Insights

How to build dashboards so good they eliminate meetings. Thanks for coming to the presentation! More on us and free stuff: pineapplecf.com pineappleanalyst.ai https://hubspot-dashboard.pineapplecf.com/

What does it really take to build a business that creates higher returns AND more joy? Tina Dao, founder of Liberated Leaders, has lived the answer - from baking cupcakes for her dad's hunting camps and negotiating car loans with her grandpa at 17, to leading operations at Amazon, Fitbit, and Walmart before launching her own fractional COO firm. In this episode, Tina and Jack dig into conscious capitalism, the "silver tsunami" of business transitions, why the trades are safer than college right now, and how to know when your company needs to move between scrappy and sophisticated. Chapters: 00:00 - Intro + fun fact: butterflies taste with their feet 00:54 - Scrappy vs. sophisticated: Tina's take on the tension between the two 02:00 - Growing up in Western Colorado with sheep ranchers and serial entrepreneurs 09:04 - First hustles: baking for hunting camps, babysitting, and cleaning houses at 12 13:42 - Negotiating a car loan from grandpa at 17 - with a term sheet 15:32 - A 2.0 GPA, 98s on every test, and why the trades beat college right now 19:06 - US Navy electronics technician to corporate operations 25:32 - Starting Liberated Leaders and the case for conscious capitalism 29:25 - Landing the first client, the family bet, and the real cost of going out on your own 35:15 - Lightning round: scrappy studio, inbox limits, and corporate pet peeves 43:39 - The Liberated Leaders pitch: 5-10x returns, more delight, and the silver tsunami Tina Dao - Liberated Leaders https://www.liberatedleaders.com Connect with Jack: https://www.linkedin.com/in/jack-tompkins/ https://www.pineapplecf.com https://www.pineapplejacktompkins.com/ https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng

Custom built dashboards and insights to your exact specifications within our Pineapple Analyst tool! Reach out to beta test: support@pineapplecf.com More details: https://www.pineappleanalyst.ai/

If you're a fractional consultant and you want AI-powered insights for your clients, where you get the credit (and don't want to be an AI-expert yourself), this is for you! We're launching this beta test right now with QuickBooks as our main data source so you get a dashboard in under 2 minutes that comes with a customizable AI Analyst. Reach out to be part of it: support@pineapplecf.com More details: https://www.pineappleanalyst.ai/ Full video: https://youtu.be/lLNu10DpFPI Need AI data infrastructure first? We got you: https://www.pineapplecf.com/ai-analyst-implementation

What happens when a corporate employee discovers Amazon, teaches himself e-commerce, becomes a CMO, and then realizes the whole agency model is broken? You get Tanner Rankin - founder of Source Approach, Referazon, and the Brand Source OS - and a seriously compelling story about turning scrappy roots into a sophisticated operating system for brands. Tanner breaks down how he built the Brand Operating System from a pile of spreadsheets, why most brands fail their agency partners (not the other way around), and what it actually looks like to make marketing predictable and repeatable. If you're tired of random acts of marketing, this one's for you. Chapters: 0:00 - Intro and fun fact 0:52 - Scrappy roots: corporate robot turned Amazon seller 4:07 - The CMO role and the cold hard look in the mirror 12:34 - Building Source Approach and the first Brand OS 19:35 - Entrepreneur ADD, Referazon, and solving the right problems 26:09 - Fake it till you make it and the MVP trap 30:44 - Who Source Approach serves today 33:06 - The woodsman in a suit: office tour and lightning round 45:42 - KPIs, client success, and what makes marketing repeatable Connect with Tanner: Website: https://www.sourceapproach.com Personal site: https://www.tannerrankin.com LinkedIn: https://www.linkedin.com/in/tannerrankin/ Referazon: https://www.referazon.com Connect with Jack: https://www.linkedin.com/in/jack-tompkins/ https://www.pineapplecf.com https://www.pineapplejacktompkins.com/ https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng

If you're a fractional consultant and you want AI-powered insights for your clients, where you get the credit (and don't want to be an AI-expert yourself), this is for you! We're launching this beta test right now with QuickBooks as our main data source so you get a dashboard in under 2 minutes that comes with a customizable AI Analyst. Reach out to be part of it: support@pineapplecf.com More details: https://www.pineappleanalyst.ai/ Need AI data infrastructure first? We got you: https://www.pineapplecf.com/ai-analyst-implementation

Full episode here: https://youtu.be/ICmTqyss1v4

Phil Risher didn't have entrepreneurs in the family - he had a single mom, a pest control dad, a rap career in high school, and eventually a school bus he lived in while figuring out his next move. Somehow it all led to Phlash Consulting, a 22-person marketing and data firm that grew home service businesses an average of 27% last year. In this one, Jack and Phil trace the full origin story - from selling autographed CDs out of a backpack to managing a $300K/month Enterprise branch at 25, to quitting corporate on his honeymoon and building something entirely his own. Topics covered: 0:00 - Intro and fun fact - the most expensive pineapple in history 0:52 - Scrappy vs. sophisticated and Phil's honest opening take 1:16 - Growing up outside DC, immigrant hustle, and the high school rap career that launched it all 7:36 - Ruby Tuesday's, commission brain, and the first real entrepreneurial unlock 8:22 - Geneva College, three majors, studying abroad in Rome and China, and $30K in student loans 10:12 - Paying off debt in 12 months, buying a condo at 25, and building zero-debt infrastructure 12:04 - Enterprise Rent-a-Car, the BMI report, and running a $300K/month branch on data alone 17:47 - The school bus trip, the duck cleaning company, and when all the worlds collided 22:08 - The three levers every home service business needs: marketing, data, and automations 25:15 - The growth thresholds - systems to 3M, data to 5M, people to 10M 27:15 - How Tom fired Phil to set him up, the name Phlash, and the private equity framework that built the whole business 35:28 - Profit First, abundance mindset, and leading a team with a vision big enough for everyone 38:13 - Minimalist office, 100% on or off, and making the Inc. 5000 Best Workplaces list Connect with Phil Risher: https://phlashconsulting.com https://www.linkedin.com/in/philrisher/ https://www.instagram.com/philrisher/ Connect with Jack: https://www.linkedin.com/in/jack-tompkins/ https://www.pineapplecf.com https://www.pineapplejacktompkins.com/ https://www.youtube.com/channel/UCalnj5yLU0ZH9y_tVl1J4ng