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

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Nov 30, 2016

Paul Tobey, CEO of Training Business Pros, wasn’t always an entrepreneur–in fact, he “fell out of the music industry” after years as a professional jazz musician. He and his family lost 22 years of hard work and had to rebuild, starting out with him and his family living in his parents’ house. Paul talks with Clate Mask and David Bonney about making it after years of hard work and trying to find employees who weren’t just punching a clock. As Clate says, if you have employee problems pulling you back, it’s not the employee, it’s you.

What to do? Your purpose, values, and mission will really help you attract the right people who match your values and fit their role. Plus, David shares his 5 C’s for hiring right.

Ready to get started on hiring better? Check out our “Sales Team Hiring Guide.

The Alchemist” by Paolo Coelho

The Pilgrimage” by Paolo Coelho

Secrets of the Millionaire Mind” by T. Harv Ecker  

“Property Prosperity” by Dolf De Roose

The books of Jim Collins

The books of Gary Zukav


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Nov 23, 2016

Stephanie Holmes faced condescension when she floated the idea of deviating from just selling financial services. She wanted to help people change their spending habits, structure their debt, and have the life they want, and she had to start her own practice to do it. She later sold it when she started The Money Finder, of which she is currently the CEO. She chats with Clate and Scott about naysayers who tell her she’s a “stupid little girl,” seeing challenges as adventures, business inspiration, and how to grow a team and make sales happen without her direct involvement.

Mentioned in this podcast: Banker to the Poor” by Muhammad Yunus.

Want to hire better like Stephanie? Check out our “Sales Team Hiring Guide.”

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Nov 16, 2016

It’s time to get into the nitty gritty of re-engaging unconverted leads. David Bonney, Carey Ballard, and demand generation specialist Jared Kimball talk email subject lines, preview text, email layout, CTAs and more. It comes down to proving to your recipients that your email not only deserves to be read, but that you deserve to be engaged with.

Want to write better re-engagement emails? Check out our ebook, “The Small Business Guide to Writing Copy That Converts.”

Also check out our free email template pack, “10 Emails You Need to Close a Sale.”

Mentioned in this episode:

Made to stick” by Chip and Dan Heath

Hemingway App

Project Planning Framework

The Typical vs Perfect Customer Lifecycle


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Nov 9, 2016

On Friday, November 4, 2016, Arizona Sen. John McCain and former Massachusetts Gov. Mitt Romney held a forum with Infusionsoft CEO Clate Mask at Infusionsoft’s headquarters.* Organized by McCain’s office during his re-election campaign, the forum’s focus was on small business growth and policies that enable that growth.

Romney talked about raising wages and strengthening the economy through helping small businesses succeed and what venture capital firms examine when considering making an investment in a company. McCain discussed the Affordable Care Act, the American spirit of entrepreneurship, and providing opportunities to veterans. Mask encouraged politicians to consider small business growth a matter of national security and shared the policies he thinks place more challenges on small businesses.

And of course, McCain and Romney discussed the presidential election and their thoughts on how our next president should work with Congress and the American people.

Mentioned in this episode:

Conquer the Chaos” by Clate Mask and Scott Martineau

Register for ICON, Infusionsoft’s yearly conference

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*This event and podcast episode are not a political endorsement from Infusionsoft. We welcome any policy maker of any political persuasion to visit Infusionsoft to discuss small business growth.

Nov 2, 2016

Aly Saxe had already founded and grown a successful PR firm when, with two babies, she decided to start her PR software company Iris PR. Why would she leave the perfect business to start a new one? Aly talks with Clate Mask and Scott Martineau about tenacity, why it doesn’t work to chase two dreams, and creating a product that changes customers’ lives.

Growing your first, second, third or more business? Save time and automate. Check out “25 Things Every Small Business Should Automate.”

Connect with Aly:


Twitter: @Aly_saxe


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Oct 26, 2016

Ready to re-engage your leads? Let’s talk strategy. There are three steps: Collect leads, re-engage and drive them to an offer, and make it easier to purchase. David Bonney, Carey Ballard, and demand gen specialist Jared Kimball talk about ways to do those three things through low-entry point offers. Got a bunch of small offerings? You can create campaigns to warm your cold leads and close a sale. Have a service-based business with high price tags and find it hard to get people to commit? We have a fix for that.

And watch for episode 34 in two weeks, when we drill down even further into the specific tactics for re-engaging your leads.

Mentioned in this episode:

“Yes” by Robert Cialdini

Project Planning Framework

The Typical vs Perfect Customer Lifecycle

Need some lost leads to re-engage? Try our “Top 10 Places to Find Lost Leads.

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Oct 19, 2016

Way back in the early days of Infusionsoft, Clate and Scott had a truck that didn’t work so reliably. Nicknamed “Squeaker,” the truck is at the center of a certain nearly-infamous and humbling incident, in which the execs Clate and Scott just had a sales meeting with saw them unsuccessfully trying to start Squeaker—a few times.

Clate and Scott share what that incident taught them, namely that it’s relationships, not appearances, that make a deal, and that everything is a season—with a bit of perspective and humor, you’ll get through the tough times in your business and your life.

It’s never too late—or too early—to plan for your business. Check out our ebook, “Your Game Plan.”

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Oct 12, 2016

Need more sales? Think that to get more sales you need to get more new leads? You could actually raise sales by re-engaging the leads you already have. All those leads who weren’t ready to buy, or went off the grid? What it takes is reigniting a relationship with those leads, providing them value, and solving their pain points. Jared Kimball, a demand gen specialist, joins David Bonney and Carey Ballard to talk about the concept of how to re-engage leads.

Make sure to tune in in two weeks as they dive deeper into what you need to re-engage leads and the strategy behind doing so.

Want to get down the basics of lead capture? Check out our ebook, “The Small Business Guide to Capturing Leads.”

Mentioned in this episode:  Typical vs Perfect Customer Lifecycle

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Oct 5, 2016

We’re introducing a new kind of episode to the mix! We’ve got director of content Carey Ballard teaming up with small business success expert David Bonney to talk through the strategies, how-tos, and tactics you need to grow your small business. Carey and David talk with Scott Martineau about the concepts behind Infusionsoft’s Small Business Success Method, which helps business owners go from where they are to where they want to be through incremental, repeatable improvements. And no, you don’t have to be an Infusionsoft customer.

They also chat about David’s experiences with entrepreneurship, the biggest mistakes he sees small businesses make, and making the incremental improvements that will be game changers for your business.

Get ready to grow your business! Get into strategic planning mode with “Your Game Plan.”
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Sep 28, 2016

One of Alison Werder’s toughest business moments was letting go an employee who just wasn’t the right fit. Upon departing, the former employee told Alison, “You think you’re big time, but you’re not.” But the mission of Alison’s business, Ali J Boutique, is big time. Alison chats with Clate about how she went from selling scarves to creating an online apparel company; balancing business with parenting; and all of the teaching involved in drawing in customers. The biggest takeaway for both these business owners? THat if you feel your business is commoditized, you’re probably low on passion, not teaching right, and not selecting the people who value what you offer.


Want to automate your online business like Ali J Boutique? Check out tips from our e-book, “The Small Business Office Automation Guide.”

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Sep 21, 2016

Dobbin Buck and Melissa Allen didn’t start GetUWired, but they’re the brains and co-owners behind it now. They both came in when there were a handful of people on the staff, and in the ensuing eight years have built it to a robust team of 37. Melissa, who started as an intern, is now CEO, and Dobbin is the VP of business development. They both talk with Infusionsoft CEO Clate Mask about working with and hiring Millennials, mentoring interns, and the cash crunch of high sales and small creating teams.


Want to read about what more entrepreneurs like Melissa and Dobbin think about success? Check out our research  report “Defining and Achieving Small Business Success.”

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Sep 14, 2016

Mark Breyer once declared that he would never work with his wife, Alexis, but they’ve been running their personal injury law firm together for 20 years. In retrospect, they found that they set themselves up to have problems scaling their business and fall behind the times. Clate and Scott follow Mark and Alexis’ business journey and talk about going from generalist to specialist, letting half their staff go on one day, and keeping moving goal posts for your business.

Mentioned in this episode: “The E-Myth by Michael Gerber

Learn to manage your business like Mark and Alexis did with our Small Business Office Automation Guide.

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Sep 7, 2016

At 25, Netherlands-based Budi Voogt is one of the entrepreneurial wunderkinder starting university businesses that take off into adulthood. At 20 years old, he started Heroic, a record label, incubator, and accelerator for artists. With 12 people between the label and his personal business, Budi Voogt, Budi talks with Clate about becoming a young leader, capitalizing on early-stage platforms, and how dropping the option of a plan B led to over performance and success.


What does it mean to be successful? Read our report “Defining and Achieving Small Business Success” to see what other entrepreneurs think.


Mentioned in this episode:


Financial Intelligence for Entrepreneurs” by Ken Berman and Joe Knight

High Output Management” by Andrew S. Grove

Multipliers” by Liz Wiseman

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Aug 31, 2016

Brian Young has owned Home Painters Toronto for 28 years, but it took him almost 20 years to come to terms with getting off of cold calling and into online marketing. In fact, it took a literal punch to the face to get him to question the way he was running his business. Brian chats with Scott and director of content Carey Ballard about hitting bottom, making it through the Great Recession, and winning the Small Business ICON award in 2015.

Curious about ICON? Check out what’s in the works for 2017.


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

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Aug 24, 2016

You heard Clate’s side of the Infusionsoft story. Now hear it from co-founder and CCO Scott Martineau. Scott talks with director of content Carey Ballard about getting started in his dad’s business, suffering from “entrepreneurial seizures,” and holding on to business when you probably shouldn’t, only to reap the rewards later.


Mentioned in this episode:


“The E-Myth” by Michael Gerber


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

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Aug 17, 2016

After 20 years in business, The Abs Company has seen a lot: The years leading up to the overnight success of infomercial legend The Ab Roller; negotiating patents and legal disputes; testing their products in gyms; and sending fitness care packages to troops overseas. Sean Gagnon, president of The Abs Company, chats with Clate and Scott about what success looks like, getting Fortune 500 levels of revenue per employee, and learning how to become a leader.

Got big plans like The Abs Company? Make those plans a reality with “Harness Your Inner Genius.” 

What is ICON?

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Aug 10, 2016

and remembering that your business is NOT about your product; it’s about the problems that exist for your target customer.


Deiss also recalls the pains of trying to make payroll, the fine line between delegating and just being unwilling to do the work, and getting over the fear of hiring other people.


Want to learn more marketing tactics? Check out our webinar with Ryan Deiss, How to Convert Leads into Paying Customers with Email Marketing

Mentioned in this episode:


How the Mighty Fall” by Jim Collins

Rocky III

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Aug 4, 2016

Cara Hale Alter had built up a fully-booked business in leadership and communication skills—until the recession-induce crickets brought Speech Skills to a crashing halt, and only 5 percent of their previous business volume. She and her business partner/husband used that time to really build up the business so that once the economy recovered, they came out stronger than ever. Cara talks with Clate and Scott about the tremendous burden of being an entrepreneur and the sole breadwinner in her family; saying “no” to clients who monopolize your resources; and how much more fun it is to run a business when you’re not your product.

Stages of small business success

The Credibility Code” by Cara Hale Alter

Conquer the Chaos” by Clate Mask and Scott Martineau

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Jul 27, 2016

In 2006, Bill Harney’s father, a real estate broker for 25 years, realized something was rotten in the state of real estate, and that something bad was coming. So he started Keeping Current Matters, a real estate education business. Bill joined the business as employee number four, when his dad was doing 200 speaking events a year, which Bill saw was unsustainable economically and practically. Within a few years, Bill had taken over the business, and has grown it into an online education platform with 16 employees. He chats with Clate and Scott about knowing when it’s the right time to make a major change in business model; getting more than ten times the anticipated audience for their very first webinar; and making powerful and confident decisions.


Have an online business? Learn how to save time and stay organized with “25 Things Every Small Business Should Automate.”


Mentioned in this episode:

Lean Startup” by Eric Ries

The One Thing” by Gary Keller and Jay Papasan

Essentialism” by Greg McKewan

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Jul 20, 2016

Cate Stillman did what many entrepreneurs dream of: starting and growing a business within her passion. Her background in international environmental politics and policy brought her to the teachings of Ayurveda, a system of natural healing and medicine that originated in India thousands of years ago. While learning both yoga and Ayurveda, she realized that those two communities, which are traditionally inseparable in India, were completely separate in the United States. So in 2001 she started and built a community of teachers and students. She chats with Clate and Infusionsoft director of content Carey Ballard about building that tribe and speaking to them; marrying desire with action in both life and business; and grappling with the realities of content marketing.


Build your community through content with our “Small Business Guide to Content Marketing.”


Mentioned in this episode:

Tribes” by Seth Godin

Primal Branding” by Patrick Hanlon

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Jul 13, 2016

Jake Fackrell is a born entrepreneur—as a kid, he started a lawn mowing business, and by the time he was 17, he partnered with his cousin to start a collections company in Las Vegas. Mackrell thought that what he really wanted to be was a doctor, so he worked part time as an athletic trainer in college while starting a coupon card business. Tired of “rubbing down 350-pound linemen,” Fackrell made a change and jumped all into being an entrepreneur. After a series of starts and sells, he’s run Domega, a subsidiary of his business Land Voice, for 10 years. Now he has 62 employees, and while he’s still focused on business growth, he talks with Clate and Infusionsoft’s director of content Carey Ballard about how committed he is to seeing his six children grow up instead of being a workaholic.


Have a lot of employees, or want to? Use our “Small Business Automation Guide” to help you save time and manage your business.

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Jul 6, 2016

What did it take to get CEO and co-founder Clate Mask on board with Infusionsoft? Clate always wanted to be an entrepreneur, but first he went to law school and got an MBA. $100,000 in debt, it took almost a year for his brothers-in-law Eric and Scott Martineau to convince him to join the company. Clate talks with Director of Content Carey Ballard about how the business has grown since 2001 and the times that have brought him absolute joy.

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

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Jun 29, 2016

2008 was a dark time for Kim Duncan and her husband, Kirk. They struggled to buy their family groceries, and their neighbors donated Christmas. Things started to turn in early 2009, when they intentionally changed their mindset and threw their weight into their business, 3 Key Elements. Now, thousands of people flock to Salt Lake City every year to attend their workshops on personal development and self-mastery, and they even receive thank you drawings from the children of adults they’ve helped. They’ve even made the INC 5000 list four times. Kim talks with Clate and Scott about business inspiration, the importance of morning routines, and maintaining a positive mindset.

Check out the Duncans’ video especially for podcast listeners at

Mentioned in this episode: “Conquer the Chaos” by Clate Mask and Scott Martineau

Want to get out of a funk like the Duncans did? Use our workbook “Harness Your Inner Genius” to push through to the next level.

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Jun 22, 2016

A key factor to business growth is making sales, which is why Clate and Scott say that small businesses must grow a culture of selling. That means you have to get over rejection and become a master closer—like Scott! The key is having a great product. If you do that, then selling really becomes serving, because you’ll know you’re selling something that will improve the quality of someone’s life. You don’t have to put on on your plaid used car salesman jacket, but you do have to get persuasive, so Clate and Scott give their recommendations for fostering that sales instinct.

Mentioned in this episode: “The Master Closer” by Mike Kaplan 

Want to hire someone to sell for you instead? Check out our “Sales Team Hiring Guide.”

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Jun 15, 2016

Three days before your baby is due is best time to start a business, right? It was for Bonnie Bowles, an estate planning lawyer and founder of Wills and Wellness in Denver, Colorado. Bonnie decided to take a family-focused approach to practicing law—she doesn’t even bill by the hour. When she shares how hard it was to relinquish some responsibility in the business, Clate shares that he thinks a vital step in the business journey is to “fall in love with delegation.” Bonnie also tells Clate and Scott about her work-life balance as an attorney, the consequences of hiring impulsively, and why “sales cures all.”


Mentioned in this episode:

Sprint” by Jake Knapp

The Agony and the Ecstasy” by Irving Stone

The Go Getter” by Peter B. Kyne


Want to dream (and act) big like Bonnie? Check out “Harness Your Inner Genius.”


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