The Disciplined Troublemakers

Scott Shagory opens Disciplined Troublemakers with a scene many leaders know well: complex infrastructure, rising costs, and the pressure to scale without surprises. Across the table sits Jad Jebara, the co-founder, President, and CEO of Hyperview, who has turned hard-earned lessons into a cloud-native DCIM platform built for clarity and speed.Jad’s path runs through two corporate turnarounds—at Peer 1 Hosting, where disciplined execution helped drive a $650MM acquisition by Cogeco, and at IDS Software, which was acquired by PDF Solutions. He’s led finance, supply chain, and IT; run a consulting firm on ERP and process design; and built a career at the intersection of finance and technology. That background now fuels Hyperview’s product-led approach: self-serve deployment, transparent pricing, and global scale without the bloat.In this conversation, Scott follows the thread from problem to practice: how operators move from scattered systems to a single source of truth; how data center teams balance utilization, ESG, and AI-era demand; and how a CEO’s four Rs—responsibility, realism, reflection, and resilience—shape decisions when the stakes are high.If you work in or around critical infrastructure, this story offers a practical map: what to measure, how to act, and how to lead when growth arrives all at once. Press play.Chapters:00:00 - Intro00:09 - Entrepreneurship, Scaling, and Insights03:50 - "Reinventing DCIM for Sustainable Infrastructure"07:41 - Data Centers and Rising Costs10:43 - Scaling for Global Data Solutions16:51 - "Optimizing Industry Sustainability Metrics"20:54 - Comprehensive Infrastructure Monitoring Solution23:33 - "Clear AI Roadmap and Vision"25:40 - "Product-Led Growth and Strategy"30:44 - Complexity in Tech and Strategy34:56 - Founder Challenges and Growth Insights37:19 - Driving Network, AI, and Growth42:19 - AI's Impact and Leadership Evolution45:34 - Reflection, Responsibility, Resilience48:43 - "Empathy and a Learner Mindset"51:15 - "Discipline Troublemakers Podcast Outro"51:26 - OutroQuotes:"Make critical infrastructure think. Build the tools we needed. With vision and a learner’s mindset, curiosity becomes an impact."- Jad Jebara"Make the complex simple so others can win. Trust, clarity, and connection matter as much as the tech."- Scott ShagoryKey Takeaways:From Frustration to InnovationMaking Critical Infrastructure ThinkRedefining Data Center ManagementScaling Globally, Collaborating LocallySustainability With Real ImpactLeading With Joy and ResilienceProduct Led, Customer DrivenConnect with the Guest: Jad JebaraLinkedIn: https://www.linkedin.com/in/jadjebara/Website:https://hyperviewhq.com/Connect with the Host: Scott ShagoryWebsite: http://purplefinchgroup.comLinkedIn: http://linkedin.com/in/scottshagoryEmail: [email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by:http://heartcastmedia.com/

Welcome back to Disciplined Troublemakers. In this episode, host Scott Shagory engages with Steve Benson, the CEO and founder of Badger Maps, a leading mobile mapping solution tailored for field sales professionals. Steve’s journey from tech sales to becoming Google Enterprise’s top sales executive reveals the vision behind establishing Badger Maps in 2012. From a modest beginning, he has grown the company into a global SaaS powerhouse, boasting over 90 employees and an impressive $8 million in annual recurring revenue.Scott and Steve share an insightful conversation about the realities of scaling a SaaS business without the backing of venture capital. They discuss how actively listening to customer feedback helped shape Badger Maps' unique niche in the market. Steve also sheds light on the significance of memorable branding—yes, it often involves an animal!This episode offers valuable insights on remote team dynamics, achieving product-market fit, and the merits of steady growth over the rapid pace often associated with VC-funded ventures. Founders, CEOs, and anyone interested in sustainable technology growth will find pragmatic lessons and candid reflections throughout their discussion.Chapters:00:00 - Introduction00:19 - From Sales to Software Startup06:00 - Naming Trends in Tech Branding08:14 - Global Team Structure Insights12:37 - Classic SaaS Success Journey14:18 - AI Success and Scaling Challenges19:28 - Strategic Decisions and Market Insights23:52 - Building Differentiation Through Hard Work25:51 - Focus Over Ego in Business30:47 - Sales Mapping and Territory Tools33:34 - Bootstrap Success Through Customer Focus34:46 - Competing in Mapping Solutions40:58 - Tech Priorities: Team, Product, Growth44:10 - Strategic Foundations for Sustained Growth46:59 - Early Entrepreneurship and App Building49:35 - Bliss in Ignorance52:54 - Incentives Shape Outcomes56:29 - OutroQuotes:"Identify a niche and deliver real value. With software's extensibility, steady growth and customer focus can lead to lasting success."- Steve Benson"Consistency in serving customers is key. Stay true to your vision, listen carefully, and you'll create something truly impactful."- Scott ShagoryKey Takeaways:Solve Problems You Know DeeplyCreativity Isn’t Always About Reinventing the WheelSteady, Sustainable Growth Can Win the RaceListen to Your Customers—And Build Moats Around Their ChallengesKnow Your Strengths and Stay In Your LaneBootstrapping vs. VC: There’s No One-Size-Fits-All PathYou Will Grow, Even If You Don’t Expect ToEndurance Builds Brands That MatterConnect with Steve BensonLinkedIn: https://www.linkedin.com/in/stevenbenson/Instagram: Steve Benson (@stevebensonsf)Website: Badger Maps - Route Planner for SalesConnect with the Host Scott Shagoryhttp://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: [email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by:http://heartcastmedia.com/

In this episode of Disciplined Troublemakers, host Scott Shagory sits down with Pam Prior, a CFO and financial coach with over 30 years of experience. Pam has guided a diverse range of clients, including bootstrapped entrepreneurs, private equity investors, Fortune 500 companies, social media influencers, and professional athletes through the complexities of business finances.Scott and Pam discuss how tech CEOs, whether bootstrapped or funded, can refine their financial storytelling and address challenges that arise from overlooked financials. Pam shares practical advice on establishing reliable bookkeeping practices, balancing growth with profitability, developing effective pricing models, and determining the right time to bring in a CFO or restructure the team.For those experiencing uncertainty in their business finances or seeking to implement processes that support sustainable growth, this conversation offers valuable insights and actionable strategies. Learn how to achieve financial clarity and make informed decisions that drive your business forward.Pam Prior is the owner of a bookkeeping and fractional CFO company, a two-time bestselling author, and the host of the Cash Flow and She Said, She Said podcasts. Known as the "Finance Friend in a Foxhole," she is dedicated to supporting 21st-century entrepreneurs.Chapters:00:00 – Introduction01:03 – "Numbers Reveal Business Story"05:26 – Financial Literacy: Key to Business Success09:15 – Early Stage Business Strategy10:55 – Diversify Investments, Understand Cash Flow16:11 – Pricing Strategy for Niche Coaching18:58 – Value over Price20:02 – "Charging Difficult Clients More"26:23 – Scaling Beyond Founder Limits28:29 – Scaling Challenges and Leadership Transition33:15 – "Importance of Client Contracts"34:12 – Founder to CEO: Prioritize Roles38:27 – Family Dynamics in Business Hierarchies43:04 – Evolving Documentation Practices45:35 – "When to Hire a CFO"49:04 – CFO Role in Business Strategy51:01 – Embracing Entrepreneurial Agility54:34 – Interview with Pam on YouTube54:55 – OutroQuotes:"Seeing your numbers as your business story clears the fog of uncertainty. That clarity brings true freedom."- Pam Prior"When uncertainty lifts, clarity and perspective bring confidence and limitless growth."- Scott ShagoryKey Takeaways:Financials Are Your Business Story, Not Just NumbersClean Books Are Cheaper (and Less Stressful) than CleanupsLift the Fog: Clarity Equals ConfidenceFor Bootstrappers: Profit, Scale, and Personal Goals Must Be BalancedScaling from $1M to $5M Means Reinventing Processes—and YourselfProcess = Freedom, Not HandcuffsA CFO Is Your Foxhole Ally, Not Just a Number CruncherConnect with Pam PriorLinkedIn: https://www.linkedin.com/in/pamspriorWebsite: https://pamprior.com/Connect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: [email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by: http://heartcastmedia.com/

Welcome back to the Disciplined Troublemakers podcast. In today’s episode, host Scott Shagory engages with Desh Urs, founder and CEO of iBridge —a global leader in digital transformation within healthcare, legal services, utilities, and defense sectors. With over four decades of industry expertise, Desh offers valuable insights into scaling infrastructure and software-as-a-service businesses, reflecting on iBridge 's evolution since its inception in 2004.The conversation explores the pressing challenges tech companies face in a swiftly evolving environment, focusing on effective data management, the accelerating advancements in AI, and maintaining security in critical industries. Desh discusses strategies for navigating uncertainty, the importance of enduring customer relationships, and the significance of adhering to core company values amidst growth.Listeners will hear detailed accounts of iBridge 's expansion into international markets like Saudi Arabia, the transition from service-oriented to product-driven models, and how prioritizing both employees and clients has been pivotal to the company's sustained success. This episode provides actionable insights and practical wisdom for CEOs, entrepreneurs, and anyone interested in the transformative role of technology in various industries.Desh Urs brings a wealth of experience from leading roles at TransUnion, Silicon Graphics, and Acxiom Corp., positioning him as a knowledgeable voice in digital transformation and business scaling.Chapters:00:00 - Introduction01:06 - Understanding and Organizing Data Value03:22 - Prioritizing Foundational Questions in AI06:58 - Data Expertise and Security Challenges12:53 - Saudi Arabia's Social Transformation14:32 - Rapid Economic Transformation Ahead17:23 - Customer-Centric Partnership Success Model22:10 - Customer Trust Ensures Mutual Success24:21 - Terminating Contract with CEO28:44 - Conversation Encouragement for Team Awareness31:04 - Navigating Information Overload Challenges36:11 - Transitioning from Services to Product38:13 - Leadership and Transition in Challenges43:03 - Decision-Making in a Flat Organization45:08 - Transformative Social Impact of Connectivity48:12 - Recruitment and Communication Strategy50:11 - OutroQuotes:"Prioritize your customers, understand your true purpose, and embrace vulnerability. That's how we grow together."- Desh Urs"Ask who you are and who you serve. In a fast-paced world, wisdom comes from reflection and staying true to your mission."- Scott ShagoryKey Takeaways:Transformation Starts with Understanding Your DataAdaptability is Essential in an Era of Rapid ChangeSecurity & Trust are Non-NegotiableScaling Means Embracing Uncertainty—But Moving Forward AnywayPartnerships Over TransactionsTrue Value Lies in Relationships and IntegrityEvolving from Services to ProductsPurpose Beyond ProfitLeadership is About Vulnerability and OpennessConnect with Desh Urs:LinkedIn: https://www.linkedin.com/in/deshurs/Website:Home - iBridge LLCConnect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: mailto:[email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by:http://heartcastmedia.com/

Welcome back to the Disciplined Troublemakers podcast, a space dedicated to navigating the complexities of scaling technology companies with increased efficiency and reduced strain. In this episode, host Scott Shagory engages with Tom Blair, cofounder and CEO of http://iCLERK.AI . Tom brings decades of expertise in AI, data, and enterprise technology, highlighted by successful ventures with Performance Livestock Analytics and ClearAg.Scott and Tom examine the impact of applied AI on enterprise operations, focusing on how iCLERK optimizes intricate, repetitive workflows in the financial sector through role-aware autonomous agents. Drawing from his extensive experience, Tom discusses the convergence of AI with long-held ideas and how the swift advancements in technology are opening doors for businesses willing to adapt.Join the conversation as they address the practical challenges and milestones of AI integration, the significance of operational collaborations, and the implications of AI's rapid growth on organizational efficiency, workforce structure, and leadership strategies. For an insightful look into the progression of AI-driven business solutions, this episode provides valuable perspectives.Chapters:00:00 - Introduction00:09 - Automating Financial Reporting with AI06:04 - Streamlining Workflows in IT Industry08:17 - "Traceable AI for Reliable Reporting"10:13 - Career Highlights in AI and Analytics15:00 - "Tech's Emotional Relief Paradox"18:48 - Deep Institutional Knowledge in Finance20:13 - Misconceptions in AI Implementation24:37 - Leveraging AI for Efficient Learning27:14 - Joyful Life and Intellectual Fulfillment32:31 - Early Vision: Semantic Image Recognition33:43 - Bridging Tech Evolution & Human Static37:58 - "Startups, Technology, and Happiness Curve"40:06 - "Quick Results Through Clear Purpose"42:36 - OutroQuotes:"Curiosity drives innovation. Solving real problems brings value and joy."- Tom Blair"Enhancing a single workflow transforms everything. Technology is about progress and simplicity."- Scott ShagoryKey Takeaways:Reinventing Professional Workflows, One Agent at a TimeFrom Fear to Opportunity: AI Adoption Is AcceleratingScaling Smarter, Not HarderDepth Matters: Institutional Knowledge as Secret SauceAI Implementation Without DisruptionThe Joy of Building—and Continuous LearningThe Exponential Future Is NowStart With Small Steps—And Unlock Big ChangeConnect with Tom BlairLinkedIn: linkedin.com/in/tom-blairWebsite: http://www.iclerk.aiConnect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: [email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by: http://heartcastmedia.com/

Igor is the co-founder and CEO of Uploadcare. Founded in 2012, Uploadcare is a file loader, data handler, and Content Delivery Network (CDN) – which ensures data is uploaded w/security, compliance, reliable storage, and a friendly UI. The company’s platform saves internal dev teams months of implementation effort. The platform handles 25 billion + requests per week.The company was acquired by Tiugo Technologies in 2024. Tiugo is a development platform focused on PLG as a GTM and is an affiliate of PSG Equity, a PE buyout firm specializing in mid-market SW companies.Earlier in his career, Igor founded Riders - an app that helped a million users improve 15 action sports disciplines – such as skateboarding and skiing.In this episode of The Disciplined Troublemakers podcast, host Scott Shagory engages with Igor to explore the journey of building Uploadcare. They discuss the challenges of the “build vs. buy” decision that CTOs often face, the complexities of managing large-scale file operations for diverse clients, and the strategies for handling unexpected data surges and expanding into international markets. Igor also shares his experience of selling Uploadcare to a private equity firm while preserving the company's mission and maintaining his role as CEO.This conversation offers valuable insights for founders, technical leaders, and anyone interested in the inner workings of successful SaaS businesses. Discover practical lessons on scaling, leadership, and navigating the evolving tech landscape on The Disciplined Troublemakers.Chapters:00:00 - Introduction01:23 - Tech Scaling Insights with Igor Debatore05:28 - "Scaling Data Movement Challenges"08:12 - Forecasting Growth Amid Uncertainty10:46 - Cloud Platforms' Global Multi-Tenancy Operations15:41 - Challenges Selling Solutions to Engineers17:53 - Scaling Challenges in Networking22:21 - "Founder Experience: Selling a Startup"26:51 - Finding the Right Financial Partner27:50 - Positive Experience & Learning Opportunity31:50 - Reflecting on CEO Journey Transformation34:24 - Human Connection: A Powerful Catalyst37:39 - OutroQuotes:"I thrive on creating for people and witnessing the joy it brings our team and users. This passion fuels me every day."- Igor Debatur"Passion projects, where you dive in and take initiative, often spark the greatest impact and fulfillment."- Scott ShagoryKey Takeaways:Solving Unseen Problems at ScaleFrom Engineer to Global CEOBuild vs. Buy—Lessons Learned the Hard WayAutomatic Scaling, Real-World ResilienceAcquisition as a Strategic Step, not an EndStaying True to the Core MotivationThe Power of Community and LearningAdvice for Founders and CEOsConnect with Igor DebaturLinkedIn: https://linkedin.com/in/debaturWebsite: https://uploadcare.comConnect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: mailto:[email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by: http://heartcastmedia.com/

In this episode of The Disciplined Troublemakers, host Scott Shagory welcomes Jason Vego, who is the co-founder and CEO of Bevz. Founded in 2020, Bevz is a SaaS platform for independent liquor and convenience stores, helping them centralize and streamline delivery via 3rd party services – such as DoorDash, UberEATS, and GrubHub.Prior to Bevz, Jason founded a dog grooming SW platform, which failed, and earlier in his career he worked at Citrix as Head of Global Employee Communications and EngagemenThe conversation highlights Bevz's evolution into a comprehensive inventory management system, enabling stores to efficiently track and sell products both in-store and online. Jason discusses the unique challenges of catering to independently operated stores and outlines the company's ambitious growth plans to expand across thousands of U.S. locations. This episode provides actionable insights for technology leaders and retail enthusiasts aiming to scale their businesses and navigate the complexities of the modern marketplace.Chapters:00:00 - Introduction00:09 - Convenience Store Digital Transformation Platform03:22 - Independent Rural Store Challenges08:45 - Protein Bar Market Challenges11:39 - Holistic Approach to Business Growth15:54 - Snack Food Trends and Market Insights19:32 - "Building Trust Through Data Insights"22:54 - "Emphasizing the Human Element in AI"27:01 - Convenience Retail's E-Commerce Potential28:14 - Mobile Device Impact on Ordering32:12 - Scaling Solutions for Tech CEOs34:09 - Balancing Excel and People Dynamics40:10 - Leadership Growth and Challenges41:54 - Value of Fundraising Experience45:27 - Managing Trade-offs in Business Growth47:45 - OutroQuotes:"Scaling means building trust and empowering overlooked sectors to thrive."- Scott Shagory"We're transforming independent stores into digital powerhouses, revolutionizing convenience retail."- Jason VegoKey Takeaways:Unlocking Potential in the OverlookedBuilding Trust and Empowering GrowthNavigating Complexity with SimplicityScaling with Product and People in MindThe Human Touch in a Digital WorldVisionary Yet PragmaticConnect with Jason Vego:LinkedIn: https://www.linkedin.com/in/jvego/Website: https://www.bevz.com/Connect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: mailto:[email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by: http://heartcastmedia.com/

Welcome to the Disciplined Troublemakers podcast. In today’s episode, we speak with Jason Young, founder and CEO of Pylon Cybersecurity. Jason Young is the founder and CEO of Pylon Cybersecurity, a firm he started in 2011. Pylon helps security managers automate network compliance through real-time services which ensures data accuracy and a definitive chain of custody.In 2024 Jason and the team saved the Defense Health Agency, a Combat Support Agency w/in the U.S. DoD that supports medical services readiness for the Army, Navy, and Air Force, $25 million dollars by optimizing their cyber compliance workflows.Chapters:00:00 - Introduction00:09 - Scaling Cybersecurity with Jason Young03:48 - "From Systems Admin to Auditor"08:01 - Cybersecurity: Cost Center or Strategic Asset?12:35 - Transforming Conversations for Meaningful Outcomes15:48 - Understanding Team-Specific Problems19:37 - User-Centric Strategy for Agility20:45 - Listening to Junior Insights26:42 - Exploring Orchestration Layers in DOD29:50 - Accidental CEO Journey31:25 - Effective Leadership and Team Retention34:16 - Rigid Systems vs. Creative Context38:11 - Breaking Creative Blocks43:45 - "Evolving Perceptions and Reality"45:25 - "Meeting People Where They Are"47:26 - OutroKey Takeaways:Championing Cybersecurity ComplianceEmpowering IT OperationsCreating Value with TechnologyCulture and Innovation Go Hand in HandThe Power of ListeningQuotes:"Turning compliance into a value driver can revolutionize organizations and the entire industry."- Scott Shagory"Solving the real problem unlocks true innovation and value."- Jason YoungConnect with Jason Young:LinkedIn: https://www.linkedin.com/in/jason-paul-young/Website: https://pylonsecure.comConnect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: mailto:[email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by: http://heartcastmedia.com/

Welcome to another episode of Disciplined Troublemakers, where we explore the landscape of tech companies and the art of scaling businesses effectively. Today, we are joined by Lucas Wilson, CEO of Signpost, who has been steering the company since February 2024 and has achieved remarkable progress.Signpost supports small and medium-sized businesses in the home service industry by streamlining day-to-day communications with prospects and customers through a unified platform. Lucas offers his perspective on the challenges and opportunities inherent in scaling a SaaS company within the home services sector, as well as the vital role of online reputation management.Our discussion highlights the importance of quality service as a distinguishing factor and traces Signpost's path toward mastering customer communication. Lucas shares his experiences as a turnaround specialist, emphasizing the need to define a company's core identity and the impact of actively listening to customers.Join us as we uncover the strategies and insights Lucas contributes, demonstrating why maintaining focus is crucial for growth in today’s rapidly evolving tech landscape. Whether you're a CEO, an entrepreneur, or interested in the mechanics of scaling tech companies, this episode offers valuable takeaways on pursuing progress and excellence.Chapters:00:00 - Introduction01:09 - "Ensuring Quality Customer Communication"05:53 - "AI and Live Receptionist Integration"08:05 - Exploring AI Communication Platforms12:18 - "Uncovering Decision-Making Insights"15:24 - Improving Customer Service Efficiency19:16 - Urgent Tornado Warning Tech Support20:40 - Storytelling and Misunderstandings in Communication26:07 - Core Values Drive Market Strategy27:08 - Internal Reflection Drives CEO Success31:38 - "Empowered Workforce, Secure Future"35:34 - Enhancing Service Through Technology36:57 - Franchise Tech Integration Challenges40:21 - Leadership Roles: Different Mindsets43:03 - OutroQuotes:"Staying focused, listening to our customers, and delivering quality service is what sets us apart."- Lucas Wilson"Begin with the end in mind, eliminate obstacles, and build trust through seamless communication."- Scott ShagoryKey Takeaways:Staying True to Core ValuesLearning from ExperienceTeam EmpowermentThe Journey of TransformationBalancing AI and Human TouchEmbracing Challenges as OpportunitiesConnect with Lucas Wilson:LinkedIn: https://www.linkedin.com/in/lukewilsonsignpostceo/Website: https://bias2action.co/Connect with the Host Scott Shagory:http://purplefinchgroup.comhttp://linkedin.com/in/scottshagoryEmail: mailto:[email protected]: Purple Flinch Grouphttps://www.purplefinchgroup.com/Powered by: http://heartcastmedia.com/

Melissa Kwan, cofounder and CEO of eWebinar , is transforming webinar automation by eliminating the repetitive strain of live sessions she describes as "soul crushing." In this episode of the Disciplined Troublemakers podcast, Scott Shagory explores how Melissa's innovative solutions enable technology leaders to scale their companies and boost profitability. Beyond eWebinar, Melissa cohosts the Profit-Led podcast, sharing growth strategies for bootstrap founders, and offers valuable insights on startup life and founder well-being on LinkedIn. The conversation delves into scaling product-led growth tech companies, Melissa’s journey toward building a lifestyle business, and her unique approach to redefining success on her own terms.Chapters:00:00 - Introduction01:22 - Scaling Insights with Melissa Kwan04:59 - "Scaling Tech Companies: Growth Path"07:32 - Uncertain Investment in SEO12:02 - "LinkedIn Strategy Amid Algorithm Shifts"14:17 - Navigating Relationships in a PLG World19:08 - Customer Churn Feedback Request21:03 - Clear Prioritization and Trade-Offs24:07 - Market Misunderstanding Inquiry26:52 - Live Content: What Truly Needs It?31:40 - "Persistence in Sales and Marketing"34:31 - Lifestyle Business Decision: Moment or Gradual?36:26 - Customers Over Investors41:04 - Finding Freedom Through Self-Understanding43:43 - The Mental Struggles of Founders47:27 - Breaking Free from Traditional Expectations50:03 - Defining Personal Meaning and Connection52:40 - OutroKey Takeawys:eWebinar Platform OverviewIdeal Customer Profile for eWebinarChallenges and Opportunities in ScalingLinkedIn and SEO StrategiesBalancing PLG and Customer RelationshipsMisunderstandings in the MarketPersonal and Professional Growth as a CEOTransformation and Happiness in BusinessQuotes:"Don't leave a thriving community to chase someone who doesn't value you. Focus on those who appreciate your presence."- Melissa Kwan"Know your goals and choose your path wisely. Embrace the freedom to create the life you desire."- Scott ShagoryConnect with Melissa Kwan:LinkedInWebsiteConnect with the Host Scott Shagory:WebsiteLinkedInEmail: [email protected]: Purple Finch GroupCall to Action: Visit eWebinarPowered by: Heartcast Media

In this episode of the Disciplined Troublemakers podcast, host Scott Shagory speaks with Roberto Penacastro Ortega, founder and CEO of LeadSales. Since its inception in 2020, LeadSales has provided a CRM and conversational commerce platform that assists small and medium-sized businesses in Latin America with lead management and generation through social media. Roberto discusses the challenges and opportunities of scaling SaaS companies in the region, the role of conversational commerce, and his vision to position LeadSales as one of Mexico's leading tech firms. Explore the future of lead generation and the impact of conversational commerce on business growth.Quotes:"Transitioning to exponential growth is achievable with less effort and stress."- Scott Shagory"With millions of daily messages, we have the data to harness AI effectively."- Roberto Penacastro OrtegaChapters:00:00 - Introduction01:30 - Future of Conversational Commerce03:40 - Mobile-Only Challenges in CRM Markets07:55 - Asynchronous vs. Real-Time Communication12:19 - From Family Business to Tech Startup16:53 - Rapid Startup Growth Strategy20:35 - "Keys to Successful Team Dynamics"21:52 - "Scaling Tech CEOs with Strategy"25:59 - Unlocking Global Potential for SMBs27:54 - Unlocking Implicit Genius31:26 - Leadership Handoff Challenges and Opportunities35:15 - Navigating Challenges and Transformative Moments39:23 - Startup Challenges Outside the US42:41 - LinkedIn's Global Connectivity Benefits44:39 - OutroFeatured in this Episode:Roberto (Roby) Penacastro Ortega is the founder and CEO of LeadSales. Founded in 2020, LeadSales is a CRM platform that helps businesses generate and manage leads. Their focus is helping small and medium businesses in LATAM manage all their potential sales via social media channels by centralizing leads into column chats.Connect with Roby:LinkedInWebsiteConnect with the Host: Scott ShagoryWebsiteLinkedInEmail: [email protected]: Purple Finch GroupCall to Action: Visithttps://leadsales.io/en/Powered by: Heartcast Media

Ganesh Padmanabhan is the founder and CEO of Autonomize AI, which utilizes AI Agents and Copilots in healthcare workflows by summarizing unstructured healthcare data for data-driven decision making and improved patient outcomes. Autonomize AI is backed by healthcare VC firm AMV and tech VC firm ATX Venture Partners.Prior to Autonomize AI, Ganesh helped scale AI companies such as Molecula and CognitiveScale and before that time spent at Dell and Intel.Quotes"Choose a meaningful problem, ensure people are willing to pay for the solution, and build a sustainable business." — Ganesh Padmahaban"At the core of everything is the patient. By organizing their data and understanding their journey, we can revolutionize healthcare and create meaningful efficiencies." — Ganesh PadmahabanFeatured in this Episode:Ganesh PadmahabanLinkedIn: https://www.linkedin.com/in/padmanabhanWebsite:https://autonomize.ai/Sponsor:Purple Finch GroupHost:Scott ShagoryEmail: [email protected]: http://purplefinchgroup.comChapters:00:00 - Introduction03:36 - Healthcare's Unstructured Data Challenge08:27 - Patient-Centric Health Data Platform11:56 - AI's Role in Healthcare Relief14:10 - "Conviction in Meaningful Problem Solving"17:24 - Recruiting and Building Company Culture22:38 - AI Impact and Misunderstandings24:27 - "Delivering Clear, Real-World Value"28:56 - Learning Through Customer Interaction31:34 - Service for Others' Aspirations34:59 - Balancing Tech and Sales Enablement37:58 - CEO Evolution and Team Dynamics42:27 - Resilience in Leadership Challenges45:11 - Seeking Support for Aggressive Growth46:32 - Hiring & Strategic Partnerships Focus50:27 - OutroCall to Action Links:Visit http://Autonomize.aiPowered by:http://heartcastmedia.com/

Ketan Nilangekar is the founder and CEO of ThreatWorx, which delivers a unified solution for proactive cybersecurity, combining application and container security, vulnerability and third-party risk management, and threat intelligence into one seamless platform – called ThreatWatch.  Prior to founding ThreatWorx in 2018, Ketan was a technical director at Veritas and prior to this worked for Symantec, Juniper Networks and Cisco.  Ketan has a BS and MCS in computer science and patents focused on vulnerability detection and creating snapshots and backupsQuotes"Think of proactive cybersecurity measures as vaccines, inoculating your enterprise against digital threats." - Ketan Nilangekar"Seamlessly adapting to new threats, our platform is designed to effortlessly accommodate emerging challenges in cybersecurity."- Ketan NilangekarFeatured in this EpisodeKetan NilangekarCEO of ThreatWorxLinkedIn: https://www.linkedin.com/in/ketan-nilangekarWebsite:https://threatworx.io/Chapters00:00 - Introduction01:08 - ThreatWorks: A Comprehensive Cybersecurity Solution06:21 - Proactively Redesigning Threat Detection for Tax Offices10:14 - Enterprises Must Combat Emerging Malware from GitHub13:39 - AI is Essential for Managing Data Vulnerabilities17:02 - Minimizing Noise to Effectively Protect Against Vulnerabilities19:07 - CISOs Encounter Critical Security Challenges Daily22:06 - Simplifying Threat Intelligence for Customer Clarity28:04 - The Excitement of Building Tools and Overcoming Challenges29:00 - Sharing Knowledge and Serving the Community33:08 - The Innovative Journey Requires Confidence and Conviction35:12 - Bootstrap Advantages: Time for Self-Discovery and Less Pressure40:59 - Seeking Partnerships and Ideas for Consolidation41:56 - Collaboration in Cybersecurity is Key to Success43:32 - OutroPowered by http://heartcastmedia.com/

Welcome back to The Disciplined Troublemakers. In this episode, we discuss successful tech company strategies with Chris Kirsch, Founder and CEO of the Cyber Marketing Clinic and former CEO of RunZero. Chris brings extensive expertise in product marketing and growth from startups to Series A companies. We'll explore establishing a clear Ideal Customer Profile (ICP), the importance of adaptable messaging, transitioning from founder-led sales to scalable models, and developing effective sales strategies. We'll also touch on pricing, product-led growth (PLG), and achieving product-market fit. Chris will share tips on distinguishing between users and economic buyers, building business cases for new products, and using data for lead generation.Join us for valuable insights on scaling tech businesses. Let's dive in!Quotes"The journey of entrepreneurship can begin with a single part-time effort fueled by passion." - Chris Kirsch"Building processes and systems from the start is key to sustainable growth." - Chris KirschFeatured in this EpisodeChris KirschLinkedin: https://www.linkedin.com/in/ckirschWebsite: Cyber Marketing ClinicChapters00:00 - Introduction01:00 - Managing Complex Network Connections07:00 - HD Moore on Metasploit and Cybersecurity15:03 - Quick Product Demos Via Social Media20:11 - Enhancing Retention Through Streamlined Research23:51 - Importance of Experienced Directors for Growth28:24 - Founders’ and VCs’ Incentive Alignment36:17 - Defining Ideal Customer Profile (ICP)41:54 - Emphasizing Low Pricing and User Experience46:22 - Evaluating Customer Value Through Interviews50:04 - Refining ICP and Market Strategy57:58 - Challenges in Finding The Right Sales Leader59:57 - Revenue from Series A CompaniesPowered by http://heartcastmedia.com

Welcome back to The Disciplined Troublemakers. In this episode, we explore IT services and cybersecurity with Earl Foote, the founder and CEO of Nexus IT Consultants, a MSSP based in Utah and a 3x founder on the INC 5000 list.  Nexus IT Consultants provides white-glove IT support and services specializing in outsourced IT support, cybersecurity, compliance, and cloud solutions. Nexus offers managed services to organizations of all sizes and sectors.  The company was recently ranked #41 out of 154 Utah businesses as a top place to work in 2024 by the Salt Lake Tribune.  In his personal time, Earl is a huge music enthusiast with his own band focused on rock and roll.  He also loves shushing down the slopes and in Utah during the winter months.Join us to gain insights into shaping the IT landscape and improving business operations. Let's dive in!Quotes"Regulated firms need strong cyber and compliance practices for annual audits." - Earl Foote"Concentrate on your core competencies, and partner with experts for everything else." - Earl FooteFeatured in this EpisodeEarl FooteLinkedin: https://www.linkedin.com/in/earlfooteWebsite: https://www.nexusitc.net/Chapters00:00 - Introduction01:26 - Owning 20-25 Guitars Across Locations04:57 - Tech Partnerships and Innovations08:06 - Impact of Cybersecurity Compliance on Industries10:05 - Innovative Solutions for Enhanced Cyber Compliance15:52 - Cyber Practices: Essential for Compliance19:34 - High-Growth Security Provider: 93% CAGR, Employee Praise20:59 - Utah's Top MSP Expands Responsibly Nationwide24:43 - Strategic Growth and Talent Search29:34 - MSPs Explained: More Than Basic IT Support32:30 - Collaborative Tech and Security Enhancements for Large Orgs35:01 - Improving Tech Compliance for Clients38:10 - Sales Empowerment, Not Fear-Based41:35 - Visionary, Growth-Minded Leadership47:42 - Meditation for Grounding Amid Challenges49:39 - Growth Mindset and Humility Drive Success51:57 - Leadership Growth Through Empowering Others55:15 - OutroPowered by http://heartcastmedia.com

Welcome back to The Disciplined Troublemakers. In this episode, we explore forecasting and financial systems for risk mitigation and business performance. Daniel shares a story of a startup with cash flow problems despite a successful product, emphasizing the need for financial management. We discuss strategies for tech CEOs to increase company value through profit generation, recurring revenue, and task delegation. We also address the aspects of preparing a business for sale, including planning, externalizing finances, and using technology for growth.Join us to enhance your business skills and position your company for success. Let's dive in!Quotes"In our ideal world, sales keep the operator constantly scrambling. That's the right level of growth." - Daniel Sweet"If your profit is fine-tuned to break even and avoid taxes, that's great until you sell, because a multiple of zero is zero."  - Daniel SweetFeatured in this EpisodeDaniel SweetLinkedin:  https://www.linkedin.com/in/danielrsweetWebsite:https://www.sweetviewpartners.com/https://thekeyssummit.com/Chapters00:00- Introduction07:19- Market Gaps & Bootstrapped Entrepreneurs11:32- Struggles in Small Business Management19:04- System Challenges & Instant Insights22:34- Retaining Ownership: Strategy Discussion24:25- Consequences of Poor Financial Planning29:04- Exponential Growth: Contact Scott at Purple Finch30:53- Leveraging Experience for Growth35:47- Tech for Efficiency, Not Job Cuts38:23- CRM & Staff Training for Success39:37- Practical SaaS and Tech Strategies44:40- Navigating Financial Uncertainties46:27- Financial Focus for Successful Selling50:40- Summit for Freedom & Happiness52:49- Complimentary Speaker Access57:20- Effective Tools for Small Businesses59:24- OutroPowered by http://heartcastmedia.com

In Episode 4 of The Disciplined Troublemakers, our exceptional guest Anthony Nitsos delves into the SaaS industry's evolution towards a targeted go-to-market approach. Explore product pricing strategies and negotiation dynamics, influenced by business expert Frederick Pohl. Uncover Anthony's expert guidance on navigating SaaS finance and overcoming market disruptions. Gain valuable insights into the CFO's pivotal role in managing cash flow and key metrics like ARR and NRR. Join us for an in-depth exploration of the SaaS landscape, filled with practical advice for CEOs and founders tackling today's obstacles.Quotes"Businesses empower individuals to fulfill responsibilities and care for loved ones effectively." - Anthony Nitsos"Every decision impacts profit and cash flow. Understanding their origins improves effectiveness, especially for C-suite executives."- Anthony NitsosFeatured in this EpisodeAnthony NitsosLinkedIn: ​​ https://www.linkedin.com/in/anthonynitsosWebsite: http://www.saasgurus.io/Chapters00:00 - Introduction03:51 - Operations: Cash runway and sales growth vital08:01 - Shorter CEO terms allow more focus12:11 - Consistency in strategy and vision is crucial14:42 - Understanding value of recurring revenue and evaluation18:05 - Problem? Bring a solution, valuable for clients23:03 - SaaS Gurus help CEOs price contracts strategically24:28 - Negotiation involves determining what market will bear27:32 - $500,000 ACV, $50,000 Contract: CFO's Focus32:56 - Shifting to exponential growth, struggling VC-backed SaaS companies36:10 - Valid product, strong market strategy crucial. Executing both37:55 - CFO role extends beyond finance, sales, marketing41:05 - Overcoming technical details to move forward successfully44:35 - Exciting and dynamic place for teams and technology54:44 - OutroPowered byhttp://heartcastmedia.com

Welcome back to Disciplined Trouble Makers! In this episode, we'll dive into the AI world with Scott Cohen from Jackson AI, known for groundbreaking work with the Department of Defense. Scott explores AI's ROI, scalability, and the buzz around AI hallucination. Uncover Jackson AI's unique strategies and the importance of human creativity in the age of advanced AI. Discover their commercial shift and funding goals, bringing AI capabilities to the forefront. Tune in to learn how Jackson AI combines innovation with confidence for the future of AI.Quotes"If we solely relied on AI, the spark of creativity would be lost. Instead, AI's true power lies in empowering us to reach new heights." - Scott Cohen"Maintaining a human element in AI operations ensures guidance towards tasks and broader objectives." - Scott CohenFeatured in this EpisodeScott CohenLinkedIn: ​​https://www.linkedin.com/in/scottncohenWebsite: http://jaxon.ai/Chapters00:00 - Introduction04:04 - Focus on Specific Industries for AI09:46 - Verification for Token Prediction Models11:35 - Hallucinations vs Inaccuracies in Transformer Models15:39 - Efficient AI Building with DETAIL Tool Chain19:39 - Cooking Skills: Learning and Adapting20:19 - Enterprise Costs and Impact Inquiry24:27 - Human-Driven Decision-Making28:12 - Scott Shagory Interviews Scott Cohen on Fundraising32:04 - Commercial vs. Government: Value Propositions34:46 - Balancing Human Uniqueness with AI in Business37:03 - Human-AI Communication in the Workplace41:53 - Collaboration Issues in AI Project Failures45:10 - Navigating Organizational Hierarchy Challenges47:07 - Importance of Educational Outreach in Data Science Teams52:50 - Conclusion

In this episode of "Disciplined Trouble Makers," negotiation and communication coach Al Mcbride shares valuable insights on the complexities of negotiation. Discover the impact of emotions and mindset, the value of trust and rapport, and effective strategies for creating deals. Join host Scott Shagory and Al Mcbride to gain a fresh perspective and practical advice for navigating negotiation in today's business environment.Quotes"Exercising bravery involves taking a step outside the familiar confines and expressing your needs with assertiveness."–Al Mcbride"Negotiation is all about adopting better rituals, letting go of what doesn't serve you, and being mindfully aware." - Al McbrideFeatured in this EpisodeAl McbrideLinkedIn: https://www.linkedin.com/in/aliste/Website: www.almcbride.comUpcoming Book: https://almcbride.com/book/Chapters00:00 - Introduction00:15 - The Pressure on Business Leaders: Balancing Emotions in Negotiation10:06 - Mutual Benefit in Negotiation: Going Beyond Self-Interest11:52 - Embracing Vulnerability: Clear Goals and Authentic Negotiation20:48 - The Significance of Strategy: Navigating Negotiation with Clarity26:12 - Role and Identity in Negotiation: Taking Ownership of Emotional State29:34 - Operational Fitness with Purple Finch Group: Assisting CEOs38:16 - The Cost Breakdown Gap: Crucial Knowledge for Salespeople44:06 - Enlightenment Through Philosophy: Personal Growth and Methods45:30 - Gender Differences in Negotiation: Personal vs. Cause-driven51:51 - Condensed Wisdom: Books as Vessels of Knowledge56:17 - Honesty and Caution: Building Strong Interpersonal Relations01:00:35 - ConclusionProduced by heartcastmedia.com

In this episode of "Disciplined Trouble Makers," host Scott Shagory engages in a captivating conversation with Joe Saunders, the CEO and founder of RunSafe Security. Together, they delve into the dynamic world of cybersecurity and tech entrepreneurship. From addressing the pressing need for memory safety in the government sector to navigating the intricacies of building a resilient tech company, Scott and Joe share insights and valuable lessons learned from their experiences in the industry. Join them as they explore the significance of memory safety, discuss the nuances of tech company growth, and highlight the power of improv in fostering effective communication and teamwork. This thought-provoking episode provides a unique perspective for tech leaders and entrepreneurs, offering a deep dive into the ever-evolving landscape of technology and innovation.Quotes"You want to make other people look good. Whether it's your customer, a colleague in a meeting, or anyone else, the goal is to be selfless and create opportunities for others to shine." -Joe Saunders"One of the most important things that I've learned is having a really good framework about who you are and who your company is." -Joe SaundersFeatured in this EpisodeJoe SaundersCEO, RunSafe SecurityLinkedIn: https://www.linkedin.com/in/joesaunders/Website: www.runsafesecurity.comPodcast: https://pod.co/lessons-from-the-school-of-cyber-hard-knocksChapters00:00 - Introduction00:15 - Building Resilient Software: RunSafe's Mission to Eliminate Vulnerabilities05:27 - Adapting Economically in an Uncertain Landscape09:35 - Shaping Intent and Navigating Economic Perspectives14:12 - Aligning Efforts and Educating on Vulnerabilities15:05 - Selling the Future: The Complex Process and Buyer Education18:41 - Discussing Gremlin's Solutions for Tech Companies24:32 - Cash Flow Positive and Yearning for Growth Opportunities27:08 - The Importance of Effort: Going Above or Below the Line31:27 - Shifting Towards Open Source: Software Trends in Embedded Devices34:13 - The Open versus Closed Source Debate: Perspectives and Insights37:50 - The Art of Improv: Making Others Shine in Collaboration41:09 - Embracing Mistakes and Fostering Resilience in a Learning Culture47:14 - Learning through Experience: Structure and Risk-taking in53:01 - ConclusionProduced by Heartcast Mediahttp://www.heartcastmedia.com

Get ready to embark on a journey into the world of tech innovation and entrepreneurship with the debut episode of the Disciplined Troublemakers Podcast!Join me, your host, Scott Shagory, as we dive headfirst into the dynamic universe of technology CEOs and their incredible stories of scaling, profitability, and successful exits.In this weekly show, we'll unravel the secrets of visionary leaders who dared to challenge the status quo, disrupt industries, and build extraordinary companies – all on their own terms.Tune in to gain exclusive insights that will empower tech CEOs and leaders to elevate their game and drive real impact in their organizations.Are you ready to become a disciplined troublemaker and make waves in the tech world? Then don't miss a single episode of this podcast!