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Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI
Susan Boles
128 episodes
1 day ago
Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.
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Entrepreneurship
Business,
Management
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All content for Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI is the property of Susan Boles and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.
Show more...
Entrepreneurship
Business,
Management
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The Anti-Call Sales Process: Build Trust, Close Deals, Keep Your Calendar Clear
Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI
38 minutes
7 months ago
The Anti-Call Sales Process: Build Trust, Close Deals, Keep Your Calendar Clear

Eliminate Sales Calls? Yes, Really.

What if your entire sales process could feel human, high-touch, and not require a single call?

This week on Calm is the New KPI, I’m joined by Becky Pierson Davidson, founder of Affinity Collective, a product strategy agency for community-driven businesses. Becky shares how she’s turned the traditional, time-consuming sales process on its head—closing $15K+ client engagements with zero sales calls.

Instead of long proposal timelines, back-to-back Zooms, and ghosted bookings, Becky uses a thoughtful, asynchronous process: pitch decks, Loom videos, and warm DMs. The result? A system that respects her time, delights clients, and converts beautifully.

We talk about:

  • Why she ditched the “book a call” CTA after one too many no-shows
  • How to build a sales process that mirrors your service delivery
  • Creating personalized-but-repeatable Loom videos that sell for you
  • Building referral relationships that actually work
  • The key role productized services play in making async sales possible

Whether you're an introvert, hitting a capacity ceiling, or just curious about doing sales differently, this episode is a must-listen.


Learn More about Becky Pierson Davidson

  • Affinity Collective Website
  • Connect on Instagram or LinkedIn
  • Subscribe to her newsletter for community-driven strategy insights

Learn More about Susan Boles

  • BeyondMargins.com
  • Check out the Services Guide
  • Follow Susan on LinkedIn

✨ Want a sales process that works while you sleep?
We can design and implement your asynchronous sales system in a single-day intensive. Learn more at beyondmargins.com/services.

  • (00:00) - Introduction: The Sales Call Dilemma
  • (01:39) - Scaling a Client-Based Business
  • (02:04) - Eliminating Sales Calls: Is It Possible?
  • (03:16) - Guest Introduction: Becky Pearson Davidson
  • (04:26) - Becky's Asynchronous Sales Process
  • (11:11) - Building Trust and Customization
  • (36:57) - Final Thoughts and Takeaways

Grab the Calm Service Design + Delivery Swipe File here

Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI
Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.