E144: Do smaller teams = bigger wins?

17 Dec 2025 · 1 h 4 min

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In short

```markdown OPERATORS Podcast Notes

Episode Title

E144: Do smaller teams = bigger wins? Description In this episode, the Operators dive deep into balancing high-stakes Q4 execution with planning for the upcoming fiscal year. They discuss various planning methodologies, the CEO's role during peak season, and the identification of unique growth opportunities. The conversation also includes insights on internal communication frameworks, contrasting Ridge’s unique daily standups with traditional departmental leadership rhythms.

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Key Concepts & Discussions

  1. Managing Q4 Anxiety
  2. The anxious atmosphere of October as teams prepare for Q4.
  3. Discussion on different personal experiences with public speaking and preparation.
  1. Planning Methodologies
  2. Structured vs. Unstructured:
  3. Sean and Matt advocate for structured planning (quarterly rocks and 18-month outlooks).
  4. Jason supports a more fluid approach, driven by ongoing strategic discussions.
  5. Importance of planning in advance to avoid being caught off guard in Q1.
  1. CEO's Role During Peak Season
  2. Shift from hands-on involvement in execution to strategic planning and oversight.
  3. Focus on leading teams to ensure that the groundwork is laid before the peak season.
  4. Example: CEO should be in the budget office, preparing for future growth rather than managing day-to-day operations.
  1. Identifying Growth Levers
  2. Non-obvious growth opportunities such as sweepstakes and wholesale expansion.
  3. Discussion on how these avenues can diversify revenue and contribute to business stability.
  1. Internal Communication Frameworks
  2. Ridge’s implementation of daily standups to enhance team communication and keep everyone aligned.
  3. Contrast with traditional meetings that might lead to siloed information and lack of cross-departmental synergy.

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Key Takeaways

  • Smaller Teams vs. Larger Teams:
  • The podcast discusses the belief that smaller teams can achieve more significant revenue, promoting efficiency and communication.
  • Planning Processes:
  • There is no one-size-fits-all approach to planning. Companies should adopt methodologies that align with their unique structures and goals, balancing flexibility with necessary strategic oversight.
  • Effective Communication:
  • Daily standups at Ridge promote transparency and rapid information sharing, helping avoid common pitfalls associated with one-on-one meetings and email communications.

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Episode Structure

Chapters

  • 00:00:00: Introduction
  • 00:02:17: Managing Q4 Anxiety
  • 00:16:05: Annual Planning Timelines
  • 00:27:12: Prioritizing Strategic Bets
  • 00:38:09: Choosing Growth Levers
  • 00:52:34: Meeting Rhythms & Standups

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Sponsorship Acknowledgments

  • Fulfil.io
  • Northbeam
  • Richpanel
  • Saras
  • Rivo

For more insights and to subscribe to the podcast, visit [Operators Podcast](https://www.youtube.com/@MarketingOperators).

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Transcript

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0:0020 years doing this stupid e-commerce thing. Every October, I get nervous. It's like the October scaries is a real thing. Everyone's got a plan until they get pumped in the mouth. If I didn't make that list, people wouldn't know what to get done. The most important rhythm in the business is like a two-hour meeting every Tuesday. If you have a strategic vision, it's your guy's company, this is what we're doing. We don't have thousands of people. We've got like a hundred corporate employees and we communicate. Do you think there's any world where we have a thousand employees anymore? The future is smaller teams doing more revenue.

0:26This is democracy, but it's run by a dictator. Welcome to the Operators Podcast. Before we get started with today's episode, I want to thank the six sponsors that make this podcast possible. Fulfill, Northbeam, Sarah's, Postscript, Revo, and Rich Panel. Could not do the show without you. Here we go.

0:54Jones Road Beauty, Cody, this ad read is just for you. I use Fulfill. Grunz use Fulfill. Kats uses Fulfill. HexCloud uses Fulfill. Why did we all choose Fulfill? Fulfill will help you move off in a matter of weeks. There's no expensive middleware. There's no third-party developers. There's no consultants off Upwork you got to hire. Fulfill will do everything. You can be live in a couple of weeks for order management, inventory management, accounting, EDI, purchasing, and manufacturing. All of those, that's the full soup to nuts modules that they offer. Pick one, choose one, do all of them, whatever.

1:28Fulfill is here to make stuff work for you. There's a reason why Cut slept nuts week. There's a reason why Grooms, the greatest e-com brand of the past five years, was looking at all of them and they chose Fulfill. Have you seen my eight sleep scores? I'm getting 80s, 90s every single night and that's because Fulfill. I'm sleeping soundly because I know Fulfill is working seamlessly behind the scenes to deal with all of my order volume. If I do 1 ,000 orders or 10 ,000 orders, Fulfill does not care. It pipes those orders directly to my 3PL and takes care of everybody. They are the number one ERP for this podcast for a reason.

2:01They're our number one sponsor. I use them. Kutz uses them. Hexclad uses them. Groons uses them. Everybody uses them. I mentioned the Operators Podcast and you can use them too. Thank you so much for being the number one sponsor. Thank you, listener, for listening and I'll talk to you later. Goodbye. Welcome to the Operators Podcast, the greatest podcast on earth, the most popular podcast on earth, the only podcast talking about niche, e-com, CEO, perspectives. We have me, Sean, the CEO of Ridge. We have Matt, dual CEO, Lomi, Pila. And we have Jason Panzer, the only guy selling pans at a high level.

2:37How are you boys doing? Yeah. We're missing the governor, Mike Beckham, because I think he's at Oklahoma Thunder training camp coaching right now. Yeah. The team was so good last year. They're like, okay, cool, dude. We'll let you play 15 minutes this year. So just pick a game. He's going to drop in, dude. But seriously, guys, we are on the heels of Peak Holiday. We are in Q4 when we're recording this. How is everyone feeling? Matt, how are you feeling about the world, your life, sales? I like, dude, 20 years doing this stupid e-commerce thing. Every October I get nervous. It's like the October scaries is a real thing.

3:14It never doesn't happen. It doesn't matter how good it is. I just start to get like nervous about November and December. So I'm there right now. Hey, so this is a separate conversation. Do you guys ever get nervous to public speak? Like if you have to go do like a big event, a hundred person crowd, you guys ever get nervous? Not anymore. No, I've screwed that up so much that now I just don't care. Yeah. How are you, Jason? I only get nervous if I like do not prepare at all, which is about half the time. So if I do like a little bit of prep, I'm totally fine. But if I, if I just go totally cold, yeah, just, I'll get a little nervous, like a couple minutes before.

3:53Cause I'll be like, oh damn, I'm not prepared, but I know I'll go wing it and it's fine. But yeah. What about you, Sean? Well, yeah, I like growing up, no public speaking. You know what I mean? I was not, I was not doing anything in front of anybody. So the first time was really weird. And the way I got over all that nervousness is just bombing. If you bomb once, probably like the biggest crowd I had to be in front of, maybe 400 people. And it's like the way conferences are set up, you guys know this, it's hostile to the speaker. It's like you go right before lunch, people are on their phones, their computers, they're talking in the background, nobody can hear you.

4:29And there's 400 people not listening. As soon as you bomb once, you're like, oh, they didn't want to be here. Like, whatever, I could say whatever up here. And then the nerves went away. But Jason, Q4, how are you feeling? Just nerves. What's the vibes? Not a bit nervous. It's under control. Our team is so dialed now. We've spent so many years dialing this team. Our operations side, our demand planning side, our media buying, our growth team. The whole team is coming in next week, which would be the last week of October. And we're going to spend a lot of time. We have pacing documents. We have pacing schedules for all of our spend across all of our channels.

5:26Our FP &A team, our growth team, our demand planning team are all in lockstep. We've ordered, I don't know, We had one month where we ordered 300 containers of Goodware, I think. It was like out of control. But our team, the real question is always the same. It's how much do we spend to stay at the margin that makes us happy? And this is the unknowable, right? It's like at what point does the incremental dollar of spend just really not make a difference and we shouldn't do it? And now remember the old days, like 2020, 2021, my first few BFCMs where everyone's talking about, oh, we scale, scale, scale, scale.

6:14We're able to scale. We're able to scale. And I feel like media buyers, they just want to spend as much as possible. But a lot of times because they get paid based on the spend. But I want to spend the optimal amount. That's what we're working on. How do we spend the optimal amount? Yeah. Look, we'll talk about this in a future episode. But either way you do it, you leave money on the table. Either you overspend and it's inefficient or you underspend and you didn't capture every sale. No one in history has been able to nail the perfect dollar. And even if you do, you don't know you did it, right?

6:43It is seeing the green flash on the horizon. It never happens if somebody will tell you they did it. All right, guys. Today's episode, the title of it is, I got a couple of titles I'm going to hit you guys with, How to Stay Focused, Strategic Planning. Title number two, the do's, the don'ts, and the hows of deciding what a company should focus on. Number three, what does a CEO do all day? The deep dive into exec planning. Number four, what's an idea worth? Planning for the next year. So there's four different titles, but the whole gist of it is we're talking about strategic planning. We're talking about Q4 is happening.

7:21Jason's going to have his entire team out here in LA. They're going to be talking about day by day what the plan is, what creative they're doing, what the promos, what the campaigns are. Are you guys in those conversations? And if you are, if you're not in those conversations, when do you, when do you carve out time to talk about the next year, those priorities and those goals? So that's, that's the topic for today. Before we dive into the questions I have for everybody, any, any feedback or direction you want to take this, any gut reaction, Matt? Well, I guess one thing for both of you, are both of your fiscals on the calendar year?

7:52We're actually in the process of changing that to not be calendar year because it's really a pain for us to be calendar year like we are now moved ours we're on october to september now wow uh so i just and i yeah it was it because it's a pain in the um anyway that's my one question as you as you think about like jason i i think sean it's a great topic because like right now where we got caught every year guys is q4 is so intense right like Jason your whole team's coming in to think about just Q4 we get to the end of you know holiday season and then we just be staring at January like well what do we do now like there's a whole new year around the corner and everybody's off for a week or two so I'm also curious like what Sean's asking Jason like how do you guys decide or when do you decide what the following year is going to look like yeah we so we're currently on a calendar we're going to push it back a month go to end of Jan we're actually doing it this year we're changing everything we're doing our review process comp all that at the end of Jan this year so we because it's just you got to not only plan for next year but you got to like recap this year to comp etc so we start probably in October we're pretty we have a pretty good view into 2020, you know, to the current year in October.

9:25And we start talking about the following year and we work on it for a few months. And we hope that by like before Christmas, we have the plans locked. So we've got a high level plan sort of starting. We're working on it in early Q4. and then like a few weeks before we go to the next year, we'll be there. It's the wrong way to do it because it's just too hard because November and December are too big. So we are changing it. But we haven't been, we're getting much better at it now. But for years, we didn't even, there wasn't a lot of thought into it, right? We were smaller, we didn't have as many people, but now we have to be really diligent about it.

10:10Okay, we're going to dive into all this. I'm going to tee you guys up. But before we dive into that, look, it's Q4. Our teams are working really hard on getting ready to execute, okay? In my opinion, the role of the CEO is actually not to be the coach or the quarterback. We shouldn't be on the field in the locker room with those teams. I think we should be in the budget office on the fourth floor, planning trades for next season. Because your growth leaders, your other executives, should actually be the one driving performance in Q4. you should be coming in, diving in, offering support, doing whatever.

10:44But like that cake should mostly be baked by the time we're in November because someone needs to be looking forward. Like, like, like Jason just said, or maybe it was Matt, these months are really, really big. You don't want to be caught with your pants down when it comes to January. Like, what do we do? So, you know, well, we'll start with Matt, Matt, how in the weeds are you in Q4? And what does your week look like in Q4? No, not at all. Like this, my whole week this week is just looking at 2026 budgets and plans. We're starting, we do our annual planning for the following year now. We do it in September.

11:20So it's quite a ways away, but we're still a little slow on building out proper like forecasts and budgets for each, like for the following year. So I'm kind of knee deep in that right now. I've also got board meetings this week. So like we're recording this October 22nd. I think when it comes to Q4, Part of the reason I get nervous is because it is baked so far in advance. Right. So like the, I get, I come to October and I get the October scariest because now I start questioning, I'm like, we do everything we needed to do to make sure that these next two months were good. Cause all that work happened a long time ago.

11:51And now I look at my teams and like, they're doing what Jason's team is doing. They, they've got a, they've got pacing documents. They're looking at it day by day, email by email, SMS, media spend. They're doing all that work. I'm Sean, I'm nowhere near that work. I just know it's happening. I can see them doing it. I have access to the documents. I can like look at them, but I don't contribute. That's not, I give like guidance. That's about it. And Jason, what about you? So like, let's say, let's say the next two, three, four weeks as sales really start ramping up, how, what does your week look like?

12:27How, how involved are you in that actual production work? Definitely not super in the weeds. You know, we do the planning in advance. You know, we, there's just like, there's check-ins. Back in the day, we would be getting on the phone a lot to talk. I mean, we will still talk during the Cyber 5, but our team, head of growth, VP of finance, ops, head of ops, all the creative is done already, content's done. So this is about execution time. And our team is more than capable of execution. There isn't a time where I'm putting out fires anymore because we've built a team to handle it. Yeah. And for us, I'm doing 2026 planning right now.

13:19And I try to keep the group who does the planning as small as possible. Because I don't want to distract from the prize. Our business is very seasonal. 40 % of revenue happens in two months of the year. So it's like Q4 is nearly 50 % of all of our revenue. That's with a very diversified business with wholesale and everything else going on. Right. So we are very backhand, backhand heavy. So I want to just create as much space for the team to, to do that as possible. And I start thinking about the future. Right. You know, week by week, we have a daily standup where we talk about sales performance.

13:52Right. I'll be checking out on all the teams, making sure that like they have what they need. So I'll be in the creative calls. I'll be in the paid social calls. I'll just be popping my head and making sure what's going on. But our creative team is probably already shooting. I mean, as of now, they're shooting Q1 2026. They're going to start working on Q2 2026. So it's like, this is peak for performance teams. So paid social, retention. They're actually the ones in the weeds right now. And I have a strong CMO in Connor who spends a lot of time there. And inventory planning, we've already placed all the orders months and months and months ago, right?

14:26So it's just managing sellouts then. I'm about to name the greatest Shopify brands of all time. Ridge, Hexclad, True Classic, Dr. Squatch, Fortin' Leather Goods, Princess Polly, Kitsch, Pit Vipers, and hundreds more. What do these brands have in common? They're all using Revo. The number one for tension, accounts, loyalty, memberships, referrals, cashback, everything app on Shopify. What makes Revo so special? It's because they're bootstrapped. It's the next generation of SaaS and Stewart is hands-on. He'll be in Slack with you, helping you achieve all of your goals. They are the number one accounts platform, loyalty platform, membership platform, referral platform, cashback platform, and more.

15:14They're bringing all of those tools to Shopify for one easy low price. I've been using them for over 24 months and there's a bonus free offer for everybody forever. They've just launched Wallet Passes, and it's a brand new product. It's free for everybody forever on Shopify Plus. What is Wallet Passes? You know when you go to a sports game and you can double click and there's tickets, right? They brought that as a feature for everybody. I am a Revo stan. I've been a Revo stan. They helped us run the best sweepstakes ever back in 2023. Revo is modern. They are quick. They are fast. And they're trying to cram value into this Shopify app.

15:53I endorse them. I love them. Check it out. Revo, I love you. You're a great sponsor. You're a great tool. You're my best friend. Talk to you guys later. Goodbye. So Jason, what part of the year are you guys actually planning the following year? Like when do you bring in finance and who's bringing like the strategic vision of the product roadmap? Like when are those teams actually meeting and putting, you know, words on paper? I mean, it's kind of an ongoing, it like never stops. It's not like it stops and starts. We have, the prize is always how do we grow the business? How do we grow it properly, you know, profitably?

16:32And the exec team is thinking short, medium and long term. So I don't think there's like a really good answer to that question other than to say that what are the drivers of our growth? You know, it's new products and it's international. So we're always checking in on that. We're actually doing sort of everything. We're doing everything either quarterly or monthly, weekly. It's a constant thing. It never really starts or stops except that when we're saying, okay, here's the goals for next year. It's just an ever-evolving situation in my book. Do you guys not have like a cornerstone objective? Like 2026, we are going to do X, Y, and Z.

17:20These are the three most important things in the business. Or is it just financial? The North Star is always what kind of top line growth and what kind of profitability are we shooting for? And then the second track is what products are we launching? That's really what it's all about. Those are the two tracks. Yeah. Okay. I was going to say you're the odd man out, Jason. But okay, Matt. So you have the same system. I want to hear about it. Yeah, we're, we have like a, I set like sort of a high level, here's like a top line target. This is what I think we can reasonably do. I typically am a good, better, best kind of thinker when it comes to like budget.

17:58Like here's revenue, this is bottom line. But then what we do is we back it out to products, markets, channels. And then like, do we need to add more products to hit that? Are we good with channel mix? Do we think we need to expand? Are we going deeper? Are we adding markets? Right? So like the inevitable, like the inevitable at some point, you're like, where else are we going to sell our stuff? Question. So it all, but it all starts with like, well, what do we want to accomplish next year? Yeah. Yeah. And that's, that's what I'm asking. Like who, who comes up with the, what do you want to accomplish thing?

18:28I do. Okay. Yeah, I do. And I, like you, Sean, I keep my thinking around longer term planning to basically like myself, my chief of staff, who's kind of my right-hand guy, Jeff, my CMO. and then like my business partner. So it's like a very tight little circle where we're talking about this stuff, long lead time. Everybody else, they get involved in it when it comes to quarterly planning days. So like we have a day or two every single quarter, then everybody else on the exec team can come in, look at what we've been thinking about, beat it up, you know, agree, disagree, but we leave that aligned on whatever we're going to go work on.

19:09So yeah, you never paint a grand vision of the future year? It's always just quarter by quarter. Like they're showing up the end of December and they're like, hey, this is what Q1 looks like. You know what? It's actually like, no, I typically look out. I don't do a 12 month lookout. I do 18 months. It's always like longer than a year because I find the product development cycles never 12 months. Like things just take a long time to make. So I kind of, I start to plan the business like from a vision and where are we going on the longest cycle thing that we're working on in the business, right? So if I know we're going to go work on a new Lomi, that's like a three-year project.

19:48I'll actually think about the company and like from a vision, where are we going over that three-year period? Right now, most of our PD is focused on PILA. So that's a much shorter time. It's like, I'm basically looking 18 months out right now. I'll give you guys some framing how I do it at Rich, right? So I'm setting most of the financial projections. So I'll take a first stab at it. Then I'll share it with my CMO, make sure Connor thinks we can do this. Then I'll share it with my COO and my inventory team, make sure they understand what they have to order because those orders have to be placed very, very soon.

20:26And we do it by product category because we have so many different product categories. So that's like the financial piece. And then like the strategic priorities, you know, you guys have heard some of them, like more products for more people, more places. That was this year's strategic priority. We're going to make a bunch more. We're going to try to sell that stuff to different demographics we never sold before. And we're going to channel expand from that. Right. It's also, they're backed up by what we call the 12 things. So it's like 12 strategic priorities every single year. You know, wholesale has been on that list for three years in a row, right?

20:58Three years ago, wholesale was$2 million in this business. And now it's eight figures in this business. And that's because I tell the entire company, hey, we're going to do our normal jobs. We're going to make emails. We're going to make ads. We're going to make products. But there's 12 unique things that we're going to do to try to grow this business. you know sweepstakes has been one like how did that idea like how do we take an idea that you know was dinky and turned into this big you know q3 is bigger than q2 for us now right like we've been able to make sweepstakes bigger than father's day and that's because it's been a priority in this business we talk about like a priority and we put effort into it so we have these 12 things and is this unique to ridge are you guys not coming up with like strategic priorities for everybody no we do we do what you're describing we call them rocks so each member of the exec team typically for the year has between one and three.

21:51So there's eight people on our team. They'll each have one to three of them, depending on the size and the scope. Very, very similar, Sean. I think we do what Jason does. I go away or I start to think really about what's working, what's not, where am I confident in the business? That gives me a sense for this is what I think we can do next year. And then when I start to involve my CMO, my chief of staff, like my head, my, obviously my CFO, they're the ones that will start to initially challenge me and be like, I, you know, either you're completely out to lunch or yes, you're on track, but I think these things are going to need to be true, which inevitably leads us to, we're going to have to make more, like next year, Sean is my more things to more people year.

22:36Like we're launching, I think seven new product categories next year in just PILA that we've never had before. So that's kind of like, we're probably not going to do a whole lot else next year. Like there's no big, maybe add like one big new channel. I think we're going to go nuts on TikTok next year. And then that's it, right? Like for everybody, that's going to be so much to digest. But yeah, we do the same. Yeah, dude. I mean, seven product categories in a year is insane. I would never even do that. The most we try is two or maybe three. They're not all big, though. They're not all like hack products, right?

23:13Some of them are just like, you know, basket builders and like just sell stuff that we should obviously be selling. Nice. All right, Jason. So you've heard my strategic priorities, my 12 things. You've heard Matt's rocks. Who comes up with your guys' rocks internally? Yeah, let me just say, it's just not an annual thing for us, right? It's like an everyday, constant, ongoing discussion about strategic priorities. But it's really Danny and I and our COO, Niles, always thinking about the long-term vision. We have a C-suite. Other people in the C-suite, too. There's five of us, five C-level execs.

24:00And it's like, one is in charge of international, one is in charge of all the back end stuff. But like fundamentally, it's how do we grow our business? And it's new product development and geographic expansion. And there's a lot of, there's a million little decisions underneath all that, right? How do we continue to get better at new product development? What are the new markets that we're going to go to? And it's simply a continuous discussion. Jason, how do you avoid, if it's kind of a continuous thing and there's no like structure around it, how do you avoid you guys changing your mind so damn much?

24:35Like the founder, shiny object thing. We just don't do it because we are, we're, we're just a hundred percent focused on enterprise, enterprise value. Right. And we all, we all, we all talk about it all the time. You know, it's just, we're just also three of us are, are in the office most of the time. Right. So it's like, we don't, we're kind of unstructured in, in many ways and then structured on the, on the strategic side, we're very unstructured on the tactical side. We're very structured and, and that just works for us. Okay. I got to take a break and tell you a quick story from a few weeks ago.

25:21We were at eCommerce Fuel Live. This is Andrew's live event that he does once a year. It's like 200 brands. They do a great job. And this story is just too good not to share. So like, bear with me while I tell it. And I'm at the opening night party. I'm talking with Amit, CEO of Rich Palin, one of the great sponsors of this podcast. And Amit and I are having a good chat. And beside me walks in Katie to say hi to Amit. And Amit looks up, and I swear to God, this is true. He goes, Hey, Matt, is this your EA? And before I could react, Katie absolutely dares him a new one and says, I am not Matt's EA.

25:58Matt is my EA. So if you ever wanted a lesson in how to stick your foot firmly in your own mouth, this is it. Amit could not catch a break the rest of this event, deservedly so, right? And by the end of it, I think she actually said, I will never switch to RichPanel unless you give me 100 % discount. Now, I know this is a strange sponsor read, but I just needed to tell the story because I think it's kind of funny. So I don't think Katie's going to get 100 % discount, but honestly, I don't think you need it. Switching to RichPanel is going to pay for itself anyway. They are genuinely one of the best teams to work with.

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26:31I mean that. We work with them at our brands. They have more than paid for themselves in their software. So if you want to reduce tickets by like 30 % or more, save on your SaaS bill, go into Black Friday without any chaos, give Rich Panel a shot. Just go to richpanel.com slash demo. And Amit, if you're listening, dude, that's just a terrible, terrible example of what you say to somebody when you meet them the first time. Oh, and Amit promised me there's actually a super special promo code. If you use SorryKaty, sorry, K-A-T-Y, you'll get 20 % off your subscription. Give it a shot. Okay. Well, this ties into point three.

27:13Question three I'm going to ask you guys about is, Jason, with you being so unstructured, how do you know what to prioritize and gamble on? So let's say something happens this week and you have two new things. How do you make sure each one gets the resources and how do you know which to prioritize? Well, we certainly understand that with an organization our size, things take time, right? So like things, things like roll into the queue and things fall off the queue and have to get into the queue. Sometimes they will speed up. Some certain things will speed up certain things we will slow down. But there's still like an overarching vision that we're trying to, that we're trying to accomplish.

27:53and it's, you have to have like enough wiggle room to say, okay, we're going to ramp over here and dial down over here and have the resources to do it. But I don't know. I just don't think it's that complicated. I think that's actually an interesting point. I wanted to, because I've heard Jason talk about this before. I've always been a like structured planning time so that I can kind of get in that frame of mind. and Jason, when I listen to Jason, it's like there, it's always been obvious. Like we just need to do this next. I actually think that's a fair point though, Jason, like sometimes in this game, the next move is actually pretty obvious.

28:36Like what to do next is pretty obvious. Um, I, I think that's okay. Like when people listen to this and they're thinking about, you know, if they don't have a planning process, it doesn't mean you need one, right? Like stage of business can probably dictate that and even style. Like I think what Jason's hitting on Sean is that him and Danny and Niall, like they have just a different style of running a company. Um, whereas like mine is way more like, no, I want to meet four times a year and review the last 90 days. And I want to look ahead 18 months, four times a year. So it's always rolling forward looking.

29:10Um, and that's mostly just to validate what I'm thinking. And let me just add one more thing. We're kind of in the weeds. I feel like there's just a ton of communication all the time here. There's maybe too much. We could benefit perhaps from stepping back and having things go on a more orderly cadence. But I just think in the weeds and everyone's got to plan until they get punched in the mouth. And so I just don't put – and all models are wrong. So it's just, I think you can put too much stock in that stuff and instead of just like, just get it done. You know, just get it done. Yeah, I guess I'm somewhere between Jason and Matt, right?

30:10So Matt, we don't do quarterly, you know, exec meetups or whatever. But I really set the vision of what we're going to be working on. And like, I think if I didn't do that, the company would be lost. we wouldn't accomplish as much as we accomplish. It's like, at the beginning of the year, I'm like, hey, these are the most important things. And it's like, look, a lot of stuff table stakes. We're going to make ads. We're going to sell wallets. We're going to launch new products, all that stuff. But I actually have to drill down, be like, here's a new objective that we are going to work on as a whole company.

30:41And this is going to be important. And I'm going to ask you about how you're helping this thing move along. So I'm not as structured as Matt is on that, but And, you know, Jason, you said just get stuff done. I think if I didn't make that list, people wouldn't know what to get done, right? Or like it would take, it would be more like herding cats to get them there. But I really show them the road of what we're trying to get done. Yeah. I'm the same. I think, Sean, same thing in our business. Like, Jason, what's got me thinking right now, and I don't have an answer for this, is what are the, like, the fundamentals of Hexclad?

31:15that could be product mix, channel mix, market, that allow you guys to operate this way. Because I find if I don't, like I'm with Sean, if we don't get very clear on what the most important things are in the business and set them so that the team can go and build, that it feels a bit rudderless, like sort of like not directionally correct at times. And I don't think there's a right or wrong answer here, guys. But it is making me think about like, well, what is it about Hexclad that allows Jason and Danny and team to run without these more like traditional structured rhythms? Well, it sounds like it was more heavily financialized where it's like their their gold star North Star metric is just financial models.

32:05But Jason, what do you think? Well, like you said, things just evolve over time. And this unstructured, it's obvious. To me, it's just very obvious what we have to do. And we communicate, yeah, but we don't have thousands of people. We've got like 100 corporate employees. And we communicate a lot. We have a senior leadership meeting three times a month. We have an all-hands meeting once a quarter. We have a C-level exec meeting once a week. And yeah, to me, it's very obvious. Danny and I are setting the priorities and people are out there executing. And we each have a few direct reports and they manage their teams.

33:01And away we go. yeah it is a I think like Sean I mean I'm curious about your rhythms too but like we also do a weekly exec rhythm like that's just the that is probably the most important rhythm in the business is like a two-hour meeting every Tuesday and that's kind of my like in the weeds meeting so I get I've showed Jay I could talk to Jason about this but I get like a whole pre-read document ahead of time every Monday night every exec has to put in like here's what I'm working on here's my numbers. You know, here's where I'm stuck. I get everything. 13 week cashflow, like all that stuff goes into one document.

33:37And then it's that two hour meeting every Tuesday. Sometimes it takes an hour. Sometimes it takes two. We don't do updates. We just work on stuff together. And I find that since we started this, like pre-reads with a weekly, just work on stuff, our quarterly planning cycles are a lot less intense because what Jason is saying is true. Like what we're working on is obvious. Right. Um, and then it's just, how do we communicate it out to the company? I think Jason, when I hear you talk though, it's still like, it almost makes me itchy because I'm like, well, then how do you decide like what country you're selling in next?

34:14Like, when does that happen? Is that just Tuesday? It's like, Hey, we should go sell and pans in France. Somebody go do that. There's got to be more thought than that. There's no calendar to it. There's just no calendar to it. It's an ongoing strategic discussion. One thing I will say that we have worked on improving is just sort of overall communication at the company. And it's just everything. I think all the information flows well. but yeah it's an ongoing discussion and it's pretty obvious I mean there will be like a few north stars that we think about and talk about with the whole company about what our vision for the next year or for the future etc but a lot of it is the same it's like okay we want to We want to build more products.

35:18We want to enter more markets. And over time, we decide, you know, product development is the longest, right? We've got a couple of products that have been, you know, they're years in the making. But we have actually a few big products that are years in the making. So when did we decide we want to do that product? We decided that three years ago, you know? And it's going to get done when it's going to get done. And it's like, you know, we want to put timetables and deadlines, et cetera. But we cannot defy the laws of physics either.

36:15day I'm going in there, I'm looking at my contribution margin, I'm looking at my sales breakdown, my sales by product type, and it really just starts shining a light into like the black holes of your business. Jason, what have you gotten out of Saris Analytics? Honestly, everything is at my fingertips. Our dashboards pull in from everywhere, from Shopify, from Amazon, from our ERP, from Costco, every single channel. And we go to Saris Pulse and we get our daily contribution margin reporting. We get all of our marketing metrics by channel, by category, even down to the skew. Everything is pulled in automatically.

36:48I get an email report in the morning. I go check things during the day. My entire team lives in this thing. Yeah. And everyone knows the revenue yesterday. If you ask any brand, they'll tell you what the revenue was. Maybe 20 % of brands can tell you their contribution margin and about 0 % of brands can tell you their profit for yesterday. And if you're not watching your profit on a daily or at least weekly basis, it can just get get out from under you. You know, to the Saris's team's credit, we have a daily growth dashboard sheet from probably 2018, and they're able to import all of that data.

37:21And the reason to do that is eventually Sheets just breaks. Like we ended up having three or four full-time people like maintaining this giant sheet. And Saris Analytics, by putting it into an actual database with actual data connectors and pipelines, it just makes it more future-proof. I'm going to is a real world use case. So I just had to set 2026 financial budgets. Saras Analytics made that data available in four clicks compared to 40 hours. It used to take me probably literally a week or two to like figure out what my projections for the next year could be. With Saras Analytics, I got it done in an afternoon.

37:54So it's like AI for your business knowledge. And if you want to check out Saras Analytics, that is S-A-R-A-S and see how daily precise data can transform your profitability. Sean, how do you decide then? So if you're the guy going away saying, this is what we're going to focus on next year, do you have a system or a method to that? Or is it to you also obvious? Well, I wouldn't describe it as obvious, but it just takes a lot of self-reflection and meditation. Because the question I teed up is, how do you decide what's worth gambling on? What qualifies as a strategic priority? Right. And you have to look at the weaknesses in your business.

38:38Where do you think there's opportunity left and what makes a stronger, more durable business? Right. So for several years in a row, it was product development. You know, going into 2026, product development is not one of the 12 things because we've built out that function internally. Right. But like I look at, I look at the business and then, you know, wholesale is going to be on there again. I don't think we're fully capturing what's capable in wholesale in my business. Right. We've gone from a couple million bucks a year to eight figures in three years, right? But I think it could be a nine figure side of our business.

39:09So wholesale is one of our strategic priorities again, which means it is going to take precedent. We are going to push it harder. We're going to focus on it. We don't care about the P &L of it because we think it's one of the 12 most important things in our business. Yeah. I was going to say like for you, I mean, Ridge and Peeler are similar. It's like you sell to the dude, I sell to his girlfriend or his wife. When we talk about to our other LA friend, I want to keep him nameless. But when you look at like the product channel diversification that he's got in his business, it's freaking wild, right?

39:45Like the guy's got products in every channel that you can even think of. And I keep thinking of that for us. I imagine you do too. It's like, we could be so much bigger offline. We just need to make the products and actually put effort into putting those products into the right channels. Yeah, totally. And so for the audience, I think the takeaway is there's a million different ways to run this business. Like no one's going to sit here and say HexCloud has done a bad job with strategic planning when they've gone from 20 million to$700 million or whatever. And you could take away from that the strategic planning is not very important.

40:19But the same side, if I didn't do it the way we did it at Ridge, Ridge would have gone out of business or failed, right? Like we would have got stuck somewhere along the way because the next leap for us wasn't obvious, right? Like it was very difficult to get to where these steps were. No one would have said - Your new product, I mean, your new product launches, you had some amazing different lines that I think that's something that you have done really, really well as a CEO and as a team is like really being thoughtful and having a vision for, okay, how do we just like, how do we get out of just being a wallet company?

40:56You know, that was a very specific thing to you. For us, it's very obvious. Like we're in the kitchen, you know? So like there's a, there's, it's, there's a lot of surface area. Well, and I bring up sweeps. Sweeps is a non-obvious thing. Like when we did that, that wasn't like everyone does sweepstakes now because they've seen us be really successful at it. Right. So like that was a non-obvious step that we had to do. Um, and you only find those nuggets by trying and making them strategic priorities. So Jason, internally, you guys have done a sweep the past couple of years. Yeah. Is it just you telling Connor Rowling to do it?

41:28Is that what it looks like? Well, here's an example. We just did, we are doing a different promotion this year. We're doing like a, we're doing a Thanksgiving, pre-Thanksgiving promotion. And it's not Black Friday. It's we sell things that people will use for Thanksgiving, right? So it occurred to us that we should like the types of products that are very Thanksgiving specific, like a roasting pan or a carving knife or things like that. Like people want it at Thanksgiving and we don't want to like they don't want to buy it, you know, at BFCM and then not have it for Thanksgiving. So we're doing like a separate mini promotion for that.

42:09So that was something specific to us that in the six years I've been here, we've never done before. And someone on our team had a great idea to do it.

42:21So we're always thinking about what is the next lever to drive sales? You guys were super successful with the sweepstakes. We watched you do it for multiple years. And I think we were the first copycat to do it. And we've done it two years now and it's been really good for us. Yeah. So inside the Ridge organization, what would happen is I would say, hey, we need to maximize non-peak holiday. Okay. That's where sweeps came from. We have an anniversary sale in March. We have Father's Day. We have sweeps. The goal is to get those three quarters to continue to take pressure away from Q4 because originally 70 % of our revenue was Q4 in this business.

43:06That's an impossible business to run, right? So we've over time had to move some of that volume into different quarters. So that was a strategic priority, right? So we launched the anniversary sale. Now Q1 goes from 5 % of revenue to 10 % of revenue or something like that, right? Or 15 % of revenue. Then like Father's Day, how do we maximize that? So I think HexCloud could do the same thing. I think there's more non-peak holidays to maximize. The pre-Thanksgiving deal is fantastic. And I would do Father's Day harder. I would do Mother's Day harder. I would do an Easter promo, be like, come cook a bunny or whatever people do on Easter.

43:41So that's a strategic priority I think people could focus on internally. That's right there that you're not yet a father. There's no bunny cooking on Easter. Sean's going to send his kid outside to grab the bunny, chop the head off. Go get the bunny. Okay. So let's talk about how getting exec group buy-in. All right. So for the listener, the recap so far, we're halfway through this episode. There's a bunch of different ways to plan a business, right? Don't listen to the way Ridge doesn't think it's the best. Or Matt's even way more structured than me. He has rocks and quarterly meetings and weekly exec meetings.

44:17And then Jason just shooting from the hip whenever he decides to make people do, they have to go out there and do. But how do you guys get other exec buy-in, right? Jason, when you tell people, hey, we're doing Thanksgiving promo or we're doing sweeps, How do you make sure everyone just says, like, understands it and starts doing the work? I think we talked about our senior leadership meeting that we have three times a month. And it's like the C-suite funnels down to senior leadership and senior leadership is, you know, running departments or basically department heads and people, maybe other senior people in the department.

44:55And it's like, you know, these are the priorities and each group manages how that works. Like Connor Roland has very detailed internal key priority discussions with his team all the time. So he gets it, he embraces it, and he goes with it. We have cross-functional SNOP, a lot of conversations around SNOP and sales and operations planning. So these things are just, they are built into our management structure by the teams, by each department. Niles, our COO, has done a really phenomenal job with building that. But so all these structures are in place so that when we just when we decide stuff, things things start to click.

45:47Things start we'll start to turn and they get done because we've built these structures over time. In terms of like people buying into the philosophy of what we're doing. I mean, they don't have a choice. Like they need to get it done, you know, or someone else will. Yeah. So has has there been an instance where somebody disagrees with the vision? I mean, at the CIS level, we talk about the vision and we may not always agree. I mean, ultimately, Danny's in charge, right? I mean, Danny and I, we kind of make all the decisions together, but he can overrule me. We very rarely disagree. We're kind of like on the same page 90 plus percent of the time.

46:25No, I don't really see that. I don't see that. But that's just our organization. I think you guys are a little bit different in terms of like where people have come from and their contribution and their level of authority. But yeah, it's not a democracy, guys. Corporate America is not a democracy. You know the line I use, Jason, internally? I tell people, I'm like, this is democracy, but it's run by a dictator. Right, yeah. So we can all talk about it, but at the end of the day, I will pull the card if I feel like it has to happen. I think, Sean, what you're hitting on is like there's, there is a, do you have a way to have weigh in and buy in from key people on the team?

47:12Cause I think the thing with high performers is, is like really high performers don't want to just be told, Hey, put the thing in the hole this way every day. Okay. They don't want to, like they want autonomy. They want accountability, like they're high performers. So it's, I think it's wrong to assume that you could just say jump and they'll just always say how high, Like, and in my opinion, those aren't high performers. They're just workhorses. Like, they're not independent thinkers. So you want, like, some mix of those two types of people in an organization. So, like, for me, I work, I do what Sean does.

47:44Like, I will come up with what I think are the most important things, the objectives. Like, this is how I think we get there. But that I do go to the team, like, my exec team to beat it up, right? Because, like, I hired them because they're supposed to be the better version in their job. like I go to my CFO for finance things. I'm like, am I thinking about this right? And we do debate things. But then at some point, like a decision has to be made. And typically we're pretty fast in making calls. There's very rare where I'm like, no, I'm going to override everybody. And I'm just going to say, we're going to do it this way.

48:19Or we're going to go do this thing, even though everybody else disagrees. Like I value their input, I guess would be the way to say it. But like, yeah, Jason, right? I would be the Danny in this company. And at the end of the day, like you know if i'm really high conviction on something we're doing it um yeah look and and the ceo should always hold that card the the ability to veto any any plan any project anything you see um and people hate that i'll come in and be like no this is wrong you can't do this it's like you're doing the wrong thing um i'll give you an example of a challenge so we we brought in like a like a brand manager so someone who had a bunch of creative ideas creative vision and we were lacking that.

48:59This is probably 2022. We wanted somebody to come in and try to up-level the brand, right? They did a lot of good things. They did a lot of horrible things. And one of it was they were like, they're like, they tried to redefine who our customer is, right? They were like, I've been super clear. Our customer is Ed, right? Everyday dad. And I say we should have a lot of respect and reverence for Ed, right? Ed has given us money. He's bought me my house. He's done everything for me. Ed isn't cool. And so when you hire a head of brand, They want to be cool. They're like, no, we have to go after tastemakers, right?

49:30And they put together this slide of people breakdancing and people wearing head and toe supreme being really cool. And they're like, this is our core customer. This is our avatar. This is who we're going after. I'm like, this is the dumbest thing I've ever heard in my entire life. I immediately had to shut it down and it'd be like, no, here's our customer. His name is Ed, right? Then it's explaining to the whole company that like, no, this guy's wrong. Don't listen to this. We're going to get him out of it. But go back to thinking about what we all know in our hearts that we're customers at. But yeah, look, I think it's totally normal to be button-headed with some executives about stuff, but the ability to overrule.

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52:51And I believe he said he has a weekly exec meeting. Matt, you have a two hour weekly exec meeting. I'll tell you what Ridge does and then I'd love your guys' feedback on it. Maybe we'll do it that way. So Wednesdays, we have a leadership meeting. It's our senior leader meeting. Same thing Jason does, right? There's 14 of us. We show up and we just talk about what's happening in the business. But every day we have stand up for an hour. So we don't have a really exec meeting. It happens ad hoc once every two weeks, something like that. What I have something I want to say to all those people, but most things are happening in Slack or whatever random calls.

53:23A lot of company just happens in the open on the daily stand up. And that's the way I like it. So that everybody in the company sees what everybody else is working on. So I'd love to hear how you guys are getting. I'd like to understand this daily stand up though. Like how does it work? Walk us through it. Yeah, I'm with Jason. I think it's such a unique thing that you do. I'd love to hear more about it. Yeah, and I always bring that up. And then people always say that, like, that's crazy you do that. Like, we have people come speak on it sometimes. They're like, that's crazy you do that. I think it's brilliant.

53:51I just want to know more about it. Yeah, I don't know how I could run a company without doing it, is the reality, right? So, okay, Monday, we have typically project management day. Um, so, you know, I presented a new brand we're launching to everybody and gave them the rundown of what's happening. We also talked about Slack etiquette. So like we have, uh, you know, uh, VP of AI, I can't remember his title's name, Adam, I brought him up before. Um, he comes in, uh, 30 minutes and on Monday and he's like, everybody, you're using Slack wrong. He's like, I'm going to teach you guys. This is the whole company watching him be like, this is the way you respond in threads correctly.

54:31Here's your app channel. I'm deleting all these different channels. This is really streamlining stuff. He did that on Monday. The second half of it, I explain the new brand to everybody. Tuesdays, we do what we call go-to-market review. So what is the campaigns, products, creative that we have for the next two weeks, basically? Like, hey, we have a new product launch coming. Here's all the creative for it. Here's who shot it. Here's what it looks like. Here's the goal for it. Here's the inventory we have for it. Here's the revenue targets. The back half of that hour is performance review. So we go over sales performance across all channels, what sold, what didn't sell, where we're trending, the whole thing.

55:10Wednesdays, we do operations. So we go through company-wide inventory levels. We go through what's overstocked, what's understocked, how the warehouses are doing, any issues, any red flags. That's Wednesday. on thursday we go through production updates so the products we're making how that's coming like new shipments coming in so the whole company sees like the product pipeline for three to six months what we ordered where it's showing up whatever and then friday we do like uh it's typically like a reporting day so i'll report on you know a month-to-date performance or i'll do like last month's performance we'll have wholesale talk about their objectives or we'll have the brand team show off something or whatever the product team talk.

55:55So it's like, we try to scratch every itch across the whole organization. Monday and Friday being kind of free days where we can, you know, if there's a cool new AI thing, we're demoing it on Friday, right? If we have a speaker come in, it's typically a Monday, stuff like that. So that's the way we run the whole business. And it's cut down a lot of other meetings. There's still, you know, per day, there's probably two additional meetings with different teams, but like one hour, everyone hears directly from me what I think is important and they know exactly what they should be working on. it's that's very very cool i've never seen it i think it's amazing i don't know how it scales at some point um and then the thing is like how many people need to need to know everything like getting the whole team together all the time but i mean it's i there's there's so much of it that i that i love i think it's i think it's super productive and i think being that ridge is a fully remote company, it's almost like you got to do it.

56:51I mean, kudos. Well, I think you guys should do it. Because it's like, the thing is, people always bring up, does it scale? And I'm like, yeah, look, if I had a thousand employees, it wouldn't. But do you think there's any world where we have a thousand employees anymore? It's like, no. Are you going to be doing$10 billion in revenue? It's like, the future is smaller teams doing more revenue, right? And with a smaller team, you should trust them enough that they know everything that's going on in the business, right? It's like, what this prevents is it's like, hey, the inventory team's like, hey, that thing you thought was going to show up on Tuesday, it's actually showing up Wednesday.

57:25And then in that same call, the email team's like, oh, okay, we'll move the email to Thursday then. So it gives you guys time to receive it. Bam. It's just like, those teams usually never talk in organizations, but they talk every single day for an hour. So I challenge you guys. Yeah, I love that. It's analogous to one of the things that I hate. it prevents one of the things that I hate, which is I hate all these one-on-one meetings. I think they're super unproductive and they're actually can be really detrimental because there's just a lot of that going on. These people are talking one-on-one and then they think these guys know when they don't know.

58:02And it actually hinders communication. Like I've been, and a lot of people don't agree with me about this, but I'm just like, I'm not doing one-on-one meetings anymore. I'm not scheduling a one-on-one meeting. If you want to do a drive-by and hop into my office, that's fine. or, oh, we got to do a one-off call. That's fine. But like have meetings in a group with the right people so that the information gets communicated and filtered to where it needs to go. Sean's way of solving that problem is, hey, we're a remote company every day. Everyone's just going to get on the horn for an hour and I, Sean, know what people need to know.

58:34And my teammates will tell us, tell me, okay, there's things that we want to make sure that people know. I'm going to make these people come and let everyone know. I think it's actually super interesting. I would actually be willing to test it. I think what we're doing now works reasonably well, but if we were a fully remote company, I would do it exactly the way Sean is doing it. I actually like, I think that the, number one, I think for people listening, rhythms matter. You should take that away, right? Like Sean has rhythms, Jason has rhythms, we have rhythms, like that's the takeaway. So if you have none, you should have some.

59:11I actually think, Sean, what you're making me think of with how you do it is like if I compare our structure, our rhythms, I don't see as much of the detail that you do because of the way that you do it. But I would like to see more. Like I would actually like to be like a few levels down in the weeds. Maybe not all the way and maybe not everybody all the way, but I am, you've got me questioning like, well, how could I adjust things so that more people are exposed to more of what's happening so that you just get like more inherent knowledge built faster in the team. So like everybody gets better because they're kind of more aware.

59:51And then where's the balance on that to what Jason's saying, right? Like, does everybody need to know everything all the time? Dude, you're making me, I'm like, I don't know if I'm going to try how you do it exactly, but you're definitely making me question, should we be doing, like, how do we adjust things to get more of what you've got? Yeah, look, the feedback I typically get from people is like, that's too many meetings. But what it's done is just cleared up the rest of the calendar. Jason, you hate one-on-ones. I have one one-on-one every two weeks. That is the only one-on-one meeting I'm ever in, and it's with my COO.

1:00:27It's like, look, I call Connor every day. He's my best friend. So I talk to him for an hour every single day. But we talk about everything. You know what I mean? um but yeah so i only have one one-on-one meeting on my entire calendar and a typical day i might have who meetings right it's stand up and it's one other thing and that's how most people operate so it's like you're sacrificing a lot of those small little committee meetings and it's just like we're doing it in front of everybody and also it just shows you if people are on their or not it's like are you listening like like like are you participating and then if you get any push would be like, oh, I don't want to be on this thing.

1:01:01It's like, I pay for eight hours a day. One of the hours you have to show up and listen to me talk. That's your job here. I bet you in total dollars, what got me thinking, Sean, is if you were to put a dollar amount on that daily standup, if everybody's hourly rate was displayed, it's like, this is how much this meeting is worth right now. Every day, this is the standup. This is the dollar amount that it costs to run this thing. And you can't do it. But I bet you, if you were to compare that to how any other company does it, it would look just as expensive with all the other meetings that those people have that you're saving by just doing one big one.

1:01:35I don't think it's better or worse. I actually just think clearly it works for you guys. And I think there's a lot of lessons for everybody to take from it. Yeah. Anyway, so that's how we get information across the whole organization, right? Like I never, we never send emails like to each other. Like, you know, that's an old school thing, like an email from the CEO. We don't do that either. Yeah. at all or whatever. It's like, look, if I'm going to talk to everybody, it's going to be on the daily standup or I'll at channel Slack if something's urgent. So that's how we're getting information across.

1:02:08We do a weekly, like on Wednesdays, I think there's like an all-hands huddle. So it's like 15 to 30 minutes on anything that's really important that everybody needs to be updated weekly in the whole company. Everybody has to join globally. And then we do a monthly all-hands, but I think we probably only do 10 of them a year. So there's like some times of the year where seasonally we just adjust. So it's like maybe every, it's like a six week gap in between all hands. Similar to Jason. We're like, that's an hour. All the leadership team is presenting like past quarter or past month. And then kind of like what's currently, what's like, what's priority?

1:02:46What are we all working on? But man, I, dude, you, I'm, my, my brain's going to rattle a bit on this. How do we get more people and more informed more frequently? Well, look, I'm glad we landed the plan somewhere people have a positive thing to take away. Guys, we will get to the other three questions at a later date. Today's episode was all about what does an executive do? How does an executive come up with ideas? And how do they communicate those ideas across the business? We have three, four, five more questions to get through, but we're going to do that in maybe next week's episode. So stick around to the Operators Podcast.

1:03:21Okay. Thank you. listen to the operators podcast we have a newsletter we have a partnership with ecom fuel you're going to go ahead and join that forum if you want to talk about e-commerce with cool awesome professionals we have amazing sponsors like revo we have north beam we have postscript we have serious analytics we have fulfill we have rich panel a bunch of great sponsors we have spinoff shows more stuff coming we have aaron who is running the ship over here talk to you guys later. Goodbye.

From the publisher

The operators discuss the critical balance between executing a high-stakes Q4 and planning for the upcoming fiscal year. They debate structured versus unstructured planning methodologies, with Sean and Matt favoring quarterly rocks and 18-month outlooks, while Jason relies on continuous, fluid strategic discussions driven by financial models. The conversation covers the specific role of the CEO during peak season, moving from the field to the budget office, and how to identify non-obvious growth levers like sweepstakes or wholesale expansion to diversify revenue. Finally, they compare internal communication frameworks, specifically contrasting Ridge's unique company-wide daily standups with more traditional departmental leadership cadences.


Chapters:

00:00:00 - Introduction

00:02:17 - Managing Q4 Anxiety

00:16:05 - Annual Planning Timelines

00:27:12 - Prioritizing Strategic Bets

00:38:09 - Choosing Growth Levers

00:52:34 - Meeting Rhythms & Standups


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