Joel Ordesky
Private Guru

Episode Summary

In this week’s episode we welcome Podio Partner Joel Ordesky (aka Private Guru). Joel is a very well known and respected partner and is always found helping out on the GlobiFlow forums.

In this episode we learn a bit about Joel’s background in the entertainment industry and explore his thoughts around Podio design, and how a consultative approach can really bring value to customers. This is a great discussion for people wondering how to turn their processes into Podio reality, and we get to hear from someone who has a lot of practical business and Podio experience. Highly recommended.

Show Links:

Joel can be found in Podio, or at


Speaker 1: 0:00

Welcome to powered by Podio. Automation is everything. Supercharge your business with Podio, get ready for another episode of supercharged with Jordan Samuel Fleming, your weekly dive into the awesome impact workflow and automation can have on your business when it’s powered by Podio. June is each week as we learn from the top Podio partners in the world as we investigate system integrations and add ons and hear from real business owners who have implemented Podio into their business. Now join your host, Jordan, Samuel Fleming’s CEO of game changers for this week’s episode.

Jordan: 0:44

Hey everybody, and welcome to this episode of Supercharged! I’m your host, Jordan Samuel Fleming, here to talk all about the power of workflow and automation when your business is Powered by Podio. Today’s guest is Joel Ordesky, otherwise known as Private Guru. He’s a Podio Partner extraordinaire. I met him a couple of years ago in Los Angeles and I’m excited to have him on the podcast. Joel introduce yourself and introduce your company.

Joel: 1:07

I’m Joel Ordesky. I run a service Um , I’m a sole practitioner, Podio partner. I work with clients one on one doing custom and sometimes bespoke solutions for clients using Podio.

Jordan: 1:27

And you’ve got an interesting background because you are on the west coast, you’re in California if I recall. And um, you have an entertainment background, do you not ?

Joel: 1:37

Yeah, I actually was a a television line producer for quite a number of years. I worked in live television. Um, and then I retired from that and went into renting equipment to television shows. In fact, if there is a reality television show from the early days of reality TV, I probably was involved in giving them equipment and, and coming up with solutions for their needs.

Jordan: 2:01

Early days of reality television. The only thing that makes me think of, and I’m, I’m 42 41 , um, when I was in high school was the start of MTVs real, I think it was real world. MTV’s something or other . And that’s the first time I remember there being a quasi like, you know, I think it was people, people who were not celebrities going into a house and kind of like a big brother. They were filming it and they were doing crazy stuff, et cetera. I remember that. And I guess is that in the type of

Joel: 2:35

that that was a , uh , the company I worked for Wexler Video, which is now gone, did , uh, the real world from I believe season two on and um, I was involved in many of the real world’s seasons as far as , uh, the equipment we rented them and to innovations that we came up with for them to pull off that, that television show. Um, uh, I had been involved like the bachelor , uh, uh, meet the parents and other shows , um, over the years , uh, from a perspective of supplying solutions for them to do their , their TV shows.

Jordan: 3:15

Wow. That is a blast from the past. You’ve just taken me back to my high school years when the , uh, when I remember seeing that on , I’m not sure I watched it religiously, but I remember because it was the first show that I remember that I can recall of that kind of, you know, here are eight people who were just people from around the country and they’re in this house and whatever happens, happens. Um, wow. OK . So you , you had that, how’d you make the jump to Podio?

Joel: 3:44

Um, so I, at the end of my time at Wexler, which was like very much at the beginning of where Podio was starting out about a year in, I had , um, was transitioning from one tool and discovered Podio and I started using Podio , um, in that business. Um, right about six months into that, I left , uh, uh, Wexler video and jumped to Sony electronics in the broadcast division and help launch their 8K brand new 8K F65 camera. U m, I used Podio with my team at that point to manage the launch of this new product and to, u m, bring a little organization to my, my team. U m, and keep a lot of the data together and just do project management. Even without workflows. It was just, it was straight project management. U m, and I did that for about two years, at which point I returned briefly to the rental house business. Um, was general manager of a company that had some serious organizational issues. Again, I brought in Podio this time with workflows and other things and was able to literally get their workflow moving so well. I like to joke that I literally Podio’d my way out of that job because at the end of two years, the home office that was in another state was able to replace me because the , the general manager overall of the company was able to now see enough of the operation through Podio of what I had created that they didn’t literally need me sitting there running the operation anymore. Um, so from at that point I was between gigs and , um , I was sitting in my brother’s , uh, has a , uh , a film, theatrical film, a development company, and I was sitting at his office where I had blackmailed my brother into a desk and I got tired of listening to one person scream . Where was the script? Where was this mission? Where was something, you know? Uh, so I just, as I was looking for stuff, I built a script submission process for his entertainment company. Um, they then bragged about what I had created at a Hollywood party to an even larger , uh , company. And I , um, they hired me to put together an even larger implementation of a script submission , uh , film acquisition because they were going to film festivals. So two, two workspaces, one for scripts, one for film acquisition and um, for this their company. Um, and along the way I discovered that there were Podio partners out there. I applied to become a Podio partner , um, was interviewed by Sarah, who at that time was in Europe and became a partner.

Jordan: 6:28

So you, in essence, you, Podio’d is your way out of a job, Podio’d your way into job and Podio’d your way into a consultancy career? Uh, in the way that probably, I mean, I, I, you know, I, I’ve, I’ve talked now and one of the fun things about this podcast is that it’s allowed me to talk to a lot of the partners. Some of them I didn’t know as well. Um, and , uh, you know, we all have, most of us have a similar situation where we were looking for something , uh, we , we implemented Podio into our own business and then went , Ooh , and, and you know, Podio, Podio to our way around. Um, but that also brings up an interesting thing you just said [inaudible] that they bragged about you to sort of a bigger company. And I’ve, one of the things that when we started working in Podio, because I used to run a marketing consultancy and now it’s software company or two software companies. Um , but bigger companies you assume have their shit together and good systems and processes, and that’s just not true, is it? No. And that’s really what you, I guess is that, was that the , the leap to that bigger company just allowed you to, to see that the problem was universal?

Joel: 7:40

Yeah. I think what one of the things was that, that in Hollywood, Hollywood gets very entrenched around certain tools. And I love to tell this story to other partners because they cringe when I say that. A lot of companies in Hollywood, even to this day, we’re doing a script submissions using FileMaker Pro. And , uh, the , uh, you know, in fact, I remember one company I’d be spoken to that they , they, they told me that their big problem was that every time they changed a record, they had to wait 30 seconds to 90 seconds for the , the record just sync and write back. And um, uh, I’m like, that just shouldn’t be. Um, so you know, you get these things, but also I think one of the things, the point you made is that, that, you know, just because companies are successful doesn’t mean that they are running efficiently. And I think one of the things I also got into, because I’d had a background through business and everything else, I was doing some executive coaching as well and I’d become digital certified as an executive coach on the platform. And one of the things that is part of my practice is that I do a little business coaching, you know, I never quite admit to it with a client then I’m actually doing executive coaching. But you know when you walk into a situation with a company and you’re talking to them about their workflow and you start to realize that we have a micromanagement problem here where you know, and you can coach that in that you’re creating friction. Cause if you’re creating 50 tasks for every person, every hour, they just is no way for them to actually work through that load. And so, you know, sometimes you have to guide people to a workflow and a business management process. These things are very tied together and you have to work it out so that, that the solution creates a low friction methodology for everything to flow together. So that we get from the input, whatever that is to the output to the final result without adding a whole bunch of needless friction along the way that just stops, progress, stops profitability, stops a success.

Jordan: 9:53

I think that’s a great point. And I think , um, I think that comes, you know, as Podio partners at that probably comes with confidence and experience, that ability to put the brakes on sometimes and, and, or to recognize that [inaudible] you know, sometimes you have to be able to say to clients, I get, this is what you want or I get this is how you’re doing things, but maybe that’s not the best way of doing it. If we want to scale, if we want to be, you know, you’ve identified a problem, you want it fixed and actually some of the problem are the way you’re doing things and we need to make it cleaner or, or you know, cleaner and more efficient, lower , lower friction, et cetera. I think that’s a really good point and I think that’s probably a lot of danger sometimes. Do you find like how often do you take over?mUm , like how often do you speak to people? I mean, you might , I know you, I see you act on GlobiFlow forums where people have built a big system and then they reach out and say help .

Joel: 10:51

I’ve had that. I have a , a series of clients that, where that’s happened. Maybe another Podio partner or another organization started out with something. Um, I tend to be, because all of my work is custom work , um , I don’t have templates. Um, I have clients who end up getting referred to me that get frustrated. They’re like, well, don’t, can’t you just sell me a template? And I’m like, no, you see, because in my belief, the template doesn’t necessarily work because it’s like buying an off the rack suit or an off the rack dress unless it fits you. Exactly. Which almost never happens. That creates friction and problems. Um, the , so you end up with people who’ve bought templates or implementations that were less customized and then you end up having to like deal with those frictions because they’re unhappy. Um, I’ve had a number of clients come to me and they’re like, we’re about to drop Podio because we’re so unhappy. And I look at it and I go, well, wait, you just, you took this template, you didn’t do anything with it. Um, it’s not an out of the box solution. You’re using it in a way that is increasing friction and not decreasing friction. So I mean, I’ve done that now in some cases , uh, they were oversold something in some cases, an internal employee overbuilt something. Um, it’s a variety of different scenarios , um, uh, that make it so that you have to do, and I’m sometimes a little bit less is more, I’m, you know, the fewer workspaces, the better and less workspaces should only be broken out if there is a security reason, a noise reason to do it. If , if we need certain people not to see. So accounting workspaces, obviously it needs to be a separate workspace. We can’t everyone in the accounting workspace , um, there might be an owner or a dashboard workspace with stats. We don’t want everyone to see HR. Right? Right. But when you walk into an a client who is unhappy and has six to 12 workspaces , you know, you start going, well , why is this? And it’s like, well, we just decided to put this over here or this over there. Or I’ve had clients, that’s where it’s like they have an app for every step of their process and they’re not leveraging category fields correctly and that they can filter. I’m like, no, no, we put everything in one app until it doesn’t make sense to add and we’re going to break off to another app. I mean, in real estate, you see this all the time. It’s like, you know, 70 opportunity cash buyers, right, right. Yeah, yeah, yeah. I , that’s that my favorite cash buyer , uh, this buyer, that buyer, seller lead seller, you know, five phone books. I’m like, you need one phone book and a category field. Um, you know, and that’s the best way. And, and even if, by the way, sometimes friction is necessary. I mean, having a contact app induces a little user friction in that they, they have to go somewhere else to enter the contact. But that friction comes with a benefit. It’s the same thing with KPIs . I mean, to track KPIs correctly, your staff has to hit the right button to say they did the task. Okay, that’s friction, but it’s friction that has the benefit, therefore it’s worth the cost. Now there are tools out there that, you know, smartphone, GlobiMail, there are these tools which I call friction reducers because you know, the advantage is that if I’m going to make a phone call, that automatically logged itself. I’m now not putting the friction on the staff to track how many phone calls they made. It just, they just do their job. And there’s a lot of opportunities within Podio to to do that where if they just do their job, then they’re not having to add additional friction to track the results that we want to track. Um, but that design has to be thought out ahead of time.

Jordan: 14:39

I absolutely that . Let me ask you though, I’m curious your thoughts on this. I, we have a , cause you mentioned multiple workspaces . We always have a debate internally between multi and too many apps in a workspace. Right? And , um , now a , you should never need that many apps because in my opinion, because they’re usually really isn’t do usually isn’t the reason. Um, but I, when I look at a lot of times , uh , you know, and we don’t do this much anymore, but in a couple of years ago, you know, we would be getting these systems handed to us and you’d end up looking at these systems where there’d be 30 apps in a workspace and people would’ve got lost. Um, because they don’t really understand how to use this system. So I think there’s a happy medium and balance between organizing the big picture, go here to do this sort of functionality, go here to do this sort of functionality and [inaudible] and making people move around. And you have to find that balance.

Joel: 15:43

Absolutely. And I think one of the things that I look at an owner or a top level, and I say, you know, I’ve had owners who are like, I want five workspaces because I have this team and this workspace, this team, and that workspace. And I’m like, that’s a very valid reason. However, now for you to track your overall team, you need to go five places. So there’s a balance . Am I making this for the owner’s efficiency? Am I making this for staff efficiency? And there’s no one right answer, but there has to be to be a balance. I have a , a a client who’s in healthcare now. He has, he has his um , healthcare gallery where he’s got his main workspace where he has patients, but then he has different segments of his business, different staffs. So yes, in that case, great. We have different workspaces for each. He acknowledges that he has the friction of having to look from the top down on all of it. But it was a known and intentional decision. Okay. Um, although, you know, we do because of like, again, statistically the contact app because he’s using smrtPhone is there’s a communication app that overlooks everything because it needs to, for the benefit of that, that tool. Um, and likewise again, I said, why do you need five phone books? You know, one phone book for each one of these segments because then all of a sudden we have customer a in, you know, the gets updated one. You one records updated here but not updated there. I mean that’s the same thing. I, I get really frustrated when I see lead apps that have name and phone number in them. And then you have it, it’s in the lead app name and phone number. It’s in the property athlete and phone number. It’s in the this thing lead in phone number. And then I’m like, but none of them are connected and the data becomes disassociated really quickly. That then really creates a mess.

Jordan: 17:30

Well, it’s always , um, you know, we’ve, we’ve uh, from a smrtPhone perspective, which I can speak to from a , that sense of authority . Um, you know, we had the debate, you know, people are forever asking us, you know, they hate the fact that we sync to a unified contacts app. We require one app. And my, you know, we thought long and hard about this. Um , but I mean, my, my view of it is, and Podio in general, there’s data hierarchy. You really need to think about when you’re designing in Podio and those data structure and there’s aggregation and how things can go up to single points because you can, and that, and that’s why I’ve always said, look , have a contacts app. And then you can reference that contact from a seller, lead a transaction, you know, all of these other things which you’re then aggregating up to one place and you have a very distinct way of then reporting as opposed to when you’ve got them all spread all over the place and you really can’t. It’s , it’s, it’s disconnected. And I think that kind of data hierarchy is important to think about what you’re also is…

Joel: 18:40

theere also is functional hierarchy. And I think this is an important element. I’ve had salespeople who were like, look, it’s gotta be separated. And I’m like, you hear it? And I say, so I’m saying, let me just ask you one question. I said, are you tasked with cross selling? Well , absolutely. I’m like, so ownership wants you to cross sell across these platforms. Well , absolutely. I’m like, so you’re all trying to sell to the same person. Ultimately. And cross sell across the platform. You know, then you need to have one record because you have to be able to see that the cross, you know, so that we can see that it’s being cross sold across the platform and then the sales person pauses and thinks about that. So you know, again the , the needs of one person versus the other might be something, the immediate need, the short run need of a salesperson may be vastly different than the longterm need of the company. As an overall. And you know, one of our roles as partners is to ask these questions, are you going to scale? I mean I’ve designed stuff with clients in the , you know, we get into and I’m like, well are you going to scale? Are you going to eventually hire staff? I mean, because if I designed it just for the way you like to work, but I can tell you that no one else in the is going to like to work that way, then we shouldn’t like make it such that the moment you start hiring people, we’re going to have problems because they can’t get into your head or your specific way. And you can say it to a real estate person really easily. I’m like, if your client wants to sell the house with pink walls, what do you tell them? They’re like, it’s a bad idea. I’m like, okay, well you were designing towards pink walls. We need to [inaudible] homogenize this a little bit so that it’s, it’s functional across more than one, you know, type of person. So that also plays.

Jordan: 20:29

And your , your point there and then I, you know, your point about scalability of systems I think is critical as well because yeah , and you , you kind of mentioned right up front this idea of , you know, if you’re getting 50 tasks to each person each hour because you’re micro-managing et cetera . That’s one extreme example. But in general actually, Podio designs and how a lot of times particularly around how CEOs think ain’t exactly useful in terms of growing in a scalable solution that’s gonna work across a team of 30 people, right? Like it’s, it’s a very different thing and you’ve got to think, you’ve got to think very carefully about those things. Um, and, and understand what the end goal is really going to be so that you’re not painting yourself maybe pink walls or in just into a corner where you then going to have to do a mammoth system change in order to move forward.

Joel: 21:26

Right ? I had a client who was a sales organization that actually did training of other salespeople and we had been talking and they were all very sales driven and we had , um, you know, an app and I said, look, you need to have this, you know, main application or lead app and then we need opportunities because you’re going to be selling multiple products and I need to be able to track how many products you sold. And I need to be able to see that there have been five products sold to this one original lead application, whatever you want to call it. And the sales guys really didn’t want to do it. And ultimately the owner was a sales guy, you know, sort of said Joel, you know, let’s just give them what they want. So I had already made it the one way and I, what I did is I basically hid the extra app. I turned off a bunch of flows and features and I left it all there. Four months later they all got on the phone with me one day and they’re like, okay, we admit we were wrong. We now see what you were trying to tell us four months ago. We should have been thinking about the fact that we, now that we’re selling three products or four products, we now have, see this is a huge problem and we need to go back to what you told us we should have had in the first place in you design. So meanwhile, while he’s talking, I unhid§ the app. I re enabled all the flows. I mean during the course of this five minutes, sort of, I don’t want to say apology, but, but statement that he made, they made a collective mistake. And so when he got done, I said, I said, okay , well just go back to using it the way it originally was. He’s like, yeah, but how long is it going to take you to get back there? I’m like, I’m done. He’s like, what do you mean you’re done? I’m like, I just re enabled the app. I just turned back on all the flows. It’s right back where you were four months ago. And the owner’s like, wait, am I to understand that you didn’t do what I asked you to do four months ago? That you knew I was that wrong, that you just swept it all under the carpet and hid it from me so that you could just turn it back on right now? And I’m like, yeah. He goes, okay , that’s incredible. He says, the fact that you were so sure that you just did that. And I’m like, you know, I, you know, one of the things that is really useful about a good Podio partner and who does stuff is that we’ve worked with so many clients that, you know, you can say, look , um , I understand what you’re saying, but you know, nine out of 10 of my clients do it this way in the end. And the , the couple who try not to ultimately come back around to wanting to do with this way because we’re seeing so much of a collateral of stuff that we understand a little bit more about the flow, the process and everything else. So you have to kind of take our input a little bit and say, if we say, well, you know, you really need a prospect app and to lead an opportunity app because you don’t want to be flushing in everyone who calls your phone number and you know, everyone who files a web lead in every Facebook lead, you don’t want this being your opportunity because then it dulls your opportunity app. Now your people can’t find what they really should be working on for the noise of all these guys who may be nothing. So the prospect that , but a lot of people want to have that one. They call it a lead. And that’s the other thing is I’ll call it opportunity over and over and over again. And one guy once said to me, why are you keep calling this opportunity? And I’m like, because it doesn’t matter if that’s what it is, the opportunity to buy the house. And until the guy has said to you, he has a house, he wants to sell the next three to six month and he names a number that isn’t ridiculous. It’s not an opportunity.

Jordan: 25:07

I agree . I agree. I mean, and I think, you know, you’ve just hit touched on one of my bugbears that I talk about almost like daily with clients or you know, weekly , um, is, you know, forever I am trying to convince clients , uh , two , uh , and whenever we build systems from scratch, we will always have a web, a workspace that is off to the side. Where all inbound, external things come into, which we then can sanity check, Oh, or , or create some element of crosses process around sanity checking before it goes in to the main leads . Whatever you want to call opportunities app , um , is there’s nothing worse than seeing a big lead app with 10,000, 15,000 items where, where 8000 of them are nonsense. It’s cluttered, it’s duplicates, it’s triplicate, it’s, you know, an inbound text messages asking about milk that’s created a new lead or whatever. And you just sit there and you’re like, how can your team possibly know where they’re going? You created chaos.

: 26:12

The first thing I look at with a client who’s established is how many leads do they, they claim they have. And if they’ve got thousands of leads, I mean, I’m like, so you have 10,000 leads? And the guy’s like, yep .

Joel: 26:26

I’m like, no, you don’t. It’s , it’s, you’ve got, you’ve got a pile of, of , uh, probably junk and you have so many qualified opportunities. But could you tell me, if I said to you, you needed to focus on just 150 of these to close 15 this month? could you pick the 150 but I’m only gonna let you work on those 150. Could you pick the 150 and, and you know, a lot of people don’t start to realize that, that, that piece of it because they’re, they’re scaling. Um, this is particular I think to real estate, but they’re scaling cause they’re taking it in such large, the front of the funnel is huge and they’re not, they’re not really being critical about it. Um, you know, I think at the end of the day, you know, you get this, this, you know, it’s like skiing on soft powder. If you ski on soft powder , you can make all kinds of mistakes and still have a fantastic day. The day the , the snow gets icy start skiing, you’re going to break your leg. If you don’t have true form cause you’re going to hurt yourself because the ice is totally unforgiving. So, you know, in the, you know , market where there’s tons of opportunities, who cares? But, but when you get down to, or if you only have two people and you really only have to capture this micro piece of the whole , but you know, as you start to scale up and you have to be more skilled, then it requires much more disciplined, much more understanding of where things are going. It’s a critical piece. And I think, you know, for me this is what differentiates, you know, the fact that I was a CEO , a general manager, I, you know, I’ll occasionally flip on a client and go, okay, I’m going to turn off my partner hat. Talk about like, do you like a COO and say, okay, where’s our return on investment on doing this? Why are we, I had a client once who was desperate to get his MLS onto Podio, which is a hard, hard trick and there’s no straight way of doing it. And you know, it was going to cost, I had to get, you know, we going to program an API, it was going to take development, it was going to be a couple thousand dollars. I finally asked himI’m like, how many times a week are you looking to get this MLS data pulled? And he said, Oh, you know, five to 20, like for five to 20 hire a VA pay or 15 to 25 bucks per, and I just saved you boatloads of money because 2000, you know , whatever it was going to be to program the, the, the API. We had no return on investment for this man. So , um, you know, you have to kind of look at it from a business point of view and make sure that there’s good value being given for what you’re attempting.

Jordan: 29:04

Absolutely . Absolutely. And I think those are, those are questions I think that also demonstrates really well as to, you know, the value of speaking to a partner. Um, you know, and getting that insight. Um, cause I, I see a lot of times, you know, a lot of systems that we see where people have built a version 1 themselves and some of them do it pretty well and some do it less well, but the experience , um, and my kind of , uh, you know, what that brings to the table and sanity checking and the , the kind of slow down and let’s think this through. I think that’s an enormously valuable. Um , so just as we , um, as we look to close off this podcast, you’ll , um, just , uh, let everybody know, you know, where can we find you? What are you up to right now? Uh, what are you looking for? What type of companies do you want to work with? Uh, you know, I know you well , but let’s, let’s, let’s, let’s let everybody know who you are. I,

Joel: 30:03

you know, I love working with clients who really like to get into , um, uh, working one on one with me, like finding their path to a solution. They’re , you know , um, they’re not the ones who just want to throw down and say, okay, give me this. They want to get involved in creating solutions. Um, uh, one of my favorite clients and one of my , my big ongoing clients is a company that does, is a national charity that does special need trusts and settlement management trusts for minors and critically injured people. And it’s , it’s great because , uh, the owner or the president of the, of the charity is a, is a former developer. And so as we work together and I work with his team and I create processes and the processes are always finely honed to make everything work for everyone correctly in the most efficient manners. So I really like that opportunity to kind of get into it with a client and get into their business to be much more customer intimate than would be a lot of my clients. I’m in their work spaces . Um, clients, staff will literally call my name and @mention me on a record. If they see something that’s problem or bothering them , uh, that’s not working the way we anticipate. We’ll , they’ll @ mention me and I respond to it. Um, uh, one of my larger customers, they, they’ve had new employees ask where my desk was. I mean, I’m so entrenched in their, their process that they, they’re wondering where I am. So I really like that sort of work. Um, I work across the board. I mean all partners have a lot of real estate clients and we do a lot of great things in real estate. But you know, the trust company I have in a college college MBA admissions company , uh, that for admissions that we’ve created a really great thing for their coaches, coach clients towards MBAs. And , um, we’ve done a lot of great stuff including invoices into Xero and , uh , uh , payments out of Xero back into Podio so that the coach knows that the bill has been paid and they can continue working their process. Um, a lot of web form work with them and things that had been been really great. Um, I’ve worked with a couple of medical , uh , uh, marketing companies. Um, uh, it’s, it’s these things where people value the ability to do, to let the computer do the work for staff rather than make staff work for the computer and to really make everybody’s day’s better. My, my clients that where we really excel is when the clients are like, this has measurably made my life better. And I think for, with Podio and I, you know, I implemented Salesforce at one point , uh, at, at, at Wexler, even , um, Podio done right creates that moment where someone says, this makes my life better. And you don’t hear that no one ever said to you that Salesforce made their life better. Um, uh , I’ve never heard that in all of my days, but I do hear it about Podio a lot and I liked the opportunity to make that magic happen for a client to get into their nitty gritty, learn about their business. I could tell you things about , uh, uh , special needs trusts that I’ve learned over the last couple of years working with this client that I never would have known. But I know those things well. Um, so it really does make a difference when you, you engage that way. And I enjoy it the way that sort of , uh , of work with clients , um, to make a difference.

Jordan: 33:39

Excellent. And , um, your website is

Joel: 33:46

I Have You can, you can find me there. Um, uh, and , uh, there’s a form , uh, or you can often find me if you’re in the GlobiFlow forum. I’m not hard to find. Um, I, I tend to post there fairly frequently. Um, and uh, uh, people do occasionally ping me and ask me questions. Um, but yeah, and , uh, I also, there’s , uh, I’m, I, I like to , as much as I like my own business, the, the partner request form is a great place. I think all the partners compared to just someone you hire off Upwork, there’s a huge difference between a Podio partner and just some guy who’s working in Podio. It makes a difference. We are vetted. Um, we are , uh, we all have a certain amount of skill that goes beyond , um, uh, you know, I say to clients, look, there are a lot of great templates out there. There’s a lot of stuff out there, but unfortunately I only hear the bad side of stuff. No one calls me up and tells me the template was excellent, but I get a lot of phone calls telling me that someone, they hired someone overseas, it went badly. The hired this template, it didn’t work out well for them. They , uh, did whatever. So, you know, it doesn’t hurt to have a conversation with a partner at the outset , um, to kind of see where, what we might say to you. Um, even I spend, I’ll spend about an hour with anyone who comes through the thing with me. I, I’ve been known to make quick fixes for people, do a calc field here, demonstrated this there. Um , and then they’re like, well, but you weren’t charging me for this session. It’s like, I , that’s not my way. I, you know, my clients who I’m working with want to work with me and see the value in what I’m doing and they’re happy to pay me for that value. Um, you know, I’m not partners as a whole aren’t the cheapest people on the block, but I think we’re more giving , um, and to have more value return than the other guys.

Jordan: 35:47

When I say I think you , you know, just to close it off as with a real positive note, you know, you , you mentioned, you know, Podio makes in know this makes my life better, this makes my business better. I also think that community Podio builds up, does the same and , and you know, your point of, you know, like, I think we’ve all spent a lot of time over the years talking to new people. You know, they’ll reach out and they’ll say, how do I do this? And you know, whether it’s on a GlobiFlow forum where you give an answer or a private message or you , I’ve hopped on calls with people for 30 minutes who never paid me, but that’s okay because it’s, it’s, you know , you know, it’s the ecosystem that we were all developing and that we’ve all, you know, that kind of community we’ve all built and those things come around full circle all the time. Anyway. I mean, I, I’ve had people come back to me three years later, Who were like you helped me out at the beginning. You know, our business at this point now and we want to take it further. Can you help? And , uh, you know, so you never know where it comes. Um, I’ll make sure I put all your details in the podcast page on the podcast description. Um, and uh , I’m sure you’re going to be back on the podcast. If nothing else. I’m going to do a series of partner round table podcasts. We’ve got our first one scheduled , um , soon where I’m going to get in three or four or five partners on a podcast where we can talk about things and I’m going to do a couple of them with a different sets of partners. Uh , so I’m hoping I can get you in on one of those as well cause I think your insights can be valuable. Um , so thank you so much for joining us today. I appreciate it.

Joel: 37:20

Oh my pleasure.

Jordan: 37:22

Thanks everybody for listening. If you are, if you’ve listened before you liked the podcast, please go and rate it. Uh , give us a rating and give us a comment. It does help boost it up. I want to thank Joel, my guest today, a fantastic, ah , I love listening to him. I’ve met him once in California. We had dinner together with a bunch of Podio people and uh, I missed the chance to see him , uh, about a month ago, but I’m looking forward to next time and , uh, everyone have a great week.

Speaker 1: 37:49

You’ve been listening to supercharged with Jordan Samuel Fleming . Subscribe today on iTunes, Google play, or Spotify for your weekly dive into how you can supercharge your business by making it powered by Podio. Be sure to check out our website. We are game where you can learn more and arrange a 30 minute call with Jordan Dow BW . Understand how Podio supercharges you.

Jordan Samuel Fleming

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