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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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


Jun 16, 2017

[We apologize for uploading the wrong episode!  Here is the correct one.]

Ronan Galvin is the co-founder of Kickstagram, one of this year’s Small Business ICON finalists. Ronan chats with Clate and Scott automation and how it simplifies things, and how he was able to use it to grow his client base without over-scaling his sales team.

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

We visited Kickstagram to get their story - check it out here

Learn more about ICON


Jun 7, 2017


Nate Shaw and Peira Moinester are business partners at Brooklyn Music Factory and they want to know, what do they do if they’re not confident that their people are the right people to get them to $3 million in annual revenue? Clate and Scott tackle this question in our very first hot seat.

Clate and Scott point out that, if you want your people to be the people to get you to a goal, you need to first be the owner that gets your company to its goal. Listen as they coach Nate and Peira on getting clear on how to move to the next stage of their business.

Want to learn more about Brooklyn Music Factory? Check out the story we wrote when we visited them, The Kids Are Coming Up From Behind.

Mentioned in this episode:

Multipliers” by Liz Wiseman

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

Check out this and other episodes at



May 31, 2017

Author, business coach, and Entreleadership speaker Christy Wright returns to follow up on smartly managing your time. And a big part of using your time successfully in your business? Delegation. This means letting go and letting someone else do some of the work for you. Christy also suggests scheduling your time, and specifying what each block of time is for.

Check out Christy’s new book, Business Boutique.

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

Check out this and other episodes at


May 24, 2017

Christy Wright is the author of the new book “Business Boutique” and teaches entrepreneurs around the world how to start, run, and grow their business. A Dave Ramsey and Entreleadership speaker, Christy shares her advice about how to create more time in your life by prioritizing the things that really matter, and how to be nice, honest, and say “no” all the same time.

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

Check out this and other episodes at

May 17, 2017

Being married takes work - but what if you work with your spouse, too? Ronnie and Lamar Tyler have been doing that for 10 years now. They started a decade ago and they joined us at ICON to talk about how they do that. If you’re thinking, “But how do they do that?” Well, you’re not alone.

So what does it take to run a business with your spouse? According to Ronnie and Lamar, it comes down to support, having appreciation for your spouse, mutual respect, and trust. Basically, the things you need for a great marriage are things you need to succeed in business together, too. Tune in to hear how Ronnie and Lamar actually make it work.

Dream big and grow your business with our ebook “Harness Your Inner Genius

Check out this and other episodes at

May 10, 2017

It’s the bane of nearly every small business - sales. When you’re not selling enough, do you need a new product, or is there a way to better refine what you already have? We bring in JImmy Talbert, Infusionsoft’s conversion marketing manager, to discuss this listener-submitted question about how to get more sales.

More often than not, the problem isn’t a tool, skill, or product. The problem is that the the process isn’t focused enough. Jimmy talks about what you sell specifically and who to sell it to, finding the perfect customer, creating a logical progression, and making sure you have the offering that your perfect customer needs.

Past episodes on re-engaging your leads:

Re-engage Your Leads Part I

Re-engage Your Leads Part II

Re-engage Your Leads Part III

Take your sales and marketing to the next level with “7 Steps to a Complete Small Business Sales and Marketing Plan

Check out this and other episodes at

May 3, 2017

Don’t want to run your business in debt? You don’t have to. Our special guest Chris Hogan, author and Dave Ramsey personality for Entreleadership, explains how and why you should run your business debt free. Hogan talks about why debt is a thief, how to deal with emergencies and big expenses, and creating a cushion for peace of mind.

We also bring in Infusionsoft VP of comptroller Scott Stagg to give his perspective on debt and small business finance.

For Entreleadership’s Guide to running your small business debt free, text debtfreeguide to 44222, or click here!

Grow your business with purpose with our 2017 Strategic Planning Guide

For more resources, check out

Apr 26, 2017

What do you do when you just can’t get past something - and that something is all in your head? Self-worth and confidence issues are real problems that entrepreneurs face all the time. Clate and Scott take on this listener-submitted question Dan Ralphs, Infusionsoft’s dream manager (aka fairy godmother).

Dan talks about getting out of mental ruts by getting out of physical ruts first; getting the brutal facts out there so you can deal with them, and getting paralyzed by the fear of perfection.

Want to learn more about dreaming big for your business? Download our ebook “Harness Your Inner Genius.”


Mentioned in this episode:

Conquer the Chaos” by Clate Mask and Scott Martineau

Loving What Is” by Byron Katie

Startup Communities” by Brad Feld

Power of Positive Thinking” by Norman Vincent Peale

Apr 19, 2017

Lamar Tyler is one half of Tyler New Media, which started ten years ago as a blog, He ran it with his wife, Ronnie, to promote positive images of marriage and parenting in the African American community. Though it started as a passion, today Tyler New Media has blossomed into a brand that encompasses live events, products, and even films. Lamar talks with Clate and Scott about being life and business partners with your spouse; how automation helped him grow Tyler New Media; and building a team and a culture.

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

Apr 12, 2017

Laura Roeder is the owner of Meet Edgar, a social media content scheduler that saves time and makes sure you’re getting the most out of your posts.  Laura walks us through why content matters, the how to get outside of yourself and hire your first employees, and why recurring revenue should be every small business owner’s dream.


Learn how to market your business with “A Small Business Guide to Content Marketing

Apr 6, 2017

Enjoy this rebroadcast of Episode 5 - Disciplined Optimism.  We'll back next with new content!

What do Clate and Scott think is the silent killer for small businesses? The inability to cultivate disciplined optimism. Disciplined optimism is a balance between having a positive attitude while being willing to face the brutal facts of your current reality. Clate and Scott talk about why that optimism is so critical to the survival of your small business and how to harness it to help your business and your team succeed.

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

Mar 29, 2017

Marcus Lemonis, star of The Profit, joins us to talk about how small businesses can use data to attract new customers, and maintain the ones you have.

He expands on the importance of focusing on the data that creates the highest return on investment, and finding the balance between betting the farm on data, and doing nothing.  

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