he had to tell two employees their jobs weren't going away even though the software was, how firms make the leap from compliance to advisory conversations, and the scrappy roots (golf-ball hustling included) behind his one-on-one approach today. Chapters: 0:00:00 Intro: scrappy or sophisticated? 0:01:37 Growing up in Flint and selling golf balls for cash 0:04:06 Coaching CPA firms at the intersection of people and process 0:06:18 Why he only coaches one-on-one, never in groups 0:08:12 From janitor and bank teller to 21 years at Thomson Reuters 0:11:38 Asking real questions and earning client trust 0:17:17 Moving firms from compliance to client advisory services 0:20:34 Leaving Thomson Reuters to launch his own consulting firm 0:26:40 Finding his ICP, firing bad-fit clients, staying collaborative 0:35:13 Scrappy vs sophisticated lightning round Will Hill: Website: https://willhillconsults.com/ LinkedIn: https://www.linkedin.com/in/wghill/ Jack Tompkins: LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
Play Video
Play Video
46:08
59. Why She Never Took a Client Outside CPG with Abby June Richards
Abby June Richards is the founder of The CPG CFO, a fractional CFO firm helping emerging, better-for-you and sustainable CPG brands know their numbers and build businesses that last. She spent 15 years in operations before becoming a CPA, then nearly 7 years at RSM across audit, outsourced accounting, and tech implementation, before launching her own firm in 2023 focused exclusively on CPG brands in the $0-50M range. In this episode, Jack and Abby trace her path from being homeschooled as the oldest of six kids in South Texas (where she was literally running a ledger for a game of Little People) to watching her dad's engine-rebuilding business slowly fail, to finally taking the leap and starting her own firm with zero clients. She breaks down her CASH FIGHT framework for CPG cash flow, gets real about the fear and doubt in year one, and explains why she stayed locked into her niche even when easier work was on the table. Chapters: 0:00 Intro and the sophisticated vs scrappy question 3:09 Homeschooled in South Texas as the oldest of six 9:34 What The CPG CFO does for clients today 12:51 College, community college advocacy, and the CPA path 18:41 Early jobs, her dad's failed business, and the leap to starting her own firm 22:07 Zero clients and posting on LinkedIn for 600 days 24:22 Landing the first client and locking in her ICP 28:05 Cash flow, contracts, and the CASH FIGHT framework 35:30 Lightning round: scrappy habits and money mindset 37:25 Branding, the logo, and inside her home office The CPG CFO: https://www.thecpgcfo.com Abby's LinkedIn: https://www.linkedin.com/in/abbyjuner/ The CPG CFO on Instagram: https://www.instagram.com/thecpgcfo/ The CPG CFO on YouTube: https://www.youtube.com/@TheCPGCFO LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
Play Video
Play Video
48:49
58. Reality Is Undefeated: Lessons from Six Exits with Russ Sorrells
Russ Sorrells has bought, built, and sold six businesses, starting with a machine shop he ran out of his garage as a 21 year old with one electrical outlet and a rotary phase converter that sounded like it was going to take off. Today he is the founder of Beyond the Grind, a certified Pinnacle Business Guide who helps owners get out of the weeds so their teams can actually thrive. In this episode Russ traces the whole arc: riding along with his sales rep dad in the 80s, raking leaves and mowing lawns as his first hustle, welding a customer's coin die back together at 3am, buying a prosthetics company for a dollar, and eventually building the coaching practice he runs today. Jack and Russ dig into how many goals is too many, why "reality is undefeated," and what it actually takes to get owners to stop doing the thing that is sinking the ship. Chapters: 0:00 Welcome and the Purdue vs IU rivalry 1:06 Scrappy, sophisticated, or a hot mess 2:29 Small town Indiana roots 2:51 Riding shotgun with his sales rep dad 6:09 First hustle: raking leaves to a garage machine shop 23:09 The coin die disaster and the 3am weld 28:54 Buying a laundromat and a prosthetics company for a dollar 36:23 Lightning round: Star Wars figures and crock pot squirrel 46:52 Beyond the Grind today and where to find Russ Russ Sorrells: LinkedIn: https://www.linkedin.com/in/russ-sorrells-001391b/ Jack Tompkins: LinkedIn: https://www.linkedin.com/in/jack-tompkins/ Consulting: https://www.pineapplecf.com AI Analyst Product: https://www.pineappleanalyst.ai/ YouTube: https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
Play Video
Play Video
01:09
Build Once, Deploy to 200+ Clients Instantly [Pineapple Analyst]
Most "AI reports" still aren't instant once you're managing dozens of clients. Pineapple Analyst fixes that. Build your dashboard once and roll it out to 200+ clients with one click, no rebuilding every month. Custom dashboards by client, without the manual work Spend your time perfecting the metrics that matter One click to roll out updates across your entire roster Clients actually check it before monthly reviews No more duplicating the same report over and over Try for free - https://www.pineappleanalyst.ai/get-started / Learn more - https://pineappleanalyst.ai
Play Video
Play Video
01:17
How to Get Clients to Happily Pay You More (The Dashboard Trick)
Most accountants and advisors spend hours putting together a monthly report their clients never even open. Here's how to flip that into a dashboard clients actually use, and happily pay you more for. Pull all your client financials into one automated spot Build an AI analyst that understands the data it's looking at Roll out a dashboard so each client sees their own performance Turn that into a true advisory offer, not just reporting Charge 250 dollars a month on a platform that costs you 50 Some clients pay over 1,000 dollars a month for a great dashboard It's called Pineapple Analyst, and it's already built for you. Try for free - https://www.pineappleanalyst.ai/get-started Learn more - https://pineappleanalyst.ai
All Insights
Video Blogs
Blogs
Podcast Episodes
Search
[VIDEO]- ECommerce KPI Dashboard - Google Data Studio
Highly recommend visualizing your ECommerce data in a KPI dashboard, and specifically Data Studio! Blog about ECommerce KPI dashboards:...
Brittany
Jan 23, 2023
4 min read
Insights
All Insights
(118)
118 posts
Video Blogs
(28)
28 posts
Blogs
(49)
49 posts
Podcast Episodes
(2)
2 posts
bottom of page
google-site-verification=7fuOdQZl6NNaaA7lAulMXKyRKuL17mb_-BaSAtR8v7s