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Susan Fernandez gave Jesse Gilmore six months to turn her agency around or she was shutting it down. She did not shut it down.

Susan was a niche-focused founder with competent people and a strong position in the built-environment market, and the business still could not function without her in every decision. As one of the first five proof-of-concept clients for the Leverage for Growth method, she got everything out of her head and into documented process, positioned herself around her unique ability, and let historical data cut the clutter, the moment she learned 91% of a service's work came from three options, she stopped offering the rest and no one complained. That structure at a small size is exactly what made her four-person agency an attractive merger target. Epiphany merged into UpSpring, where Susan is now SVP of Marketing in a 40-plus-person firm, still running the same playbook.

TIMESTAMPS:

02:26 — The Problem Was Running the Business

10:51 — Letting Data Cut the Clutter

20:20 — How Structure Set Up the Merger

30:34 — Why the Real Shift Is Mindset

LINKS:

• Susan Fernandez Company — https://upspringpr.com

• Susan on LinkedIn — https://www.linkedin.com/in/susanwalshfernandez/

CONNECT:

• Jesse Gilmore on LinkedIn — https://linkedin.com/in/jessepgilmore

• Leverage for Growth — https://nicheincontrol.com/leverage-for-growth-podcast

• Watch on YouTube — https://www.youtube.com/playlist?list=PLR9twFUjg-_sO6s4SHVOVdlvuLLZO0t5A