Rocket Fuel: Recent Episodes
EOS Worldwide
JoBen Barkey, CEO and Visionary, found the perfect partner for his business when he interviewed Nancy Orozco, now Integrator™ at Soccer Shots Orange County.
CEO and Visionary of Ulrich Lifestyle Structures Jonathan Ulrich finds his perfect Integrator™ match when he meets George Bobbitt Sr., now president and COO.
Grandi Washington and Jennifer Maker, of JenniferMaker, express how to balance control and communication in their Visionary/Integrator™ relationship.
Steve Lawson, third-generation developer and Visionary, has worked with Carl Hardee, CEO, president, and Integrator™ at Lawson Companies, for over 20 years.
Moshe Mendlowitz and Chris Beer, of Best Mechanical and Quix Plumbing Services, discuss the challenges and benefits of remote, fractional partnerships.
When Casey Brown and Gretchen Gordon co-founded Boost Profits, a sales training and coaching company, their shared visionary skills were part of what made them successful.
But once they started operating on EOS®, it became clear that they couldn’t both be in the Visionary role, and Casey wasn’t thriving in the Integrator™ role either. So, what’s the right fit for a founder and president, if not in the Visionary/Integrator™ Duo?
In this episode, Casey breaks down the emotional and strategic process they went through to hire Alex Hayes as the Integrator, nurture a culture of authenticity and vulnerability, and run their business on EOS purity and accountability. Key Takeaways: * Having two Visionaries is not a good idea. * Letting go of control and building new habits requires trust in your counterparts. * Prioritizing processing your issues creates momentum. * Clarity and simplicity are what determine the sanity of the Integrator.
Some Questions Asked: * How do you design an effective process for hiring an Integrator? * What are the critical strengths that an Integrator should demonstrate? * Is it possible to be a visionary without being the Visionary?
Building a Culture of Authenticity and Clear Accountability Casey and Gretchen considered the possibility of having two Visionaries when they started operating Boost Profits on EOS. But when Casey asked Gino Wickman for his advice about their predicament during a Q & A session at the EOS conference, he recommended against it.
So, what’s a homeless Visionary and founder to do? First, Casey moved into an Innovator position, and then she worked with Gretchen to begin their search for an Integrator.
A few important aspects of the hiring process that benefitted both the candidates and their business included: 1. Utilizing Vision Spark to help them assess and narrow down candidates. 2. Sharing their V/TO™ with candidates to help them understand the clear vision and direction of the business. 3. Being vulnerable and transparent in their professional strengths as individuals and as a business, which opened the door for candidates to do the same. 4. Using IDS® to solve a real issue that their team had been struggling with to discern how well candidates could problem solve.
Although Casey and Alex had worked together in the past and Casey knew Alex had what it took to lead their team, Alex still went through the carefully designed, rigorous hiring process along with 1,000 other candidates. Alex’s leadership, management skills, and authenticity set her apart and she began the Integrator role.
“We all care really deeply about each other and getting better and we take the time to know what might sting. And you have to really trust and know your counterparts to be able to get to that point. But the only way to do that is to tackle it, and give the feedback and take the feedback and practice.” - Alex [30:14]
Casey and Alex emphasize that naming the unnamed thing in difficult conversations and staying religious about processing issues have helped them stay solution-focused and build trust.
Casey’s insight into the value of only having one Visionary illustrates how it’s still possible to lead your business without being in the official V/I™ Duo.
“The main reason that it was hard to contemplate it was feeling like I was giving up something… what I have found… is that I’ve gained more than I’ve given up… Once you deal with your ego, the rest is easy.” - Casey [37:33]
Alex adds that having one person in each role also dictates the clarity and simplicity of your business, which are key determinants of the Integrator’s sanity.
If you’re interested in implementing EOS and achieving clarity, simplicity, and accountability in your business, don’t miss this episode of Rocket Fuel™. Learn More: * Boost Profits * Casey’s LinkedIn profile * Alex’s LinkedIn profile * Traction by Gino Wickman * Rocket Fuel by Gino Wickman * Email | info@Boostprofits.com
Chad Holt, VP of sales and operations, and Matthew Strong, president of C1S Group, discuss how an Integrator improves business and personal lives.
Matt describes his experience of being overwhelmed by filling multiple roles, including both the Visionary and Integrator roles, before he hired Chad. They discuss how Chad moved into the Integrator role as he became more familiar with the company.
They describe the weekly Same Page Meeting™ they have to make sure they are communicating effectively regarding current issues and future plans. They also discuss how important it is for the business owner to provide the space for his leadership team, and especially the Integrator, to come to their own conclusions about problems and even make mistakes sometimes so that they can learn and grow.
Chad and Matt discuss the oppositional challenges that arose when Chad began working at C1S Group in his role as the Integrator and how he approached and resolved those challenges. Chad describes how, rather than trying to learn what the other person already knew, he instead brought his own experience and strength to the relationship, gaining the trust of the person.
Finally, Matt and Chad give advice to other Visionary/Integrator teams, emphasizing the importance of the relationship between the two people and trusting their instincts when finding the right person.
“There’s no real way to have a healthy leadership team without a healthy Visionary/Integrator relationship, and then you’re not going to have a healthy organization without a healthy leadership team.” – Chad [36:33]
“The biggest thing that I know as a Visionary – you gotta learn to trust your instinct, to listen to that inner voice, and if there’s anything that’s contrary or that’s bothering you, you need to listen to that and make sure that you address it because that’s usually where the truth is coming out. And if it’s not a good fit, then you’re going to hear it internally.” – Matt [37:22]
Listen to this episode of Rocket Fuel to learn how a healthy Visionary/Integrator relationship benefits the two individuals and the company as a whole. Links * Visionary/Integrator Crystallizer Assessment * Chad Holt LinkedIn * Matt Strong LinkedIn * C1S Group, Inc LinkedIn
For some businesses, Running on EOS™ happens gradually. Andy Atkins, CEO and Visionary of 730 Eddy Studios, a video production company, had begun adopting EOS® processes over several years. He was wearing both the Visionary and Integrator™ hats, and struggling to overcome challenges holding his business back.
In this episode, Andy and Sue Straw, manager and Integrator, share how making the decision to go full throttle with EOS transformed their approach to problem solving and helped them thrive in their roles. Key Takeaways: * Same Page Meetings allow V/I Duos™ to avoid stress and issues down the road. * When trust is at the foundation of a relationship, conflict can be approached as an opportunity for growth. * If you feel stuck in your Visionary/Integrator relationship, ask your EOS Implementer® for help.
Some Questions Asked: * What changes developed in Andy and Sue’s leadership team as they started implementing EOS? * What characteristics were important for Andy to witness before he was confident in Sue as an Integrator? * What does conflict resolution look like for Andy and Sue?
Same Page Meetings Will Launch Your Leadership Andy had been self-implementing EOS for a few years when his company hit a plateau. He decided it was time to go all-in and fully invest in EOS. At first, Andy thought that he could continue filling both the Visionary and Integrator seats; however, by the end of the first quarter running on the system, he decided to fully occupy the Visionary seat.
Andy reflects that he quickly had a clear idea of who he could trust with the Integrator role. Sue was a natural fit.
Andy and Sue’s Visionary/Integrator relationship is defined by trust, clear communication, and perspective. They agree that one of the most impactful procedures EOS has given them is their Same Page Meetings:
“Our Same Page [Meetings] are my favorite meetings of all because we can just … work through a bunch of [ideas and issues] and we come out of it as a really solidified team … It really helps.” — Andy [12:45]
Andy emphasizes that Same Page Meetings, specifically, have helped Sue and him avoid conflict in their relationship and larger issues in the business.
“We’ve been able to avoid any really big stressful moments because we put them through the system. If it’s an issue that’s going to maybe cause something down the road, it’s probably already been brought up in our [leadership meetings].” — Andy [16:42]
Sue reflects that the reason their Same Page Meetings are so effective is because she and Andy have a relationship as coworkers and friends that is built on trust. This empowers both of them to do the work at which they excel.
If you’re interested in learning how to use the Entrepreneurial Operating System® in your business or how to solve problems effectively with your leadership team, don’t miss this episode of Rocket Fuel™. Learn More: * Andy Atkins | LinkedIn * Sue Straw | LinkedIn * 730 Eddy Studios * “Rocket Fuel” by Gino Wickman and Mark C. Winters * Rocket Fuel University™
For some businesses, Running on EOS™ happens gradually. Andy Atkins, CEO and Visionary of 730 Eddy Studios, a video production company, had begun adopting EOS® processes over several years. He was wearing both the Visionary and Integrator™ hats, and struggling to overcome challenges holding his business back.
In this episode, Andy and Sue Straw, manager and Integrator, share how making the decision to go full throttle with EOS transformed their approach to problem solving and helped them thrive in their roles. Key Takeaways: * Same Page Meetings allow V/I Duos™ to avoid stress and issues down the road. * When trust is at the foundation of a relationship, conflict can be approached as an opportunity for growth. * If you feel stuck in your Visionary/Integrator relationship, ask your EOS Implementer® for help.
Some Questions Asked: * What changes developed in Andy and Sue’s leadership team as they started implementing EOS? * What characteristics were important for Andy to witness before he was confident in Sue as an Integrator? * What does conflict resolution look like for Andy and Sue?
Same Page Meetings Will Launch Your Leadership Andy had been self-implementing EOS for a few years when his company hit a plateau. He decided it was time to go all-in and fully invest in EOS. At first, Andy thought that he could continue filling both the Visionary and Integrator seats; however, by the end of the first quarter running on the system, he decided to fully occupy the Visionary seat.
Andy reflects that he quickly had a clear idea of who he could trust with the Integrator role. Sue was a natural fit.
Andy and Sue’s Visionary/Integrator relationship is defined by trust, clear communication, and perspective. They agree that one of the most impactful procedures EOS has given them is their Same Page Meetings:
“Our Same Page [Meetings] are my favorite meetings of all because we can just … work through a bunch of [ideas and issues] and we come out of it as a really solidified team … It really helps.” — Andy [12:45]
Andy emphasizes that Same Page Meetings, specifically, have helped Sue and him avoid conflict in their relationship and larger issues in the business.
“We’ve been able to avoid any really big stressful moments because we put them through the system. If it’s an issue that’s going to maybe cause something down the road, it’s probably already been brought up in our [leadership meetings].” — Andy [16:42]
Sue reflects that the reason their Same Page Meetings are so effective is because she and Andy have a relationship as coworkers and friends that is built on trust. This empowers both of them to do the work at which they excel.
If you’re interested in learning how to use the Entrepreneurial Operating System® in your business or how to solve problems effectively with your leadership team, don’t miss this episode of Rocket Fuel™. Learn More: * Andy Atkins | LinkedIn * Sue Straw | LinkedIn * 730 Eddy Studios * “Rocket Fuel” by Gino Wickman and Mark C. Winters * Rocket Fuel University™
When someone recommends a good book, few people read it right away. Rachel Michaud, Integrator™ and vice president of Gillespie Group, is an exception. After two people recommended that she read a book from the EOS® Traction Library, Rachel bought it, breezed through it, and within months the company was running on EOS, full-steam ahead.
Pat Gillespie, the company’s founder, CEO, and Visionary, reflects that EOS described his vision for Gillespie Group to a tee.
In this episode, Pat and Rachel share highlights of their EOS journey and action steps for becoming an aligned leadership team. Key Takeaways: * It’s healthy to have some conflict with your Visionary or Integrator™ when starting EOS. * Take time as a Visionary/Integrator team to build a vision detailing what you want your company to look like. * The more aligned you are with your Visionary or Integrator, the more effective you can be.
Some Questions Asked: * What were the early days of the EOS journey like for Pat and Rachel? * What are some of Pat’s biggest pain points as a Visionary? * Why does EOS stress Same Page Meetings™ so much?
Alignment Launches Businesses to New Heights Pat and Rachel were sold on EOS from the moment they started Gillespie Group on the system. The book Rocket Fuel is what gave them the verbiage and permission they needed to “be dangerous” and grow fast.
Rachel shares that while there was some conflict between her and Pat during the early days of implementation, they learned that it was ultimately in their favor.
“I think that there has to be healthy tension between a Visionary and an Integrator or else you simply will not move forward… We had to move from a ‘me’ to a ‘we’ mentality.” — Rachel [13:48]
Rachel expands that her and Pat’s thought processes are naturally very different, and the Same Page Meetings have helped them understand each other better and communicate effectively. The pair has found that if you get away from Same Page Meetings, role clarity quickly disintegrates.
“We’ve never had a problem where we know we can’t get on the same page … It’s [ultimately] not about the Visionary or the Integrator … It’s about moving the entire group forward in a professional, positive way.” — Pat [27:28]
The more alignment there is between Visionary and Integrator, from values to vision to role clarity, the farther your business will go.
If you’re interested in learning how to use the EOS in your business or how to have vulnerable, authentic conversations with your leadership team, don’t miss this episode of Rocket Fuel™. Learn More: * Gillespie Group * Pat’s LinkedIn profile * Rachel’s LinkedIn profile * “Rocket Fuel” by Gino Wickman and Mark C. Winters * Rocket Fuel University™ * Strategic Coach
Tracy Call, founder and CEO, and Toni Dandrea, partner and CMO, of Media Bridge Advertising have worn many hats throughout their years working together.
From what began as an employer-employee relationship, they’ve grown into a Visionary/Integrator™ Duo, and ultimately, a business partnership with the strengths of a solid marriage.
In this episode, they share how operating on EOS® and hiring a third party to help them work on the foundation of their relationship transformed their company’s journey into a love story. KEY TAKEAWAYS: * Hiring a business coach was essential to Tracy and Toni developing a solid and effective partnership.. * Bringing in a third party to work with them both individually and together facilitated answering essential questions before they formed a partnership. * Having a process in place to work through potential conflict creates a safety net for addressing challenges.
SOME QUESTIONS ASKED: * How did Tracy and Toni create an accelerator to aggressively answer questions of whether their partnership would work and get their V/I Duo™ off to a stronger start? * What were some of the tough issues Tracy and Toni had to work through before becoming partners? * What are the four steps Tracy and Toni use to navigate conflict?
Letting Go and Going Deep to Achieve Great Gains with EOS Toni recalls that as Media Bridge grew and hired more employees, it became apparent they needed more consistency. When Tracy noticed that one of their clients who ran on EOS had remarkably efficient meetings, she hired their Certified EOS Implementer®. Toni was immediately sold on the process.
“We have a lot in common in the way we think and lead but we’re also polar opposites in a lot other ways. And I don’t think we understood how to leverage each other’s super powers and not tell ourselves stories about what the other person was thinking or feeling or doing.” - Tracy [6:10]
One of the challenges Tracy and Toni faced as a V/I Duo, was making assumptions about what the other wanted to see happen. Enter their combination business coach/therapist, Finnian Kelly, a leader in the field of intentionality.
Finnian guided Tracy and Toni as they faced difficult topics they had been avoiding, enabling them to discern whether or not they could be effective business partners.
He coached Tracy and Toni through a process that helped them fast-forward into business partners who understood each other at a depth usually only achieved after many years together. The methods they established to deal with potential conflict formed a safety net, making it easier to tackle sensitive subjects that could have derailed them.
“Tracy has taught me this as well: you never just want to bomb something on someone. You want to bring them along on your journey and your noodling. And so, I try to bring her along and she tries to bring me along so we can be more productive and not be like, ‘Where is this coming from?’” - Toni [23:52]
This fascinating glimpse at the unique methods Tracy and Toni employed to become more intentional in their business and dealings with each other reads very much like a romance.
Be inspired by Tracy and Toni as they recount their EOS love story and encourage listeners to take their own business relationships to the next level in this enlightening episode of Rocket Fuel™. Learn More: * Media Bridge Advertising * Tracy’s LinkedIn profile * Toni’s LinkedIn profile
Communication is important, but do a Visionary and an Integrator™ really need to set aside time for Same Page Meetings? They already see each other every day…
Sound familiar? It did to Jennifer Ferris and Laura Elgood. Jennifer is president, CEO, and Visionary of Federated Service Solutions, and Laura is vice president and Integrator.
Jennifer and Laura have been working together for over a decade, during which they’ve become best friends. In this episode, they share how to make Same Page Meetings a priority. Key Takeaways: * A foundation of trust is key to resolving conflicts. * Make time for working on the business (not just in it). * Be patient with your Visionary. * It’s OK for people to not be the right fit for your company.
Some Questions Asked: * What does life look like for a Visionary without an Integrator? * How do Jennifer and Laura balance being friends and professional partners? * What challenges do Jennifer and Laura face that threaten to derail their commitment to Same Page Meetings? * What things do Jennifer and Laura do to make their Visionary/Integrator™ relationship a success?
Create a Unified Front Jennifer’s father founded the company in 1974, and Jennifer first started working for him when she was 8 years old. She continued at Federated off and on during school breaks, and eventually joined full time after a stint with Ford. In 2009, Jennifer’s father hired Laura as an administrative assistant. He had a hunch that she would help Jennifer run the company one day.
A few years later, in 2016, Jennifer and Laura learned about EOS®. They had been dividing and conquering executive-level tasks, and it was creating a lack of accountability among their staff. Jennifer and Laura thought implementing EOS might solve that roadblock, so they gave it a shot.
They have found that the Visionary/Integrator structure has helped increase accountability, although they stress that this doesn’t happen automatically. In order to create a united front, Visionaries and Integrators must be faithful to regular Same Page Meetings.
“There’s so much going on that sometimes it’s hard to have that Same Page [Meeting]. If we get off those Same Pages, you can really tell.” – Jennifer [20:40]
If you find prioritizing Same Page Meetings difficult, Jennifer and Laura offer some advice: * Meet more frequently for shorter periods of time. Don’t feel chained to the recommended once-a-month meeting if you need more frequent communication. * Reserve Same Page Meetings for “working on the business.” Save “working in the business” conversations for working hours. * Meet off site.
Ultimately, the goal of Same Page Meetings is to create unity in leadership so the Visionary and Integrator can launch their team and business to new heights.
“Be patient with your Visionary… Focus on how to develop great relationships with people, with your team, [and] how to leverage other people’s strengths to help benefit the team.” – Laura [32:13]
If you’re interested in learning how to keep communication clear and consistent with your Visionary or Integrator, don’t miss this episode of Rocket Fuel™. Learn More: * Jennifer Ferris | LinkedIn * Laura Elgood | LinkedIn * Federated Service Solutions
In 2012, Jeff Hennen and his wife, Carolyn, purchased The Rag Company, which had been started in 1999. Both had MBAs and wanted to see if they “had what it takes.”
When a video review of the towels they manufacture went viral, their business took off overnight. At that point, they had only a couple of employees, so they were scrambling to find help. That’s when John Green came on board.
Jeff, co-owner and Visionary, and John, COO and Integrator™, share how embracing the EOS framework helped them navigate exponential growth and build an effective team. Key Takeaways: * You can’t take on every opportunity that presents itself; it needs to be the right fit for the direction you are trying to go. * As the company grows, you need more organization. * Making sure the Visionary and Integrator do the work to become aligned will help the team see the vision.
Some Questions Asked: * How did the Hennens find out about the opportunity to purchase The Rag Company? * Why did Jeff and Carolyn hope the original owner would turn down their purchase offer? * Has The Rag Company had any videos go viral like the first one did? * Can you work as a part-time Visionary?
Managing Opportunities With an Effective V/I Duo™ When a video review of the Rag Company’s microfiber towels went viral, Jeff and Carolyn’s business took off overnight. This experience helped them realize that social media was going to be a significant tool in growing their business and that automotive detailing was going to be their niche.
During this time of exponential growth, John Green came on board. John and Jeff began to work closely together, handling the growth and day-to-day challenges of The Rag Company.
They began their EOS journey when Jeff’s wife, Carolyn, started reading Traction and told John, “This is us. You need to read this.” Once they were all on board, they began working with their Professional EOS Implementer® to define their roles.
“We needed some sort of mechanism to help us slow down a little bit, focus on what’s in front of us, and understand which opportunities we should take and which ones we may need to pass on.” – John [14:49]
Jeff is a natural Visionary who tends to want to seize every opportunity. In John’s role as the Integrator, he has learned to put on his “referee shirt” and not only help Jeff determine which opportunities they should pursue but also communicate that information to the rest of the team.
“You can’t do it all instantly. You have to pace it and use the resources you have.” – Jeff [17:09]
Jeff and John describe how their leadership team has become more effective at tackling the “meaty” issues. They link much of this success to the progress the two of them have made in their Same Page Meetings™. Now they are able to get to a resolution quickly.
If you’re interested in finding out more about how EOS can help you learn when to seize an opportunity and when to give it a pass, you won’t want to miss this episode of Rocket Fuel™. Learn More: Jeff Hennen | jeffhennen@theragcompany.com
John Green | johngreen@theragcompany.com The Rag Company
When he immigrated to the U.S. in 2005, José Villeda never imagined that he would one day start a construction company.
He had no construction experience, no business experience, and no money, and he didn’t speak English. But in the wake of Hurricane Katrina, he saw a need for quality craftsmanship and materials in New Orleans. His exceptional leadership skills and drive to learn launched him into the entrepreneurial world.
Today, José is the CEO and Visionary of JLV Construction, and his partner, Angelica Valdivia, is the vice president, CFO, and Integrator™. The pair have built a professional relationship founded on trust, communication, and clear division of roles. In this episode, they share how EOS® has improved their work-life balance. Key Takeaways: * Implementing EOS reduces operational stress. * In order to grow rapidly, you need an operational system in place. * Have Same Page Meetings™ as often as you need them – don’t limit yourself to once a month.
Some Questions Asked: * How did José start his business when five years prior he didn’t have any money, connections, or construction experience? * Why did José decide to run his business on EOS? * What challenges have José and Angelica faced when defining Visionary and Integrator roles?
Operate on EOS and Dream Big Angelica and José share that embracing their Visionary and Integrator roles has inspired them to dream big and stress less. José points out that this holds special significance for him. While he is immensely grateful for the opportunities he has been given ever since he immigrated to the U.S., his journey has required nonstop hard work.
In 2010, José moved to New Orleans to work construction. He was doing small jobs for people in low-income neighborhoods and noticed how badly the people were being treated by contractors in the aftermath of Hurricane Katrina. People deserved better, and José saw the impact a quality house can have on someone’s life.
“We don’t believe that we are building homes. We are fulfilling people’s dreams.” – José [9:32]
When his company took off in 2014, José was the sole payroll employee. He knew he needed help, but it was tough to take the plunge and hire a full-time office manager.
“Sometimes I was scared about doing the next step and hiring people. With a few guys, [the business] wasn’t a commitment… With Angelica, it was a little different. It was a compromise.” – José [12:21]
The company grew rapidly. Within a few years, José and Angelica realized they wouldn’t be able to keep pace without an organizational system. They were introduced to EOS in 2016, but it wasn’t until a few years later that they started officially implementing it. One challenge they faced was defining and refining role responsibilities so that there was no overlap between the Visionary and Integrator.
However, with increased role clarity, José and Angelica have seen the ways in which their skills are complementary. Most of all, they attest that EOS has been like a torch lighting their way toward a more relaxed future. They’ve even been able to go dancing again.
“Now, because we feel that we have the tools and the confidence that the system that we are creating is going to help us achieve [our goals], we feel much better. And actually, there’s less stress.” – José [30:58]
If you’re interested in implementing EOS and making measurable progress toward your professional growth goals, don’t miss this episode of Rocket Fuel™. Learn More: * + JLV Construction + José’s LinkedIn profile + Angelica’s LinkedIn profile + Traction by Gino Wickman + What the Heck Is EOS? by Gino Wickman
Finding the right Integrator™ for your business is no easy task, but it doesn’t have to be excruciating. All it takes are the right tools to help you find someone who shares your values and has a complementary skill set.
Today’s guests are step-siblings and have been a Visionary/Integrator™ Duo for five years. They have refined the search process for the right Integrator or Visionary for their clients to two important lenses: 1. Utilizing human behavior insights. 2. Assessing each business’s unique needs.
David Kolbe is the CEO and Visionary of Kolbe Corp, which specializes in instinct strength assessments, and Amy Bruske is the President and Integrator. In this episode, they break down the steps to finding a partner that shares your values, has the communication style that’s right for you, and possesses the required skill set. Key Takeaways: * Visionaries and Integrators cannot operate on the same level if they don’t share the same values. * Hire an Integrator from the entrepreneurial business space. * Find a Visionary who is going to teach and mentor their Integrator. * Company founders: some day, you have to physically leave the building.
Some Questions Asked: * Do Visionaries and Integrators need to be operating on different planes in order to be successful? * How does an Integrator find a Visionary to work for? * How does a Visionary find and hire an Integrator?
Complementarity Is Key David has been involved with Kolbe Corp his whole life — his mom was the founder and he vividly remembers stuffing envelopes and collating paper when he was a child. Amy came to the business after a few years in the corporate world, and instantly fell in love with the vision. Kolbe Corp was the perfect intersection of her passions: human behavior and business.
Once David and Amy started operating on EOS®, they quickly saw that having clearly defined roles sped up their business. The structure helped them identify when they needed guidance from each other and gave them permission to call the shots on smaller decisions, like ordering pizza.
Through their personal and professional experience, David and Amy have realized that there is no silver bullet to Visionary/Integrator success, with one exception:
“I think the most consistent pattern with the Visionary and Integrator combo is they complement each other at least somewhere.” — David [18:33]
Once you decide your company needs an Integrator, starting the search can be daunting. David and Amy recommend: * Look at people who are already working for you first. * Search outside of your industry. * Choose someone you trust. * Get on the same page with core values.
“The Visionaries that I see who are most successful are hiring [Integrators] who love the entrepreneurial world.” — Amy [28:11]
If you’re an Integrator looking to work for a Visionary, David and Amy’s advice is to: * Make sure the Visionary isn’t hiring an Integrator as an excuse to drop out of the company. * Look for a Visionary that communicates well.
“Find a Visionary who is going to teach you, mentor you without micromanaging.” — David [33:21]
If you’re interested in streamlining your decision-making processes and cultivating a complementary Visionary/Integrator partnership, don’t miss this episode of Rocket Fuel™. Learn More: * David’s LinkedIn * Amy’s LinkedIn * Kolbe Corp
When Shawn Torres and Jimmy Burns started junior high, they thought being classmates would be the extent of their acquaintance. Little did they know that they would become college roommates, fraternity brothers, entrepreneurs, business partners, neighbors, and best friends.
Shawn is the CEO and Visionary of In-Telecom, a full-service technology company, and Jimmy is the COO and Integrator™. Shawn and Jimmy have grown a thriving business using their complementary skills, open communication, and friendship. Key Takeaways: * If you want your business to grow, get comfortable with delegating tasks. * Pay yourself a real salary. * Train employees to do higher-level jobs. * If your business is straining your marriage, that’s a sign that you need to make a change at work.
Some Questions Asked: * How did Shawn and Jimmy go from starting an Anytime Fitness franchise to launching a telecommunications company? * What has been the biggest challenge that Shawn and Jimmy have faced since implementing EOS®? * How do Shawn and Jimmy avoid falling out as friends when they don’t see eye to eye at work? * What has enabled Shawn to become comfortable with delegating tasks to Jimmy?
Delegating Tasks Helps Your Integrator Thrive During their senior year of high school, Shawn and Jimmy decided to rent an apartment together, which turned into getting jobs at the same car wash, which turned into joining the same college fraternity. Years later, after starting a couple of companies, they went all in on selling phone systems for businesses.
They achieved success quickly and realized almost as fast that they needed reinforcements. While hiring a certified IT technician and a strategy officer were great decisions, Shawn and Jimmy still wore too many hats.
The duo was introduced to EOS, and they began applying the processes and role responsibilities. Shawn and Jimmy have noticed steady quarterly improvement in their company workflow and communication skills – but the road has not been without its challenges.
“The biggest struggle that I dealt with as business partners – [Jimmy] is my best friend, he’s pretty much my brother – is delegating things to him.” – Shawn [34:34]
Shawn shares that he sometimes feels guilty adding more to Jimmy’s plate. However, he realizes that because of their complementary skills, what seems hard to him is not necessarily hard for Jimmy.
Jimmy agrees. He says that when a Visionary thinks they can and have to do everything, that is a sign that they need to increase their trust in their Integrator.
“If you’re not banging your head against the wall [because of all the growth and change you see daily], then I don’t think you’re truly in an Integrator seat. I don’t think your Visionary is pushing you hard enough.” – Jimmy [47:28]
Jimmy encourages those in the Integrator role to ask their Visionary to be more transparent if they aren’t yet at that stage.
“The cleaner we can keep the vision for the Visionary, the better off the company will be.” – Jimmy [48:26]
If you’re interested in learning more about how EOS can help you delegate, you won’t want to miss this episode of Rocket Fuel™. Learn More: * Shawn Torres | LinkedIn * Jimmy Burns | LinkedIn * In-Telecom
There was never a more exciting time for cell phone and mp3 player development than the early 2000s. Jordan Notenbaum was in college at the time, and the tech device boom landed him a side gig doing phone and iPod repairs. There wasn’t a YouTube channel outlining DIY repairs at the time, and his clients were willing to let him experiment on their devices. Within only a few years, Jordan saw his side gig grow into a profitable business.
Today, Jordan is the CEO and Visionary™ of Mobile Defenders, a global provider and distributor of mobile technology and repair products and accessories, and Erich Baum is his Vice President of Operations and Integrator™. In today’s episode, Jordan and Erich share how owning their Visionary and Integrator roles has given them the freedom to do what is best for the company from the big picture to the minutiae of daily operations. Key Takeaways: * A successful Visionary/Integrator™ relationship requires complementary traits and raw communication. * Role clarity speeds up operations and allows each person in the company to thrive. * Conflict resolution is easier when your team has the shared vision at the front of their minds.
Some Questions Asked: * What are some unexpected discoveries Jordan and Erich have made in their EOS® journey? * How do Jordan and Erich work through conflict? * What does Erich do if Jordan tries to go around him when making company decisions? * How did Jordan realize that giving up some of his roles made him a better Visionary?
Flipping the Switch
Some of the best and worst moments in any entrepreneur’s life are when they find themselves struggling to keep up with their company’s growth. Exponential growth is exciting, but it can quickly become a wild fire if a proper operating structure is lacking.
That’s where Jordan was when he hired Erich to run operations. However, the pair were still hitting snags.
“We’re pretty good at creating ideas and selling stuff, but [we knew] the internal culture . . . and accountability is really critical to the long-term sustained growth and success of the company.” — Jordan [6:15]
So, the duo decided to implement EOS®. With the new system in place, employees gained role clarity, responsibilities were dispersed, and clear communication and accountability improved rapidly. By leaving details to Erich and his team, Jordan was able to focus wholeheartedly on the vision and strategy of the company. Seeing the team pick up responsibilities and flourish made Erich realize how little that was actually happening previously.
“When you’re able to make the decisions from a strategic level, and when you’re aligned with the role that you should be in. . . that naturally is going to bring a better sense of enjoyment and also makes me feel like I’m doing the right thing for the business, that I’m spending my time on the most valuable thing for the business.” — Jordan [18:39]
Further, Jordan reflects on what it takes to find a Visionary/Integrator duo capable of producing Rocket Fuel®:
“You need to have somebody that complements you naturally, . . . but I think the most important thing is just the communication. Getting on the same page, talking about the issues, and aligning with the vision up front, that’s the foundation for a successful relationship and it’s worked really well for us.” — Jordan [30:22]
Erich adds that if something isn’t working, make a change. Keep trying to find the missing piece. Don’t let the tail wag the dog; ask what’s best for the relationship and the business and focus on that, instead of getting caught up in trying to follow the rules.
If you’re interested in learning how to use the Entrepreneurial Operating System® to flip the switch on your company’s potential, don’t miss this episode of Rocket Fuel. Learn More: * + Jordan Notenbaum | LinkedIn + Erich Baum | LinkedIn + Mobile Defenders
Have you caught yourself wondering, “What are the signs that I need an Integrator™? How do I find one and build a thriving relationship with them?” You’re not alone. Creating a business with a thriving team and vision-driven growth is a challenge. Ultimately, it has more to do with relationships than résumés or qualifications.
Today’s guests have been working together for three years. Their honest, open communication has been key to building a strong foundation of trust that has allowed their team and company to thrive.
Mike Frommelt is the Visionary, co-founder, and CEO of KeyStone Search, an executive search and recruitment company, and Tony Bednar is the president and Integrator. In this episode, they share their insights about how to onboard a new Integrator, building trust outside the office, and discerning if you’re ready to become part of a Visionary/Integrator™ (V/I) Duo. Key Takeaways: * Same Page Meetings™ can make or break a V/IDuo™. * Integrators help Visionaries clarify their thinking. * You don’t need to hire an Integrator from your industry. * Use the Rocket Fuel Power Index™ to help you identify gaps in your Visionary/Integrator relationship.
Some Questions Asked: * How long did it take Mike to find an Integrator? * What are the steps to finding an Integrator? * How did Tony learn to say “no” to Mike, the Visionary? * What things did Mike have to do to make Tony successful in his new Integrator role? * What did Mike and Tony do out of the gate to make their relationship great? * How do you know if your business needs an Integrator?
V/I Duo Success Requires Intentional Time Together After successfully running his business on EOS for six years, Mike decided to bring in a Fractional Integrator™. He’d had several partners leave the company and knew this was the opportunity to get the team right.
When Mike sat down to his first Same Page Meeting, he was shocked. His new Integrator asked him, “What is keeping you up at night?” and listened.
“[That Same Page Meeting] was the first time I had anybody who really picked my brain and started to organize it.” — Mike [2:55]
Mike emphasizes that when he began his Integrator search, he didn’t focus solely on candidates from his industry. It was more important to look for a quality professional with the right skill set who shared his company’s philosophy. That mindset led Mike to his current Integrator, Tony.
Building trust was, and still is, at the forefront of Mike and Tony’s priorities. When they started working together, they made it a point to spend time together outside of work. They got to know each other’s families and values, and invested in their relationship wherever possible. Mike and Tony credit these efforts, in conjunction with their Same Page Meetings, to their successful dynamic.
“The number one reason a Visionary/Integrator relationship doesn’t work is a lack of commitment to the Same Page Meeting.” — Tony [21:57]
The Delegate and Elevate™ tool helped Mike and Tony learn how to communicate with each other, and they swear by using the Rocket Fuel Power Index quarterly to identify gaps in the relationship. Additionally, clarifying roles helps minimize friction and confusion that can weigh down a V/I Duo.
Mike reflects that he knew he needed an Integrator when he got specific with his own role and needs:
“You have to be ready [for an Integrator]. I was very ready because I’d been through a number of frustrating years. I was really ready to let go of the vine and to be humble and listen and accept someone else into the organization who could do the things that I couldn’t do.” — Mike [38:49]
If you’re ready to learn how to find the Integrator ideal for you and how EOS Tools can help, don’t miss this episode of “Rocket Fuel." Learn More: * Mike’s LinkedIn profile * Tony’s LinkedIn profile * KeyStone Search
Is hiring an Integrator™ worth the investment?
Chad Perez was skeptical. However, it only took hiring David Myers as his Integrator for his skepticism to transform into confidence.
Chad is the Founder, CEO, and Visionary of Pinnacle Security & Investigation Inc., which specializes in providing physical security services for businesses that want to ensure the safety and security of their employees, customers, and facilities. David is the President and Integrator. In this episode, they deconstruct how to recognize whether your company needs an Integrator, how to find the right one, and when to expect a return on investment. Key Takeaways: * Hire an Integrator who isn’t job hunting. * New Integrators should look at the company’s processes first and foremost. * Operating a business with a Visionary/Integrator™ Duo is priceless.
Some Questions Asked: * What was holding Chad back from hiring an Integrator? * After hiring David, how long did it take for Chad to see a return on his investment? * What was David’s prime focus when he started as Integrator?
Hire for Confidence Chad is the son of an entrepreneur and has always had an itch to start his own business. He was working as a law enforcement officer in New Orleans in 2011 when the opportunity to start Pinnacle Security & Investigation Inc. emerged. He took the plunge and launched his business as the sole employee.
By 2020, the business had grown to around 100 employees. It was doing well, but Chad started realizing that his leadership was hitting a ceiling. There were elements of his role that he wasn’t good at and he didn’t know how to implement a structure to make up for those. Thankfully, he found the structure he was looking for through the Entrepreneurial Operating System® (EOS®) and the book Rocket Fuel.
“Rocket Fuel was like the light shining from the sky directly on me saying, ‘Now it all makes sense.’” - Chad [10:38]
It took some time for Chad to decide to find an Integrator, hiring internally first. He realized within a few months that the hire wasn’t the right fit, and he decided to start a serious external search.
Chad shares that cost was a concern when starting the search, but that he had already had a taste of what it was like to be fully in the Visionary seat and he couldn’t go back. He hired a recruiting firm and within a few months, he found and hired David.
Chad saw positive changes immediately. When you hire the right Integrator, here are some things you can expect: * They have the confidence to make decisions without involving you every time. * They will take initiative to spearhead meetings. * They will ensure important issues are addressed without distractions. * You will sleep better at night. * Your inbox won’t be as full. * Your relationships with your leadership team will be stronger.
“We get pulled away a lot every day [by distractions]… but I feel confident that we’ve got the right people in the right seats and that we’re moving in the right direction, and I think EOS is a huge part of that.” - David [36:00]
If you’re interested in learning how to use EOS in your business or how hiring an Integrator can improve your workflow, don’t miss this episode of Rocket Fuel. Learn More: * + Chad Perez | LinkedIn + David Myers | LinkedIn + Pinnacle Security & Investigation Inc. + Titus Talent Strategies + Rocket Fuel by Gino Wickman and Mark C. Winters
Every entrepreneur knows that starting your own business is grueling work. Bringing in family to help can be a great blessing, but it inevitably comes with a learning curve.
Today’s guests are a father-daughter Visionary/Integrator™ team who have crafted a partnership built on personal trust, professional excellence, and clear communication.
Robert Fleming is the Founder, President, and Visionary™ of Magnolia Pancake Haus and Tricia Schleicher is the Vice President and Integrator™. In this episode, they share what it takes to transform personal trust into professional confidence. Key Takeaways: * Family trust can be a great foundation for professional trust, but they are not the same thing. * Clear, honest communication about your thoughts and feelings is essential to a Visionary/Integrator relationship. * Stepping away from business operations to embrace the Visionary role is like becoming a grandparent.
Some Questions Asked: * What skills do Robert and Tricia rely on to balance their father-daughter as well as their relationship as Visionary and Integrator? * What challenges did Robert and Tricia face when learning how to work together? * How did Robert learn to let go of working in the company in order to start working on the company?
A Strong Visionary/Integrator Relationship Makes Freedom Possible Robert has been in the hospitality industry his whole life. However, when excelling at his job meant missing major moments of his daughter Tricia’s childhood, he decided to start his own business. In the early days of Magnolia Pancake Haus, Robert, his wife Sheila, and Tricia were the only workers, but they quickly found that their stellar cooking and customer service led to swift growth.
Tricia recalls how when she was just 12 years old, she carved out a space for herself in the family business as a waiter. About a decade later, it was that same spirit of motivation that led her to create and step into a leadership position at the restaurant, which eventually evolved into her current Integrator role.
When Robert and Tricia started implementing EOS® early in 2019, they had to learn several lessons. 1. That their father-daughter relationship was not the same dynamic the company needed from them as Visionary and Integrator. 2. Tricia learned to slow down, take smaller steps, and trust her dad’s experience with the business. 3. Robert learned to trust that Tricia was capable of handling the operational tasks he’d executed for so long.
“I had at that point been in the business for 20 years, and I was like, ‘I’ve got to find my way out’ because [working in it] was no good for the business.” — Robert [17:29]
Now that Robert spends his time working on the business instead of in it, he loves his job more than ever.
“It’s exactly what I want. I am a consultant, I am here, I am the institutional memory… I go into the business now and I’m happy-go-lucky.” — Robert [18:24]
If you’re interested in learning how to cultivate professional relationships within a family dynamic or transitioning to working on the business instead of in it, don’t miss this episode of Rocket Fuel™. Learn More: * Robert’s LinkedIn * Tricia’s LinkedIn * Magnolia Pancake Haus
Kick-Starting EOS® Houston started at 97 Display on the sales team and worked his way up to the helm. He decided to implement EOS as the company grew and knew Kristie would be an excellent Integrator™ based on their years of working together.
Kristie thought that the Visionary skill set was required for leadership and spent a lot of time forcing those skills. It wasn’t until she became an Integrator that she realized she had a different, equally valuable skill set that she could use.
Kristie notes that one of the challenges she faced as a new Integrator was navigating the power dynamic between being the final decision-maker while also reporting to Houston.
“Another challenge was speaking for each other and acting as one instead of acting as two. The closest thing I can equate it to is when you first get married and [you realize] it’s not just about me anymore.” — Kristie Kinley
Getting on the same page isn’t easy. Even after three years, Houston and Kristie say they are still perfecting it. However, they have noticed significant growth in specific areas.
“We’re very intentional about… keeping up the image that we are an amoeba… I think that’s really important in front of a leadership team: to make sure that they know that we are a united front at all times.” — Kristie Kinley
Houston and Kristie have found these three keys to be essential for a thriving partnership: 1. Trust: Until you trust each other, you will not get far. 2. Communication: Understand how you like to communicate and also how your team best receives communication. Practice speaking in a way that reaches them, even if it’s not your style. 3. Appreciation: Each person has different gifts to bring to the table. Work to understand the value of what your teammate has to offer.
“One of the things that you give up in leadership is the convenience of having people communicate to you the way you like to be communicated [to], and instead you meet people where they are.” — Houston Goodwin
If you want to build a thriving Visionary/Integrator Duo in your company, don’t miss this episode of Rocket Fuel™. Learn More: * + - 97 Display’s website - “Rocket Fuel” by Gino Wickman and Mark C. Winters - Rocket Fuel University™ - EOS Worldwide
Have you ever wondered how married couples manage to grow a business and thrive as a family at the same time? It takes more than being in love. There must be shared vision, clarity on roles and responsibilities, and strong communication. Most importantly, both relationships depend on a foundation of trust.
Today’s guests have been married and working together as a Visionary/Integrator™ Duo for decades. They have created a partnership that allows them the freedom to capitalize on their unique gifts while empowering their team with agency.
Sherri Yukel is the founder and Visionary of Big Dot of Happiness, a party supply business, and Scott Yukel is her husband and former Integrator. In this episode, they share their insights about how to empower your team, sell the company with EOS® intact, and find a new Integrator. Key Takeaways: * Leadership teams need to feel empowered to make decisions without involving the Visionary/Integrator. * EOS helps control the chaos. * Find and lean on your mentors. * You don’t have to solve every problem, just the most important ones. * Engage new investment partners in your Vision/Traction Organizer™ immediately.
Some Questions Asked: * How did Sherri and Scott decide to implement EOS? * How do Sherri and Scott balance being married and being a Visionary/Integrator Duo? * What are some of the things Sherri and Scott do to ensure that their professional conflicts don’t come home with them? * How do Sherri and Scott resolve professional conflicts? * What did Sherri and Scott learn after hiring the wrong Integrator?
Controlling the Chaos With EOS Sherri started Big Dot of Happiness back in the ’90s as a hobby. Five years later, she hired her husband, Scott, as her first employee. E-commerce was exploding, and so was their business.
Sherri and Scott began to realize that they were no longer able to have the final say on every decision that needed to be made. They had young leaders on board, but they lacked the structure of accountability necessary to delegate. They decided to implement EOS.
“Chaos is necessary in order to stay on top of things [in e-commerce], and so controlling the chaos is what got really good with EOS – and how to implement that throughout not just the leadership team but down into the departments.” – Sherri Yukel [5:57]
Sherri and Scott struggled to work together in the early days of their professional partnership, but mentorship helped them overcome this challenge. Mentorship helps Visionary/Integrator Duos stay grounded and, in the case of a married duo, avoid bringing work home. Sherri and Scott encourage all Visionaries and Integrators to find leaders they trust to mentor them.
Early in 2020, Sherri and Scott decided to sell the company. As they prepare for this new chapter, they have been putting in the work to ensure a smooth transition to new leadership.
“You do need this [Visionary/Integrator] duo to grow a company. They’re the two voices you can say anything to, and it will help you grow the brand and company. If there’s anything you’re holding back, it’s not the right duo.” – Sherri [33:25]
While the first Integrator they hired to replace Scott did not go well, the experience helped them gain clarity on the importance of deep trust and communication between a Visionary and an Integrator. By refocusing on these priorities, they found an Integrator who is a great fit, and a new Visionary and CEO who will replace Sherri next year.
If you’re interested in how to find your perfect Integrator and the importance of trust and clear communication, don’t miss this episode of Rocket Fuel. Learn More: * + Sherri Yukel | LinkedIn + Scott Yukel | LinkedIn + Big Dot of Happiness website
Tiffany Szakal & Aubrey Kuipers of IHEARTGR Real Estate share why honest communication and humble listening are key to business success. Find Your Person Tiffany and Aubrey have been friends for a while. In fact, the pair worked together at two different companies before Tiffany founded IHEARTGR Real Estate. In its early days, Tiffany wore many hats without any support.
When her real estate inspector urged her to buy and read “Rocket Fuel” by Gino Wickman, she realized she needed an Integrator. After trying an intern and a virtual professional, Tiffany knew she had to hire someone at a higher level: Aubrey was the perfect fit. Loosen Your Grip Tiffany admits that the most difficult part of building their Visionary/Integrator relationship is learning how to let go. This isn’t because she doesn’t trust Aubrey, but because she fears she will waste Aubrey’s time if she doesn’t get organized before giving her a new responsibility.
Trust has come easily to their relationship, which has allowed them to communicate with candor:
[Tiffany 14:50] “Open and honest communication has been necessary in [challenging] conversations. I think that the difficulty is the recognition of growth that has to occur, and if we don’t have that open dialogue, it’s stalling where we should be going.” Harness Your Differences The pair have learned to lean into their differences. When one is feeling energized, the other prioritizes staying level-headed. When Tiffany starts a project and begins to lose focus, Aubrey steps in and carries the project to fruition. Tiffany and Aubrey demonstrate that Rocket Fuel™ is more than sharing the same vision; it is understanding how to receive and use each others’ unique gifts to create a truly extraordinary path for your business and personal life.
[Tiffany 23:26] “As a Visionary, it’s very easy to try to do something alone, but I have very rarely been successful in doing it alone. As soon as I realized I was the bottleneck to my own success and that bringing an Integrator in and actually listening to what they say, it changed everything. I go so much farther because I have Aubrey.”
If you liked this episode, reach out to me @MarkCWinters on Twitter with what resonated with you. Also, please consider giving us a 5-star rating on Apple Podcasts to help other entrepreneurs find the show and level up!
If you want to improve your Visionary/Integrator chemistry, this episode is for you.
Learn More: * IHEARTGR website * IHEARTGR FaceBook * IHEARTGR’s (The Local Element) Instagram
- “Rocket Fuel” by Gino Wickman and Mark C. Winters
- The Pinkcast
Are you ready to take your entrepreneurial business to the next level but feel uncertain about what the next step is? Well, you’re in the right place.
Cementing the Visionary and Integrator™ roles within your business is the key to building that momentum necessary for growth and success.
Today’s guest deeply understands the need for specific roles within a company. His insight into building the perfect Visionary/Integrator™ partnership is outlined in clear steps to help you begin taking action.
Gino Wickman is an author, speaker, teacher, entrepreneur, creator, and founder of EOS Worldwide and creator of Entrepreneurial Leap. His goal has always been to help entrepreneurial leadership teams crystallize their vision, gain traction, and live the life they want. As the creator of the Visionary and Integrator concept, he has a lot to share on the topic. Key Takeaways: * Understand what you need in a partner and look for those qualities. * Set up regular meetings to ensure you’re on the same page. * Play on each other’s strengths. * Create clarity around what each role needs to entail. * Only do the work you’re built for and drawn to.
Some Questions Asked:
- What is the origin of the Visionary/Integrator (V/I™) concept?
- How did Gino find his perfect partner to create a Visionary/Integrator Duo™?
- How long did it take for Gino to find his perfect partner?
- How did Gino and his partner, Don Tinney, make their partnership work in the early days?
- What did Gino learn about Don and himself during the growth of EOS Worldwide?
Creating the EOS Worldwide Integrator and Visionary Roles After a successful exit from his family business and a discovered passion for helping entrepreneurial companies do more with their businesses, Gino Wickman founded the Entrepreneurial Operating System®, which eventually led to EOS Worldwide. Throughout his time testing and teaching the EOS Process®, he began to recognize a pattern of success: the concept of Visionary and Integrator roles was helping his clients thrive.
Initially, Gino took onboth the Visionary and Integrator roles for EOS. However, he soon realized he could not be responsible for both. Knowing that he needed someone to fill the Integrator role, Gino created a list of qualities that the ideal partner would need to have to fill this role: * Share core values * Be interested in a risk/reward relationship * Be someone who was great at building teams
By narrowing down what he wanted in a partner, he was able to find someone who could take on the Integrator role, but it was not perfection from the start. Gino and his new Integrator, Don Tinney, worked hard to establish a routine and workflow that would be sustainable and successful. They set up Same Page Meetings™, where they would discuss important goals and objectives.
Gino believes in letting your uniqueness shine through, no matter what you’re doing. He encourages others to find someone who complements their personality and has the ability to be the strength to their weakness (and vice versa).
“Just be 100% [you].” – Gino [22:40]
After years of working as the Visionary for EOS, Gino decided it was time to step back and find someone else to take his role. Although he enjoyed being the Visionary, it wasn’t what truly lit him up. He wanted to be working as an Implementer. As a firm believer in doing only the work you’re passionate about, he knew it was time to find a replacement Visionary.
“Get really clear on the type of business you’re built for and drawn to. If you do that your odds of success will soar.” – Gino [24:44]
Today, Kelly Knight and Mark O’Donnell are the Integrator and Visionary duo of EOS Worldwide. Meanwhile, Don and Gino are doing more of what they love. Finding the perfect V/I Duo doesn’t mean it must be the same two people throughout the course of the business’s growth. Find the people who are right for your business, and as you grow, allow them to grow too.
If you’re interested in how the concept for the Visionary and Integrator roles was created, or advice on how to find the perfect V/I Duo for your business, this is the episode for you. Learn More: * Gino Wickman: Website | LinkedIn | EOS Worldwide * Don Tinney: LinkedIn * Mike Paton: LinkedIn * Mark O’Donnell: LinkedIn * Kelly Knight: LinkedIn * Michael Gerber
Building a company takes hard work, dedication, and delegation. But this strong foundation isn’t enough if you want to grow: a successful company requires teamwork. You can’t scale a business alone.
Today’s guests have a unique setup within their business that we don’t normally recommend: two Visionaries and one Integrator™. Omar Soliman and Nick Friedman are the co-founders and Visionaries of College HUNKS Hauling Junk & Moving®, and Roman Cowan is the brand president and Integrator.
Traditionally, growing companies need the structure of a singular Visionary/Integrator duo in order to move forward steadily in a cohesive direction. While this situation is unique and has yielded success for College HUNKS, their intense commitment to following EOS in its purity is what has kept their dynamic from waffling.
This dual-visionary/singular-integrator approach is extremely rare and we have seen this fall apart many times over. The success of this approach depends solely on the commitment to being genuinely open and honest, which is extremely difficult to do with two big Visionaries.
But as you’ll hear, in actuality, having two Visionaries usually plays out as one true Visionary and one occupying the owner’s box.
So how have they made this triad work for their business? In this episode, they share how they have implemented the Visionary and Integrator roles to fit their specific business vision and goals. Key Takeaways: * Success does not happen overnight. * Work on the business, not in the business. * Create processes and systems to streamline your business. * Identify your strengths and play on those. * Be humble and recognize the importance of communication. * Acknowledge your differences.
Some Questions Asked: * How did College HUNKS begin? * When did Omar and Nick decide they needed to build a team? * What led to Roman becoming the Integrator? * When did Roman realize he was the right fit for the role? * Why does having two Visionaries usually not work? * How do Omar, Nick, and Roman stay on the same page?
Work on the Business (Not in It) Omar and Nick decided to start up a small business where they helped people in the community move their belongings and/or junk. Their passion and creativity helped launch this business, and their drive fueled its growth.
However, as the company started to grow, they realized the workload was getting too big for them to handle alone. They were going to need someone who could build and manage a team. They learned about the concept of a Visionary and an Integrator and realized it was time to make a change.
“Spend the time and effort to create processes and systems, and work on the business.” – Omar Soliman [4:20]
As Omar and Nick began to reach burnout, they decided to conduct an external search for an Integrator who could execute ideas and keep the team working hard. Shortly after they began their search, they realized Roman, their current financial controller, would be an ideal fit for this position.
Roman was already responsible for putting Nick and Omar’s “crazy visions” into practice and processes into place and helping them prioritize what really needed to be done. These are all a part of the Integrator’s role. The entrepreneurial Visionary cannot take on all of these tasks and create big ideas for the business. The Integrator makes the action happen.
“[Getting an Integrator] created the outlet for us to take the big chances, 10 times the business, look for the big marketing ideas and then really carry the vision and culture of the brand.” – Omar Soliman [22:05]
When Omar and Nick decided to step back, they let their team know exactly what their roles would entail so that there were no questions left unanswered. Everyone was fully aware of what Roman would now be accountable for and what Nick and Omar would be responsible for.
And it was that clear and honest communication in addition to planning sessions and Same Page Meetings™, that helped ensure everyone worked together to achieve the same vision.
If you’re interested in how to find your perfect Integrator and the importance of passion and clear communication, then we encourage you to listen to this episode. Learn More: * Omar Soliman: LinkedIn * Nick Friedman: LinkedIn * Roman Cowan: LinkedIn * College HUNKS Hauling Junk & Moving * The E-Myth by Michael Gerber
Nobody’s better at founding an entrepreneurial business than someone that actually has a vision. But, so many never see their vision become reality. Visionaries need the focus of an Integrator™ who will help make their dreams a reality.
On their own, these two types of leaders have great potential. But together, their collective energy creates the momentum needed to reach next-level performance: Rocket Fuel™.
Join for real and raw conversations with entrepreneurs who are on the path to getting more of what they want from their business. Hosted by Mark C. Winters, Certified EOS Implementer® and co-author of Rocket Fuel.