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Podcast - Scrappy but Successful
Jack Tompkins Speaking
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Jack Tompkins
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46:00
55. Fractional CSO Secrets from Chief Outsiders with Aaron Gutowski
Aaron Gutowski is a Partner and Chief Sales Officer at Chief Outsiders, an "Executives-as-a-Service" firm that places fractional CMOs and CSOs inside mid-market companies. He was one of the first CSOs to join the firm, and he brings more than 20 years of sales leadership experience across data, research, and industrial services to every engagement. In this episode, Aaron traces his sales instincts back to a Detroit News paper route as a kid, then walks through the hustle that got him his first real sales job selling computers at a company that's now Verizon, including the time he secured a shipment of Apple computers with a PO number made up of his own birthday. He and Jack dig into how Aaron landed his first major client at Chief Outsiders, why the single most important KPI in any sales org is the number of new first meetings (not total meetings), and why honest, sometimes uncomfortable conversations with clients build more trust than telling them what they want to hear. Chapters: 0:00:00 Intro and meet Aaron Gutowski 0:01:10 Scrappy all the way, growing up in Detroit 0:03:13 The Detroit News paper route hustle 0:06:09 What a fractional CSO actually does 0:09:43 Landing HBS Solutions, his first big client 0:14:45 Selling Apple computers and the birthday PO hustle 0:29:47 Coaching honesty into hard sales conversations 0:31:15 The one KPI that predicts sales success 0:35:10 Lightning round and Chief Outsiders AI program Connect with Aaron Gutowski: LinkedIn: https://www.linkedin.com/in/aarongutowski/ Chief Outsiders profile: https://www.chiefoutsiders.com/profile/aaron-gutowski 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
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42:42
54. Nine Revenue Streams and One Referral Rule with Tina Ruark-Baker
Tina Ruark-Baker has already built and sold two companies, spent two decades climbing to the C-suite, and then walked away from the corner office to start a third business from scratch. Today she runs TRB Creative, coaching small businesses, entrepreneurs, and nonprofits on the one channel she believes almost nobody uses correctly: LinkedIn. In this episode, Tina and Jack trace her path from a staffing company she started at 18 in her dad's basement, through 20 years in New York City, to her current life at the beach in a golf community outside Charlotte. She breaks down why personal LinkedIn profiles outperform company pages, why she said yes to painting an entire medical office (20 canvases, zero prior experience), and how nine different revenue streams stay connected through a single referral-driven philosophy: make the connection, then get out of the way. Chapters: 0:00 Intro and the scrappy vs sophisticated verdict 1:35 From Detroit hustle to two exits by 1999 3:25 New York, a chance encounter, and 20 years in the city 6:32 Walking away from corporate to coach LinkedIn 9:11 Landing first clients through networking 14:23 Saying yes to a 20-painting art commission 18:18 Nine revenue streams and the power partner network 21:13 Finding the real ICP and ditching marketing-only work 25:23 Scrappy marketing, golf, and keynote speaking 30:45 How Tina measures success and builds client trust Connect with Tina Ruark-Baker: LinkedIn: https://www.linkedin.com/in/tina-ruark-baker/ TRB Creative: https://www.trbcreative.com/ 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
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41:51
53. The Accidental Salesman Who Won Over Chick-fil-A with John Buckner
John Buckner is the founder of Insightful Selling and a Fractional VP of Sales advisor at Sales Xceleration, bringing a thirty-year corporate sales and marketing career to small businesses that need to grow. His resume includes DuPont, Chick-fil-A, 7-Eleven, Walmart, and Home Depot, but John calls himself an "accidental salesman" - his path started on his father's land surveying crew in the North Carolina foothills, not a sales floor. In this episode, John and Jack dig into why the best salespeople act as guides instead of salesmen, with the customer as the hero of their own story. John shares the data-driven pitch that won Chick-fil-A's coffee business away from 23 other roasters, the pharmacy counter interaction that taught him what trust-based selling actually looks like, and why he built his whole practice around single, focused solutions instead of overwhelming clients with everything he offers. Chapters: 0:00 Welcome and the Lake Norman monster fun fact 0:42 Scrappy or sophisticated - John's 300 CEO outreach push 6:03 Family roots - a land surveyor dad and the family entrepreneurial itch 10:32 Reframing sales - the customer as hero, John as guide 13:44 The shingles shot story - trust-based selling in action 18:24 Early sales instincts - basketball, retail spiffs, and rapport 22:02 Winning Chick-fil-A's coffee business with data and insight 28:20 Getting out of the box - curating your offer instead of overwhelming clients 34:46 Lightning round - garage sales, cash flow games, and inbox habits 40:22 Final takeaway - make the customer your true north John W. Buckner brings a broad sales and growth background from a thirty-year corporate career, including leadership roles as VP of marketing and SVP of sales, spanning Fortune 500 companies, national middle-market firms, and major retailers including DuPont, Georgia-Pacific, Simpson Strong Tie, Chick-fil-A, Taco Bell, Sonic, 7-Eleven, Walmart, Target, Home Depot, and Lowe's. His firm, Insightful Selling, helps small businesses win through people, process, and technology. https://LinkedIn.com/in/johnwbuckner https://www.linkedin.com/in/jack-tompkins/ https://www.pineapplecf.com https://www.pineappleanalyst.ai/ https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng
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00:46
How to Turn Dashboard Costs Into a New Revenue Line
This isn't another line item you eat the cost of - it's a new tier you can charge for. Offer bookkeeping only, bookkeeping plus dashboards, or full advisory on top. Priced low so you can mark it up and package it as a differentiator. Built for advisors, not against their margins Three tiers: bookkeeping, dashboards, or full advisory Pass the cost through with a markup Position it as a premium package, not an add-on Charge more for the value you already deliver Try for free - https://www.pineappleanalyst.ai/get-started Learn more - https://pineappleanalyst.ai Questions - support@pineapplecf.com
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00:48
Why Your Clients Ignore Your Reports (And How to Fix It)
Clients ignore reports because they're a static snapshot that feels like accounting class. Here's what actually gets checked. An interactive dashboard tells the full story in 15 seconds - and once clients see it, they come back for more. Why static reports get ignored What makes a dashboard actually engaging Clients becoming accidentally data-driven Why they start checking it like a notification How to be the advisor they actually want to hear from Try for free - https://www.pineappleanalyst.ai/get-started Learn more - https://pineappleanalyst.ai Questions - support@pineapplecf.com
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49:42
52. Six Months on the Floor, Then a Business with Jocelyn Singer-Sargent
Jocelyn Singer-Sargent is the founder of Jocelyn Singer-Sargent Consulting, known as "the work whisperer." She's an HR consultant, coach, and speaker based in Santa Fe, New Mexico, dual-credentialed as a Licensed Clinical Social Worker and a SHRM-certified HR professional. Her practice spans fractional HR leadership, manager training, employee engagement, and coaching for leaders who want to build people strategies that actually work, including her work on building collaboration "from Boomers to Zoomers." In this episode, Jocelyn and Jack dig into how she stumbled into HR from a background in clinical social work, why the "employee handbook" is really a mirror of company culture, and how she built her entire consulting practice on word of mouth with zero family entrepreneurial background to draw on. She also gets into the moment she burned out of corporate HR, slept on the floor with her dogs for six months, and used a borrowed contract template to land her first client. It's a scrappy story from start to finish. Chapters: 0:00 Welcome and Santa Fe fun fact 1:09 Jocelyn's scrappy small town roots 2:46 Growing up in a no entrepreneurs household 6:34 What Jocelyn does for businesses today 9:19 Who her clients are and the 50 employee turning point 11:34 From clinical social work to accidental HR 20:00 Reading a company through its employee handbook 28:24 Burnout, the floor nap era, and starting the business 36:25 Referrals, the dog park network, and speaking engagements 40:07 Scrappy vs sophisticated lightning round Jocelyn Singer-Sargent's Links: Website: http://www.jocelynsingersargent.com LinkedIn: http://www.linkedin.com/in/jocelyn-singer-sargent-lcsw-shrm-cp-47399849 Jack Tompkins' Links: 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
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42:15
51. Lawyer, Auditor, Fractional CFO: The Scrappy Path with Rob Bankey
Rob Bankey is the founder of Bankey & Co., a Washington, DC fractional CFO and transaction advisory practice serving growth-stage SaaS, fintech, and AI companies. He led Contactually through its acquisition by Compass and steered Opower through its NYSE IPO before Oracle bought the company, and in 2023 DCA Live named him one of DC's Tech CFO Stars. In this episode, Rob and Jack trace his path from an Arthur Andersen offer that evaporated in the firm's collapse, through Big 4 audit work counting inventory at GM and ConAgra, to law school and a brief stint at the SEC that convinced him he wanted to build things rather than review them after the fact. Rob explains how he ended up running finance at an early-stage startup that eventually IPO'd on the NYSE, why he decided to start his own practice instead of chasing another corporate finance track, and how he thinks about proving ongoing value to clients once the systems are running smoothly ("the trains run on time"). They also get into his golden rule for startup timelines, how he built his ICP through simple word-of-mouth referrals, and a lightning round covering everything from color-coded bookmark folders to how many client inboxes one CFO can realistically manage. Chapters: 0:00 Intro and Scrappy vs Sophisticated 1:43 Growing Up Around the World 7:03 Notre Dame, Japanese, and Landing at Arthur Andersen 10:14 Big 4 Auditing: GM, ConAgra, and the Limits of Audit 13:03 Law School, the SEC, and Finding His Way Back to Finance 17:15 Taking a Startup from First Audit to NYSE IPO 19:45 Starting His Own Fractional CFO Practice 24:59 Proving Value: "The Trains Run on Time" 33:20 Lightning Round: Inside Rob's Office and Inbox 40:55 What's Next and Closing Thoughts Rob Bankey: Website: https://www.bankey.co/ LinkedIn: https://www.linkedin.com/in/rob-bankey-3268561/ 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
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00:47
Stop Getting Accounting-Only Reports - Get a True Advising Dashboard
Most reporting tools only show accounting data. This one shows the whole business. QuickBooks in, financial statements out - that's all most tools give you. Real advisors need more than that. Combines QuickBooks with HubSpot, ad data, and operational data See cash position and pipeline health in one view Works across every client and every data source Built-in AI analyst that understands the full picture One platform instead of a patchwork of tools Try for free - https://www.pineappleanalyst.ai/get-started Learn more - https://pineappleanalyst.ai Questions - support@pineapplecf.com
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[VIDEO]- Full Time vs Fractional Data Analyst
Benefits of hiring a fractional analyst over a full-time analyst! Blog mentioned: https://www.pineapplecf.com/post/benefits-of-hiring-a-f...
Brittany
Jan 23, 2023
3 min read
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