EP30: Declining sales. Lost trust. David March, CEO of Concierge Power & Capital, shares the customer-and-employee focus behind a software turnaround he helped lead as EVP of sales and marketing.

IN THIS EPISODE
Rebuild customer trust and employee belief; celebrate shared wins; design clear incentives; make difficult personnel decisions.

CHAPTERS
00:00 Show opening
00:21 Welcome and David March
00:53 Concierge means customer partnership
01:32 The software turnaround
03:32 A startup mindset: customers and employees
05:15 David describes the recovery
06:09 Reframe the problem and seek another perspective
10:46 The starting point and sales confidence
12:59 Teach every employee about the customer
14:58 Face customer complaints and follow through
18:10 Rebuild employee belief
20:10 Look outward like a startup
22:37 Ring the bell and thank the team
23:30 Sales incentives people understand and control
28:42 The personnel decision David delayed
30:34 Apply the lessons at Concierge Power & Capital
32:55 Connect with David
33:25 Final takeaways
34:07 Closing show outro

CONNECT WITH DAVID MARCH
Concierge Power & Capital · LinkedIn

TRANSCRIPT & CAPTIONS
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Bill Canady · The 80/20 Institute · The 1000-Day CEO

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Which customer promise or employee incentive needs your attention first?

#BusinessTurnaround #CustomerFocus #The1000DayCEO

Great tech needs easy adoption.

James Bates and Bill Canady discuss AdviNOW, automation, onboarding, and founder dependence.

James believes AdviNOW can increase practice profit by 1,000%.

TAKEAWAYS

• Measure before automating.

• Protect essential capabilities.

• Make adoption easy; preserve human judgment.

CHAPTERS

00:00 Introduction

00:55 An engineer looks inside healthcare

05:48 Patient intake and the digital front door

08:36 What should stay human

09:29 Finding the first customers

12:14 COVID and the retail-clinic pivot

16:22 Protecting the capabilities that mattered

17:21 Adoption and the right customer

18:30 The onboarding bottleneck

19:38 AI, knowledge graphs, and accountability

21:58 What healthcare forced James to unlearn

24:18 Building the hard part first

25:22 Making the business less founder-dependent

26:32 Connect with James and closing thoughts

CONNECT WITH JAMES BATES

AdviNOW: https://advinow.com/

LinkedIn: https://www.linkedin.com/in/jamessbates/

Email: james.bates@advinow.com

FULL TRANSCRIPT AND CAPTIONS

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Where does onboarding still depend on you?

Guest claims; results vary. One-click onboarding is planned. Business education only.

#Leadership #HealthcareAI #The1000DayCEO

Cash can run short even when a business reports profit. Rob Santana and Ken Kelly join Bill Canady with two perspectives on the Kelly Roofing rescue: the financial diagnosis and the owner’s return.

Rob explains how he tested the cash forecast and confronted the decisions it revealed. Ken describes the buyback, rebuilding customer and vendor trust, and giving the team clear priorities for the restart.

For CEOs and owners, they connect cash visibility, operating discipline, and decisive leadership to the work of rebuilding a business.

IN THIS EPISODE
• Test a 13-week cash forecast against operating reality.
• Protect customers and viable operating capability.
• Use clear roles, financial controls, and a daily huddle.
• Set priorities for days 30, 100, and 1000.

CHAPTERS
00:00 Two perspectives on the rescue
00:57 When cash changed the mandate
03:02 Ken's decision to return
04:38 Building a business that works
08:27 What was worth saving and testing cash
11:28 The buyback and rebuilding confidence
16:26 The final negotiations and the team
19:56 Restoring customer and vendor trust
24:42 What they would do differently
27:01 Priorities for days 30, 100, and 1000
30:04 What an owner should do tomorrow
33:09 Connect with Rob and Ken

CONNECT WITH THE GUESTS
Ken Kelly
Rob Santana

FULL TRANSCRIPT AND CAPTIONS
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What would tell you sooner that growth is putting your cash and customer commitments at risk?

#The1000DayCEO #CashFlow #Leadership