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In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…
From Northern Ireland to navigating a PE buyback, Cathryn Lavery brings her raw, unfiltered take on building businesses in 2025. Join Jon as they geek out over AI tools, debate the death of the traditional EA role, and reveal why 'smart, hungry, coachable' beats experience every time. Plus, learn why your $85k/year US marketer might be in trouble (and what to do about it). Pure value, zero BS. TIMESTAMPS (00:39) Introduction and Guest Welcome (01:20) AI in Personal & Professional Life (06:50) Voice Technology and Content Creation (10:35) Buying Back the Business (13:28) Hiring and Leveraging Global Talent (20:28) Architecting Workflows with AI (26:45) Value Proposition and Membership Benefits (30:59) The "Smart, Hungry, Coachable" Framework (37:42) Remote Work and Context Building (40:17) Global Talent Pool Insights (45:08) Team Development (49:10) Content Strategy (51:03) Wrap up and Contact Information Check out Wisprflow.ai Connect with Cathryn on X , sign up for her newsletter , or visit her store . 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…
What happens when you tell your entire executive team that all their projects are cancelled? Jon Matzner did exactly that, and the results were shocking. In this episode, Jon and Peter Lohmann dive deep into the art of extreme focus, why most businesses are working on the wrong things, and how to identify what actually moves the needle. Plus: fascinating insights on the Toyota Way, why some fires need to burn, and the infamous jazz cup jacket story you didn't know you needed to hear. Timestamps (00:31) Introduction (01:20) Focusing on Constraints (03:33) The Importance of Prioritizing Tasks (06:56) Understanding and Tackling Churn (18:13) Project Management Simplified (20:17) Maintaining Accountability (25:58) Account Management Strategies (27:26) Exploring the Toyota Way (30:00) Applying Toyota Principles to Knowledge Work (40:14) Questions to Always Be Asking (42:00) Closing Thoughts: The Art of Being Present 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…
Want to know what's really happening in the world of B2B communities? Jon and Peter pull back the curtain on how they're building multi-million dollar business communities that are making traditional trade associations obsolete. They reveal their strategy for using AI to circumvent legacy software, share insider tips on community building, and discuss how to use capital to accelerate growth. Warning: This episode might make traditional SaaS companies uncomfortable. Timestamps (00:00) Welcome to Lazy Leverage (02:27) Discussing AI in Business (04:33) Challenges with traditional SaaS (09:36) Innovative Solutions for Data Management (11:26) The Future of Vertical SaaS (21:00) Building a Community and Influencer Impact (35:12) Value Proposition of Modern Trade Associations (38:37) Geographic Dispersion and Competitive Dynamics (40:37) Sponsorship and Revenue Models (46:02) Using Capital to Accelerate Strategy (53:05) Building a Media Property for Niche Communities (58:00) Final Thoughts and Tools 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…
In this candid conversation, Patrick (formerly known as Franchise Wolf) opens up about his evolution from anonymous content creator to co-founder of Frandawgs. Learn why he initially hid his identity, how he grew his audience through strategic storytelling, and the unexpected lessons he learned about monetization in the B2B space. A masterclass in pivoting from pure content creation to building a real business. Follow Patrick on X or FranDawgs.com TIMESTAMPS (00:25) Introduction and Background (06:22) Launching Frandawgs: The New Vision (10:20) Content Strategy Deep Dive (19:00) The YouTube Opportunity (27:25) The Journey from HVAC Sales to Tech Startups (31:00) The Franchise Industry Reality Check (33:00) Data Challenges (36:05) Monetization Strategies for B2B Content (41:49) Perfect Day Vision (43:56) Closing Thoughts and Contact Information 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…
Ever hired someone with 'perfect experience' only to watch them fail? Justin Brown, Director of Operations at Zen Windows, shares how they transformed their hiring process by focusing on three key attributes instead of industry experience. Learn how they turned a guy with zero window knowledge into their Installation Manager superstar in just 7 days, and why their global talent strategy is crushing traditional hiring methods. Timestamps (00:26) Introduction to Justin Brown and Zen Windows (01:39) The "Smart, Hungry, Coachable" Hiring Philosophy (06:36) Fast Hiring vs. Slow Hiring Debate (11:06) Success Stories with Global Talent (16:01) Building Elite Teams Through Training (19:31) Future of Learning and Development at Sagan (27:36) Wrap-up and Final Thoughts 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…
Ever wonder how the President stays on top of everything? Jon and Peter break down how to adapt presidential-style daily briefs for your business, plus share raw insights from their recent entrepreneur retreat. From brand building to managing global teams, they reveal what actually works (and what doesn't) in running a growing company. Timestamps (00:31) Welcome (02:28) Customizing The Executive Brief (12:49) The One-Number Management Philosophy (17:17) Hiring for Specific Roles (21:03) The "Death Zone" in Business (24:30) The Power of Branding in Business (29:19) Challenges and Reflections of Entrepreneurs (40:30) Chat GPT Integration Tips (46:35) Wrap Up 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…
This is a follow-up conversation from episodes #38 and #39. Stop drowning in your inbox and start taking control of your workflow. Jon and Neel tear down the myths around GTD and show you exactly how they implement it in their multi-million dollar businesses. They reveal their personal systems for managing everything from quick tasks to complex projects, and share why the traditional approach to productivity is killing your success. Whether you're running a global team or just trying to get your shit together, this conversation will completely change how you think about organization. TIMESTAMPS (00:20) Introduction and Cultural Context (07:00) GTD Fundamentals (21:57) Next Actions: How to Use Them (28:44) Weekly Reviews: The Missing Piece of Your System (34:05) How to Process Your Inbox (51:12) Sagan's Vision for Global Team Development 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…
Think disrupting real estate is impossible? Amanda Orson, founder of Galleon, explains how being an outsider gives her the edge to challenge a 112-year-old industry. From military school lessons to ancient philosophy, discover how unconventional thinking drives innovation. Jon and Amanda dive deep into operational efficiency, the future of AI, and why most businesses miss obvious opportunities for transformation. Plus, get book recommendations that have shaped their entrepreneurial journeys and learn why sometimes the best qualification is having no industry experience at all. Timestamps (0:00) Welcome and Introduction (02:38) Military Background and Business Philosophy (07:00) The Galleon Business Model (15:22) Market Dynamics and Disruptive Innovation (24:33) The Future of AI in Real Estate Transactions (26:57) Building Human Connection in a Digital World (33:00) Must-Read Books & Movies for Entrepreneurs (41:30) Innovating in Competitive Spaces (46:22) Creating Impact Beyond Business (48:30) Contact Information Recommendations Books Warfighting: MCDP: U. S. Marine Corps The Emperors Handbook: A New Translation of The Meditations- Marcus Aurelius The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success: William N. Thorndike Jr. Movies Twelve O'clock high (1949) Stay connected for more insights and strategies by following: Jon: @MatznerJon on X and at lazyleverage.beehiiv.com Amanda: @AmandaOrson on X Peter: @pslohmann on X and at peterlohmann.com…
Ever wonder why some businesses seem to run like clockwork while others are constantly putting out fires? Jon and Peter break down the real reason - it's not what you think. From customer avatars to remote team management, they share battle-tested strategies that actually work in the real world. Plus, they reveal a game-changing approach to building context in remote teams that could revolutionize how you run your business. TIMESTAMPS (00:31) Show intro (02:03) Defining the sweet spot: Between startup and Fortune 50 (03:30) Property management challenges (07:09) Trade-offs in business structures (24:50) Breaking down context building in teams (26:41) Fragility in specialization (38:42) Customer avatars and personalized service (47:22) Building a decision-making culture (01:02:03) Tech tools and future opportunities (01:04:05) App recommendations and wrap-up 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…
Discover how a Buffalo-based youth soccer program is revolutionizing their operations with global talent. Jon breaks down the journey from local to global teams, sharing practical strategies for elevating your senior staff while maintaining quality. Learn the 'Gordon Ramsay method' of letting your best people focus on high-value work. Timestamps (0:22) Introduction to Mark and Soccer Shots background (6:33) Overview of global talent responsibilities (9:00) Discussion of global talent cost savings (11:55) Strategies for recruitment coordination (17:32) The "bang the gong" recruitment strategy (35:40) The journey of business systemization (37:23) Discussion of starting new ventures with global talent (40:32) Lessons from college athletics (45:00) Experience working with Sagan 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…
"We can't find enough dentists" is the cry echoing across the industry - but Dr. Dave Ensley's group is crushing it with a revolutionary approach to talent. In this episode, discover how his DSO grew to $70M by reimagining traditional roles, leveraging global talent, and embracing automation. Dave breaks down exactly how they built successful teams in Mexico, Pakistan, and the Philippines, reveals the costly mistakes most practices make with global hiring, and shares his blueprint for creating a sustainable dental business. Plus, learn why paying more could actually be the key to solving your hiring challenges. Timestamps (0:25) Introduction and Dave's Background (01:55) Understanding DSOs and Their Structure (05:24) Labor Specialization (15:53) Journey into Global Talent (26:41) Building International Teams (43:20) Solving Recruitment Challenges (48:58) The Future of AI and Automation in Dentistry (55:39) Final Thoughts and Contact Information 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…
Think remote teams can't be as effective as in-office ones? Think again. Jon and Peter break down the counterintuitive strategies that have helped them build world-class remote teams, including the game-changing '10/80/10 framework' and why context matters more than control. Plus, they reveal the innovative ways they're using AI and rotational assignments to create unstoppable remote cultures. Whether you're managing one remote employee or fifty, this episode will transform how you think about remote leadership. Timestamps: (00:40) Show format and authenticity in podcasting (03:48) Media leverage and content creation (10:35) The 10/80/10 framework for content creation (23:50) Empowerment vs procedures (33:30) Creating context in remote teams (50:40) Innovative solutions for remote culture (55:46) App recommendations and closing thoughts Apps mentioned: Fi Replit 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…
What happens when you strip everything away except your top two priorities? Jon opens up about his year of extreme focus, sharing both the wins and uncomfortable sacrifices. Then, he and Peter geek out about the digital power tools revolutionizing business operations, including their secret weapons for automation and productivity. Whether you're struggling with work-life balance or hunting for tech solutions to scale your business, this raw and practical discussion delivers the insights you won't hear anywhere else. Timestamps (00:33) New Year kickoff (02:30) Dan Gable's influence on prioritization (04:00) The cost of extreme focus (08:50) The power of weak ties in business (16:48) Introduction to Sagan's Digital Power Tools (29:40) The problem with over-engineering solutions (33:40) Forward deployed engineers concept (38:15) Essential apps for productivity (40:34) Deep dive into Libby and digital reading (42:10) Game-changing iPhone features (47:00) Leveraging ChatGPT mobile effectively (50:13) Wrap-up and final thoughts 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…
This is part 2 of a 2 part episode. Check out part 1 first! Ever wonder how top entrepreneurs manage dozens of projects without losing their minds? In this deep-dive episode, Jon Matzner reveals his secret weapon: the Getting Things Done (GTD) methodology. Watch as he transforms a chaotic email inbox into a streamlined system that actually works. Whether you're drowning in tasks or just tired of forgetting important details, this conversation will revolutionize how you think about productivity. Timestamps (0:26) Introduction (0:39) Next Actions (To-Do) vs. Projects (06:21) Creating Actionable Next Steps (08:55) Building Your Master Project List (11:10) Practical GTD Implementation (16:20) Project organization & End States (19:20) Moving from Email to GTD (22:00) Calendar Management (25:36) Weekly reviews and system maintenance (28:00) Next actions & Project demonstration (34:00) Trust in the system (36:39) System implementation and brain space (39:56) Closing thoughts on GTD implementation 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…
From email overwhelm to project mastery - this episode is your roadmap to stress-free productivity. Join Jon Matzner as he breaks down the exact system he uses to manage multiple businesses while maintaining his sanity. You'll discover why your mind isn't for storing ideas, how to build a system you can trust, and the shocking truth about why your current to-do list is holding you back. This isn't just another productivity hack - it's a complete paradigm shift in how you manage your work and life. Timestamps (00:26) Introduction (03:15) GTD Philosophy (04:45) The Importance of Having a System (09:20) Capture: The First Step of GTD (11:30) Quick Capture Methods & Tools (19:44) Processing Your Inboxes (27:27) The "Do It, Defer It, Delete It, Delegate It" System (29:19) Waiting for List Explained (33:00) Managing Email & Ideas with GTD (47:36) Introduction of Part 2: Projects vs Next Actions 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…
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