EPISODE · Apr 22, 2026 · 21 MIN
Getting It Out of Their Heads and Into Your Business
from Rooted In Revenue · host Susan Finch & Lany Sullivan
You did your homework from Key Man Part 1. You know who your key people are. Now what? Susan Finch and Lany Sullivan are back — still in the same room, still making the most of Lany's four-hour drive to tackle the part most business owners skip: how to actually approach your team about documentation without triggering a panic spiral. Someone's going to feel like their job is on the line. Someone's going to get squirrely. That's normal. Lany and Susan walk you through how to handle the egos, frame the conversation, and make documentation something your team actually gets behind. Plus: why your money is really in your operations, the authenticator PSA you didn't know you needed, why you never put employee names in an SOP, and how to make the whole thing a little bit fun. Part 2 of the Key Person series — don't skip Part 1.
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What this episode covers
Your team knows your business. Do you? Part 2 tackles the human side of documentation — egos, fears, and how to get it done.
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Getting It Out of Their Heads and Into Your Business
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