05/22/2025 - Scaling Smart: Training, Cash Flow & Strategic Growth

On this Elevate Coaching Call, the team shared key updates on financial management, hiring, and onboarding strategies to support business growth. The discussion emphasized the importance of structured training, consistent cash flow, and thoughtful marketing decisions to avoid costly mistakes and set new hires up for success.

Hiring and Training:
Cam shared his approach and tools for onboarding. Joe Cipollini emphasized structured training, recommending a gradual intro to sales tasks. He recapped a coaching call where poor lead management cost a client a six-figure deal, highlighting the need for skill-based training over scripts and strong accountability.

Financial Management:
Thomas, expanding his real estate business, stressed the need for admin support and SOPs. He’s using a fractional CFO for clarity. Joe likened financial planning to pulling back a rubber band—focus on consistent cash flow before scaling. Rocky mentioned helpful cash flow resources in the portal.

Marketing Strategy:
Kody asked about hiring a marketing agency. Joe advised caution, stressing the importance of understanding marketing fundamentals and tracking KPIs before outsourcing. Alain shared a win—a deal recouping a $100K loss—crediting the RAM program’s support.

Resources & Planning:
Rocky uploaded past event content to the portal. Joe recommended watching it for insights on money and mindset. He urged participants to focus on 2–3 key areas and submit feedback for the October curriculum. Joe also shared a reading plan (e.g., Extreme Ownership, The One Thing, Never Split the Difference) and highlighted his KPI tracking tool at JoeDoesMath.com.

Final Notes:
Joe encouraged allowing new hires time to read during work hours to avoid burnout. The session ended with reflections on team growth, marketing, and performance tracking.