SUMMARY:

The episode focuses on how business owners and operators should approach the holiday season with intention instead of following the crowd. With ad costs peaking in Q4 and noise from major brands and big influencers flooding the market, the hosts outline smarter alternatives to paid advertising. They discuss tapping into existing warm audiences through referral programs, joint ventures, and organic promotions. The conversation emphasizes leaning into gratitude to stay top-of-mind, using handwritten notes or quick video messages to reconnect authentically.

They also highlight the value of holiday-season discounts and bundles for internal audiences instead of broad ad pushes. For leaders not prioritizing year-end sales, the episode shifts toward operational cleanup—cutting unused vendors, consolidating tech, reducing subscription bloat, and tackling internal projects like CRM migrations or system overhauls. The message: Q4 should either be a strategic revenue push using creativity instead of ad spend, or a cleanup and prep season that positions the team to sprint into Q1 with clarity and momentum.

Minute by Minute:

00:00 Holiday Business Planning 05:42 Creative Client Acquisition Strategies 11:26 Maximizing Customer Engagement 15:40 Operational Efficiency for the New Year