The Small Business Success Podcast, by Infusionsoft

The journey to success in small business is long and difficult—don’t go it alone. Join Infusionsoft co-founders Clate Mask (CEO) and Scott Martineau, two of the most respected names in small business, for an open and real conversation about what it takes to achieve the business growth you’re looking for. They’ll share triumphs, failures, and lessons learned in their 15-year journey from struggling entrepreneurs to executive leaders of a multimillion-dollar software company. Additional entrepreneurs from around the world join the dialogue to share small business tips and business inspiration. This podcast is dedicated to the brave, passionate professionals leading the charge for small business success everywhere in the world.
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The Small Business Success Podcast, by Infusionsoft



All Episodes
Now displaying: 2017
Dec 27, 2017

Continuing our Partner series, this episode Micheline Christophe joins us from babel-team, a Brazillian agency that has helped countless businesses grow, as well as Jennifer Leslie, a Content Creator at Infusionsoft.  Micheline walks us through the three things most small business forget to do that make a huge difference in their bottom line.


Babel-team attended Elite Forum and it made a big impact in their business, as did Michael Gerber’s books like The E Myth.

Dec 13, 2017

Dobbin Buck of GetUWired joins the podcast again as does Jennifer Leslie, and we tackle scaling your business without destroying your culture—which Dobbin knows all about as Entrepreneur Magazine says GetUWired is in the top 25 Company Cultures among small businesses.

Learn how to build your company from 7 to 8 figures at Infusionsoft’s Elite Forum.

Nov 29, 2017

Continuing our series where we met with small business experts who solve problems for entrepreneurs and small business owners every day.  We are joined by Mauricio Rodriguez, Director General of (listen to find out what that name means) and Erin Case, Partner Marketing Manager at Infusionsoft. Find out what Mauricio means when he says small business owners are terrible, and the how to overcome small businesses most common problems.

Nov 22, 2017

Announcement - 2 Week Schedule

Nov 15, 2017

We’re fresh back from Infusionsoft’s PartnerCon where we met with a ton of small business experts who solve problems for entrepreneurs and small business owners every day.  This episode we hear from Daan Schmidt of Schmidt Communicatie and host of SchmidtCast - Europe's #1 EntrepreneurCast for business.  We talk about working with family, the importance of starting with a revenue goal, and more.

Check out the free trial of Infusionsoft to tackle the day to day tasks of running your business.

Nov 1, 2017

Join guest host Ben Snedeker and small business advocate Ramon Ray, the Editor & Founder of Smart Hustle Magazine.  Topics include why it’s important for a small business to automate follow up, and how to make sure it doesn’t feel “robotronic.”

Oct 25, 2017

Join guest host Ben Snedeker and Sean Greeley, the CEO of Net Profit Explosion, as we chat about how to market your business  problems that come along with a marketing and growth focused mind set.

Follow Sean and NPE on Twitter.

Check out the free trial of Infusionsoft to tackle the day to day tasks of running your business.

Oct 18, 2017

Today we help you find your target audience—and talk about why it’s so important.

Learn more about How to Analyze Your Target Market

Oct 11, 2017

Clate & Scott talk to Mike Koenigs, CEO of You Everywhere Now! which teaches how you can build, engage and monetize an audience quickly and easily. Mike is a 12 time #1 best selling author and advisor to Tony Robbins, John Assaraf, JJ Virgin, Peter Diamandis, Paula Abdul and over 52,000 customers in 121 countries. They talk about how to grow your list, and methods of capturing leads, and making sure they are leads that will actually buy your product or service.

Check out How to Create Lead Magnets: A Step-by-Step Guide to get started attracting customers.

To try Mike’s demo of how to capture leads visit or text “infusion” to 619-457-6248 to see how it works on mobile.

Start collecting leads today with Infusionsoft’s Free Trial.

Oct 4, 2017

Don Miller from Stroybrand joins Infusionsoft Product Marketing Manager Brina Kaiser, and teaches how to make your marketing as interesting as a blockbuster movie.  Pre-order his new book Building a StoryBrand: Clarify Your Message So Customers Will Listen, and send the receipt to get two previously unavailable lectures for free.

To automate Storybrand across your marketing, sales and customer relations, try Infusionsoft for free at

Sep 27, 2017

We talk design methodology and user testing with James Archer & Stephanie Haworth.  Listen to learn how to ensure your product and marketing are working you want them to.  

Mentioned in the Episode:

Check out our Campaign Performance Tool to start testing your your marketing.

7 Reasons Why your A/B Split Tests Aren’t Working

Split Testing Guide for Ecommerce Sites

30 Email Split Test Ideas to Boost Conversions

How to Build a Culture of Experimentation

James Archer on Design Thinking

How to Do Graphic Design For Your Brand When You Have No Design Knowledge

Sep 20, 2017

Join Clate and Dusey as the talk to Brad Owens, who says traditional behavioral interviewing is out, and Attributional Interviewing is in.  Brad brings 10 years of experience hiring for some of the most profitable companies out there, and shares his expertise so small businesses can have the same advantages as Fortune 500 companies.  Brad is the host of the Small Business Hiring podcast, where he was recently joined by our very own hiring partner Lauren Borgeson.

Lauren also wrote the Hiring Kit we mentioned in the episode.

More resources to help you hire and interview:

How to Save Yourself from Bad Hiring Decisions

Strategies for Improving Your Hiring Success

Setting KPIs for Your Employees

Hire for Potential Not Just Experience

How to Pick the RIght Pre-Hire Assessment

The Three Most Revealing Interview Questions

Previous Episodes on Hiring:

How to Interview Candidates with Specialized Skillsets

Where to Find Job Candidates

Sep 13, 2017

Please take our Listener Survey to let us know what you want to hear.

Carla Miner is joined by Greg Jenkins from Monkeypod Marketing helps us answer a listener questions—how to segment your list, and how to keep promotions fresh?  You’ll need to listen to hear to hear the full answers, but you can also find a bunch of ideas on our blog post 26 Best Examples of Sales Promotions to Inspire Your Next Offer.  You can also check out our Cash In a Flash ebook, which walks you through the nitty gritty of managing a flash sale promotion.

Want to put the ideas in this episode into practice?  Try Infusionsoft for free. 

Sep 6, 2017

How do you know when to hire employees and leaders?  And how do you ensure they are invested in your business when you do?  Clate and Scott give the answer on today’s episode.

How do you know when it’s time to hire another employee?  Read “7 Ways You Know It’s Time to Hire Someone” to find out.  

Join Infusionsoft executives at Elite Forum, which helps growing businesses lead their teams to success.

Aug 30, 2017

A listener asks if competence or character is more important when running (or hiring new employees for) your business.  Clate answers, and Scott refuses to.  Listen to find out why.

Join Infusionsoft executives at Elite Forum, which helps growing businesses lead their teams to success.

Aug 23, 2017

Clate and Scott answer a listener question—when should you consider adding outbound sales, especially when you already have a healthy inbound flow of leads and sales?  

Get the most out of prospects by refining sales pipeline with “The 7 Sales Pipeline Stages Every Small Business Should Use

Aug 16, 2017

Today we answer a listener question and bring in our content and email marketing experts to talk about getting and closing leads using educational and promotional webinars.

Check out our interactive email copy tool to help you quickly write effective emails, for your webinars or anything else, at

Aug 9, 2017

Holly DeVito is the CEO and founder of Sum of All Numbers, a bookkeeping company that specializes in helping entrepreneurs increase their profits.  Her burning question is how to change from a word-of-mouth business to a faster growing, marketing savvy company, all while no longer being the person doing face-to-face sales.  Clate and Scott walk her through lead magnet ideas—and some equations befitting the name of her business—while discussing how much money is the right amount to spend to acquire new customers.

Mentioned in this Episode:

Profit First by Mike Michalowicz

To learn how to capture leads in your business, check out The Small Business Guide to Capturing Leads.

Aug 2, 2017

Chris Prefontaine of Smart Real Estate Coach has a great problem - he’s getting a lot of revenue out of his small list, but he wants to grow his list even more. How can he do that? Clate and Scott to the rescue! They advise Chris to step back and take a look at the fundamentals: Is he crystal clear on his target audience? Do you have goals and reliable ways to track them? Psychographics play a big role.

Check out our video on psychographic segmentation to learn more and this post about why psychographic segmentation is more important that customer demographics.

Once you know what you want to do with your psychographics, check out our guide to taking your CRM list to the next level with segmentation.

Jul 26, 2017

Gosia Baran started Helping Hands Cleaning Services when she was laid off from her law firm post-9/11. Since she’d been perpetually dissatisfied with the cleaning services she’d employed, and she had a six month old son to support, she decided to start her own cleaning service. She started out as the cleaner, then was forced to hire someone when she became pregnant again. Now 15 years later, she has a staff of 32 and is expanding from residential into commercial cleaning as well.

Gosia chats with Clate and Scott about the tough early years of starting a business, finding a balance with work and family, and how she’s worked through discouragement in tough times.

Gosia is a member of Elite Forum and a Stage 5 business owner. Want to know what stage of small business success you’re in? Listen to episode 38 where Clate and Scott take you through the stages and what they mean.

Gosia grew her business heavily on referrals. Check out our ebook, “Referential Treatment” for how to ask for referrals to grow your business.

Jul 19, 2017

Lee Egstrom of Passinglane has this question for Clate and Scott: How do I know when to introduce a particular product or technology? It’s about making small bets, making them often, and looking for a 10x return. Listen to this hot seat as Clate and Scott help Lee figure out how to do it and use automation without seeming like Big Brother.

Learn more about automating the right way with our ebook “25 Things Every Small Business Should Automate.”

Check out this and other episodes at

Jul 12, 2017

Lee Egstrom of Passinglane has been helping small businesses grow for 20 years. He chats with Clate and Scott about why he only takes clients who have been in business for five years; how he uses modeling to achieve his goals; and the entrepreneurs he looks to for inspiration.

Grow your business with purpose with our 2017 Strategic Planning Kit.

Check out this and other episodes at

Jul 5, 2017

Get your business in the Hot Seat by going to

Shuan Buck from Newsletter Pro steps into the Hot Seat with Clate and Scott, and asks what to do when it’s taking too long to make an necessary change with a loyal employee as they struggle to keep up with the growth of the company.  

Clate and Scott answer with the three key concepts: preventing surprise with frequent courageous conversations; establishing objective, measurable goals; and highlighting previously success to add context to role changes.

Grow your business with purpose with our 2017 Strategic Planning Kit.

Check out this and other episodes at

Jun 28, 2017

Firefighter Peter Thorpe had seen a lot of devastating fires started by stoves, so he developed FireAvert, which automatically shuts off stoves. Wes Clark, Peter’s  business partner and our guest in this episode, shares with Clate and Scott what it was like to prepare for—and recover from—being on ABC’s Shark Tank, overcoming rejection, and figuring out the simplest way to solve business problems. Oh—and that time he exploded a can of beans all over the fire chief.

Mentioned in this episode: How the Mighty Fall” by Jim Collins.

Want to get a leg up on your small business strategy? Check out our e-book “Your Game Plan”!

Check out this and other episodes at

Jun 21, 2017

Pam Dierks of Dierks Farms has moved past putting their grassfed beef in the grocery store - instead it’s shipped direct to customers. This idea was a major innovation for Dierks Farms, and this year they won our Small Business ICON award.

Pam chats with Clate and Scott about moving to a subscription model, marketing directly to a consumer instead of through the commodities market, and how automation has enabled her to help pass down the farm to her sons.

We visited Dierks Farms - watch their video here!

Learn how Pam’s Infusionsoft indoctrination sequence works here.

Want to learn more about automation? Check out our ebook “25 Things Every Small Business Should Automate


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