Empowering Your Business with Strategic Insights Playbooks for Operators
Find frameworks that drive real results.
Mastering the Business Planning Cycle: A 12-Month Calendar
The post details a 12-month business planning cycle, emphasizing agility...
Everyone Owns Pipeline: Inside Nasuni’s Co-Sell Culture
Co-sell Culture In this episode of Margins and Mandates, Jeff sits down...
The Power of Cross Functional Teams in Overcoming Organizational Silos
To counter organizational silos, companies should embrace cross-functional...
Healthcare Risk and Compliance: Critical Lessons from Censinet
Healthcare risk and compliance isn’t a market where you get second...
Discover how a peer-advisory council can guide technology CEOs in navigating challenges and making informed...
How should SaaS CEOs balance brand vs demand generation? This article offers a practical framework for...
The first time I truly understood what it meant to be an operator under pressure, I was sitting in a...
Conversational AI is E-A-Ting SEO creating a major disruption in traditional demand generation. Adopt...
In today's crowded SaaS market, traditional outbound marketing tactics are losing their effectiveness,...
Unlock Trust, Drive Growth, and Inspire Confidence in Your Team Change is exciting. Change is terrifying....
The annual budget and business planning process is key for setting a company's future direction, requiring...
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Operator Insights Library
Listen, read, and learn from business leaders navigating growth, change, and transformation.
Jeff Lortz
Growth Advisor & Business Operator
Helping leaders transform strategy into measurable growth
Previous Post
Discover how a peer-advisory council can guide technology CEOs in navigating challenges and making informed decisions
Ancient philosophers knew that the “only constant in life is change.” Leaders in our industry face unprecedented market challenges and many other obstacles to achieve our sustainable growth...
How should SaaS CEOs balance brand vs demand generation? This article offers a practical framework for marketing budget allocation, showing how brand investment improves AI search visibility, strengthens...
Marketing Engine In this episode of Margins and Mandates, Jeff sits down with Nate Burke, CMO at 7 AI, to unpack what it really takes to build and run a marketing organization inside an emerging AI cybersecurity...
In our post “Customer-Led Growth and Product-Led Growth: Friends or Foes?” we discuss how the emergence of Customer-Led Growth (CLG) as a leading strategy to fuel sustainable growth requires...
Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat. Sun Tzu, The Art of War Most of us start a new year with some form of a plan with defined...
Unlock Trust, Drive Growth, and Inspire Confidence in Your Team Change is exciting. Change is terrifying. For many organizations, it’s the default setting. Whether you’re scaling rapidly, pivoting...
To counter organizational silos, companies should embrace cross-functional teams aligned with business goals, ensuring leadership support, diverse expertise, and over-communication to prevent misalignment...
Companies use advanced technologies like NLP and LLMs to enhance Customer Health Index systems, aiming for accurate churn prediction. However, current capabilities are limited and an incremental adoption...