Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Greater Perimeter
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
        • Pasadena
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • What People Are Saying
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Partner With Us
  • Veteran Business RadioX ®

Derrick Thompson with Microsoft

September 19, 2025 by angishields

HBR-Microsoft-Feature
Houston Business Radio
Derrick Thompson with Microsoft
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Derrick-ThompsonDerrick Thompson is a seasoned technology leader with nearly 20 years of experience driving innovation and growth in the IT and cloud industries.

Having held influential roles at IBM, Citrix, and Google Cloud, Derrick brings a proven track record of shaping partner ecosystems, advancing technical enablement, and scaling business development strategies across diverse sectors.

Currently serving as the Director of Partner Technology Strategy at Microsoft, Derrick plays a pivotal role in helping partners across the Microsoft ecosystem build differentiated offerings and drive successful business outcomes.

He collaborates with organizations to develop integrated business and IT strategies that harness the power of AI and emerging technologies, enabling them to deliver exceptional customer value while maintaining a strong competitive advantage. microsoft-logo

Known for his deep expertise in partner program strategy and technical alignment, Derrick continues to champion forward-thinking technology adoption and transformation, empowering businesses to grow and evolve in an ever-changing digital landscape.

LinkedIn: https://www.linkedin.com/in/derrickrthompson/
Website: https://partner.microsoft.com/en-US/

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Derrik Thompson, director of enterprise partner Solutions at Microsoft. With nearly 20 years of industry and channel experience, including leadership roles at IBM, Citrix, and Google Cloud. Derrick has built a career at the intersection of technology, strategy and partnership. At Microsoft, he helps organizations harness AI and emerging technologies to differentiate their businesses and drive measurable outcomes. I’m not done yet, Derrick. I’m almost there. Beyond his corporate work, Derrick is passionate about mentorship and community service. You guys know that that is near and dear to my heart, and he’s currently serving on the board of directors at Goodwill in Charlotte. He’s here to share insights from his career journey, the importance of mentorship, and what makes Microsoft a platform for innovation and impact. Derrick, welcome to the show.

Derrick Thompson : Oh man. Trisha, thank you so much. What a great intro. A lot more than I imagined. So I really, really appreciate that. And certainly thank you. And to those listeners that are live and also those that will listen to the recording. Appreciate you having me.

Trisha Stetzel: Thank you so much, Derrick, for being here with me today. And I love to take the opportunity to create these amazing introductions for my guests, because we don’t often do that for ourselves. So that is my gift to you this morning.

Derrick Thompson : Thank you.

Trisha Stetzel: Okay, so Derrick, first off, let’s take a little deeper dive into Derrick Thompson. Tell us a little bit more about yourself, whatever you’d like to share. And then let’s dive into your current role at Microsoft.

Derrick Thompson : Yeah, no. For sure. And I you know, I like to start these really on a personal level, to be honest. Trisha. Right. So Derrick Thompson, I’m a husband, a father, a son, a hopefully a good friend to a lot of people. And I just so happen to be, you know, a director over at Microsoft. And, um, what’s funny is I think a lot of that fuels the way that I operate each and every day. I grew up in a very small town. Um, many people may not recognize this name, but Lumberton, North Carolina. It’s a very rural town, um, typically known for textiles and manufacturing and farmland. Um, but I had an opportunity to do some really cool things and be surrounded by people that really cared about what happened to my future, and so took full advantage of that. Um, did some some time with the not just my high school, but spent time with some of the colleges as well, and ended up going to Wake Forest University for undergrad. Had an incredible time there, graduated um, took a job with IBM and the rest is kind of kind of history. And so when I think about those, um, humble beginnings, I think it’s just kind of gave me a drive and a passion to do, really two main things. One, to just explore passions because I think that’s really, really important. But then two, just the value of connections, personal relationships and then obviously giving back. So that’s a little bit about me for sure.

Speaker4: I love that. And Derrick.

Trisha Stetzel: You and I connected well. Linkedin suggested that we connect because we have IBM in common. Right. It’s very, uh, small big world. Right. That’s right. For sure. And, uh, thank you for being vulnerable and sharing your background. I really appreciate that. Let’s dive into your role at Microsoft. Uh, what what is it that you’re bringing to your clients or customers, uh, in your current.

Derrick Thompson : Yeah. Uh, you know, Microsoft obviously is a great company, and we’re on the precipice of what we believe to be a transformational era. Around this idea of of AI. And so I work in a group that’s called enterprise Partner Solutions that you mentioned a little earlier. And our job, quite frankly, is to work directly with our business partners and help them build both capability and capacity to meet that opportunity in terms of AI head on. And so we work very closely with ISVs, which we call software development companies. That’s a much broader statement, but I think it talks to the breadth and the depth of the companies that come on board. And really it says enterprise. And we work with obviously some of the larger companies. Um, but there’s also obviously a segment within Microsoft that really focuses in on the small and medium businesses because we realize, obviously, the closer you are to the customer, the more you really understand the challenges. And Microsoft is, we believe, the best infrastructure to build and the best partner to build, not just for today, but also for for the future. And so I have a great time working with the team. Um, visiting partners, talking to clients about their technology roadmap and how we can actually be helpful as we serve our joint customers together.

Trisha Stetzel: Yeah, I love that. So the thing that bubbles up for me around SMEs and these owners of, um, the smaller to medium sized businesses is some of them run away from AI. Some of them are running towards AI. So what would you just give me a like an overview of kind of where your head is at when we talk about AI and how we can get more SMEs to really embrace this idea of AI moving forward?

Derrick Thompson : Yeah, I’ll give a concept. I mean, when I walk into a room and I talk to really any partner or any customer about the idea of AI, you know, you could have any number of definitions, but I think the best way to really understand it, I’ll ask the question. I’ll say it like this. Hey, how many of you have actually used some of the tools that enable you to take advantage of this new technology? And inevitably, you know, you’ll get maybe 30% of the people to raise their hand. And I believe that’s a critical component that we’re missing. Like, it’s very difficult for you to appreciate some of the advancements and technology that’s occurred, quite frankly, over the past 6 to 9 months without really diving in deep and putting hands on and learning firsthand experience. So that’s my number one question. And so when I talk about AI, you know, the company believes that advancement in technology doesn’t happen without the idea of human ambition or an inclusion of human ambition. And so we talk about agents, we talk about copilot, Microsoft copilot, and then we talk about plus human ambition. And we look at the technology as really a process that really takes away the mundane task that one might do, which unlocks the human ambition that allows for creativity and innovation. So it’s not as scary as many people may think. Oh my goodness, you know the robots are coming to take over. No, no. What’s scary is that we haven’t taken the time to really understand how can we unlock the creativity that we have as humans and leverage the technology for what it has the capability to do today? Because it can tenex the type of activity that you’re doing and help you to meet the customer’s need head on. So yeah, it’s exciting. Trisha, there’s a lot going on.

Trisha Stetzel: I love that. Well, and you said 6 to 9 months. I mean, it’s amazing how quickly this technology is moving. It’s moving so swiftly. None of us can even keep up with it. Especially those of us who are SMEs. Right? Owners, leaders in those spaces. So what advice then, would you give to those who haven’t touched it? They actually probably have used AI and they just don’t know it yet, right? Because they’re using calendaring tools and these other things that are really AI. It’s not just the chat bot guys.

Derrick Thompson : Uh, it’s not.

Trisha Stetzel: Actually so much more. So what advice would you give to those SMB owners listening today that are really super afraid of taking the dive into that?

Derrick Thompson : Yeah, I think there’s a number of ways that you can get really quickly involved in the technology in itself. Um, Microsoft offers a lot of, um, learning frameworks and also classes, quite frankly, for free. And so you can go to the website and take some of the one on one courses around AI, understanding the data, how important data is. Um, underneath that, because it’s almost a garbage in, garbage out type of approach. Um, we leverage the data to then help make sense of the next steps that we should take from a strategy standpoint. So I would recommend learning, take advantage of all the free resources that you’ll see out there on the web. And then the other piece is that if you’re a small company, get every employee right in your organization. Access to Copilot, access to Microsoft 365 and really dive in and start to start to use it. One of the things I think that has made Microsoft so special is that fundamentally, over the past 12 to 18 months, every employee within the partner organization has has access to copilot. So we’ve kind of, I would say back in the day, kind of drink our own Kool-Aid, right. So we we’ve done that internally because the more we use it, the more we’re able to articulate the value to those that are just exploring. So those are two things that I would do. Go tackle the learning. A lot of it is free. And secondarily, make sure that your employees have access to that technology to play around with it and get more comfortable with how it can best be used.

Trisha Stetzel: I love that, thank you. What great advice. So I got excited when you said Microsoft 365 because many of us, many of us SMB owners and leaders have Microsoft 365, and we are not using its full capabilities. Can you talk about that for just a minute?

Derrick Thompson : Yeah. I mean, you and I like to use, you know, some examples. Um, many of us have, you know, iPhones or you may be a Samsung person, but let’s be honest, outside of the actual web, um, text messaging and maybe a few other apps, like there’s still 85% of the capability that that smartphone can do for you. And I think about that with Microsoft 365 as well. Right. There’s so many different components even that’s embedded within Excel. You know obviously within word document as well as PowerPoint. Um, and Microsoft, we’ve been able to unlock the use of agents even across some of the CRM systems and CRM systems that we’re leveraging. The same can be true for small businesses that are leveraging 365. And so really what happens is copilot becomes kind of the the interface into your own information. So now you can use all the great information that you’ve gained over the past years about your customers, right. And be able to data mine that in the appropriate way, be able to surface it in the right way at the right time as you’re having conversations, as you’re, you know, putting projects out there and doing bids, etc.. And so really starting to look at, well, what more can I do with what I already have, leveraging the technology that’s embedded in there will really start to unlock even more for you in the future.

Trisha Stetzel: I love that and free training. You guys. Free training. It’s out there. So, Derrick, uh, I know the listeners are already interested in connecting with you. Maybe they have some questions or you could direct them, uh, in a particular way. What is the best way for them to connect with you?

Derrick Thompson : Yeah, I think the best one. I’m always open to conversation, for sure. Um, you can find me on LinkedIn. My handle is Derrick d e r r I c k r Thompson t h o m p s o n. So feel free to reach out connect, follow. I’d love to hear from from any of you for sure.

Trisha Stetzel: I love that, and by the way, that’s how I found Derrick, right on LinkedIn. Um.

Derrick Thompson : Okay, I’ll tell you one thing too. Just along with that, you know, uh, we’ve ascribed to the idea of being learn it alls. And I think one of the things behind learning it all is versus know it alls is this idea that you can learn from anyone. And so I’d love to hear, obviously, from your listeners and understand well what are some of the things that they’re facing, because it can probably unlock a lot more and we can pour into that right where you are. So really appreciate the opportunity.

Trisha Stetzel: Absolutely, I love that. So you guys heard what Derrick said. Answer the question. You guys can comment in the YouTube comments area. Or if you’re watching on social media, you can certainly comment there. And then I’m going to tag Derrick so that he gets your questions, or you guys can just reach directly out to him at his LinkedIn profile. Derrick R Thompson. Okay, Derrick, I want to move shift a little bit away from the technical side of things and tackle this idea of leadership or how you lead today. So you’ve held leadership roles with IBM, with Citrix, Google Cloud, and now with Microsoft. So what are the key lessons that you’ve learned along this leadership journey that you’d like to share with the audience?

Derrick Thompson : There’s been a number of them. Trisha. I would say, um, one thing important is when you step into a leadership role, um, you’re really stepping into a role where you become more of a servant, if you will. So this idea of servant leadership. And what do I mean by that? It means being able to connect with people, um, a little deeper than the surface level. Right? Now, I’m not saying that, you know, I’ve got to know everything about you from your personal standpoint, or you need to know everything about me. But I do need to understand what’s going to help motivate you on a daily basis. Right? I need to be able to empathize with you when you’re saying, Derrick, today I just may not be able to bring my best self. Well guess what? Well, I want you to make sure that you’re in a space where you can bring your best self and that we can collaborate in the in the best way. So I think that establishing a connection and a, um, reciprocal trust is very, very important. So that’s, that’s really number number one. Um, I think the other thing, and I alluded to it a little bit earlier around this idea of know it all versus learn it all. Um, I think you have to realize and accept the fact that you don’t know everything. You’re not an expert in everything. And in fact, that’s why I hired you, right? Like, I, I would hire someone else that’s smarter.

Derrick Thompson : Smarter than I am, um, in a particular area because I know that it’s the combination of those things that really make up a great team. And there’s no there’s really no substitute for that. And then been able to give credit where credit is due. Right. And people love making sure that that they get, um, the amount due to them. And I’m not talking financially all the time or tangibly, but just a simple thank you. Right. Um, I learned from one of my mentors that, um, in the moment, feedback is some of the best feedback that you can give someone. Now, whether that’s feedback directly on something that just took place or even just accolades for something that just took place in the moment. Right. Because those things are critically important. Look, we all have busy lives outside of work, right? And I realize that. But and so when you step in, you give your best self. People need to be acknowledged for that. And I never want to lose sight for that. So those are some of the things that I’ve learned kind of over my leadership journey. And I think the last piece that I’ll say, I could talk about this stuff all day long, but the last piece is, um, really understanding and learning how to prioritize your time Effectively right? No one is an expert at that, right? I’m still working on it, for sure.

Trisha Stetzel: Me too.

Derrick Thompson : If you if you do not carve out the right time to at least recharge yourself, how are you going to pour into someone else? Right. And I, I think about that even from a parenting standpoint. And obviously with my spouse, I have to have the time to pour into me so that I can pour in to others. So never lose sight of that. Um, because I think it’s extremely, extremely valuable in terms of of leadership.

Trisha Stetzel: I’m so glad that you brought that up. You know, I was I was going to tout that. I’m I want to be a learn at all. I think I’m going to be a learn at some and just get better.

Derrick Thompson : I love it, absolutely.

Trisha Stetzel: And remember to put my mask on first. That was the thing that came up for me when you were talking about time management and recharging your batteries. It’s, you know, it’s not always about, um, or it’s never about being selfish, right? And it’s not always about just resting or unplugging, but recharging your batteries. So what is your favorite thing to do? Right? Um, for the listeners, what is your favorite thing to do to recharge your batteries? Um, I’ve been thinking about.

Derrick Thompson : Yeah, I love to read. Uh, that’s still, uh, a pretty big hobby of mine. And, you know, I’ll read, you know, business books and that type of stuff. I’ll read the Bible. Right. It’s one of my favorite hobbies as well. Um, but the other thing that I’ll do is just sit and be still, Trisha. Like. Like, just be still. I’ll go, you know, on a patio, or I’ll just go take a walk. Um, outside, in between conference calls, maybe do a lap or two. Um, just to just to refocus and kind of steady, steady your, your mind and so that you can then focus on some of the things that, that, that matter. Um, I tell people this all the time, I, you know, my order for a long time has always been God, my wife, my kids. And then everything else falls after that, I. I love my job, I absolutely do. Um, but that’s been my order. And I’ve been blessed enough to work for managers that have never asked me to compromise on that at all. And so I believe that’s extremely, extremely important.

Trisha Stetzel: Absolutely. It sounds like you’ve had some great leaders in your past and you continue to be a great leader. Um, you mentioned mentorship, and I know that that’s very clear, uh, that that’s something that’s important to you. So how is mentorship impacted your own career as you’re moving through your leadership journey? And how do you pay that forward with the next generation of leaders?

Derrick Thompson : That’s a really good thought. Um, you know, I can go all the way back to, you know, even my time in undergrad at Wake Forest University, I had a, had a mentor who and I’ll, I’ll describe the story. I’ll try to make it short, but, um, I’m in a, uh. I’m part of a group, um, a group that founded what we call knowledge network. And it was a a technology company that was incubated by the university. And so myself and four other people helped to found that company. We did all types of kind of pro bono web design work and database work, that type of stuff for the community. And the cool part about that was that the funds that we used or that we made rather, not only did give us, you know, a bit of a stipend, um, but it also provided a bucket of funds, if you will, for, um, underprivileged college students that would come after us. And so, you know, very successful, um, had a great time, but I had a mentor associated with that program who, um, introduced me to, um, someone an executive at IBM. And, you know, I was at we were in a room and she was sitting at a at a table, and I just kind of walked to the door. I was going to be a part of the meeting, but I just kind of stood at the door, not really thinking that I should go all the way in. Maybe I grab a seat over in the corner.

Derrick Thompson : Well, she stood up and she said, you know, Derrick, come on in and you can have my seat. And, you know, reluctantly, for any number of reasons. One, maybe I didn’t feel like I was quite ready, you know, for, you know, to be in that room at that table. Um, but then the other piece was, you know, well, why not? Why not take advantage someone, you know, someone did this for me. So I took a seat. And it just so happens that the person that sat beside was a general manager of IBM at the time. And he gave me my first internship. Um, he was the same guy that hired me on full time, um, before my senior year. He was the same guy that was at my wedding. So there’s a there’s just a consistent thread around mentors that open up opportunities and quite frankly, see things in you before you’re ever even able to see them in yourself. And so that stuck with me for so long. And a lot of my mentors have played a similar role in various stages in my life. And I found that to be important and, um, just obviously a reason to give back and always searching for kind of the next individual that I can do something similar for. And that’s been really, really important to me. Um, and I’ve been able to do that. And so I’ve been excited about it. And certainly I’m blessed to be able to have the opportunity to do it for sure.

Trisha Stetzel: That’s amazing. So like a for real seat at the table. What a great story. I love that because we talk about that, you know, virtually or just as an idea. All of us want a seat at the table that we feel like we belong at. And um, you got yours. And that’s what started this, and I think it’s fantastic. Yeah. Okay. So beyond mentoring and you’re an amazing leader, you are also serving the community and currently sit at on the board for goodwill. Let’s talk about that number one. How long have you been sitting on the board? What is the role and why did you get involved in the first place?

Derrick Thompson : Yeah for sure. So I’ve been on the board of Goodwill now for three and a half years. And so I’m the chair for the missions committee. And goodwill exists. I mean, you’ve I mean, everyone kind of have heard at least of goodwill. Um, and when you think of goodwill, you think of what, Trisha? You think of donations and.

Trisha Stetzel: Yeah, the donation line. Right?

Derrick Thompson : Yeah. Yeah. You think of those things, right? Which is all. Which is all true. But what’s amazing is there’s a whole infrastructure that really drives everything that you see. So that donation, that that small sweater or, um, used, Use slightly used purse or shoes that you may not have need for. Um eventually goes through the infrastructure and can turn itself into a job or an opportunity for someone else that’s just starting out. And so to be able to be involved in helping to kind of make that work has just been incredible, right? I mean, I grew up in I mentioned a small town in Robertson County, um, where people with 30% of most people were living below the poverty line at one time. And having an opportunity to just have a job, an honest work that’s associated with an entity like goodwill can change. Change a life and change a family forever. And so part of my job on the missions committee is to really, as a chair, is to really ensure that the things that we put put together in terms of social enterprise and obviously backed by philanthropy, allows us to continue those types of activities and also community outreach that gives people the opportunity to, you know, seize opportunities, see about possibilities if you will, and just grow uniquely right where they are and give people hope. Right? I mean, that’s that’s literally what it does. And it’s been an amazing, an amazing journey. And I’m really proud of the work that we’ve been able to do here in the Charlotte area.

Trisha Stetzel: That’s beautiful. Thank you for that. I’m a big proponent of community service. I think that any of us who are out working or have our own businesses, or are leaders in the community, expecting those people out there to give back to us, we should be giving in return, uh, and giving first right back communities that we’re a part of. Okay. So as we get to the back end of our conversation today, I know it went by so fast.

Derrick Thompson : Really quickly.

Trisha Stetzel: Yes, exactly. What advice or just your own experience, what would you give back or tell the audience around? Community service. Getting involved. Sitting on a board. Any of any of the above. What would you tell those listeners today who want to get involved and don’t know where to start?

Derrick Thompson : You know, I think there’s opportunity around us everywhere. Trisha. Um, I’ll give you another quick story. Uh, myself and one of my best friends in undergrad, we, um, participated in Big Brothers Big Sisters, and we had jointly we had a ten year old guy, um, who, um, had some family challenges, um, and growing up in a different environment. And we poured into him, we would bring him on campus because I think it’s impossible for people to understand what they can do if they can’t see it taking place. So we used to bring him to campus. He used to participate in some of the the leadership activities that we actually did. We would obviously have fun, take them to the mall and those types of things. But I think it created a passion in him to want to replicate some of those things and allow his future to look different. Um, if you fast forward that, I mean, we were there when he graduated from high school, which is already a stat beater, if you will. Um, we were right there when he graduated from college, um, in Georgia. Uh, and we were there when he got his first job, and I had moved my entire family, um, to the West Coast for the job with Google. And he was there because he had his first job at a small tech company in Silicon Valley, and he was a part of my wedding. So I say all that to say there’s opportunity right in front of you, right? And I think there’s something to being, um, persistent and to finding someone that you can really, really pour into and show them just how much you care about what happens to them next. And if you do that, I mean, I believe it’ll just work wonders, not just for that individual, but also for you. And it helps you to understand, honestly what we’re really here, what we’re really here for. Trisha, I said earlier that I you know, I love this stuff. I’ve got my, um, priorities. But I just believe that unless we’re able to do something for someone else. Um, none of it. None of it matters.

Trisha Stetzel: Mhm. Oh my goodness. Your words today are so powerful Derrick thank you for sharing. I appreciate you um coming on the show today being vulnerable, sharing stories. I would love for people to connect with you guys if you haven’t already. Some of you already have. If you haven’t already gone to LinkedIn and connected with Derrick, I want you to do that right now. Derrick d e r r I c k r Thompson t h o m p o n on LinkedIn. And if you can’t find him, you guys are already connected to me. Go. Go find my connection with Derrick. It’s not hard. It’s not hard at all. Derrick, thank you so much for being with me today. It’s been my pleasure.

Derrick Thompson : Thank you. Trisha. Thank you.

Trisha Stetzel: That’s all the time we have for today. If you found this conversation with Derrick today, um, insightful, please share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. Be sure to follow, rate, and review the show. Of course, it helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Tagged With: Microsoft

Chris Carter with Approyo

September 19, 2025 by angishields

HBR-Approyo-Feature
Houston Business Radio
Chris Carter with Approyo
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Approyo-Logo

Christopher-CarterChris Carter is a dynamic entrepreneur, four-time best-selling author, and global thought leader in SAP and artificial intelligence. As the founder of multiple companies—Approyo, MugatuAI, and Charging Bunny—Chris is known for helping businesses leverage cutting-edge technology to operate faster, smarter, and more efficiently. His companies specialize in SAP migrations, S/4HANA upgrades, AI implementation, and sustainable EV infrastructure, delivering transformative solutions to companies worldwide.

In his conversation with Trisha Stetzel, Chris shared his multifaceted journey from the tech world to managing multiple successful ventures, including the cozy neighborhood bar he co-owns with his wife, Carter’s Pub. He discussed the mission behind his businesses, especially Approyo, which helps organizations optimize and modernize SAP systems while reducing complexity and cost. Chris also highlighted the game-changing role of AI through MugatuAI, helping businesses boost productivity without sacrificing the human element.

The discussion explored Chris’s insights on balancing innovation with human connection in an increasingly automated world. He shared personal stories, business lessons, and his passion for sustainability—especially through Charging Bunny, a startup focused on eco-friendly EV charging solutions.

Whether he’s advising Fortune 500 companies on digital transformation or pouring drinks at his pub, Chris Carter remains committed to creating impact through leadership, authenticity, and forward-thinking technology.

LinkedIn: https://www.linkedin.com/in/christopher-carter-885159/
Website: http://www.approyo.com

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Chris Carter, a four time best selling author, founder of Approyo, MugatuAI and Charging Bunny, and a global leader in AI and technology innovation. Chris is the go to for companies looking to scale and strengthen their SAP landscapes, save time and money during migration, and leverage AI to create faster, stronger, more stable organizations. His teams help clients reduce complexity, boost productivity, and prepare for the future where AI and people work side by side. He’s here to share his insights on AI security and how businesses can harness both technology and human talent to stay ahead. Chris, welcome to the show.

Chris Carter: Hi. Thank you for having me. And please, can you walk with me in every elevator I walk into and pitch? You are. Wow. I feel like I’m pretty darn good.

Trisha Stetzel: I love this. You know what’s so much fun about creating these introductions for people is we don’t ourselves often go out and say these things. So I like to give that gift to you’re welcome and I’m happy to share.

Chris Carter: I’m going to I’m going to take that snippet. This is gone and I’m going to use that. I’m just going to go in my earpiece.

Trisha Stetzel: I love that, Chris. Thank you so much for being here with me today. Tell us a little bit more about Chris Carter and all of these businesses that you have.

Chris Carter: Well, I tend to stay very busy. I’m very been very blessed. I’ve been married 26 years to an incredible woman who has raised our two daughters. I am a girl, dad. And she’s given me the fortitude to take the things I love and to try to do things. Um, I learned very quickly when I was young, um, to try, uh, I had the one of the first computer, a Commodore Vic 20. I had an old Atari system, not the video game system, even though I had that and all these systems. And I went off and became a technologist. And I love to try new things. I love to tinker. I love to play, I love to learn. And so I’ve created a number of companies throughout my career and been very blessed and started writing books and speaking. And I still maintain three companies, plus a bar restaurant that my wife runs at, uh, thank God I have a whiskey. Well, shout out to Garrison Brothers Whiskey of Texas. Love you guys. You’re my favorite. But, uh, it’s fantastic.

Trisha Stetzel: That’s awesome. One. Congratulations on having a beautiful relationship with your wife and being a girl dad, because that’s important to you, I love that.

Chris Carter: Oh, I love it. If I could talk for hours just about my daughters, I am. I am the literally the proudest dad there could be. I I’ve got two phenomenal girls who are both in the medical field. One is a nurse and one is on for the oncology wing of Children’s Hospital. And the other one is an EMT. And they both care about people so much. And I give that all to my wife because I don’t care about anybody. No I’m kidding.

Trisha Stetzel: I doubt that just based on what I know about you, you are definitely hanging in there with all the people. And I can tell that it’s really important to both of our daughters for giving back in a way that they do. That’s those are both very hard jobs. And thank you to them.

Chris Carter: So enough about my girls. Now it’s all about me.

Trisha Stetzel: Okay. Now let’s talk about Chris. Okay. So, Chris, instead of starting with the beginning because we’re definitely going to talk about Sep. I want to talk about where we’re at right now. And I know I heard through the grapevine, you just got back from a conference and it happened to be about AI. So can we start there? Let’s just dive into that and then we’ll back into the rest.

Chris Carter: 12,000 people attended this conference in Las Vegas, Nevada. Thank God there was air conditioning because it was 115 degrees the whole time I was there. And I’m a pasty white guy from Wisconsin. That doesn’t go well. But 12,000 people wanted to know more about AI and how it’s helping their businesses and what they can do and where you can go. And so I spoke twice. I’m very fortunate that they asked me to speak twice. And I was talking about some of the activities that we have in my new books and what we can do from businesses on a day to day basis. Why you should start looking to integrate it, how you can integrate it, no matter if you’re a business of one, or if you’re a business of hundreds of thousands of people. There are some little things that you can literally do day to day if you’re in marketing, if you’re in sales, if you’re in the technology team, even in the executive offices, the things you can learn about your company alone with AI helping you bind that together. It’s I get it. We’re in the not even the first inning of AI right now. And I and people tell me this all the time and I say, I haven’t even walked in the stadium as a former baseball player. I would sleep in as late as I could, then go to the baseball stadium to get work done and activities two, three hours in advance. We’re not even to that point in this, this new growth that we’re going to see with AI.

Trisha Stetzel: Yeah. That’s crazy. So first question.

Chris Carter: Yes.

Trisha Stetzel: What would you say to those who are listening today, who have still not embraced the idea that this is reality, that AI is here for us?

Chris Carter: I’m going to take off the glasses of this, and I’m going to point at them right now. You need to start looking at things, even basic things. Grammarly. Let that clean up your emails. Let that clean up the documents that you’re writing. Go to open AI, go to ChatGPT. Use Gronk, use the tools that are free for you to become a better you. Because that’s really what AI in my mind is all about. Will it take jobs? Um, still to be determined. I think there will be some jobs that will take. And I’ve actually given a speech, um, I do a presentation at a lot of universities where the junior developer will no longer be needed. Okay. Because of AI. Yeah. But what they do need is if you take that junior developer who’s about to get out of college and give them the business sense they need, because technologists need to understand the business and they need to communicate with each other. So that’s why I say it’s going to make you a better person. It’s going to make you a better writer. It’s going to make you a better salesperson, a better technologist, because now you have that helping you to gather that information from your company or from the World Wide Web, and how you’re going to market, how you’re going to promote. And it’s going to help you as that individual or you as that group and that company. And that’s where I see the such a benefit with it. And that’s why I take off the glasses and I point at those individuals watching do that now just by adding the Grammarly app to your MacBook or to your whatever computer you’re using, and watch it clean up and help you just little changes that how you speak and how you promote. It’s incredible. And how those tools they get you.

Trisha Stetzel: Yeah, and it’s moving so fast. We need to embrace some piece of it so that we can stay relevant in our businesses. Right? You mentioned the human component. Yes. I get that some of these tools are going to replace things, but that human connection or that human to human conversation, communication is so important. So can you talk about how still having that human to human connection is important?

Chris Carter: Oh, it’s it’s greatly important in the AI world because we cannot do this. We cannot have a conversation and have the video and activities going on between us as humans. If you are AI, you’re going to have an avatar that’s going to be manipulated, let’s say, and everybody’s going to know. Everybody’s going to know that the passion that comes out of me and whenever I speak is not there in an AI, I have a passion for helping people. I have a passion for education when it comes to technologies and AI and SAP and cloud, and even with our EV charging business, I have a passion to try to make people and things better. An AI avatar or bot only wants to do what it has to do to make things go forward. It’s not going to show you the passion that we feel for it, and you have a passion for the show. That’s why we’re smiling with each other, and we can interact with those smiles and those head nods. And we know what we’re doing because we have a passion. Ai doesn’t have a passion for those.

Trisha Stetzel: No. And it’s so for those of you who are listening, don’t go in your room and name your chat bot and never talk to a human because that that’s the wrong direction to go.

Speaker4: That was a movie each other. Do you remember that movie by Phoenix? Oh my gosh, that was such.

Trisha Stetzel: A long time ago, right?

Speaker4: Like 5 or 6 years ago?

Chris Carter: Yes.

Speaker4: What a.

Chris Carter: Foreshadow.

Speaker4: Yeah.

Trisha Stetzel: It’s crazy. Okay, tell us about your books, because I know that you’ve got a handful of those as well. So tell us the titles and how we can find them.

Chris Carter: Oh geez, I’ve got 17 of them. Um, they’re all my little babies. They’re not my daughters. They’re my babies. Um, none of them are more than 150 pages long, because what I wanted to do with them, and I actually have some literally right here. So they’re there. These are 120, 130, 150 pages. It’s basic AI understanding. They’re all on Amazon. If you look me up on Christopher M Carter or Chris Carter on Amazon, and I literally want to give you some information, I talked to you about chatbots. I talked to you about what the basics of AI and Grammarly and how to use some of these. And then there’s other ones that talk about large language models and small language models and what those are, and why companies need to start looking at their data and they need to start cleaning up their data. Don’t go out if you’re a company and say, oh, just we’re going to put this in and forget about your data, because if you get everything from the World Wide Web, you’re going to not get all of your information. You’re going to get every information. And so I talk through why and what and how and just I, I act as if everybody is a kindergartner. I don’t have grandchildren yet, but I remember those days of taking my daughters to school and having to dummy down everything I said, because I’m a very intellectual person with a 160 plus IQ. I tend to get a little out there, but at the end of the day I’m like, okay, let’s talk to each other as if we’ve got 40 IQs and we’re just starting in this world together, and we’re walking to school together. And that’s what I really wanted to do because people are scared. I know my mom and dad didn’t want to be anywhere near this, and it’s people that are trying. Or maybe they’re afraid of trying. Well, this helps them to not be afraid. This takes the clown from underneath your bed and gets rid of them right away.

Trisha Stetzel: Oh, I love that. So you guys go to Amazon, look up Christopher M Carter or Chris Carter and you can find all of his books there. I hope you guys will take the opportunity to do that. So Chris, how can people connect with you if they’re already curious about learning more or want to know more about you and your businesses?

Chris Carter: Oh, I love connecting. So find me on LinkedIn. Give me a little message that says, hey, I heard you on the radio, come on in Houston Business Radio. And I was with Trisha. I want to I want to follow you. I want to talk with you. I want to have a conversation. I’m good with coffee, and I’m good with whiskey. So if you ever want to do one of those with me as well, please. I’m in Texas.

Trisha Stetzel: Maybe both. I’m just saying. Whiskey and coffee. There’s such a thing there.

Chris Carter: I refuse to answer that question on the fact that I have a speaking engagement in Ireland later this year.

Speaker4: I love.

Trisha Stetzel: That. So you started already? Um, like prefacing the next part of our conversation, I believe, which is rolling into SAP and data is so important and using AI. So let’s start somewhere. We can start at the beginning. Maybe let’s define SAP just in case people are not familiar, and then take a deeper dive.

Chris Carter: You got it. So SAP is actually, um, a German based company. It is an ERP solution. So an enterprise resource planning solution. And what they did is they moved everything together into one central database your HR, your finance, your warehouse management, everything that you possibly could do to run a company in one nice, neat, clean package. It’s called SAP and it’s the S4. Now we’re going to the cloud. That org or that information is in your central repository, your central database. This and you need to keep it as your clean. One record of truth. Because if you have one record of truth, it makes everything within your organization all on the same page. And when you have that, that’s a beautiful thing, because now everybody knows what they’re doing with the same data. And you can make decisions as a CEO, as a CFO, you can now make and leverage decisions based on that one record of truth, because it’s been kept and cleaned and the AI tools of SAP, Jul, and of course, the Microsoft tools that are built in help do that. And it makes it makes it wonderful and easy for people running those systems at companies to be able to do that.

Trisha Stetzel: Mhm. Okay. So those of you listening who have multiple spreadsheets and multiple departments, you need to talk to Chris. I’m just saying.

Speaker4: You’ve got.

Chris Carter: The largest um you’ve got the largest industry sector in Texas. And that’s the oil and gas patch. No matter if it’s upstream or downstream, whatever the activities are with oil and gas, literally everybody from Diamondback to Chevron to Shell, everybody has SAP running in their organizations. They just may not have migrated them yet like they need to. But those are the tools, and those are the companies and all the partners that are wrapped around it use it. We’re we work with contango and it used to be White Star Petroleum. Love that organization. I come down there and I meet with folks and they all are trying to still figure it out, and that’s why they work with us. But it’s a tool that makes it simpler for them to be able to do their jobs. So yes, they do need to have conversation with us.

Trisha Stetzel: Yes. Yes they do. Um, so tell me more about who SAP is for the types of businesses, the size of Of businesses. Who needs SAP?

Chris Carter: Well, ten years ago, I probably would have said it would have been for companies that are the largest in the world, down to maybe, uh, half $1 million or $1 billion. But now what SAP has done is they’ve brought it down to organizations. I just made reference to contango, White Star Petroleum. They’re a $20 million a year petroleum organization. And that’s a $20 million company. They’ve got smaller companies as well that are leveraging it. Um, smaller user counts. But at the end of the day, SAP allows you to bundle your finance, your HR, your warehouse, your oil and gas upstream, downstream activities. It gives you the ability to put it all in one central repository and one record of truth. So you can be the multibillion dollar diamond backs and shells and so on that are in the patch. Or you can be a smaller $20 million a year partner that is around the patch and any you can be in retail, you can be in oil and gas. You can be in manufacturing, discrete retail. It’s we’ve got industry solutions in the SAP ecosystem that fit everybody’s needs. You just need a great partner like us at Aprio to be able to support you, to implement and support in those activities along the way.

Trisha Stetzel: Yeah, absolutely. So if folks are interested in talking specifically to you and the business at brio and SAP, what’s the best way to find you?

Chris Carter: So the best way to find the company is app. Com app r y o com or find me on LinkedIn. Uh, you can also hit us up at the info at. And if somebody would really like to have a conversation, we’ve got an eight 800 number on the website as well as my Twitter feeds and text feeds and X feeds and all those feeds. If it’s not me, it’s the company. So it’s, uh. Or find me at a convention or trade show. I’m literally, um, all over the place. And that that brings me to the point that we’re going to celebrate today, Trisha, today is my 50th podcast of the year with any group, and I am so honored that I get to do it with you. So we were.

Speaker4: Oh my gosh, back a little.

Chris Carter: Bit. So I was so happy that your number 5050.

Trisha Stetzel: Wow, Chris, that is amazing. I’m so excited to be a part of your 50th podcast.

Speaker4: You’re a sweetheart.

Chris Carter: Thank you. I’m I’m just honored to be here because I think what you do and how you help the Houston Houston business groups is fantastic. The knowledge you provide. And that’s strictly what we want to do and what I try to do every day. I’ve been very blessed to do this since 1989. I, I know you weren’t born yet, but they’re back in the day. They were the 1980s with a lot of hairspray for women. It’s kind of.

Trisha Stetzel: Well, you might be surprised that that was the year I graduated from high school, Chris.

Speaker4: But really? Oh my gosh.

Chris Carter: You’ve got perfect skin, girl.

Trisha Stetzel: Oh. Thank you.

Chris Carter: Look at me. I now have perfect skin.

Trisha Stetzel: Perfect skin as well. For those of you who are not watching, you guys need to get on YouTube and come watch the video of our podcast today and not just listen to it. I know most of you are in your car if you’re just listening. Alright, so uh, anybody who’s wanting to connect with Chris, you guys know I’m going to have all of the links in the show notes. You can point and click if you’re sitting at the front of your computer, please don’t do that while you’re driving. You can always just take a note and come back to it later. So you talked about, um, the data and the data being important and having a data repository that is the end all be all the place that you go so that it is the truth and it is the best data that’s available for you and your business, your company. How does that or how does SAP actually increase productivity and reduce costs and reduce the complexity of running a business? Can we talk about that?

Chris Carter: That’s a great question because what it really does, and I’m going to take off the glasses again for this to get in a little technical. It puts everything together in one place. You don’t have to have 25 different applications running. You don’t have to have a finance system. You don’t have to have a warehouse management. You don’t have to have an HR system. They’re all under the guise of SAP, and they’re all the modules. And all those modules come together. And so when they all come together, that’s how you get that one database of truth. A lot of times, and it’s still going on today. Companies have ten, 15, 20. I know companies with even more different disparate systems with all these separate databases, and they can’t get the data together to be able to make business decisions that help them guide their company for the future. Trying to do predictive analytics on anything in their company is literally asinine. It’s impossible. So now you get rid of all those systems you put together one and it easier to use, faster to use, more cost effective for them. And it gives you what you need from a knowledge base for you to be able to have those dashboards to see what’s going on in your company.

Trisha Stetzel: Mhm. So I hear brains rattling out there in my audience. Oh my gosh. I’ve been using these same 25 systems for years and the migration scares the heck out of me. So tell me a little bit about the migration process.

Chris Carter: So it can be scary and it will be scary. There are there are templates that we use. Um, SAP has been fantastic over the years in building these templates to match competitor systems or smaller systems. You can use everything from a QuickBooks to Sage to dynamics, and there’s a template to help merge that into SAP. Now, SAP is more expensive. There’s more to do, but now that it’s a cloud based environment, it gives these companies the ability to say, look, I don’t have to hand up my hands on the infrastructure and the networking and the security and all those ands are now gone. And you put it into that S4 environment on an Azure environment, and it’s pretty much hands off, except you have an organization like us that manages and monitors it, so you don’t have to do that activity. It helps you sleep easy at night. I’m I’m literally like the 1980s when we had pagers back then, instead of you getting that call, our team gets the call and we’re your pager to help you sleep easy at night.

Trisha Stetzel: And you need somebody like Chris to get and his team to get you through that migration. That’s what makes it better, right? And this human connection and having somebody on your side and a team of people who can help you with those things that go bump in the middle of the night, right?

Speaker4: Actually, let me.

Chris Carter: Pull out my hair. You don’t want to pull out your hair for that.

Trisha Stetzel: Okay. Uh, would it be okay with you if we spend a little bit of time talking about your other businesses? Would that be.

Speaker4: Okay? You want to talk about.

Chris Carter: The whiskey or.

Trisha Stetzel: So, uh, we tackled it, right? We know. We know what that business is. And you have mugatu AI, which, by the way, we might have to, like, talk a little bit about where the name came from. But does that is it part of it or is it a separate business? What is that business focused on?

Chris Carter: Great question. Because it is a separate, separately wholly owned organization of mine that’s not part of apparel, but we built a tool called Overwatch that we resell to partners and to apparel as well as others that maintains and monitors landscapes across the ecosystem. So no matter if you’ve got SAP or Oracle or Dynamics or Sage, plus all the security predictive analytics tools, we built that tool. So it would literally monitor entire landscapes without having a higher 50 people to do it or 20 people to do it. It does it with one human being with multiple dashboards, so people can actually get the benefits of their systems without having to do all the day to day and the updates and the upgrades. Everything. That tool does it for them.

Speaker4: Wow.

Trisha Stetzel: That’s amazing. All right, so, um, some people may find the name Mugatu familiar. You just have to tell us where it came from.

Speaker4: So I hope they do.

Chris Carter: Well, if they’re if they’re my age, they might remember a Ben Stiller movie called Zoolander. And in Zoolander was an actor by the name of Will Ferrell in one of his first movies, and he played a character called Mugatu, and he was a bad guy. He was the mean guy. Well, I I’ve loved that name of all these years. And as a matter of fact, I goof around with one of the videos on. I’ll send you the link, um, that we’re doing with him in the early part of the movie. And it is to me, I just it rolls off your tongue. It’s mugatu and it’s it it was just the name I’ve always wanted to figure out how to use. And so I named my AI startup after that. And lo and behold, people love it.

Trisha Stetzel: Oh my gosh, it’s so much fun. And thank you for sharing that. Okay charging bunny.

Chris Carter: Oh EV charging based upon solar. Rather than taking from the grid we give back to the grid, we actually sell all of our excess power to the grid. We never pull it. We’re always pushing it to the grid. Um. I love my Tesla. My daughter’s got it. Um. I’m love EV. I think some of the things that we need to do. By no means am I green. I’ve got my Corvette and I’ve got a suburban. I’ve got my trucks. But I also think that we should give back. And one of the things I thought about, I was literally driving that car around with my daughter one day, and there were weren’t many Tesla stations, and I was looking at the Tesla charger and I thought, it’s constantly on. Why is that? And I thought, well, what if you had a larger battery backup system? You had the ability to be able to pull from the solar. Look at all the sunshine and beautifulness in Houston. That’s there all the time. And I tell my friend Cliff Saunders down there, it’s a beautiful state. It’s very hot. There’s a lot of sun and it’s sunny, usually all 365 days of the year. Someway, somehow. What if we could harness that a little bit more, put that into systems that actually store it, and when it’s done being stored for the day at 2:00 in the morning, you can sell that back to the grid to help the grid better the rest of the world. And so it’s a, it’s a, it’s a passion project. A little side thing that I’ve been working with, and we’ve got a couple of them built up and it’s it’s working. And I love the fact that it’s working.

Trisha Stetzel: I love that and thank you. What an amazing idea. And I hope there are others out there who embrace that and follow.

Speaker4: I hope there are others that let.

Chris Carter: Us put them in their facility, because they don’t have to pay for anything.

Speaker4: And everything in.

Chris Carter: And we just work with the the governments to set them back up as a push instead of a pull.

Trisha Stetzel: Okay. One more. Carter’s pub I know you made reference to it earlier. Tell us where it is.

Speaker4: Oh, so.

Chris Carter: It’s in New Lisbon, Wisconsin. It’s about 15 minutes from the Wisconsin Dells, which is the world’s largest city of water parks in the United States. And what we do is I was fortunate enough to have a wife that said, ah, you go pick out all the whiskeys. So the first set of whiskeys came from Texas, which is Garrison Brothers Whiskeys. Nancy and Dan are great people, and so we’ve got, um, all of their whiskey. And then I picked out the next 90 bottles of whiskey that I wanted from wherever in the world, um, my buffalo Trace’s and Pappy’s and, uh, you name it, it’s in there. Driftless Glen. And it’s great food. It’s great fun. We have bands every weekend. My wife runs that day to day, and it was another passion project for us. We, um, unfortunately, the owner passed away and it sat empty. And there weren’t enough restaurants in this area, especially with quality good products like ahi tuna tacos and rolls that actually had real hummus, real homemade hummus. So we’re very much an organically we take them from our local growers, we figure out where we’re going to make, and we have that as our menu. But we wanted to be healthier. Um, she saw her husband ballooning up in weight and said, let’s be healthy about this. And so we picked healthy foods. And again, it’s so much fun to see our neighbors come in and eat with us and generally are typically always there. And it’s fun.

Speaker4: I love that. Back to.

Chris Carter: Our community.

Trisha Stetzel: Yes, absolutely. You’re such a giver. Chris, I’m so blessed to have you on and to be your 50th podcast this year. It’s a blessing, uh, that you and I met. And by the way, you guys, I did connect with him on LinkedIn. It was just a thing, right? It’s how we got connected. Um, as we finish up today, is there one piece of knowledge that you would like to share with the audience?

Chris Carter: Oh, especially since we’re all business people here. Never be afraid to try. You’re going to fail. Look at baseball players. As former baseball player, I failed seven of ten times, but I still hit 300. Try try try. Never stop trying. And if you see success, keep trying. More on that success. If you failed, take the knowledge you learned. That is success. Every failure is a 100% learning curve and keep using that. And I so I tell businesses I love telling young people when I go to colleges and talk to them, you are going to fail miserably at a lot of things, but you’re going to learn from it and you’re going to take that knowledge and do something else, and you might fail that time. Look at Edison thousand plus times. He failed at the light bulb. And now I’ve got a light over my computer. I’ve got a light over my head. But just keep trying. It may not be a thousand times. It may be one time you fail and the next time five times. Just keep trying. And remember, at the end of the day, there’s a little sign right there that my cousin’s daughter made for me. Love each other. You know, at the end of the day, be a good human being. Um, you know, there’s a lot of things going on in this world, good, bad or otherwise. But remember, be a nice person. Be a good person, try to help others out. And if you’re getting up that ladder of success, grab your hand back behind you and pull somebody up with you. That’s good business.

Trisha Stetzel: Oh my goodness. Yeah, we are cut from the same cloth, Chris. Golly, I’m so glad that you were on the show today. You have made my day and I know that you’ve made others days. Thank you for all you do in your community. Thank you for providing such an amazing service to our business owners and leaders who are out there listening. If you guys want to connect with Chris, remember you can find his books on Amazon at Christopher M Carter or Chris Carter on Amazon. You can find his books or at a p e r y.com so you can find his business there. Did I get it right, Chris?

Chris Carter: You did? Absolutely. You’re good. Next up next, I’m going to tell you how I named AB Royal.

Trisha Stetzel: Okay. Yeah, I’m going to have to invite you back. I see this already. Okay. My friend.

Chris Carter: Thank you. Oh. Thanks, kiddo. I love that. Oh. Happy 50th. Happy 50th.

Speaker5: Oh! Happy 50th, happy 50th. This is amazing.

Trisha Stetzel: We’re celebrating. Oh, wait, I think I can do some confetti.

Chris Carter: Yes, we should be able to do this.

Trisha Stetzel: And balloons. You’re only confetti and balloons.

Speaker5: Woo! There they are. Happy 50th.

Trisha Stetzel: All right, my friends. That’s all the time we have for today. If you found value in this conversation that I had with Chris today, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. Be sure to follow, rate, and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Tagged With: Approyo

BRX Pro Tip: Enthusiastic Referrals the BRX Way

September 19, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Enthusiastic Referrals the BRX Way
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: Enthusiastic Referrals the BRX Way

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, if you would, please share kind of a BRX, Business RadioX primer perspective methodology approach to this whole business of leveraging referrals as a key part of business growth.

Lee Kantor: Yeah, this is something where we’ve listened to our customers. Our customers are hungry for referrals. They’re hungry for that word-of-mouth growth that they need in order to grow their business coaching practice, their professional service practice. They live off of referrals. So we had to develop kind of a flywheel that keeps our clients’ pipelines filled with enthusiastic referrals from the people that matter most to them.

Lee Kantor: So some of the ways that we do this are by just leveraging the fact that we are earned media. Business RadioX features you and your guests as industry thought leaders on the air. That spotlight transforms casual connections into genuine supporters. That’s by design, and it’s very difficult for other people to become earned media overnight. It’s something we’ve been spending decades on.

Lee Kantor: Number two, we’re doing networking that’s not cringey. Instead of collecting business cards at awkward mixers, when our people go into a networking situation, we’re putting them in actual conversations with the movers and shakers whom they want to know. This kind of natural dialogue kickstarts relationships, and referrals start flowing simply because we are the ones that are top of mind at these types of events.

Lee Kantor: Instead of – our people, when they go to a networking event, they’re not saying, “Look at me, look at me.” They’re saying, “Do you know anybody interesting I should interview on my show?” People are coming up to us and they say, “Well, you can interview me.” People want to talk to people when they’re networking. It flips the whole script when it comes to networking. You’re no longer kind of please, baby, please, buy my stuff. You’re out there serving people. You’re out there supporting people and celebrating their work, and they’re coming to you like a magnet.

Lee Kantor: And number three, every piece of content that we create is shareable. It’s brag-worthy. Every time one of the people gets interviewed on one of our shows, this is probably the funnest thing they did that day, and they’re proud of it. They want to tell people. It’s the thing that they’re going to tell their spouse about. So every episode becomes a piece of social proof that guests love to share. And then we go out of our way to teach them how to share it more and more, and how to repurpose that content. When your guests post their interview, suddenly their network knows about you, and you become that go-to connector. You’re the mega connector.

Lee Kantor: So I highly recommend, if you are a business coach or you are in professional services, you want to grab the mic. Business RadioX isn’t just a show; it’s your referral engine running on authenticity and a little show business charm.

Lee Kantor: So you can learn more at businessradiox.com.

BRX Pro Tip: Flywheel or Funnel

September 18, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Flywheel or Funnel
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: Flywheel or Funnel

Stone Payton: And we’re back with Business RadioX Pro Tips. Stone Payton, Lee Kantor here with you. Lee, for years, as long back as I can remember in a sales career, the mental image for moving a prospective client all the way through to someone who does decide to team up with you has been a funnel. And then I envisioned it for quite so many years as more of an incubator. But you’ve got a new take on this, the flywheel. Talk about that a little bit.

Lee Kantor: Yeah, I think a flywheel is better suited for today’s world. And people are just the funnels of the past, I don’t think are as relevant as what a flywheel could be. And just kind of basic terms, as a funnel is, some people start at the top and they kind of work their way down to the bottom like a pachinko machine, where the ball just kind of goes down into one of the slots at the very bottom.

Lee Kantor: A flywheel is something that the more you put into it, the more it spins, the more it creates its own kind of momentum, and it builds upon itself. And if you do a flywheel right, you fill it up and it can be kind of almost a perpetual pipeline. And that’s what we’re shooting for at Business RadioX.

Lee Kantor: So the old school funnel is all about driving prospects down, squeezing out conversions, and then starting all over again with a new prospect. With a flywheel, every interaction in our case, guess features, follow-ups, shout-outs, everything is momentum – keeping the momentum spinning. You don’t lose kind of energy at the bottom. You don’t have to kind of start again fresh at the top. The energy you have at the bottom should multiply if you’re doing this right, and that’s the way it works in our business.

Lee Kantor: So with us, every happy guest or even listener can push our business back up the hill by recommending another guest or listener. So everything kind of builds upon itself. Every guest can refer another guest, and those guests can refer other guests. So it does create a true flywheel. So that kind of repeat business and referrals just happen kind of on autopilot once you get a certain level of momentum.

Lee Kantor: The problem with funnels, funnels tend to treat people more transactionally. Like I got to walk you through this, and once you don’t buy, then you kind of exit the funnel, where flywheels turn every relationship, every guest, every customer, every supporter, every listener into a repeat and opportunity kind of to do this again. So when a guest shares their episode or talks us up or sends a warm intro, they’re cranking the flywheel for us. It doesn’t require a cold restart again from scratch.

Lee Kantor: So if you want to change – if you want to choose momentum over burnout, start thinking like a flywheel instead of a funnel. Consider partnering with Business RadioX, where every guest, every episode, and every follow-up isn’t just a step in a funnel. It’s a push to keep the business flywheel spinning stronger and stronger.

BRX Pro Tip: Networking for Introverts

September 17, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Networking for Introverts
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: Networking for Introverts

Stone Payton : Welcome back to Business RadioX Pro Tips. Stone Payton, Lee Kantor here with you. Lee, today’s topic is for people like you, introverts, and people like me, people who just hate traditional networking.

Lee Kantor: Yeah, the Business RadioX model was built for me, an introvert, and for you as someone who hates networking. So a survival guide for the networking averse, here you go.

Lee Kantor: If you’re an introvert, you want to be leveraging the superpowers that you have: your research ability, you’re listening ability, and your follow-up ability. And networking allows you to do that if you’re doing it in a manner that’s elegant, and it fits into the way you like to kind of interact with people.

Lee Kantor: So when you’re going to a networking event as an introvert, what I recommend is you want to focus in on quality over quantity. So you don’t want to look at this as kind of I’m going to go in there and get everybody’s business card. That’s the last thing you want to do. You don’t want to interact with 50 people.

Lee Kantor: What I would recommend is you kind of do some research ahead of time, understand who’s going to be there, and focus in on just connecting with one to two people who really matter. That’s it. Your goal is no longer to kind of interact with everybody. It’s to interact with the one or two people that are going to move the needle in your business, because you know that one meaningful conversation is going to be the dozen awkward hellos every single time.

Lee Kantor: So you want to research the crowd ahead of time. You want to choose who you talk to strategically. And then when you are talking with them, leverage the fact that you’re probably a great listener if you’re an introvert. Being a great listener is your secret weapon. People love feeling heard and understood.

Lee Kantor: Ask thoughtful questions. Watch how naturally the conversation flows. This takes all the pressure off of you. And at Business RadioX, since most of our introvert leaders are hosts of shows, they have a lot of experience asking a lot of questions, and this kind of leans into their superpower of being a good, active listener.

Lee Kantor: Number three, networking for an introvert can feel exhausting because there’s a lot of people there, there’s a lot of stimulus, and it’s easy to feel uncomfortable in that environment. So you don’t want to be a person that goes to this event. You’ve targeted your couple of people you want to interact with. You don’t want to just kind of leave then. You want to kind of follow up immediately after the event, and you want to kind of reference that conversation that you had with the person to keep you top of mind and keep you memorable.

Lee Kantor: So you want to make sure that you are following up because most people aren’t, especially the people who are professional networkers. They just go there, collect 50 cards, and then a lot of times they just put that into some sort of an automated system, and they never interact with these people again. You want to be able to create kind of something memorable and something that’s going to keep the relationship going because you targeted fewer people, so you have to kind of wring out the most value from those people.

Lee Kantor: So you have to follow up elegantly and effectively after the event, and you want to always keep it authentic. You want to keep it easy, and you want to let your introvert instincts guide you through this.

BRX Pro Tip: Relationship Autopsy

September 16, 2025 by angishields

Designing the Future: Navigating Creativity, Commerce, and AI

September 15, 2025 by angishields

ALR-AIGA-Feature
Association Leadership Radio
Designing the Future: Navigating Creativity, Commerce, and AI
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of Association Leadership Radio, Lee Kantor interviews Lee-Sean Huang, Co-Executive Director of Learning and Programs at AIGA. They discuss AIGA’s evolution, its role in supporting designers through professional development, ethics, and adapting to technological changes like AI. The conversation explores the balance between art and commerce in design, the importance of business and advocacy skills, and how AIGA fosters community and learning. They also highlight the upcoming national conference and encourage broader engagement with design as a vital force in business and society.

AIGA-logo

Lee-Sean-HuangLee-Sean Huang is the Co-Executive Director of Learning and Programs at AIGA, the professional association for design, which advances design as a professional craft, strategic advantage, and vital cultural force.

In 2013, he co-founded Foossa, a creative consultancy focused on facilitating community-centered design and social innovation. He has taught design, media, and innovation at New York University, the Parsons School of Design, the School of Visual Arts, the College of Staten Island, and Emerson College.

He earned a bachelor’s degree in Government from Harvard and a master’s in Interactive Telecommunications from NYU.

Follow AIGA on LinkedIn, Facebook and X.

Episode Highlights

  • History and evolution of AIGA (American Institute of Graphic Arts) since its founding in 1914.
  • AIGA’s mission focused on professional development, ethical standards, and resources for designers.
  • The impact of technological advancements, particularly AI, on the design profession.
  • The adaptation of AIGA’s learning programs to include business skills and project management.
  • The diverse membership of AIGA, including freelancers, in-house professionals, educators, and students.
  • The upcoming national conference in Los Angeles and its theme of “Design and Performance.”
  • The evolving identity of designers and the balance between art and commerce.
  • The importance of advocacy and communication skills for designers in professional settings.
  • The relationship between design and fine art, and the iterative nature of the design process.
  • AIGA’s role in bridging the gap between design education and professional practice.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Association Leadership Radio. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Association Leadership Radio, and this is going to be a good one. Today we have Lee-Sean Huang, who is the co-executive director, Learning and Programs Organization AIGA, the professional association for design. Welcome.

Lee-Sean Huang: Thanks for having me, Lee.

Lee Kantor: Well, I am excited to learn what you’re up to. Uh, for those who aren’t familiar, can you tell us a little bit about AIGA? How you serving folks?

Lee-Sean Huang: Yeah. So AIGA, we’re actually pretty old. We were founded back in 1918 or 1916, over 100 years ago, as the American Institute of Graphic Arts. It started out as a small social club of New York City based illustrators, publishers, engravers, printers. Imagine that kind of analog era and fast forward. Today we now have thousands of members across the US. Some international members as well. And we’re really focused on professional development for designers, as well as setting some standards for ethics in business, in the design business. Also helping the design community with things like sample contracts for freelance design work. And we’re in the midst of our conference season right now. We’re currently working on planning our conference, putting it on next month in October in Los Angeles. So we have experiences, we have learning, we have networking really focused on design and creative leadership.

Lee Kantor: So how has I mean, you mentioned being around for 100 years. Obviously, the industry has evolved dramatically. How has the membership evolved to match that? Are you changing kind of definitions of design designers. Has that altered as well as the industry has kind of evolved?

Lee-Sean Huang: Yeah, definitely. And I just had to look it up. It was 1914 we were founded. So it’s definitely evolved a lot since then. Obviously I haven’t been around all of that time personally, but just even in my own lifetime, we’ve seen certainly computers enter the picture. We’ve seen software like Canva making it easier for folks who maybe don’t have formal graphic design training to do graphic design. And then certainly with AI to makes it even easier for people, or lowering the bar of accessibility for graphic communications. So part of what we’ve been trying to figure out is, yeah, what does it mean to be a designer? There’s the human impulse. There’s like the basic fundamental communication of visual communications, right? That in our especially social media age was just everywhere with graphics everywhere. But then there’s maybe a smaller, more narrowly defined subset of people who are professional designers. Some of them may have titles like graphic designer or art director creative director, but we’re seeing more and more folks who are don’t necessarily have designer in their names, and we’re trying to really get on their radar as well. Say like, well, you are doing design. You know, come to us and let’s talk about what we do, our craft, you know, share inspiration and also learn from each other.

Lee Kantor: Now, are most of your membership are they working kind of for a paycheck for a company, or are they mostly kind of contract labor or freelance?

Lee-Sean Huang: You know, it’s fairly spread out across the board, actually. I would say it’s about, uh, half and half folks who are working either freelance or in a design agency. So essentially consulting, um, selling their services as designers. But we also have about half of the folks who are professionals in in-house positions. So they’re working in a corporation, or they’re the graphic designer for a nonprofit. Uh, and then I would say a significant portion of our membership is also educators and students. So professors of design as well as students of design. So we’re really trying to bridge this gap between what’s happening in design schools and academia and professional practice as well.

Lee Kantor: Now, you mentioned earlier, like the advent of AI and how that impacts people now can type in, you know, create a background, you know, by using text, you can create images and design elements. How is is that kind of is that is that a net positive or are you looking at that as a net positive that now more people could see themselves as designers, or is it a net negative in that now it seems like anybody could be a designer? I guess photographers probably went through the same challenge with phones.

Lee-Sean Huang: Definitely. Yeah, I feel like, you know, or even with writers, right. There are a small subset of people who are professional writers, authors. But like everyone, pretty much anyone who’s literate writes, right. So I think it’s starting to get in that direction for graphic design, for visual communications. I think among our community, this is still something that’s hotly debated. Our board recently drafted a statement on design and AI that’s now being shown to members of our chapter leaders, um, for comment. So it’s open to our members for a period of comment. Um, and we’ll be working on publishing that once we’ve had a chance to get that, uh, commenting and debating happening in our community. But I think there are folks who are legitimately concerned about their jobs. Other people, I think are hopeful and see, like, okay, there’s still a human dimension that we’ll need. Right. I think I, I don’t remember who tweeted this, but or which social media at this point, but somebody had said like, oh, well, AI will completely replace human designers when clients know exactly what they want. Right. And so there’s still this human need to really interpret what your clients, whether you’re in consulting or your internal clients in-house, like figuring out what they need, what they want, and translating that. Um, obviously AI is probably going to get better at some of this stuff, but I think there’s still a human element of research and testing and just, uh, client management, uh, that is needed even if our craft is changing. But, you know, we’ve already seen a change from analog to digital and now with AI. So it’s kind of, uh, comes with the territory of being a designer.

Lee Kantor: Now, from an association standpoint, does this mean that you’re spending more of your time, you know, trying to figure out ways to provide more and more value to your members? So is the value changing from, um, you know, helping them, educating them about the craft of design to networking, giving them access to opportunities where they can, you know, make more money and grow their career. Um, or now is it, like, kind of teaching them how to, you know, differentiate themselves from AI and help them figure out ways that they can use AI as a tool instead of being replaced by AI?

Lee-Sean Huang: Yeah. So a big focus certainly in the last five years, maybe a little bit longer, uh, pre-pandemic as well, we have really been focused on our learning programs, have been on what we call the design adjacent, uh, kind of thing. So it’s things like project management, uh, things like running a small business. If you’re a freelancer, you’re running your own studio. And that has really come. That demand has come from our members. Um, often they, you know, in some ways it’s not hard to find ways to learn the craft of design. You know, you can enroll. There are tons of great design schools across the country, across the world, online. There are tons of free resources on YouTube. All sorts of things like that. So the focus of our learning programs really are on connecting designers to things like the business side of things, the project management side of things, the ethical side of things, the understanding of intellectual property, for example. So these are these kind of professional skills that we focused on. Um, and in terms of navigating AI, I think, um, we’re trying to figure out how these pieces fit together. But are things like, okay, well, how do you manage a client relationship? Uh, and explain maybe to a client, it’s like, oh, I put in a prompt into, uh, you know, some generative AI, and I got this thing and being able to explain, like, okay, well, can you actually protect this as IP, or is this just a starting point as a mood board that a human is going to work on it and then you can, uh, protect it. So understanding, you know, the legal and the business dimensions of things and the relational dimensions of things is really where we’ve been focused on our, uh, on our learning programs.

Lee Kantor: Now, you mentioned a conference coming up. Um, do you have chapters or is this done all kind of virtually at this time?

Lee-Sean Huang: We have a chapter system, so we have chapters across the country. So we’re collaborating with the Los Angeles chapter for this conference. Um, as part of the national organization, which is where I sit. Uh, we do a lot of the heavy lifting of the, uh, the National Conference, our flagship conference, some of our chapters, I think, like in Arizona and some other places, do their own regional conferences. But this is our big one. This is our real tentpole event. And then we work with the LA chapter. They’ve done some sort of off site pre-conference and post-conference, uh, parties and, and events like that. So we collaborate in that sense. Um, and our conference theme is design and performance. So performance whether uh, sort of pitching your work, but also performance in the business sense of your, you know, your quarterly performance. Um, so we have a variety of speakers on that workshops and, uh, interactive things as well.

Lee Kantor: So, um, you’re really focused in on helping that designer kind of make the most out of their career and, and whether that career is in corporate or if it’s as an entrepreneur and you want to really equip them with the best and latest information in order to kind of differentiate themselves and be the kind of the best them they can be.

Lee-Sean Huang: Absolutely. And we see this with some of our long time members who have decades in the industry. What we see with designers and career paths, whether, as you say, they go into starting their own design firms or they, uh, climb the ladder in a corporate environment, is that the skills that get you in the door and into your first few design jobs aren’t necessarily the skills that carry you on into leadership and more senior positions. And so we really think about design as something that we all love. But, um, you know, I used to run my own studio before I joined the staff here at AIGA. So I also saw that, you know, starting out, I was very hands on. And then as things got bigger and more complex, you know, it was more more management, more creative direction. I wasn’t like directly hands on in the design software as much. Um, and so, you know, there is an identity change and shift as part of that. But we want to be with designers that whole way to equip them for that, or also just help them see that there are different choices, choices, different paths that they can take, um, as they grow. And even if they no longer have designer as part of their job title, they’re still using their skills, uh, their creative skills, their visualization skills in whatever leadership positions they might be in.

Lee Kantor: So what was it for you that made you want to take the leap into association work from, uh, kind of the craft of design?

Lee-Sean Huang: Yeah. You know, I had always been kind of balancing out my time between the craft of doing client work and also teaching. I was actually a teacher before I became a designer. I started my career teaching junior high, so I loved that element of working with young people. And then when I became a designer and went to grad school for that, I had the opportunity to teach at design schools like SVA, the School of Visual Arts in New York, as well as the Parsons School of Design. So I still teach there. Um, part time, teach one class a semester at those schools, and I was originally hired at AIGA to be a liaison. They wanted someone who had a design education background to be a liaison with the broader design education community at AIGA. And so from there, my role expanded into creating content. Um, and then kind of fast forward through the years, uh, with different people transitioning out of the organization and things like that. Um, I was, you know, moved up and ended up, uh, full time. And in this current role as co-executive director, uh, so I still very much see it as, uh, being an educator and promoting the craft in that sense. Uh, but maybe in a less hands on way than what I do in the classroom. It’s more about designing the programs, the conferences and and making that available to our membership and to the wider design community.

Lee Kantor: Now, I remember somebody said something to me that it was kind of shocking, but I think it’s important. He said that when young people, uh, you know, at kindergarten or early, very young, um, you ask them, are you an artist? They all raise their hand. I’m an artist. But you get to, like, fifth grade and you ask the same question, and barely anybody raises their hand. Only the person like they can draw. Are you seeing kind of a similar thing in very young people? And does that translate to older people? I mean, you still deal with kind of young people. Um, uh, are they are you seeing the quantity as many people are kind of raising their hand and saying, you know, I’m a designer, I’m an artist?

Lee-Sean Huang: Yeah. You know, I recently saw a piece, uh, I don’t remember if it was New York magazine or something, but it was, um, basically profiling art schools in New York City who have actually seen their enrollments go up for fine arts programs, which are adjacent to design programs, I would say. And so I think part of it is, especially in this digital age and this AI driven age where there’s just a lot of, you know, stuff out there, um, folks maybe want something more human, more hands on, more, more analog, uh, in this way. So we do see interest in, uh, folks who want to get involved in art and design. Um, you know, we’ve we’ve seen waves of this, um, until some of the recent, uh, downturns in hiring, you know, the tech industry was hiring a ton of designers. Um, and so that was also driving a lot of people into the profession. Even if they started out as graphic designers, they might become user experience designers. Uh, user interface designers, uh, like that, you know, we’ll see what happens with, uh, big tech in terms of the job market there. But I think there’s still a lot of opportunities for people who want to express themselves, but also are looking for a profession where they can earn a decent living. They can be creative but also solve real world problems. Try to make things. Make products and services work better for their users, or also make the world more beautiful. Right. So there’s a whole range of things you can do as a designer.

Lee Kantor: Do you find that the people who are artists first, um, versus the person that’s a business person that’s looking at design as a mechanism to, uh, be effective in a business sense, or are those two different types of people to get into this, or are they or are they one or the other?

Lee-Sean Huang: You know, I think there’s you’re pointing to like obviously there are lots of pathways into design. For me it was through art. So my master’s degree is, um, from the Tisch School of the Arts, uh, in at NYU. Um, but we also see folks who come in from the business side of things. So prior to joining AIG, for example, I in my studio, we did a lot of corporate trainings as well, uh, where we would work with business leaders who wanted to learn more about creativity, about design thinking, which, uh, kind of had its moment, I think, as a buzzword and as a trend, but I think it’s still valid in terms of thinking about design thinking as, as a method for creative problem solving and having that as, like a, a shared vocabulary to help us tame that chaos of creativity, of innovation, creating something new. Right? There’s, um, especially in corporate environments where we’re trying to be efficient. There’s something that’s explicitly about kind of surplus and inefficient, about creative processes, where you have to do lots of bad design in order to get to good design. You have to have lots of bad ideas in order to get to good ideas. And so, yeah, to, you know, fully answer your question. I know it kind of went on a tangent there, but is you do have like the artists who want to learn more about business and engage in design, but you also have the business people who want to see, like, what is the magic here of design and how do I make it fit within a more structured, more corporate environments. And so we see both.

Lee Kantor: Yeah, I would imagine that’s, uh, for a lot of people, this is it’s not that simple of a thing. I mean, there’s, I mean, a lot of art, you know, strictly creative artists. People have, you know, it’s a stigma to sell out or to, you know, do something for a commercial reasons. Uh, it’s, um, I would imagine this is a challenge in your work when you’re working with an artist versus somebody. Hey, if you want to make money, you have. There’s parameters and and, you know, a lot of good art has parameters like, that’s not necessarily a bad thing, but, um, I remember I have a degree in advertising, and one of the tenets back then when I was learning was it it’s not creative unless it sells. So, you know, are we making art for art’s sake? Are we making art for commerce sake? And if the agency wants to stay around, somebody better buy something, Thing.

Lee-Sean Huang: Right? Yeah. And I don’t know if it was Steve Jobs or who it was. There’s that quote of real artists ship, right? And this idea of, like, how do you. It’s one thing, you know, and I think it’s really beautiful and great to create art for your own sake, whether it’s just in your own bedroom or you want to share it on your Instagram. And then there’s a different part of this is like being creative as a profession and figuring out like how you get paid by clients to do that, but also like, okay, does what you make actually ship as like concrete, tangible products and services out in the world? And so, um, you know, there’s different ways of scaling that ambition and thinking about it. Um, and it’s still, I think, hotly debated within our community. There are folks who want to distance design from fine art and say, like, no, designers are actually, you know, more methodical. We’re really about solving these problems, uh, creatively, but not like artists who are more open ended. And then I think there are folks and I’m kind of on this side of like, okay, well, we have to embrace, uh, the art side of things, but just understand commerce as well, right? Because as a designer, because we work at the intersection of a lot of different fields, it’s important to go out there, to go to concerts, go to art museums and get that kind of inspiration, because especially on the internet, you know, it’s the algorithms are just delivering and recycling a lot of the same stuff and everyone’s copying from each other. So it’s good to, like, break out into other creative fields and find inspiration there.

Lee Kantor: Yeah. And you mentioned earlier that how much of design is just doing creating something and then throwing it away because you don’t like it or putting it aside or using an element of it. And, and you know, when accountants run businesses and they see that as waste instead of seeing it as that’s the process, like you have to have some waste in the process. You can’t just hit home runs at every pitch, like you’re going to strike out if you’re trying to hit a home run, like there’s going to be misses.

Lee-Sean Huang: Absolutely.

Lee Kantor: And then so is this part of the kind of what you’re trying to overall teach your members or get them to understand on how to navigate some of these hard questions, or answer some of these hard questions and, and feel confident when they’re in kind of those meetings where they have to defend some things that are maybe gray areas.

Lee-Sean Huang: Yeah, absolutely. I think I could break that down a little bit more. Right. Some of it is just like literally learning the lingo of business and some of these core concepts, right? Like knowing what a PNL is and being able to read a balance sheet. If you’re a designer who’s at that level where like your creative decisions affect the business side of things. So there’s those like very specific business skills. Then I think there’s these advocacy skills, as you were alluding to, Lee, which is being able to explain your creative choices to your clients. Right. And a lot of design stuff we sometimes think of as subjective, like, oh, I don’t like this shade of orange. Or can you choose a different font? Um, that sort of thing. But being able to explain, like, okay, well, what is the, you know, historical reference of this or what is, uh, something that is trademarkable as a logo or, you know, like linking it to real sort of business or intellectual property kind of issues or saying like, okay, well, as a legibility issue and making sure that this is accessible, you know, the colors have to be this way, the fonts have to be this way. So like really grounding it in stuff like that beyond just the purely subjective of taste. Um, so I think that’s a related thing. Like how do you translate design concepts into things that matter that, uh, decision makers would care about beyond the purely subjective? Um, yeah. So I think there’s, you know, a couple parts of that, like how designers can interface with non-designers in their professional lives.

Lee Kantor: So what do you need more of? How can we help you? Or do you need more people to kind of raise their hand and say, okay, I guess I am a designer and I should join this association so I can kind of be the best me. Um, do you need more corporate, uh, folks? Like, what do you need more of?

Lee-Sean Huang: I think, yeah, we are, uh, we want more people. You know, we welcome more members. Um, a lot of what we do is, uh, available to the entire design community. So in some ways, we function a little bit like, uh, like public radio or PBS in that, like, we are member supported. But the benefits of what we do are open to everyone. Obviously you need to get a ticket to go to our conference. But for example, we’ll post the videos online a few months afterwards. We run a podcast that is free and open to everyone. Um, so I think the invitation to folks listening to this is maybe you’re not a designer, that’s not your job, but you’re interested in design, and you want to see the work of designers doing interesting things. You want to learn more about how design fits into business context. We welcome folks like that as members as well. So, um, yeah, please join us. Or at least come learn more and, uh, continue that conversation with us.

Lee Kantor: Yeah, I agree 100% of what you’re saying. This is such an important, uh, group to be involved with, because, I mean, somebody told me recently, like, every company’s a tech company nowadays. It’s like everybody’s a design company. I mean.

Lee-Sean Huang: Totally.

Lee Kantor: Uh, if you’re not being mindful and proactive about design and just doing whatever you’re doing, you’re missing out. Because design is important and design has an impact, and design has benefits that you may not be considering.

Lee-Sean Huang: Yeah. Exactly right. Basically, except for what exists out there in nature. Everything is designed right from the hardware and software we’re using to have this conversation to, you know, all the physical things in my office right here, right now. Um, and so our world is designed in that sense. So understanding the processes of design, understanding how that fits in. And also there are lots of non-designers who make design decisions, right? There are product managers. There are just other business leaders who are making these design decisions. So I think it behooves them, behooves you to learn more about what it is that these designers are doing, what we designers are doing, and some of the processes and the reasoning behind these choices.

Lee Kantor: So if somebody wants to learn more, what’s the website? What’s the best way to connect?

Lee-Sean Huang: Yeah, we’re at AIG or at AIG Design on Instagram and LinkedIn and on YouTube.

Lee Kantor: Well, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Lee-Sean Huang: Yeah. Thanks so much for having me, Lee. It was great to have this conversation.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Association Leadership Radio.

 

Federal Contracting Unfiltered: The Truth WBEs Can’t Ignore

September 15, 2025 by angishields

WIM-Judy-Bradt-Feature
Women in Motion
Federal Contracting Unfiltered: The Truth WBEs Can’t Ignore
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of Women in Motion, Lee Kantor and Renita Manley speak with Judy Bradt, CEO of Summit Insight, about the realities of federal contracting for women business enterprises (WBEs). Judy shares expert advice on navigating the complex federal landscape, building relationships with key agency players, and leveraging certifications strategically. She emphasizes the importance of focus, persistence, and a problem-solving mindset. Listeners gain practical tips for winning contracts, reducing risk, and using available resources to succeed in federal contracting.

Judy Bradt, CEO of Summit Insight, brings over 37 years of expertise in Federal business development and strategy to people who want to grow their Federal business. She’s an award-winning author, speaker and consultant.

Judy’s clients credit her strategies and training for a total of over $350 million dollars in Federal wins. She gives established companies focused on Federal opportunities the insight, focus, and practical tools to make the connections and sustain the relationships they need for those wins.

Summit Insight offers an account-based “earn-while-you-learn” approach to companies that want to engage their entire team in growing their Federal business. Judy develops and delivers private, custom, Federal capture and business development training for individual companies, cohorts, and industry associations. Find out more at www.GrowFedBiz.com!

Contact: Judy Bradt, CEO, Summit Insight 703 627 1074 Judy.Bradt@SummitInsight.com

Episode Highlights

  • Realities and complexities of federal contracting for women business enterprises (WBEs)
  • Differences between federal contracts and corporate contracts
  • Importance of understanding stakeholders and building relationships within federal agencies
  • Navigating laws and regulations governing federal contracting
  • Long-term commitment and patience required for success in federal contracting
  • The role of guides or experts in navigating the federal contracting landscape
  • Strategies for targeting specific agencies to build meaningful connections
  • Importance of demonstrating past performance and reducing perceived risk for federal buyers
  • The relevance of WBE certification in federal contracting and its strategic use
  • Leveraging advocacy organizations to expand opportunities for women-owned businesses

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios. It’s time for women in motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here with Renita Manley. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WEBC-West. Without them, we couldn’t be sharing these important stories. Today’s episode is titled Federal Contracting Unfiltered the truth WBEs Can’t Ignore. Today’s guest is Judy Bradt, CEO of Summit Insight. Renita, this is going to be a great show. It is so relevant in today’s world.

Renita Manley: It really is. Lee. Thank you. So today we’re digging into the unfiltered truth about federal contracting with Judy, CEO of Summit Insight. Like we just mentioned, she’s a nationally recognized expert in federal business development with more than 37 years of experience and Amazon number one best selling book and over $350 million in contracts won by her clients, Judy knows what it really takes to win the bidding above Con Arena, and she doesn’t sugarcoat it, so I’m very excited for today’s discussion.

Judy Bradt: Thanks for having me.

Renita Manley: So I’m going to just dig right in with this, Judy. It’s going after federal contracts different from going after corporate contracts. A lot of our lives are very much so focused on corporate contracts, and we do have many in the federal game. So can you tell us that difference?

Judy Bradt: The and there are similarities that are exciting as well. One of the biggest differences is that there is no organization, let alone no other country in the world that publishes over 400 pieces of information about every contract and purchase transaction on a contract expected to be worth more than $25,000 going back over 35 years. And that information is available for free online right now. If that doesn’t make your head explode, I don’t know what does. So the amount of public information available about your prospective buyers that you can access and help you make good decisions for where to focus is phenomenal. Second big difference is that there are players in what I call players at layers. There are people in unique, structured roles in every single office where you want to be successful. And while there are some parallels in the corporate world, you’ve really got to know who the multiple players are for making contract decisions in the federal world, because you need to get them all on board and knowing you, liking you, being enthusiastic about engaging you if you expect to be successful. The third is that there’s an overlay of law and regulation for public accountability for expenditure of public funds. And so, just like you wouldn’t want to step onto a hockey rink or a soccer pitch if you didn’t know the rules of the game. Knowing the rules of the game, which are published and transparent, is also essential before you get started. And I think the fourth big difference I would say, is that it’s a long game. And so it is necessary and realistic to have working capital to figure out your way. Start small, be persistent, focus tightly, build Build relationships and grow trust and track record if you want to be successful. This is not a quick sale and there’s no reason to feel you are entitled for any reason for someone to award a contract to you. How’s that for a start?

Lee Kantor: Now is is working with the government. Um, uh, something that you need kind of a Sherpa in order to do effectively? Or is this something that a person can do just on their own, like you mentioned? Oh, it’s all out there and it’s public, but it’s kind of like Indiana Jones and the Temple of Doom, you know, public like it’s all there if you can find it and use the right words to do the contract. There’s a lot of details and there’s a lot of, um, you know, you make one mistake and that could set you back, or it could eliminate you. And without a Sherpa kind of by your side, it could be difficult and it could take you longer than if you did engage help.

Judy Bradt: I would agree. And while the term Sherpa is a very specific term related to indigenous people of Nepal, I will say that I want to use the term guide, and I want to say that you’re going to spend time and you’re going to spend money. All you get to choose is the mix. You decide. And so I’m when I’m not doing government contracting, I am a scuba diver, an indoor rock professional indoor rock climbing instructor, and an instrument rated private pilot. I’m not an adrenaline junkie. What these three things have in common is that you do them successfully and safely in, by having the best guide money can find at your elbow, answering your questions, and keeping your tookus alive. This is how I feel about government contracting as well. And by the way, when I talked about the things that are available for free in public, one thing I did not say is that there’s information about all the opportunities you can win. Available for free online, in public. That’s exactly what there isn’t. And so your analogy of the Temple of Doom amused me very much. And while there’s enough doom in the world to go around at any point in time, being able to do great adventures and do them safely is going to happen more easily with an experienced guide who is paid for what they do, by and large. And a footnote there is free assistance available for every business owner that has a legitimately established business entity in the United States that wants to win federal contracts. Those are the apex accelerators and their mission, their paid 50% by the Department of Defense Office of Small Business Programs, 50% by local partners. Their entire mission is to help companies win not just federal, but also state and regional and local government contracts. And if you have not hit your dinger on the funding meter on the free stuff, for the sake of all that is holy, look up Apex accelerator in the state or territory where your business is registered, and see what kind of local help is available for free before you think about engaging anybody and paying them money.

Renita Manley: So, Judy, that’s that’s that was a lot of information to take in. And I’m so happy that we have this podcast to hold that information. In addition to this, you just recently hosted a VBA expert series for us. And in that series, which all our readers can access in the web resource portal. I remember you mentioning that federal contracts is a long game, so it can take anywhere between 12 and 24 months to get a contract. How can our VBS prepare for such a long journey?

Judy Bradt: Some key steps, and I won’t try to get all of them in, but some of the keys to success. One of them includes focus. There’s no such thing as doing business with the government. There’s only doing business with people. And for most of the world offering products and services, there are literally thousands of people who might need what you do if you’re going to be successful. The level of effort required to build relationships means that you’re going to be more successful more quickly if you do research, especially on that past federal contract data, current events and public future projections and relationships and other intelligence you have and focus tightly on no more than 3 to 4 agencies or offices. Get real specific and expect to then research what’s the network of connections with individual federal humans who are going to have to fall in love with you and be on board if you want to be successful, and then expect to get the help that you need, and invest the time and money required to understand what’s important to them and build trust and relationships with them.

Judy Bradt: There’s no such thing as well. I’m going to win a federal contract. It’ll be profitable, and the profit that I make off of that will mean I’ve got enough money to reinvest, to grow the business. Know. Just as many of us have experienced when we first started our businesses. You’ve got to get an investment, an infusion of capital, and that includes financial capital, temporal capital time, emotional capital, human capital, in order to just get on track to do that market expansion. I love the way that the Webbank community is great at offering the opportunities to connect with and understand how to get working capital and connect with each other for complimentary resources that can help them. It’s realistic to expect to invest 12 to 24 months of outlay before you win your first contract. The good news is that the last time there was research done about this, the companies who won their first contract, two thirds of them want a second contract or more within 24 months of winning the first one. So past performance leads to future wins.

Renita Manley: Yeah, that definitely sounds realistic. And a few moments ago you mentioned that we should pick about 3 to 4 contacts or, um, um, opportunities to.

Judy Bradt: Offices, offices, potential buying organizations. Not here are the only three things I’m going to bid. But rather, rather than asking what can I bid? And this is a common question that deals with the phenomenon I call opportunity illusion. Uh, everything gets better when you stop asking, what can I bid? And you start asking, who is my buyer and how can I know them? What keeps them up at night? What problems can I solve for them? What tiny problems can I solve for them so that I become the top of mind person? That when they need something, even if it’s not something I do, I’m the one they call.

Renita Manley: That sounds exactly like some of the advice that we give in our PSP program. Judy. And so I know that in our PSP program, which helps our ribs go after corporate contracts, a lot of them, they kind of eek at the idea of focusing on maybe just 3 to 5 when they can go into a portal and see about, I don’t know, 100 opportunities available. So what do you say to a baby who wants to copy and paste their email message and send it to all of these opportunities, versus just focusing on maybe 3 to 5.

Judy Bradt: I want you to imagine the analogy of, let’s say, let’s say you’re in one of the big national conferences and business fair events. You’ve been to them. They’re wonderful. They’re exciting. You come in, there’s all kinds of things going on. Imagine being in that environment and watching someone come into the room and look across the room, and they see someone and their eyes light up and they push through the crowd, make a beeline across the room to that person, go down on one knee and hold up an engagement ring. Really, you would just cringe to watch that. And that’s what’s happening every time you throw your stuff in front of somebody who’s never heard of you. And so the alternate, the alternative is, well, you find someone, you think that you could help them, you’d like to build a relationship. You have to get to know them a bit. You’re going to take your time. There are very few whirlwind romances that lead to 56 year marriages. Are there? Very few. You get to know people. It feels a little awkward. You ask their friends what they know about them. You find it might. You might say hello. They say hello. You went and you leave. You circle back again. Um, that that dance, that very human dance of connection is important. And for every single W.B. who stands on the big stage with the backdrop and the sparkly dress in the big room with the crystal trophy, who’s being recognized for extraordinary achievements. And their story of their success is comes over the public address system. There’s one line. Listen for it. It’s. And we followed up for four years. Watch for it because that happens every time.

Lee Kantor: So can you can we get kind of granular in the process? You mentioned, um, targeting a handful of offices. What does that look like? Give me homework to do. You know, like, let’s pick some arbitrary office, and then how do I know who that human being is that I should be meeting? Or who are those handful of human beings that I should be interacting with in order to build a relationship that I do have a shot at?

Judy Bradt: Pick your arbitrary office. Let’s just take an example and go to town.

Lee Kantor: Um.

Judy Bradt: The Department of Defense is not a buyer. You’ve got to be more specific than that.

Lee Kantor: Okay, so help me. You’re the expert.

Judy Bradt: Okay, let me think for just a second. Um, let’s say within the Department of Homeland Security, one of the components is the federal law Enforcement Training Center in Glynco, Georgia. All right.

Lee Kantor: Okay.

Judy Bradt: All right. So let’s let’s just say that. And so in that office and all of them there are I have a model for sorting this out. And it’s called the players at all the layers, the players at all layers and layers methodology. So in that office you would sort out the people and there’ll be multiple humans in five different roles. The first is what I call the stakeholder. Now the stakeholder in my view is someone who’s the cabinet secretary or the CIO or the base commander. The person at the top of the heap. They’re not in the room when you get chosen, but they are the one that drafted and signed off on the strategic plan for that buying organization. They said define the mission and the priorities, and they are responsible for making sure that the, um, they are carrying out the policies of this administration. Okay. That’s stakeholder. They’re not in the room when almost any of us get chosen. But they do matter. And you’ve got to know who they are because everybody takes their marching orders from there. With me so far?

Lee Kantor: Yep.

Judy Bradt: Okay. Next layer. In no particular order. Industry rb’s are in industry. The other players in industry include the prime contractors, large and small, who are already being paid money to do something like what you do that you would dearly love to be supplying. It may include people who are teamed with them as subcontractors. It could include large and small companies that would dearly love to displace them. Okay, so industry layer, you’re going to have people in a variety of roles at the industry layer. You’re going to have to get to know about and might need to team with or compete against, or nibble something off their back porch when they’re not watching. So stakeholder industry next layer. Um, a layer that has become a moderately endangered life form called the Small business Specialist. All but one of them were fired in the Department of Health and Human Services earlier this year. Thousands of others are still in their jobs. Others will be losing their jobs, but their mission, insofar as they are there, is to act as the liaison with industry. Be accountable within the agency for whether that agency is meeting its small business goals or not, and be liaison to the outside to vendors to help them navigate the system. They are not your buyers. They have no buying authority. They can’t sign stuff, and 99.9% of the time they’re not the users of what you do. They are the equivalent to the supplier diversity representatives who show up in force at the National Council of Business Fairs and other events at your regional program office. So stakeholder industry, small business specialists, then the last two truly juicy layers include the contracting layer.

Judy Bradt: The contracting officer in the federal procurement World has an authority that the president of the United States does not have, and that is the legal authority to bind your company to these United States in a contract to provide products and services. The contracting officer is supported by one or more people contracting specialists who help make sure help run the competition, make sure the i’s are dotted and the T’s are crossed. Review documents and solicitations. Throw out offers that are not compliant or complete. These folks have that authority to award the contract, but they are not stuck with the daily consequences of whether or not your product works or your service comes in on time. They’re going to administer it. They won’t pay you. They’ll make sure you don’t get paid if you don’t deliver on time. But they’re and they’re essential, but they’re not everybody. The last layer where you need to find out who your humans are, is a group that I call the end user layer. This is a really juicy layer and this includes everybody from the warrior in the battle space to the tier one help desk support person who calls up when windows isn’t working. You call when windows isn’t working. And so there’s lots of them and they are stuck with the daily consequences of choosing you. They have a lot to say about what’s needed, what’s the requirement? And the more of them that really think that you can make a difference for them, the better. Now that’s a lot of people to get to know, isn’t it?

Renita Manley: It’s a lot of people. How do how do we find these people? Like where are they? What can we do to look them up? Do we stalk them? Do we Google names? Like what? Do. What else would we be do?

Judy Bradt: Um, yes. To all of those things. But I can try it again. One of the things that I do when I work with teams and um, uh, and small groups and clients as I try to put together a, um, a starting point for a structured workflow that can make the most of the publicly available sources. And you should be able to find almost all of these people through free public sources. And as well, if you are paying money for subscription services and I’m not going to name any of them, some cost a lot of money, some cost a little. You can also make the most of your paid sources if you want to. So a one place to start is that in the. The federal government of the United States publishes over 400 fields of data about every single contract award transaction. Three of those data fields include created by, approved by. Last. Modified by. In some cases, you’re going to get a completely usable email address. In other cases, you get a first name, a first initial, a last name, a last name, a first initial something. But you’ve got about 90% of the time you’re going to have information in there about people who actually had signature authority on that contract award. And or we’re working right next to the people who did. That’s published information, and you can pull that out through sam.gov contract data.

Judy Bradt: That’s different from Sam.gov opportunities, Sam.gov data or USA. But you can’t get that through USA spending. Those two sources draw from the same pool of published data, but USA spending does not give you created by, approved by, modified by the data. Although it’s annoying to try to get and you have to spend time learning how to find it, the stuff out of Sam.gov contract data does. So that’s your first layer. Now those people. Okay, um, if you want to know, then once you’ve got a first name and a last name, LinkedIn, LinkedIn, LinkedIn, 2.4 million current federal employees have profiles that are more or less active on LinkedIn. And so once you’ve got something like a first name, last name, LinkedIn is one place you can go. Some, uh, agencies or departments publish employee directories. General services Administration and Health and Human Services, for example. The level of accessibility of any one entry. It varies by day. They turn it on, they turn it off. But those are available. Other departments like Veterans Affairs or nothing. There’s very, very little. State Department publishes a PDF. It’s not nothing. It’s not real searchable, but not bad. But um, another source so this is contracting is a great place to start. Okay. They to find end users. That gets kind of easy. Think about what are the typical job titles of people who need and know and love what you do that you can search in LinkedIn, filter by department and agency and geographic location program office.

Judy Bradt: And that’s their person’s current employment. And you’re going to search for keywords in their job titles. Not that hard. And then you not only have some identities, but you can read more about where did they go to school, How long have they been in the Coast Guard office in Elizabeth City? They just come over from, uh, someplace else on the West Coast. Gee, did they used to be in the Navy? Were they a Naval Academy graduate? That’s a whole other level of stuff. Stuff you’d really want to know about people before you talk to them, get a sense of where they’re coming from. So. Contracting layer and end users. Linkedin is a great place to pull them. About the small business specialist. If they’re still employed, it’s their job to be found so their information is available right through the agency websites. On the part of the website that says doing business with the Department of Bumpty bump. Uh, there’s a whole other chapter on how to engage productively with a small business specialist. Let’s save that as a conversation for another day if you want to, but they’re pretty easy to find how helpful they are, but you do want to check in with them because the last thing you want is for a buyer to come down to the small business office and say, hey, have you ever heard of Bumpity Bump Company? And they say, I’ve never heard of those guys.

Judy Bradt: Well, nobody wants that. So it costs you almost nothing to be polite, introduce yourself, explain the work you’ve done, and be willing to give them credit for contract awards that go to your company, whether or not they actually did anything very much to help you. There’s no end to what you can accomplish if you don’t care who gets the credit. So industry, the stakeholders with whom you don’t really need to interact anyway, they’re very public. They’re easy to find. And finally, industry, the name of the company who won the contract and where they are and what the contract was worth, and all the set asides and certifications they’re eligible for, and their phone number and their address, that’s all part of the contract award record. So all this stuff is available for free online right now. It becomes feasible to sort that out. If you’ve got tight focus, so you’re not trying to do this through eleventy seven different agencies, and you’ve got a standard workflow so you don’t miss steps and you’re not wasting time. That’s a very long answer. But did I answer your question?

Renita Manley: You did. And now I see why it’s important for me to focus on 3 to 5 targets, because there’s a lot of quality effort that goes into it. Lee, I only have one more question to ask. Judy, but do you have, um. I didn’t want to ask my last question. Unless you.

Lee Kantor: Yeah. I, um, of all of the people you’ve worked with, hundreds of people, right, in this space and helped hundreds of people and organizations. What percent, um, used your services or got their first, um, opportunity with the government by being going directly in and getting the opportunity versus somebody who’s first opportunity was maybe Identifying, like you said, a prime contractor, and then came underneath them as a sub and then used that kind of experience to then get their own contract down the road.

Judy Bradt: I love that question. I do not know. And the last time really serious data on this got done specifically for the women’s business, enterprise and women owned businesses segment. Was 2012 done by by the late Julie Weeks. So I would love to see updated stats include this. I will say that it is much more common to win. I believe that it is much more common to win your first contract, and your first contract could be worth as little as $15,000 awarded on a sole source with virtually no competition. So being a prime does not have to mean you won an $8 million contract. Um, and if you. And so, um, it’s a very long and very complex dance to say, oh, I’m going to go and I’m going to win my first contract as a subcontractor with insert name of company. They already have lots of subcontractors. Even the effort that they have to take to even get you set up, let alone well, when are they going to call you? When they need you know? One of the biggest misunderstandings about subcontracting is they’re going to call you and know you have to bring business to them. Oh, people say I said yeah. And so suddenly you’ve got to have not just the end user fall in love with you, but also the prime contractor and the federal government buyer is the most risk averse life form on earth, second only to the prime contractor who’s serving them. They don’t really want any risk either. And you as a business owner, walking through the door, no matter how bright your smile, no matter how great your track record, if they’ve never heard of you, all they see is a great big ball of risk. And they don’t like risk.

Renita Manley: How do we get rid of some of that risk? Oh, how do we get rid of some of that risk?

Judy Bradt: Ways that you can reduce the perception of risk. Past performance sells primes, and federal buyers all want to see how you’ve solved their problem for someone who looks just like them. Yesterday afternoon and the more examples you can bring to the table like that, the more they excel and go, okay, walk this way first so you can renew perception of risk by showing examples of the size, the scope, how recently the project was, what was accomplished. So they can see that, oh this, this, this vendors got me. They’re going to take care of me. And I can see how they’ve done that in a similar size and scale and scope before. That is really super powerful. And that’s especially as well if you’ve done lots of work in corporate and you’re thinking of getting a tip in tip and a toe into federal, that’s super, super valuable. Having current audited financials Is also very helpful. You’re going to need to share them sooner or later, especially if some edges up toward a contract award or a or a subcontract arrangement coming with. If you’re teaming coming with relationships with the buyer, you don’t have to open your Rolodex real or virtual anymore, but you have to be able to explain. Here’s what we know. Here’s the kinds of conversations we’ve had. Here’s the kind of engagement that we’ve had with these people. Here’s how we know that they think they’re going to die if they don’t have our solution. At the Federal Law Enforcement Training Center in Glynco, Georgia. Want to talk? So those are three ideas that help to lower. Oh, yeah. Another one as well is if you’re already on contract vehicles that the buyer uses and likes, that’s another one. Do you do are you set up to do business through what that buyer shows in the data? Is there easy button. Does that help a little.

Renita Manley: So not it does. So not only should we be be looking for opportunities and looking to be bringing business to the contractors. They need to maybe mold that that essence and try to bring solutions to those contractors, uh, solutions for business.

Judy Bradt: So you you we I one of the things that I the watchwords from Andy Cooper, one of my clients, uh, runs a team of professionals providing services in the intelligence industry. Um, it says we don’t sell, we solve, we don’t sell, we solve. And that was a fundamental shift that he credited with working with me and his subsequent wins of over $7 million.

Renita Manley: So before we get out of here, one final question. Since you are an expert in the federal arena, what tips or advice do you have to our babies who might still have some concerns about, um, using their identity as a woman to get contracts. How how are we looking in that arena? Is there a new way they should navigate that space? Is there a new way they can leverage their bank certification, or leverage the fact that they’re a woman owned business while trying to get a federal contract? Does it even matter anymore, or does it matter more now? What do you think about that, Judy? What do you have to say to us about that?

Judy Bradt: It’s a really important question. First of all. Wb certification explicitly is not recognized by the federal government. The federal buyers could not care less. There it’s not. They’re neither required nor permitted to give that up to make that a criteria or make it important when they’re making buying decisions. Okay. Now, the corporate partners, many of them have, um, are required by the Securities and Exchange Commission still to have supplier diversity, um, activities in place. So they might care a little, But nobody with um. Even if there is a requirement that only someone who is a a woman and who is certified as WB would be uniquely qualified to perform, there’s very, very little that I think is in that category. So it’s not what your gender isn’t, why somebody is going to hire you. If your experience because of your gender means that you’ve gone on to have other qualifications and experiences and, um, abilities and capabilities, then that is what’s going to show up. If there are, the federal government is still measured on the books as having goals to meet, to award contracts to women owned and economically disadvantaged women owned businesses. So if there is a certification that might end up being to your advantage, and a federal buyer, for example, could, if they know that there are enough small businesses in a particular category to justify limiting competition based on one or more of the small business categories.

Judy Bradt: Then, hey, fewer competitors. Your odds of winning are better. You want to be able to be in that that little pool if you can. So if you’re eligible for Wosb or Wosb certification, get it. But it’s not almost never going to be a significant factor in awarding the work to you. There is a difference between having a goal to award contracts to business owners in different categories, and actually using a set aside to award the work. Those are two different things. And in fact, the total small business set aside contract dollars last year were less than 3%. Less than 3% of the total dollars were awarded through setting aside contracts for any of those categories, so it might help get every advantage you can. But now I’m going to circle back and say when WB certification can matter in pursuit of government business. First use your certification to win. Work with marquee name. Impressive as all get out corporate entities so the federal buyer will go wow, you do business with PG and E! I can see why. I might want to talk to you about making sure that the that the naval base in San Diego doesn’t run out of power. All right. So use that because that’s a great way to leverage that. Second, use your WB certification to open the doors to prime contractors who may be potential partners, bring business, do all those other things.

Judy Bradt: But as a WB, somebody has a commitment to at least open the door to a conversation. It’s up to you to make the conversation worthwhile and bring things that are sparkly and sticky in a good way. Third, use your WB certification to build your network of trusted partners, among other wosbs. Lift each other up. Make this a team sport, not just a relationship game. And one of the things if you want opportunities to be reserved or set aside or competed among wosbs. Make it easy for your federal buyer. Bring a list of two or 3 or 4 other wosbs that you’d be happy to go toe to toe with. You’d just like to get a shot in a smaller pool of five people instead of 500. So know who the people are that you’d like to go go up against as legitimate strong contenders. And finally, leverage advocacy. Leverage the kind of advocacy efforts that women impacting public policy carries out on behalf of women owned small businesses across the country. Take advantage of this special membership access that you can get at, uh, at good value and prices. Pay attention and support the efforts of a national organization, national bipartisan organization that is devoted to keeping the doors open and opportunities expanding for us as well.

Lee Kantor: Good stuff. Judy. Thank you so much for sharing what you’re doing. You’re doing such important work, and we appreciate you. If there’s somebody out there that wants to get a hold of your book or have a more substantive conversation with you or somebody on your team, what is the website? What is the best way to connect with you?

Judy Bradt: Uh, three things. First of all, you can pick up my books on Amazon.com. Just Google Judy Brat, brat and the word government and you’ll find them. There’s a book and a workbook. Connect with me on LinkedIn. That’s super easy. And I have tons of free on demand webinars, guides, and blog posts and insights on my website, which is grow fed biz grow fed biz com. You can also email me Judy Brat at grow Biz. Com.

Renita Manley: And if you miss Judy’s Expert series, if you are a BB, you can go log in to our web resource portal and visit the educational resources. And you can get all of Judy’s Federal Contracting one on one information right there.

Judy Bradt: Thank you Anita. Thank you Lee. This has been fun. And the WB are the ones who are doing the important work out there. So go forth and do that because government buyers and we as citizens need what you do.

Lee Kantor: All right. This is Lee Kantor for Anita manly. We’ll see you all next time on Women in Motion.

Speaker1: Help me.

Speaker3: Kick me off when I’m down. Oh!

 

BRX Pro Tip: Sales Technology vs Human Nature

September 15, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Sales Technology vs Human Nature
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: Sales Technology vs Human Nature

Stone Payton: And we’re back with Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, let’s visit or revisit for a moment, sales technology versus human nature.

Lee Kantor: Yeah, I don’t know if this is because I’m old, but it’s just that there’s so much automation nowadays, and when there’s this much technology available, it’s so easy to just stop seeing your prospect as a human. And then they’re just kind of a sales opportunity or a number, a dollar amount, and then you feel comfortable just burying them in a pile of automated messages.

Lee Kantor: So when you lean too hard on automation without any type of human touch, you’re risking alienating the very people you’re trying to communicate with and connect with. So how can you balance tech with humanity, and especially at a time when people are craving human-to-human connection more than ever?

Lee Kantor: So you want to use automation for certain tasks, timely reminders, tracking data. But you want to set your human touchpoint strategically. You want to use the tech to prep, then lean on your own emotional intelligence to engage. You want to stay alert for signs your prospect wants a real conversation, and be ready to switch gears into a real human-to-human conversation.

Lee Kantor: A quick, genuine response can turn a cold lead into a warm relationship if you do this right. So how can you do this? One of the key things to adding humanity into your process is to create moments of surprise and delight. These moments humanize you, they humanize your brand, and they can rebuild trust if something’s gone wrong faster than any type of automated blast can.

Lee Kantor: So sales success isn’t about replacing humans with automation. When you strike a balance between technology and humanity, your prospects are going to feel valued, they’re going to feel heard, and they’re going to be ready to say yes.

  • « Previous Page
  • 1
  • …
  • 15
  • 16
  • 17
  • 18
  • 19
  • …
  • 1319
  • Next Page »

Business RadioX ® Network


 

Our Most Recent Episode

CONNECT WITH US

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Partner With Us

Discover More Here

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Business RadioX® Headquarters
1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2026 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio